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NSTRX: COLUMBIA SHORT TERM BOND FUND COLUMBIA SHORT TERM BOND FUND CLASS A (MUTUAL FUND)
Basic Info 9.82 0(0.0%) July 08
| Asset Class: | Short-Term Bond |
| MyPlanIQ Rating: | (57%) |
| Start Date: | 10/29/1992 |
| Last Dividend Date: | 05/30/2025 |
| 12-Mo. Yield | 4.26% |
| Expenses | 0.96% |
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Performance Analytics (As of 07/03/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 10/29/1992 |
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 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.3 | 2.3 | 5.5 | 4.9 | 2.7 | 2.1 | 1.8 | 2.4 | 3.3 | 6.0 | 7.1 | -4.9 | 0.5 | 3.3 | 4.8 | 0.5 | 0.8 | 1.5 | 0.1 | 0.5 | 0.3 | 2.6 | 1.3 | 3.1 | 9.2 | -0.6 | 5.3 | 4.3 | 1.8 | 1.0 | 1.9 | 4.8 | 8.4 | 6.9 | 3.0 | 6.1 | 5.8 | 4.7 | 11.1 | -0.5 | 7.3 | 0.4 |
| Sharpe Ratio | NA | 0.97 | 1.29 | 0.66 | 0.3 | 0.32 | NA | NA | 0.76 | -0.28 | 0.98 | -2.7 | 0.48 | 0.78 | 2.1 | -0.87 | 0.2 | 1.38 | 0.04 | 0.51 | 0.29 | 3.08 | 0.97 | 1.9 | 4.08 | -0.5 | 1.23 | 0.59 | -0.31 | 0.06 | 0.7 | 1.86 | 2.48 | 1.25 | -0.12 | 1.2 | 1.08 | 0.46 | 2.76 | -1.1 | 1.81 | 0.18 |
| Draw Down(%) | NA | 0.8 | 0.9 | 3.0 | 7.1 | 9.4 | NA | NA | 9.4 | 0.9 | 1.4 | 6.6 | 0.8 | 9.4 | 0.7 | 0.6 | 0.5 | 0.7 | 0.8 | 0.5 | 0.9 | 0.3 | 0.9 | 1.0 | 0.9 | 5.1 | 0.5 | 0.5 | 0.8 | 1.7 | 1.3 | 1.1 | 1.3 | 0.8 | 0.7 | 1.1 | 0.7 | 1.3 | 0.8 | 3.0 | 0.9 | 0.7 |
| Standard Deviation(%) | NA | 2.0 | 2.0 | 2.5 | 2.1 | 2.1 | NA | NA | 2.1 | 2.2 | 2.9 | 2.3 | 1.0 | 3.9 | 1.6 | 1.0 | 0.8 | 0.9 | 1.1 | 0.9 | 0.8 | 0.8 | 1.3 | 1.6 | 2.2 | 3.0 | 1.9 | 1.7 | 1.3 | 1.7 | 1.7 | 2.0 | 2.5 | 2.2 | 2.1 | 2.3 | 2.1 | 2.5 | 2.6 | 3.1 | 2.9 | 2.1 |
| Treynor Ratio | NA | 0.03 | 0.04 | 0.02 | 0.01 | 0.01 | NA | NA | 0.02 | -0.01 | 0.04 | -0.11 | 0.01 | 0.03 | 0.05 | -0.02 | 0.0 | 0.04 | 0.0 | 0.01 | 0.01 | 0.07 | 0.02 | 0.05 | 0.14 | -0.02 | 0.03 | 0.01 | -0.01 | 0.0 | 0.02 | 0.06 | 0.09 | 0.04 | 0.0 | 0.04 | 0.03 | 0.02 | 0.08 | -0.04 | 0.05 | 0.01 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | 0.01 | -0.01 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 |
| Beta | NA | 0.6 | 0.64 | 0.7 | 0.66 | 0.68 | NA | NA | 0.69 | 0.73 | 0.74 | 0.57 | 0.48 | 1.04 | 0.74 | 0.4 | 0.38 | 0.34 | 0.47 | 0.38 | 0.27 | 0.38 | 0.66 | 0.63 | 0.63 | 0.61 | 0.68 | 0.8 | 0.66 | 0.69 | 0.63 | 0.61 | 0.66 | 0.76 | 0.72 | 0.73 | 0.79 | 0.77 | 0.86 | 0.76 | 0.96 | 0.49 |
| RSquared | NA | 0.77 | 0.78 | 0.83 | 0.78 | 0.64 | NA | NA | 0.65 | 0.79 | 0.85 | 0.81 | 0.46 | 0.59 | 0.63 | 0.32 | 0.34 | 0.38 | 0.49 | 0.3 | 0.24 | 0.31 | 0.59 | 0.62 | 0.64 | 0.65 | 0.77 | 0.71 | 0.59 | 0.69 | 0.67 | 0.72 | 0.71 | 0.75 | 0.77 | 0.77 | 0.82 | 0.83 | 0.82 | 0.48 | 0.57 | 0.41 |
| Yield(%) | N/A | 1.9 | 4.3 | 3.9 | 2.8 | 2.2 | 1.9 | 2.4 | N/A | 4.4 | 3.9 | 1.9 | 1.3 | 2.1 | 3.3 | 1.2 | 1.2 | 0.6 | 0.6 | 0.9 | 0.6 | 1.2 | 1.9 | 2.5 | 3.9 | 4.3 | 4.5 | 4.0 | 2.8 | 2.2 | 2.6 | 3.2 | 5.1 | 5.8 | 5.5 | 5.5 | 5.6 | 5.7 | 6.3 | 5.0 | 5.1 | 1.1 |
| Dividend Growth(%) | N/A | -55.9 | 9.0 | 87.6 | 78.6 | -14.7 | -56.2 | N/A | N/A | 15.5 | 95.2 | 43.5 | -37.9 | -34.2 | 177.0 | -3.2 | 86.7 | 12.3 | -36.0 | 36.9 | -45.8 | -37.2 | -24.2 | -30.4 | -15.6 | -2.3 | 12.9 | 38.4 | 26.0 | -13.6 | -19.1 | -35.9 | -10.4 | 3.9 | -1.1 | -0.4 | -4.1 | -4.4 | 17.7 | 0.0 | 349.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/29/1992
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