Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CDLRX (COLUMBIA LIMITED DURATION CREDIT FUND COLUMBIA LIMITED DURATION CREDIT FUND CLASS R4) | NA | 6.69% | 1.54% | 2.02% | 2.29% | NA | NA | … | … |
Data as of 11/25/2024, Common starting date is 03/04/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CDLRX (COLUMBIA LIMITED DURATION CREDIT FUND COLUMBIA LIMITED DURATION CREDIT FUND CLASS R4) | 03/04/2013 | 11/25/2024 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.10 | 6.69 | 1.54 | 2.02 | 2.29 | NA | NA | … | … | 4.05 | 6.88 | -6.01 | -0.65 | 5.70 | 7.49 | 0.13 | 2.11 | 6.33 | -1.52 | 0.76 | 0.97 |
| Sharpe Ratio | NA | 0.10 | -0.70 | -0.13 | 0.29 | NA | NA | … | … | -0.94 | 0.75 | -1.94 | -0.52 | 1.46 | 3.08 | -0.79 | 1.14 | 2.89 | -0.90 | 0.59 | 0.73 |
| Standard Deviation(%) | NA | 2.71 | 3.36 | 3.16 | 2.56 | NA | NA | … | … | 2.63 | 3.53 | 3.83 | 1.30 | 3.74 | 1.98 | 1.50 | 1.31 | 2.12 | 1.73 | 1.28 | 1.55 |
| Draw Down(%) | NA | 1.20 | 8.91 | 9.87 | 9.87 | NA | NA | … | … | 1.20 | 2.07 | 8.91 | 1.39 | 8.01 | 0.90 | 1.33 | 0.55 | 2.64 | 3.21 | 2.12 | 1.54 |
| Yield(%) | 0.00 | 3.86 | 2.89 | 2.38 | 2.31 | 1.82 | 1.36 | … | … | 3.17 | 3.24 | 1.90 | 1.66 | 1.77 | 2.64 | 2.26 | 1.80 | 2.13 | 2.41 | 1.99 | 3.13 |
Data as of 11/25/2024, Common starting date is 03/04/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CDLRX (COLUMBIA LIMITED DURATION CREDIT FUND COLUMBIA LIMITED DURATION CREDIT FUND CLASS R4) |
-1.04%
Oct 2020 – Oct 2023 |
0.77%
Oct 2017 – Oct 2022 |
1.64%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CDLRX (COLUMBIA LIMITED DURATION CREDIT FUND COLUMBIA LIMITED DURATION CREDIT FUND CLASS R4) |
4.70%
Jul 2018 – Jul 2021 |
4.60%
Jan 2016 – Jan 2021 |
2.38%
Sep 2014 – Sep 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart