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NSTRX: COLUMBIA SHORT TERM BOND FUND COLUMBIA SHORT TERM BOND FUND CLASS A (MUTUAL FUND)
Basic Info 9.61 0.01(0.10%) May 01
Asset Class: | Short-Term Bond |
MyPlanIQ Rating: | (58%) |
Start Date: | 10/29/1992 |
Last Dividend Date: | 03/28/2024 |
12-Mo. Yield | 3.78% |
Expenses | 0.96% |
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Performance Analytics (As of 04/26/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 05/22/1997 |
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(%) | 0.0 | 0.7 | 5.2 | 0.8 | 1.8 | 1.4 | 1.8 | 2.1 | 2.9 | 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 | -0.79 | 0.47 | -0.61 | 0.08 | 0.16 | NA | NA | 0.75 | 0.97 | -2.7 | 0.45 | 0.77 | 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 | 0.7 | 1.4 | 7.1 | 9.4 | 9.4 | NA | NA | 9.4 | 1.4 | 6.7 | 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 | 2.4 | 2.6 | 2.4 | 2.6 | 2.0 | NA | NA | 2.1 | 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 | -0.02 | 0.02 | -0.02 | 0.0 | 0.0 | NA | NA | 0.02 | 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 | 0.01 | 0.01 | 0.0 | 0.0 | 0.0 | NA | NA | 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 | 0.79 | 0.75 | 0.66 | 0.74 | 0.67 | NA | NA | 0.69 | 0.74 | 0.57 | 0.49 | 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 | 0.84 | 0.83 | 0.8 | 0.67 | 0.61 | NA | NA | 0.65 | 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 | 0.9 | 3.5 | 2.3 | 2.3 | 1.7 | 1.8 | 2.2 | N/A | 3.8 | 1.8 | 1.2 | 1.9 | 3.1 | 1.3 | 1.2 | 0.7 | 0.2 | 1.2 | 0.6 | 1.2 | 1.9 | 2.2 | 3.8 | 4.8 | 4.8 | 3.8 | 2.7 | 2.6 | 2.9 | 3.0 | 5.1 | 6.1 | 5.1 | 5.5 | 5.4 | 6.1 | 6.5 | 5.0 | 5.1 | 1.1 |
Dividend Growth(%) | N/A | -75.0 | 26.9 | 12.7 | 134.0 | -39.5 | N/A | N/A | N/A | 100.0 | 50.0 | -36.8 | -38.7 | 138.5 | 8.3 | 71.4 | 250.0 | -83.3 | 100.0 | -50.0 | -36.8 | -13.6 | -38.9 | -25.0 | 2.1 | 27.0 | 37.0 | 3.8 | -10.3 | -3.3 | -38.8 | -15.5 | 16.0 | -7.4 | 1.9 | -11.7 | -1.6 | 22.0 | 0.0 | 354.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/22/1997
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