Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CFLRX (COLUMBIA FLOATING RATE FUND COLUMBIA FLOATING RATE FUND CLASS R4) | NA | 9.45% | 5.63% | 4.89% | 4.26% | NA | NA | … | … |
Data as of 11/25/2024, Common starting date is 03/04/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CFLRX (COLUMBIA FLOATING RATE FUND COLUMBIA FLOATING RATE 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 (%) | 0.06 | 9.45 | 5.63 | 4.89 | 4.26 | NA | NA | … | … | 7.11 | 12.07 | -2.44 | 4.82 | 1.26 | 7.85 | 0.29 | 4.19 | 9.52 | -0.14 | 1.11 | 4.52 |
| Sharpe Ratio | NA | 1.08 | 0.54 | 0.48 | 0.70 | NA | NA | … | … | 0.38 | 2.67 | -1.10 | 4.17 | 0.10 | 2.84 | -0.53 | 2.66 | 4.71 | -0.08 | 0.56 | 3.59 |
| Standard Deviation(%) | NA | 2.56 | 2.99 | 5.09 | 3.86 | NA | NA | … | … | 2.44 | 2.96 | 3.49 | 1.15 | 10.05 | 2.27 | 1.96 | 1.34 | 1.98 | 2.00 | 1.94 | 1.51 |
| Draw Down(%) | NA | 0.78 | 6.58 | 21.65 | 21.65 | NA | NA | … | … | 0.78 | 1.80 | 6.58 | 0.62 | 21.65 | 0.90 | 4.35 | 0.66 | 1.96 | 3.80 | 2.80 | 0.97 |
| Yield(%) | 0.00 | 8.58 | 6.66 | 19.70 | 11.61 | 8.18 | 6.13 | … | … | 6.94 | 8.75 | 4.59 | 3.37 | 6.76 | 5.20 | 4.45 | 3.78 | 3.97 | 4.19 | 3.95 | 3.25 |
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 |
|---|---|---|---|---|
| CFLRX (COLUMBIA FLOATING RATE FUND COLUMBIA FLOATING RATE FUND CLASS R4) |
-1.43%
Mar 2017 – Mar 2020 |
0.68%
Mar 2015 – Mar 2020 |
3.20%
May 2013 – May 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CFLRX (COLUMBIA FLOATING RATE FUND COLUMBIA FLOATING RATE FUND CLASS R4) |
7.39%
Mar 2020 – Mar 2023 |
5.18%
Feb 2016 – Feb 2021 |
4.23%
Oct 2014 – Oct 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart