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RSHRX: COLUMBIA HIGH YIELD BOND FUND COLUMBIA HIGH YIELD BOND FUND CLASS R5 (MUTUAL FUND)
Basic Info 10.63 0(0.0%) April 24
Asset Class: | High Yield Bond |
MyPlanIQ Rating: | (69%) |
Start Date: | 12/15/2006 |
Last Dividend Date: | 03/28/2024 |
12-Mo. Yield | 5.65% |
Expenses | 0.75% |
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Performance Analytics (As of 04/19/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 01/07/2008 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.7 | -0.1 | 8.1 | 1.4 | 3.6 | 4.0 | 7.6 | 5.9 | 11.9 | -11.2 | 5.7 | 5.6 | 17.1 | -4.1 | 6.5 | 11.6 | -1.2 | 3.7 | 6.3 | 16.0 | 5.4 | 14.4 | 50.7 | -25.8 | 2.0 | 0.9 |
Sharpe Ratio | NA | -1.87 | 0.81 | -0.2 | 0.27 | 0.47 | NA | 0.77 | 1.41 | -1.59 | 2.02 | 0.45 | 4.01 | -1.2 | 1.62 | 1.82 | -0.23 | 0.87 | 1.39 | 3.77 | 0.84 | 2.79 | 5.91 | -3.06 | -0.23 | 10.47 |
Draw Down(%) | NA | 1.8 | 3.4 | 14.6 | 21.7 | 21.7 | NA | 33.1 | 4.4 | 14.6 | 2.4 | 21.7 | 1.7 | 6.4 | 2.7 | 4.4 | 6.6 | 4.7 | 5.7 | 3.0 | 9.5 | 5.1 | 7.0 | 30.9 | 6.1 | 0.0 |
Standard Deviation(%) | NA | 3.3 | 4.5 | 5.9 | 7.1 | 6.1 | NA | 6.2 | 5.5 | 8.0 | 2.8 | 11.9 | 3.9 | 4.5 | 3.6 | 6.2 | 5.3 | 4.2 | 4.5 | 4.3 | 6.4 | 5.1 | 8.6 | 8.7 | 4.5 | 2.5 |
Treynor Ratio | NA | -0.07 | 0.04 | -0.01 | 0.02 | 0.03 | NA | 0.05 | 0.09 | -0.13 | 0.06 | 0.05 | 0.17 | -0.05 | 0.06 | 0.1 | -0.01 | 0.04 | 0.06 | 0.15 | 0.05 | 0.18 | 0.55 | -0.33 | -0.02 | -3.61 |
Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | 0.0 | 0.0 | -0.02 | 0.01 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.02 | 0.04 | -0.04 | 0.0 | 0.09 |
Beta | NA | 0.85 | 0.9 | 0.99 | 1.04 | 1.04 | NA | 0.97 | 0.91 | 0.99 | 0.95 | 1.08 | 0.91 | 0.98 | 0.99 | 1.09 | 1.13 | 1.03 | 1.1 | 1.05 | 1.07 | 0.78 | 0.92 | 0.8 | 0.62 | -0.07 |
RSquared | NA | 0.84 | 0.9 | 0.93 | 0.92 | 0.85 | NA | 0.72 | 0.89 | 0.93 | 0.71 | 0.95 | 0.61 | 0.64 | 0.59 | 0.77 | 0.71 | 0.73 | 0.62 | 0.6 | 0.78 | 0.45 | 0.44 | 0.67 | 0.31 | 0.01 |
Yield(%) | N/A | 1.4 | 5.8 | 4.7 | 15.3 | 9.3 | 12.2 | N/A | 6.0 | 4.4 | 4.7 | 9.0 | 4.5 | 4.1 | 4.1 | 4.4 | 4.1 | 4.0 | 4.7 | 8.0 | 8.2 | 9.5 | 12.7 | 6.5 | 8.1 | 0.7 |
Dividend Growth(%) | N/A | -75.4 | 8.9 | 175.8 | 268.3 | N/A | N/A | N/A | 15.1 | -5.4 | 107.4 | 125.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -14.3 | -36.4 | -4.3 | -8.0 | 4.2 | 33.3 | -25.0 | 1100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/07/2008
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