Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ALDIX (COLUMBIA LIMITED DURATION CREDIT FUND COLUMBIA LIMITED DURATION CREDIT FUND CLASS I) | NA | 5.05% | 1.75% | 2.32% | 3.53% | NA | NA | … | … |
Data as of 03/24/2017, Common starting date is 03/25/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ALDIX (COLUMBIA LIMITED DURATION CREDIT FUND COLUMBIA LIMITED DURATION CREDIT FUND CLASS I) | 03/25/2004 | 03/24/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.22 | 5.05 | 1.75 | 2.32 | 3.53 | NA | NA | … | … | 0.16 | 6.61 | -1.50 | 0.89 | 1.49 | 6.29 | 2.80 | 6.21 | 15.97 | -5.74 | 5.38 | 4.29 | -1.41 | 1.40 |
| Sharpe Ratio | NA | 3.16 | 0.92 | 1.36 | 1.18 | NA | NA | … | … | 0.20 | 3.00 | -0.88 | 0.69 | 0.92 | 4.69 | 1.30 | 2.43 | 5.00 | -1.25 | 0.74 | 0.38 | -1.73 | 0.26 |
| Standard Deviation(%) | NA | 1.52 | 1.78 | 1.66 | 2.71 | NA | NA | … | … | 1.66 | 2.12 | 1.75 | 1.27 | 1.58 | 1.34 | 2.13 | 2.52 | 3.18 | 5.33 | 3.19 | 2.63 | 2.07 | 3.00 |
| Draw Down(%) | NA | 0.81 | 5.33 | 5.33 | 9.93 | NA | NA | … | … | 0.53 | 2.63 | 3.23 | 2.09 | 1.53 | 0.79 | 2.89 | 1.75 | 1.01 | 9.93 | 1.68 | 1.15 | 2.77 | 3.27 |
| Yield(%) | 0.00 | 2.20 | 2.26 | 2.83 | 3.45 | 2.77 | 2.08 | … | … | 0.29 | 2.39 | 2.52 | 2.11 | 3.54 | 4.10 | 3.08 | 3.65 | 4.81 | 4.28 | 4.70 | 4.46 | 0.52 | 2.35 |
Data as of 03/24/2017, Common starting date is 03/25/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALDIX (COLUMBIA LIMITED DURATION CREDIT FUND COLUMBIA LIMITED DURATION CREDIT FUND CLASS I) |
-0.30%
Feb 2013 – Feb 2016 |
1.45%
Feb 2011 – Feb 2016 |
3.29%
Feb 2006 – Feb 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALDIX (COLUMBIA LIMITED DURATION CREDIT FUND COLUMBIA LIMITED DURATION CREDIT FUND CLASS I) |
8.52%
Feb 2009 – Feb 2012 |
6.68%
Nov 2008 – Nov 2013 |
3.99%
Jun 2006 – Jun 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart