Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ALDAX (COLUMBIA LIMITED DURATION CREDIT FUND COLUMBIA LIMITED DURATION CREDIT FUND CLASS A) | -0.05% | 3.59% | 4.96% | 1.80% | 2.49% | 2.29% | 3.00% | … | … |
Data as of 06/03/2026, Common starting date is 06/20/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ALDAX (COLUMBIA LIMITED DURATION CREDIT FUND COLUMBIA LIMITED DURATION CREDIT FUND CLASS A) | 06/20/2003 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.10 | 3.59 | 4.96 | 1.80 | 2.49 | 2.29 | 3.00 | … | … | -0.05 | 6.16 | 4.61 | 6.54 | -6.37 | -1.38 | 5.44 | 7.22 | -0.03 | 1.76 | 6.23 | -1.75 | 0.43 | 1.22 | 5.78 | 2.44 | 5.86 | 15.50 | -6.01 | 4.88 | 4.05 | 1.63 | 2.39 | -1.14 |
| Sharpe Ratio | NA | 0.73 | 0.76 | -0.24 | 0.34 | NA | NA | … | … | -0.91 | 1.43 | 0.38 | 0.82 | -1.98 | -0.90 | 1.38 | 3.09 | -0.93 | 0.81 | 2.86 | -1.04 | 0.33 | 0.80 | 4.25 | 1.17 | 2.29 | 5.07 | -1.33 | 0.56 | 0.25 | -0.26 | 0.47 | -0.71 |
| Standard Deviation(%) | NA | 2.16 | 2.62 | 2.99 | 2.60 | NA | NA | … | … | 2.34 | 2.30 | 2.57 | 3.57 | 3.96 | 1.56 | 3.73 | 1.86 | 1.52 | 1.36 | 2.10 | 1.72 | 1.24 | 1.49 | 1.36 | 2.05 | 2.52 | 3.04 | 5.25 | 3.09 | 2.59 | 2.44 | 2.98 | 3.94 |
| Draw Down(%) | NA | 1.59 | 1.59 | 10.69 | 10.69 | NA | NA | … | … | 1.59 | 1.41 | 1.31 | 2.09 | 9.20 | 1.90 | 8.01 | 0.90 | 1.30 | 0.60 | 2.76 | 3.37 | 2.18 | 1.56 | 0.79 | 2.95 | 1.88 | 0.90 | 10.14 | 1.82 | 1.36 | 1.88 | 3.80 | 3.61 |
| Yield(%) | 0.00 | 3.56 | 3.64 | 2.60 | 2.28 | 2.33 | 2.84 | … | … | 1.25 | 3.90 | 3.60 | 3.02 | 1.66 | 0.75 | 1.50 | 2.37 | 2.01 | 1.55 | 2.03 | 2.18 | 1.76 | 3.18 | 3.72 | 2.73 | 3.33 | 4.40 | 3.92 | 4.35 | 4.15 | 3.63 | 1.67 | 0.27 |
Data as of 06/03/2026, Common starting date is 06/20/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALDAX (COLUMBIA LIMITED DURATION CREDIT FUND COLUMBIA LIMITED DURATION CREDIT FUND CLASS A) |
-1.48%
Oct 2020 – Oct 2023 |
0.37%
Oct 2017 – Oct 2022 |
1.00%
Oct 2012 – Oct 2022 |
2.20%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALDAX (COLUMBIA LIMITED DURATION CREDIT FUND COLUMBIA LIMITED DURATION CREDIT FUND CLASS A) |
8.10%
Feb 2009 – Feb 2012 |
6.30%
Nov 2008 – Nov 2013 |
3.93%
May 2004 – May 2014 |
3.45%
May 2006 – May 2021 |
Annualized Rolling Returns Comparison Chart