Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CFIZX (COLUMBIA FLEXIBLE CAPITAL INCOME FUND COLUMBIA FLEXIBLE CAPITAL INCOME FUND CLASS Z) | 10.92% | 22.39% | 14.98% | 5.53% | 8.95% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/29/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CFIZX (COLUMBIA FLEXIBLE CAPITAL INCOME FUND COLUMBIA FLEXIBLE CAPITAL INCOME FUND CLASS Z) | 07/29/2011 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.74 | 22.39 | 14.98 | 5.53 | 8.95 | NA | NA | … | … | 10.92 | 12.76 | 11.38 | 8.69 | -12.97 | 12.50 | 11.39 | 22.60 | -6.92 | 13.67 | 17.49 | -6.16 | 4.04 | 18.19 | 14.41 | 1.20 |
| Sharpe Ratio | NA | 2.80 | 1.41 | 0.31 | 0.66 | NA | NA | … | … | 3.10 | 1.03 | 1.12 | 0.55 | -1.07 | 1.32 | 0.48 | 2.92 | -1.00 | 3.00 | 1.90 | -0.72 | 0.61 | 2.75 | 2.03 | 0.17 |
| Standard Deviation(%) | NA | 7.16 | 8.39 | 9.92 | 11.14 | NA | NA | … | … | 8.08 | 9.64 | 6.92 | 9.21 | 13.55 | 9.46 | 23.15 | 7.24 | 8.31 | 4.36 | 9.08 | 8.62 | 6.64 | 6.61 | 7.14 | 16.66 |
| Draw Down(%) | NA | 4.90 | 10.61 | 18.82 | 31.14 | NA | NA | … | … | 4.90 | 10.61 | 4.17 | 9.34 | 16.86 | 5.87 | 31.14 | 4.12 | 13.51 | 2.15 | 8.84 | 12.34 | 7.55 | 5.22 | 6.19 | 9.65 |
| Yield(%) | 0.00 | 5.05 | 5.71 | 4.38 | 5.71 | 6.12 | 4.59 | … | … | 1.20 | 5.05 | 5.45 | 5.73 | 4.45 | 4.62 | 4.99 | 5.17 | 4.22 | 4.80 | 4.45 | 5.86 | 4.23 | 7.52 | 4.66 | 1.15 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| CFIZX (COLUMBIA FLEXIBLE CAPITAL INCOME FUND COLUMBIA FLEXIBLE CAPITAL INCOME FUND CLASS Z) |
-1.28%
Apr 2021 – Apr 2024 |
1.91%
Mar 2015 – Mar 2020 |
4.95%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CFIZX (COLUMBIA FLEXIBLE CAPITAL INCOME FUND COLUMBIA FLEXIBLE CAPITAL INCOME FUND CLASS Z) |
15.59%
Sep 2011 – Sep 2014 |
13.38%
Feb 2016 – Feb 2021 |
10.68%
Sep 2011 – Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart