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LSIZX: Columbia Strategic Income Z (MUTUAL FUND)
Basic Info 20.91 0.05(0.24%) December 08
| Asset Class: | Multisector Bond |
| MyPlanIQ Rating: | (83%) |
| Start Date: | 02/19/1999 |
| Last Dividend Date: | 10/25/2023 |
| 12-Mo. Yield | 5.02% |
| Expenses | 0.64% |
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Performance Analytics (As of 12/08/2023)
| Last 1 Week* | YTD*(2023) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 0.2 | 6.5 | 4.8 | -0.9 | 2.7 | 3.2 | 5.4 | 4.2 | -11.1 | 4.1 | 7.4 | 10.3 | -0.8 | 6.2 | 8.1 | 0.5 | 3.8 | 0.3 | 11.8 | 6.4 | 9.7 | 19.1 | -6.5 | 5.9 | 7.0 | 1.5 | 10.1 | 17.0 | -0.7 | -4.7 | -0.5 | 1.3 |
| SR | NA | 0.47 | 0.09 | -0.57 | 0.24 | 0.55 | NA | 0.8 | -2.06 | 2.08 | 0.98 | 4.47 | -0.96 | 3.06 | 2.28 | 0.13 | 1.36 | 0.08 | 5.65 | 1.7 | 3.16 | 5.17 | -1.51 | 1.2 | 1.51 | -0.24 | 2.15 | 4.24 | -0.41 | -1.5 | -1.56 | -0.64 |
| DD(%) | NA | 4.1 | 4.1 | 16.1 | 16.1 | 16.1 | NA | 16.1 | 15.4 | 0.9 | 14.5 | 0.7 | 1.9 | 1.2 | 3.6 | 4.1 | 4.5 | 5.7 | 2.1 | 5.5 | 2.9 | 3.8 | 13.9 | 2.1 | 1.7 | 2.8 | 5.3 | 4.5 | 7.3 | 10.4 | 5.3 | 3.5 |
| SD(%) | NA | 5.6 | 5.6 | 4.8 | 5.1 | 4.1 | NA | 3.8 | 6.1 | 1.9 | 7.3 | 2.0 | 2.2 | 1.8 | 3.4 | 3.3 | 2.7 | 3.1 | 2.1 | 3.7 | 3.0 | 3.7 | 4.9 | 2.4 | 2.5 | 2.8 | 4.3 | 3.9 | 4.4 | 4.7 | 2.9 | 2.7 |
| TR | NA | 0.04 | 0.01 | -0.04 | 0.02 | 0.06 | NA | 0.08 | -0.19 | 0.67 | 0.18 | 0.44 | -0.06 | 0.26 | -0.79 | -0.01 | -0.36 | 0.01 | 1.03 | 1.18 | 0.39 | 0.46 | -0.19 | 0.1 | 0.08 | -0.02 | 0.15 | 0.32 | -0.05 | -0.19 | -0.14 | -0.04 |
| Alpha | NA | 0.01 | 0.01 | 0.0 | 0.01 | 0.01 | NA | 0.01 | -0.01 | 0.02 | 0.02 | 0.03 | -0.01 | 0.02 | 0.03 | 0.0 | 0.02 | 0.01 | 0.04 | 0.02 | 0.03 | 0.06 | -0.04 | 0.01 | 0.01 | 0.0 | 0.03 | 0.05 | -0.02 | -0.04 | -0.03 | 0.01 |
| Beta | NA | 0.69 | 0.7 | 0.62 | 0.55 | 0.4 | NA | 0.38 | 0.68 | 0.06 | 0.41 | 0.2 | 0.38 | 0.22 | -0.1 | -0.4 | -0.1 | 0.44 | 0.12 | 0.05 | 0.25 | 0.41 | 0.38 | 0.28 | 0.48 | 0.4 | 0.63 | 0.51 | 0.4 | 0.36 | 0.33 | 0.4 |
| RS | NA | 0.82 | 0.83 | 0.69 | 0.39 | 0.21 | NA | 0.2 | 0.74 | 0.01 | 0.07 | 0.13 | 0.25 | 0.12 | 0.01 | 0.23 | 0.01 | 0.24 | 0.02 | 0.0 | 0.11 | 0.26 | 0.24 | 0.21 | 0.42 | 0.21 | 0.4 | 0.37 | 0.14 | 0.15 | 0.22 | 0.35 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/06/2001
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