Find A Portfolio/Ticker
Comparison Box
NSFAX: Columbia Total Return Bond A (MUTUAL FUND)
Basic Info
Asset Class: | Intermediate-Term Bond |
MyPlanIQ Rating: | Not Rated |
Start Date: | 06/21/1996 |
Last Dividend Date: | 02/28/2011 |
12-Mo. Yield | 3.29% |
Expenses | - |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 04/04/2011)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 06/21/1996 |
2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 5.2 | 6.2 | 5.5 | 4.9 | 5.5 | 0.9 | 7.1 | 15.1 | -3.7 | 3.4 | 4.7 | 1.7 | 4.6 | 4.6 | 7.1 | 7.7 | 9.9 | -1.4 | 7.0 | 8.3 | 6.1 |
Sharpe Ratio | NA | 1.46 | 1.17 | 0.88 | 0.83 | 0.15 | 1.4 | 1.97 | 3.11 | -0.65 | 0.1 | 0.42 | -0.16 | 0.94 | 0.97 | 1.49 | 1.19 | 1.38 | -1.02 | 0.87 | -12.58 | 1.75 |
Draw Down(%) | NA | 2.5 | 10.5 | 10.9 | 10.9 | 10.9 | 0.7 | 2.5 | 2.6 | 10.9 | 2.6 | 2.3 | 2.7 | 4.5 | 5.4 | 2.5 | 2.8 | 3.1 | 4.3 | 3.0 | 2.2 | 1.8 |
Standard Deviation(%) | NA | 3.5 | 5.0 | 4.7 | 4.3 | 4.3 | 2.6 | 3.6 | 4.8 | 7.0 | 3.7 | 3.3 | 2.9 | 3.9 | 4.1 | 4.1 | 4.6 | 4.2 | 4.6 | 4.2 | 3.7 | 4.8 |
Treynor Ratio | NA | 0.09 | 0.09 | 0.06 | 0.05 | 0.01 | 0.07 | 0.11 | 0.25 | -0.06 | 0.0 | 0.02 | -0.01 | 0.05 | 0.05 | 0.08 | 0.08 | 0.07 | -0.06 | 0.05 | -0.58 | 0.1 |
Alpha | NA | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.02 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.04 | 0.0 |
Beta | NA | 0.59 | 0.63 | 0.67 | 0.69 | 0.72 | 0.48 | 0.63 | 0.59 | 0.71 | 0.75 | 0.87 | 0.74 | 0.79 | 0.75 | 0.71 | 0.66 | 0.82 | 0.84 | 0.71 | 0.81 | 0.83 |
RSquared | NA | 0.79 | 0.66 | 0.71 | 0.77 | 0.8 | 0.69 | 0.82 | 0.72 | 0.61 | 0.86 | 0.91 | 0.88 | 0.91 | 0.9 | 0.88 | 0.79 | 0.87 | 0.91 | 0.82 | 0.9 | 0.95 |
Yield(%) | N/A | 3.3 | 4.2 | 4.4 | 4.5 | N/A | 0.6 | 3.6 | 4.7 | 5.2 | 4.9 | 4.7 | 4.0 | 4.5 | 4.0 | 5.5 | 5.9 | 6.4 | 6.3 | 6.5 | 6.0 | 4.6 |
Dividend Growth(%) | N/A | -20.5 | -9.9 | -10.8 | N/A | N/A | -82.9 | -14.6 | -18.0 | 4.2 | 4.3 | 15.0 | -11.1 | 15.4 | -27.8 | -5.3 | -5.0 | -6.2 | -3.0 | 11.9 | 31.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/21/1996
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Intermediate-Term Bond Asset Class Trend Rankings |
Top Rated Funds in Intermediate-Term Bond
Best Mutual Funds
- VBMFX (VANGUARD TOTAL BOND MARKET INDEX FUND INVESTOR SHARES) (100%)
- VBIIX (VANGUARD INTERMEDIATE-TERM BOND INDEX FUND INVESTOR SHARES) (100%)
- CMFCX (AMERICAN FUNDS MORTGAGE FUND CLASS 529-C) (99%)
- VFICX (VANGUARD INTERMEDIATE-TERM INVESTMENT-GRADE FUND INVESTOR SHARES) (99%)
- VFIDX (VANGUARD INTERMEDIATE-TERM INVESTMENT-GRADE FUND ADMIRAL SHARES) (98%)
- GPBFX (GMO CORE PLUS BOND FUND CLASS IV) (98%)
- SAMIX (MODERATELY AGGRESSIVE BALANCED ALLOCATION PORTFOLIO CLASS I) (98%)
- OWFIX (OLD WESTBURY FIXED INCOME FUND OLD WESTBURY FIXED INCOME FUND) (98%)
- TAIBX (PRUDENTIAL CORE BOND FUND CLASS Z) (98%)
- ACBPX (DIVERSIFIED BOND FUND I CLASS) (97%)
Best ETFs
- AGG (iShares Core U.S. Aggregate Bond ETF) (100%)
- BIV (Vanguard Intermediate-Term Bond Index Fund ETF Shares) (99%)
- BND (Vanguard Total Bond Market Index Fund ETF Shares) (99%)
- GBF (iShares Government/Credit Bond ETF) (99%)
- GVI (iShares Intermediate Government/Credit Bond ETF) (99%)
- MBB (iShares MBS ETF) (99%)
- VCIT (Vanguard Intermediate-Term Corporate Bond Index Fund ETF Shares) (35%)
- VMBS (Vanguard Mortgage-Backed Securities Index Fund ETF Shares) (35%)
- SCHZ (Schwab U.S. Aggregate Bond ETF) (31%)
- CMBS (iShares CMBS ETF) (30%)