Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CLDRX (COLUMBIA LIMITED DURATION CREDIT FUND COLUMBIA LIMITED DURATION CREDIT FUND CLASS K) | NA | 0.78% | 1.41% | 1.32% | 3.08% | NA | NA | … | … |
Data as of 03/09/2018, Common starting date is 06/20/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CLDRX (COLUMBIA LIMITED DURATION CREDIT FUND COLUMBIA LIMITED DURATION CREDIT FUND CLASS K) | 06/20/2003 | 03/09/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.10 | 0.78 | 1.41 | 1.32 | 3.08 | NA | NA | … | … | -0.96 | 1.89 | 6.13 | -1.79 | 0.59 | 1.21 | 5.99 | 2.32 | 6.32 | 15.62 | -5.71 | 5.35 | 4.10 | 1.49 | 3.40 | -0.24 |
| Sharpe Ratio | NA | 0.01 | 0.61 | 0.70 | 1.17 | NA | NA | … | … | -4.25 | 0.99 | 2.83 | -1.06 | 0.47 | 0.79 | 4.57 | 1.09 | 2.63 | 4.83 | -1.23 | 0.75 | 0.32 | -0.28 | 0.82 | -0.27 |
| Standard Deviation(%) | NA | 1.28 | 1.75 | 1.61 | 2.47 | NA | NA | … | … | 1.43 | 1.28 | 2.09 | 1.71 | 1.23 | 1.49 | 1.31 | 2.11 | 2.37 | 3.22 | 5.38 | 3.09 | 2.52 | 2.43 | 3.01 | 4.03 |
| Draw Down(%) | NA | 1.20 | 5.66 | 5.71 | 9.27 | NA | NA | … | … | 0.96 | 0.54 | 2.76 | 3.42 | 2.15 | 1.55 | 0.89 | 3.14 | 1.79 | 1.01 | 9.85 | 1.81 | 1.30 | 1.87 | 3.43 | 3.48 |
| Yield(%) | 0.00 | 1.60 | 1.85 | 2.10 | 2.96 | 3.00 | 2.25 | … | … | 0.26 | 1.58 | 1.94 | 2.23 | 1.81 | 3.26 | 3.82 | 2.62 | 3.77 | 4.53 | 4.21 | 4.49 | 4.30 | 3.49 | 2.65 | 1.16 |
Data as of 03/09/2018, Common starting date is 06/20/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CLDRX (COLUMBIA LIMITED DURATION CREDIT FUND COLUMBIA LIMITED DURATION CREDIT FUND CLASS K) |
-0.59%
Feb 2013 – Feb 2016 |
1.10%
Feb 2011 – Feb 2016 |
2.95%
Jan 2008 – Jan 2018 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CLDRX (COLUMBIA LIMITED DURATION CREDIT FUND COLUMBIA LIMITED DURATION CREDIT FUND CLASS K) |
8.26%
Feb 2009 – Feb 2012 |
6.44%
Nov 2008 – Nov 2013 |
4.10%
May 2004 – May 2014 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart