Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
CBFRX (COLUMBIA BOND FUND COLUMBIA BOND FUND CLASS R) NA 0.50% -4.50% -0.39% 0.85% NA NA
Data as of 04/19/2024, Common starting date is 11/18/2011
More Performance Analytics Comparison
Name Start Date End Date
CBFRX (COLUMBIA BOND FUND COLUMBIA BOND FUND CLASS R) 11/18/2011 04/19/2024
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Annualized Return (%) -0.87 0.50 -4.50 -0.39 0.85 NA NA -2.86 6.65 -15.97 -1.31 7.65 8.69 -1.07 3.31 3.26 -0.34 4.89 -3.55 5.37 -0.21
Sharpe Ratio NA -0.44 -0.96 -0.02 0.00 NA NA -1.93 0.30 -2.18 -0.44 0.04 1.93 -0.80 0.99 1.00 -0.10 1.93 -1.09 2.02 -0.43
Standard Deviation(%) NA 7.52 7.05 87.98 62.25 NA NA 6.66 8.06 8.01 3.01 196.17 3.78 2.98 2.72 3.06 3.72 2.53 3.28 2.65 4.34
Draw Down(%) NA 7.97 21.22 79.93 79.93 NA NA 3.90 8.29 19.54 2.72 75.19 2.24 3.48 1.30 4.43 3.20 1.22 5.53 1.25 1.47
Yield(%) 0.00 3.82 2.20 9.33 5.92 4.37 3.27 0.94 3.72 1.94 1.22 13.68 3.90 1.97 1.62 3.98 4.41 2.90 4.64 5.53 0.00
Data as of 04/19/2024, Common starting date is 11/18/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CBFRX (COLUMBIA BOND FUND COLUMBIA BOND FUND CLASS R) -40.06%
Aug 2020 – Aug 2023
-1.46%
Oct 2017 – Oct 2022
-0.04%
Oct 2012 – Oct 2022
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CBFRX (COLUMBIA BOND FUND COLUMBIA BOND FUND CLASS R) 66.24%
Jul 2017 – Jul 2020
37.17%
Jul 2015 – Jul 2020
2.62%
Dec 2011 – Dec 2021
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return