Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CDIRX (COLUMBIA DIVIDEND INCOME FUND COLUMBIA DIVIDEND INCOME FUND CLASS R) | 8.53% | 20.92% | 16.37% | 9.41% | 11.68% | 11.67% | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/02/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CDIRX (COLUMBIA DIVIDEND INCOME FUND COLUMBIA DIVIDEND INCOME FUND CLASS R) | 04/02/2008 | 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 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.87 | 20.92 | 16.37 | 9.41 | 11.68 | 11.67 | NA | … | … | 8.53 | 15.27 | 14.47 | 9.98 | -7.19 | 23.88 | 7.26 | 27.44 | -4.86 | 20.16 | 12.91 | 0.09 | 12.13 | 28.01 | 10.61 | 6.42 | 11.91 | 15.16 | -25.60 |
| Sharpe Ratio | NA | 1.97 | 1.16 | 0.51 | 0.63 | NA | NA | … | … | 1.68 | 0.89 | 1.13 | 0.56 | -0.46 | 1.98 | 0.21 | 2.35 | -0.42 | 3.20 | 1.12 | 0.00 | 1.15 | 2.73 | 0.98 | 0.32 | 0.74 | 0.64 | -0.87 |
| Standard Deviation(%) | NA | 9.04 | 11.31 | 13.31 | 15.72 | NA | NA | … | … | 9.95 | 13.95 | 9.57 | 11.33 | 18.86 | 12.03 | 32.89 | 11.07 | 14.91 | 6.11 | 11.30 | 14.76 | 10.58 | 10.26 | 10.83 | 20.15 | 16.02 | 23.58 | 38.20 |
| Draw Down(%) | NA | 5.55 | 13.07 | 17.30 | 32.80 | NA | NA | … | … | 5.55 | 13.07 | 5.52 | 9.37 | 17.30 | 4.97 | 32.80 | 5.46 | 16.10 | 2.44 | 7.11 | 11.62 | 7.29 | 4.95 | 7.64 | 15.83 | 13.78 | 25.57 | 39.00 |
| Yield(%) | 0.00 | 5.20 | 5.71 | 3.84 | 5.20 | 6.78 | 5.02 | … | … | 0.30 | 5.35 | 5.98 | 4.71 | 1.30 | 1.24 | 1.36 | 3.03 | 6.29 | 4.61 | 4.19 | 7.19 | 8.46 | 3.41 | 2.26 | 2.01 | 1.55 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 04/02/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CDIRX (COLUMBIA DIVIDEND INCOME FUND COLUMBIA DIVIDEND INCOME FUND CLASS R) |
0.59%
May 2008 – May 2011 |
5.31%
May 2008 – May 2013 |
7.91%
May 2008 – May 2018 |
8.03%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CDIRX (COLUMBIA DIVIDEND INCOME FUND COLUMBIA DIVIDEND INCOME FUND CLASS R) |
20.84%
Feb 2009 – Feb 2012 |
18.88%
Feb 2009 – Feb 2014 |
14.28%
Feb 2009 – Feb 2019 |
12.98%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart