Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CDDRX (COLUMBIA DIVIDEND INCOME FUND COLUMBIA DIVIDEND INCOME FUND CLASS R5) | 8.81% | 21.58% | 17.02% | 10.76% | 12.65% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/12/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CDDRX (COLUMBIA DIVIDEND INCOME FUND COLUMBIA DIVIDEND INCOME FUND CLASS R5) | 11/12/2012 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.88 | 21.58 | 17.02 | 10.76 | 12.65 | NA | NA | … | … | 8.81 | 15.92 | 15.07 | 10.61 | -4.89 | 26.32 | 7.90 | 28.24 | -4.33 | 20.88 | 13.07 | 0.74 | 10.96 | 24.35 | 1.57 |
| Sharpe Ratio | NA | 2.05 | 1.22 | 0.62 | 0.70 | NA | NA | … | … | 1.75 | 0.94 | 1.20 | 0.62 | -0.34 | 2.22 | 0.23 | 2.41 | -0.39 | 3.33 | 1.14 | 0.05 | 1.03 | 2.29 | 1.24 |
| Standard Deviation(%) | NA | 9.03 | 11.31 | 13.26 | 15.71 | NA | NA | … | … | 9.94 | 13.95 | 9.56 | 11.34 | 18.81 | 11.86 | 32.92 | 11.09 | 14.87 | 6.09 | 11.30 | 14.83 | 10.61 | 10.60 | 10.16 |
| Draw Down(%) | NA | 5.51 | 13.00 | 16.93 | 32.77 | NA | NA | … | … | 5.51 | 13.00 | 5.50 | 9.24 | 16.93 | 4.94 | 32.77 | 5.43 | 15.94 | 2.36 | 7.07 | 11.43 | 7.79 | 5.38 | 2.90 |
| Yield(%) | 0.00 | 5.66 | 6.23 | 5.02 | 6.43 | 6.81 | 5.11 | … | … | 0.43 | 5.82 | 6.46 | 5.18 | 3.54 | 3.59 | 1.86 | 3.65 | 6.77 | 5.18 | 4.29 | 7.73 | 7.25 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 11/12/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CDDRX (COLUMBIA DIVIDEND INCOME FUND COLUMBIA DIVIDEND INCOME FUND CLASS R5) |
4.41%
Mar 2017 – Mar 2020 |
6.45%
Mar 2015 – Mar 2020 |
9.53%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CDDRX (COLUMBIA DIVIDEND INCOME FUND COLUMBIA DIVIDEND INCOME FUND CLASS R5) |
20.46%
Dec 2018 – Dec 2021 |
15.99%
Mar 2020 – Mar 2025 |
13.47%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart