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LSIZX: COLUMBIA STRATEGIC INCOME FUND COLUMBIA STRATEGIC INCOME FUND CLASS Z (MUTUAL FUND)
Basic Info 21.44 0.06(0.28%) June 13
| Asset Class: | Multisector Bond |
| MyPlanIQ Rating: | (83%) |
| Start Date: | 02/19/1999 |
| Last Dividend Date: | 05/23/2025 |
| 12-Mo. Yield | 5.43% |
| Expenses | 0.93% |
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Performance Analytics (As of 06/13/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 02/19/1999 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.5 | 3.4 | 6.5 | 5.8 | 3.2 | 3.5 | 4.6 | 4.8 | 4.4 | 4.8 | 10.1 | -11.1 | 0.7 | 8.4 | 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 |
| Sharpe Ratio | NA | 1.17 | 0.87 | 0.48 | 0.26 | 0.5 | NA | NA | 0.8 | -0.49 | 1.05 | -2.06 | 0.36 | 1.1 | 4.47 | -0.96 | 3.06 | 2.29 | 0.13 | 1.36 | 0.08 | 5.65 | 1.7 | 3.16 | 5.17 | -1.51 | 1.21 | 1.52 | -0.24 | 2.15 | 4.24 | -0.41 | -1.5 | -1.57 | -0.64 |
| Draw Down(%) | NA | 2.0 | 2.7 | 9.1 | 17.1 | 17.1 | NA | NA | 17.1 | 2.1 | 4.1 | 15.4 | 2.4 | 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 |
| Standard Deviation(%) | NA | 4.0 | 3.7 | 5.1 | 4.4 | 4.2 | NA | NA | 3.8 | 3.7 | 5.6 | 6.1 | 1.8 | 7.4 | 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 |
| Treynor Ratio | NA | 0.07 | 0.05 | 0.04 | 0.02 | 0.04 | NA | NA | 0.08 | -0.03 | 0.09 | -0.18 | 0.13 | 0.21 | 0.44 | -0.05 | 0.26 | -0.8 | -0.01 | -0.36 | 0.01 | 1.04 | 1.15 | 0.38 | 0.46 | -0.19 | 0.11 | 0.08 | -0.02 | 0.14 | 0.32 | -0.05 | -0.19 | -0.14 | -0.05 |
| Alpha | NA | 0.01 | 0.01 | 0.01 | 0.01 | 0.01 | NA | NA | 0.01 | 0.01 | 0.02 | -0.01 | 0.0 | 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 | 0.0 |
| Beta | NA | 0.66 | 0.64 | 0.71 | 0.62 | 0.49 | NA | NA | 0.4 | 0.65 | 0.69 | 0.69 | 0.05 | 0.39 | 0.2 | 0.38 | 0.22 | -0.1 | -0.4 | -0.1 | 0.45 | 0.11 | 0.06 | 0.25 | 0.41 | 0.38 | 0.28 | 0.48 | 0.41 | 0.64 | 0.51 | 0.39 | 0.37 | 0.33 | 0.31 |
| RSquared | NA | 0.83 | 0.85 | 0.85 | 0.67 | 0.33 | NA | NA | 0.23 | 0.9 | 0.82 | 0.75 | 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 | 0.41 | 0.37 | 0.13 | 0.15 | 0.22 | 0.28 |
| Yield(%) | N/A | 2.2 | 5.4 | 5.3 | 16.7 | 10.3 | 9.1 | 8.0 | N/A | 5.6 | 5.6 | 3.6 | 3.2 | 8.1 | 4.3 | 4.3 | 4.3 | 3.5 | 4.3 | 5.9 | 6.9 | 5.2 | 5.7 | 6.9 | 5.9 | 7.0 | 6.3 | 6.4 | 7.6 | 7.9 | 5.9 | 0.0 | 1.6 | 8.9 | 7.6 |
| Dividend Growth(%) | N/A | -59.9 | -4.2 | 96.6 | 309.5 | 62.6 | N/A | N/A | N/A | 3.0 | 31.7 | 11.5 | 61.2 | 102.3 | -6.4 | 3.3 | 27.2 | -22.0 | -28.8 | -19.7 | 41.4 | -9.4 | -14.7 | 32.5 | -26.9 | 11.0 | -2.1 | -20.5 | -2.6 | 50.6 | N/A | -100.0 | -83.3 | 9.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/19/1999
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