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LIBAX: COLUMBIA TOTAL RETURN BOND FUND COLUMBIA TOTAL RETURN BOND FUND CLASS A (MUTUAL FUND)
Basic Info 29.14 0.07(0.24%) April 26
Asset Class: | Intermediate-Term Bond |
MyPlanIQ Rating: | (50%) |
Start Date: | 08/17/2000 |
Last Dividend Date: | 03/28/2024 |
12-Mo. Yield | 3.94% |
Expenses | 0.49% |
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Performance Analytics (As of 04/25/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 03/19/2001 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.1 | -3.8 | -0.7 | -5.0 | 0.2 | 1.5 | 3.4 | 3.1 | 3.2 | 7.2 | -18.0 | 0.3 | 12.0 | 9.0 | 0.1 | 3.6 | 4.5 | 0.1 | 5.2 | -2.6 | 7.1 | 6.4 | 7.2 | 18.4 | -6.0 | 4.3 | 4.4 | 2.2 | 4.7 | 9.1 | 3.8 | 3.9 | 4.8 |
Sharpe Ratio | NA | -2.13 | -0.44 | -0.99 | -0.21 | 0.09 | NA | NA | 0.54 | 0.38 | -2.31 | 0.11 | 2.06 | 2.0 | -0.32 | 1.15 | 1.45 | 0.03 | 2.28 | -0.88 | 2.88 | 1.64 | 1.92 | 3.61 | -1.05 | 0.35 | 0.34 | -0.01 | 1.0 | 2.2 | 0.7 | 0.38 | 2.93 |
Draw Down(%) | NA | 4.5 | 7.7 | 23.0 | 23.0 | 23.0 | NA | NA | 23.0 | 8.1 | 21.8 | 2.1 | 10.1 | 2.4 | 2.4 | 1.2 | 3.6 | 2.8 | 1.2 | 5.3 | 1.1 | 2.2 | 2.6 | 3.5 | 11.9 | 2.4 | 2.1 | 2.3 | 4.2 | 3.9 | 3.1 | 3.8 | 0.8 |
Standard Deviation(%) | NA | 7.1 | 7.6 | 7.2 | 6.3 | 5.0 | NA | NA | 4.4 | 7.9 | 8.4 | 2.7 | 5.7 | 3.8 | 3.8 | 2.6 | 3.0 | 3.6 | 2.3 | 2.9 | 2.5 | 3.9 | 3.7 | 5.1 | 6.6 | 3.8 | 3.1 | 2.9 | 3.7 | 3.8 | 3.9 | 4.3 | 3.2 |
Treynor Ratio | NA | -0.13 | -0.03 | -0.07 | -0.01 | 0.0 | NA | NA | 0.03 | 0.03 | -0.21 | 0.0 | 0.13 | 0.07 | -0.01 | 0.04 | 0.06 | 0.0 | 0.08 | -0.04 | 0.1 | 0.09 | 0.11 | 0.28 | -0.09 | 0.02 | 0.01 | 0.0 | 0.05 | 0.12 | 0.04 | 0.03 | 0.21 |
Alpha | NA | 0.0 | -0.01 | -0.01 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | -0.03 | 0.0 | 0.01 | -0.01 | 0.0 | 0.0 | 0.01 | 0.0 | 0.01 | -0.01 | 0.0 | 0.0 | 0.0 | 0.02 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.02 | -0.01 | -0.01 | 0.01 |
Beta | NA | 1.15 | 1.03 | 0.97 | 0.95 | 0.92 | NA | NA | 0.78 | 1.0 | 0.93 | 0.66 | 0.88 | 1.06 | 1.0 | 0.78 | 0.67 | 0.78 | 0.66 | 0.71 | 0.69 | 0.71 | 0.65 | 0.66 | 0.73 | 0.77 | 0.81 | 0.73 | 0.74 | 0.71 | 0.63 | 0.55 | 0.44 |
RSquared | NA | 0.96 | 0.95 | 0.93 | 0.87 | 0.83 | NA | NA | 0.79 | 0.95 | 0.91 | 0.87 | 0.65 | 0.84 | 0.49 | 0.73 | 0.69 | 0.85 | 0.76 | 0.81 | 0.74 | 0.79 | 0.82 | 0.8 | 0.75 | 0.88 | 0.88 | 0.87 | 0.9 | 0.91 | 0.74 | 0.64 | 0.33 |
Yield(%) | N/A | 1.1 | 4.5 | 3.0 | 14.2 | 8.5 | 8.2 | 6.6 | N/A | 4.1 | 2.9 | 2.8 | 25.8 | 4.2 | 2.8 | 2.7 | 4.3 | 2.9 | 2.7 | 3.2 | 5.0 | 3.9 | 3.8 | 5.9 | 5.4 | 5.4 | 5.1 | 4.3 | 5.5 | 5.5 | 4.3 | 1.7 | 2.5 |
Dividend Growth(%) | N/A | -73.2 | 29.2 | 3.4 | 365.2 | 88.4 | N/A | N/A | N/A | 13.9 | -0.9 | -54.2 | 543.2 | 48.0 | 4.2 | -36.8 | 40.7 | 12.5 | -20.0 | -34.8 | 31.4 | 6.1 | -28.3 | -4.2 | 0.0 | 6.7 | 15.4 | -22.0 | 4.2 | 26.3 | 153.3 | -28.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/19/2001
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