Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CLDZX (COLUMBIA LIMITED DURATION CREDIT FUND COLUMBIA LIMITED DURATION CREDIT FUND CLASS Z) | 0.24% | 3.73% | 5.24% | 2.01% | 2.72% | 2.52% | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/29/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CLDZX (COLUMBIA LIMITED DURATION CREDIT FUND COLUMBIA LIMITED DURATION CREDIT FUND CLASS Z) | 09/29/2010 | 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 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.73 | 5.24 | 2.01 | 2.72 | 2.52 | NA | … | … | 0.24 | 6.30 | 4.85 | 6.79 | -6.13 | -1.32 | 5.70 | 7.60 | 0.13 | 2.12 | 6.33 | -1.62 | 0.76 | 1.36 | 6.13 | 1.11 | -1.09 |
| Sharpe Ratio | NA | 0.81 | 0.85 | -0.17 | 0.43 | NA | NA | … | … | -0.68 | 1.46 | 0.47 | 0.90 | -1.96 | -0.86 | 1.46 | 3.25 | -0.81 | 1.13 | 3.04 | -0.96 | 0.59 | 0.91 | 4.55 | 0.54 | -2.16 |
| Standard Deviation(%) | NA | 2.28 | 2.65 | 2.97 | 2.60 | NA | NA | … | … | 2.44 | 2.35 | 2.62 | 3.52 | 3.87 | 1.56 | 3.73 | 1.88 | 1.56 | 1.30 | 2.02 | 1.72 | 1.27 | 1.47 | 1.35 | 2.00 | 1.97 |
| Draw Down(%) | NA | 1.59 | 1.59 | 10.68 | 10.68 | NA | NA | … | … | 1.59 | 1.31 | 1.30 | 2.06 | 9.12 | 1.99 | 8.01 | 0.80 | 1.23 | 0.60 | 2.64 | 3.30 | 2.12 | 1.54 | 0.89 | 2.80 | 2.17 |
| Yield(%) | 0.00 | 3.78 | 3.88 | 2.82 | 2.51 | 2.55 | 1.92 | … | … | 1.34 | 4.14 | 3.83 | 3.26 | 1.89 | 0.98 | 1.77 | 2.63 | 2.26 | 1.81 | 2.13 | 2.41 | 1.99 | 3.42 | 3.96 | 1.41 | 0.00 |
Data as of 06/04/2026, Common starting date is 09/29/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CLDZX (COLUMBIA LIMITED DURATION CREDIT FUND COLUMBIA LIMITED DURATION CREDIT FUND CLASS Z) |
-1.30%
Oct 2020 – Oct 2023 |
0.60%
Oct 2017 – Oct 2022 |
1.21%
Oct 2012 – Oct 2022 |
2.45%
Oct 2010 – Oct 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CLDZX (COLUMBIA LIMITED DURATION CREDIT FUND COLUMBIA LIMITED DURATION CREDIT FUND CLASS Z) |
6.50%
Oct 2022 – Oct 2025 |
4.60%
Jan 2016 – Jan 2021 |
3.39%
Feb 2016 – Feb 2026 |
2.62%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison Chart