Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CFXRX (COLUMBIA FLEXIBLE CAPITAL INCOME FUND COLUMBIA FLEXIBLE CAPITAL INCOME FUND CLASS R5) | 10.92% | 22.42% | 15.02% | 7.00% | 9.72% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/12/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CFXRX (COLUMBIA FLEXIBLE CAPITAL INCOME FUND COLUMBIA FLEXIBLE CAPITAL INCOME FUND CLASS R5) | 11/12/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.73 | 22.42 | 15.02 | 7.00 | 9.72 | NA | NA | … | … | 10.92 | 12.76 | 11.42 | 8.70 | -10.59 | 17.30 | 11.47 | 22.51 | -6.83 | 13.66 | 17.62 | -6.11 | 1.56 | 10.34 | 1.10 |
| Sharpe Ratio | NA | 2.80 | 1.41 | 0.47 | 0.74 | NA | NA | … | … | 3.06 | 1.03 | 1.13 | 0.55 | -0.91 | 2.06 | 0.48 | 2.90 | -1.00 | 2.90 | 1.93 | -0.71 | 0.23 | 1.27 | 1.20 |
| Standard Deviation(%) | NA | 7.18 | 8.38 | 9.65 | 11.03 | NA | NA | … | … | 8.17 | 9.60 | 6.88 | 9.23 | 13.31 | 8.41 | 23.23 | 7.25 | 8.24 | 4.50 | 9.03 | 8.70 | 6.77 | 8.14 | 7.20 |
| Draw Down(%) | NA | 4.89 | 10.61 | 16.79 | 31.20 | NA | NA | … | … | 4.89 | 10.61 | 4.25 | 9.35 | 16.79 | 3.93 | 31.20 | 4.16 | 13.46 | 2.14 | 8.87 | 12.26 | 8.46 | 6.11 | 2.67 |
| Yield(%) | 0.00 | 5.01 | 5.67 | 5.58 | 6.57 | 5.19 | 3.89 | … | … | 1.19 | 5.01 | 5.40 | 5.69 | 6.68 | 9.02 | 4.98 | 5.16 | 4.22 | 4.78 | 4.48 | 5.90 | 1.63 | 0.00 | 0.00 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| CFXRX (COLUMBIA FLEXIBLE CAPITAL INCOME FUND COLUMBIA FLEXIBLE CAPITAL INCOME FUND CLASS R5) |
-1.24%
Feb 2013 – Feb 2016 |
1.98%
Mar 2015 – Mar 2020 |
5.01%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CFXRX (COLUMBIA FLEXIBLE CAPITAL INCOME FUND COLUMBIA FLEXIBLE CAPITAL INCOME FUND CLASS R5) |
17.01%
Dec 2018 – Dec 2021 |
13.42%
Feb 2016 – Feb 2021 |
10.30%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart