Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CFCRX (COLUMBIA FLEXIBLE CAPITAL INCOME FUND COLUMBIA FLEXIBLE CAPITAL INCOME FUND CLASS R4) | NA | 22.04% | 2.36% | 6.45% | 6.40% | NA | NA | … | … |
Data as of 11/25/2024, Common starting date is 11/12/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CFCRX (COLUMBIA FLEXIBLE CAPITAL INCOME FUND COLUMBIA FLEXIBLE CAPITAL INCOME FUND CLASS R4) | 11/12/2012 | 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 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.18 | 22.04 | 2.36 | 6.45 | 6.40 | NA | NA | … | … | 14.28 | 8.59 | -12.96 | 12.60 | 8.73 | 22.49 | -6.86 | 13.65 | 17.44 | -6.12 | 1.46 | 10.34 | 1.10 |
| Sharpe Ratio | NA | 2.20 | -0.20 | 0.29 | 0.43 | NA | NA | … | … | 1.33 | 0.47 | -1.07 | 1.32 | 0.36 | 2.91 | -1.00 | 2.91 | 1.90 | -0.71 | 0.21 | 1.27 | 1.20 |
| Standard Deviation(%) | NA | 7.00 | 10.61 | 13.73 | 11.18 | NA | NA | … | … | 6.71 | 9.26 | 13.44 | 9.51 | 23.26 | 7.24 | 8.24 | 4.49 | 9.09 | 8.62 | 6.82 | 8.14 | 7.20 |
| Draw Down(%) | NA | 4.06 | 17.96 | 31.67 | 31.67 | NA | NA | … | … | 4.06 | 9.38 | 16.82 | 5.88 | 31.67 | 4.16 | 13.40 | 2.17 | 8.87 | 12.34 | 8.47 | 6.18 | 2.67 |
| Yield(%) | 0.00 | 5.67 | 4.47 | 4.70 | 4.86 | 3.73 | 2.80 | … | … | 4.04 | 5.67 | 4.41 | 4.57 | 2.78 | 5.13 | 4.19 | 4.76 | 4.40 | 5.82 | 1.61 | 0.00 | 0.00 |
Data as of 11/25/2024, 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 |
|---|---|---|---|---|
| CFCRX (COLUMBIA FLEXIBLE CAPITAL INCOME FUND COLUMBIA FLEXIBLE CAPITAL INCOME FUND CLASS R4) |
-1.30%
Feb 2013 – Feb 2016 |
1.76%
Mar 2015 – Mar 2020 |
4.01%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CFCRX (COLUMBIA FLEXIBLE CAPITAL INCOME FUND COLUMBIA FLEXIBLE CAPITAL INCOME FUND CLASS R4) |
14.46%
Dec 2018 – Dec 2021 |
12.83%
Feb 2016 – Feb 2021 |
6.38%
Sep 2014 – Sep 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart