Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CDDYX (COLUMBIA DIVIDEND INCOME FUND COLUMBIA DIVIDEND INCOME FUND CLASS Y) | 8.83% | 21.65% | 17.08% | 10.81% | 12.70% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/12/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CDDYX (COLUMBIA DIVIDEND INCOME FUND COLUMBIA DIVIDEND INCOME FUND CLASS Y) | 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 | 21.65 | 17.08 | 10.81 | 12.70 | NA | NA | … | … | 8.83 | 15.95 | 15.17 | 10.65 | -4.84 | 26.43 | 7.91 | 28.31 | -4.28 | 20.95 | 13.10 | 0.84 | 10.98 | 24.33 | 1.57 |
| Sharpe Ratio | NA | 2.05 | 1.22 | 0.62 | 0.70 | NA | NA | … | … | 1.76 | 0.94 | 1.21 | 0.62 | -0.33 | 2.22 | 0.23 | 2.43 | -0.38 | 3.36 | 1.14 | 0.05 | 1.03 | 2.29 | 1.23 |
| Standard Deviation(%) | NA | 9.03 | 11.30 | 13.26 | 15.69 | NA | NA | … | … | 9.95 | 13.92 | 9.57 | 11.36 | 18.81 | 11.87 | 32.88 | 11.04 | 14.89 | 6.06 | 11.29 | 14.79 | 10.61 | 10.63 | 10.18 |
| Draw Down(%) | NA | 5.51 | 12.99 | 16.91 | 32.75 | NA | NA | … | … | 5.51 | 12.99 | 5.51 | 9.24 | 16.91 | 4.92 | 32.75 | 5.45 | 15.96 | 2.34 | 7.11 | 11.46 | 7.79 | 5.43 | 2.90 |
| Yield(%) | 0.00 | 5.70 | 6.28 | 5.06 | 6.49 | 6.88 | 5.16 | … | … | 0.44 | 5.87 | 6.50 | 5.23 | 3.57 | 3.64 | 1.94 | 3.70 | 6.81 | 5.21 | 4.32 | 7.77 | 7.26 | 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 |
|---|---|---|---|---|
| CDDYX (COLUMBIA DIVIDEND INCOME FUND COLUMBIA DIVIDEND INCOME FUND CLASS Y) |
4.47%
Mar 2017 – Mar 2020 |
6.50%
Mar 2015 – Mar 2020 |
9.58%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CDDYX (COLUMBIA DIVIDEND INCOME FUND COLUMBIA DIVIDEND INCOME FUND CLASS Y) |
20.52%
Dec 2018 – Dec 2021 |
16.05%
Mar 2020 – Mar 2025 |
13.52%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart