Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CFIAX (COLUMBIA FLEXIBLE CAPITAL INCOME FUND COLUMBIA FLEXIBLE CAPITAL INCOME FUND CLASS A) | 10.37% | 21.81% | 14.55% | 5.24% | 8.71% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 07/29/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CFIAX (COLUMBIA FLEXIBLE CAPITAL INCOME FUND COLUMBIA FLEXIBLE CAPITAL INCOME FUND CLASS A) | 07/29/2011 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.68 | 21.81 | 14.55 | 5.24 | 8.71 | NA | NA | … | … | 10.37 | 12.48 | 11.09 | 8.41 | -13.18 | 12.22 | 11.17 | 22.20 | -7.14 | 13.46 | 17.17 | -6.38 | 3.78 | 17.99 | 14.16 | 1.14 |
| Sharpe Ratio | NA | 2.77 | 1.38 | 0.29 | 0.64 | NA | NA | … | … | 3.03 | 1.01 | 1.10 | 0.52 | -1.08 | 1.29 | 0.47 | 2.90 | -1.04 | 2.94 | 1.88 | -0.74 | 0.57 | 2.74 | 1.98 | 0.16 |
| Standard Deviation(%) | NA | 7.17 | 8.35 | 9.89 | 11.11 | NA | NA | … | … | 8.19 | 9.58 | 6.82 | 9.20 | 13.53 | 9.46 | 23.16 | 7.14 | 8.26 | 4.38 | 9.03 | 8.63 | 6.59 | 6.55 | 7.20 | 16.50 |
| Draw Down(%) | NA | 4.90 | 10.66 | 19.08 | 31.20 | NA | NA | … | … | 4.90 | 10.66 | 4.23 | 9.50 | 17.01 | 5.87 | 31.20 | 4.12 | 13.49 | 2.15 | 8.93 | 12.50 | 7.53 | 5.20 | 6.19 | 9.67 |
| Yield(%) | 0.00 | 4.80 | 5.44 | 4.17 | 5.46 | 5.82 | 4.37 | … | … | 1.13 | 4.79 | 5.18 | 5.48 | 4.23 | 4.34 | 4.77 | 4.90 | 3.98 | 4.53 | 4.25 | 5.61 | 3.97 | 7.25 | 4.42 | 1.09 |
Data as of 06/03/2026, Common starting date is 07/29/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CFIAX (COLUMBIA FLEXIBLE CAPITAL INCOME FUND COLUMBIA FLEXIBLE CAPITAL INCOME FUND CLASS A) |
-1.53%
Apr 2021 – Apr 2024 |
1.68%
Mar 2015 – Mar 2020 |
4.70%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CFIAX (COLUMBIA FLEXIBLE CAPITAL INCOME FUND COLUMBIA FLEXIBLE CAPITAL INCOME FUND CLASS A) |
15.31%
Sep 2011 – Sep 2014 |
13.13%
Feb 2016 – Feb 2021 |
10.42%
Sep 2011 – Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart