Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| COSIX (COLUMBIA STRATEGIC INCOME FUND COLUMBIA STRATEGIC INCOME FUND CLASS A) | 3.57% | 6.62% | 5.70% | 2.82% | 3.19% | 4.21% | 4.57% | 5.54% |
Data as of 06/20/2025, AR inception is 02/14/1986
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| COSIX (COLUMBIA STRATEGIC INCOME FUND COLUMBIA STRATEGIC INCOME FUND CLASS A) | 02/14/1986 | 06/20/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.23 | 6.62 | 5.70 | 2.82 | 3.19 | 4.21 | 4.57 | 5.54 | 3.57 | 4.52 | 9.86 | -11.36 | 0.42 | 8.04 | 10.18 | -1.63 | 5.91 | 7.76 | 0.24 | 3.68 | 0.08 | 11.61 | 6.11 | 10.31 | 18.67 | -6.45 | 5.67 | 6.76 | 1.27 | 10.05 | 19.29 | 8.09 | 3.12 | -0.67 | 1.28 | 5.17 | 8.62 | 10.26 | 21.03 | -3.70 | 14.13 | 9.77 | 28.13 | -7.31 | 9.06 | 11.73 | -6.07 | -8.71 |
| Sharpe Ratio | NA | 0.86 | 0.44 | 0.18 | 0.43 | NA | NA | 0.60 | 1.17 | -0.56 | 1.01 | -2.10 | 0.22 | 1.06 | 4.74 | -1.26 | 2.96 | 2.18 | 0.07 | 1.30 | 0.01 | 5.31 | 1.59 | 3.27 | 4.94 | -1.44 | 1.10 | 1.39 | -0.33 | 2.19 | 5.15 | 1.67 | 0.20 | -1.42 | -0.68 | 0.50 | 1.50 | 1.75 | 4.25 | -1.67 | 3.95 | 2.07 | 4.85 | -1.51 | 0.68 | 0.85 | -0.52 | -1.12 |
| Standard Deviation(%) | NA | 3.66 | 5.11 | 4.43 | 4.22 | NA | NA | 5.45 | 3.96 | 3.69 | 5.61 | 6.10 | 1.79 | 7.33 | 1.85 | 2.35 | 1.79 | 3.46 | 3.25 | 2.82 | 3.12 | 2.20 | 3.82 | 3.13 | 3.76 | 5.10 | 2.44 | 2.52 | 2.72 | 4.15 | 3.61 | 4.19 | 4.01 | 3.35 | 2.87 | 3.67 | 3.40 | 3.82 | 4.04 | 3.99 | 3.04 | 3.53 | 5.00 | 8.30 | 4.95 | 8.30 | 19.31 | 12.41 |
| Draw Down(%) | NA | 2.77 | 9.11 | 17.26 | 17.26 | NA | NA | 26.13 | 2.00 | 2.18 | 4.20 | 15.58 | 2.39 | 14.51 | 0.66 | 2.73 | 1.34 | 3.57 | 4.34 | 4.32 | 5.70 | 2.05 | 5.50 | 2.87 | 3.82 | 13.99 | 2.17 | 1.69 | 2.78 | 5.23 | 4.50 | 2.95 | 5.29 | 5.35 | 3.68 | 4.28 | 2.94 | 3.04 | 1.28 | 6.88 | 1.08 | 2.27 | 2.31 | 9.57 | 2.52 | 6.13 | 26.13 | 12.03 |
| Yield(%) | 0.00 | 5.09 | 4.96 | 15.43 | 9.46 | 8.43 | 7.53 | 5.95 | 2.10 | 5.20 | 5.23 | 3.33 | 2.87 | 7.46 | 3.93 | 3.39 | 3.99 | 3.24 | 4.05 | 5.65 | 6.59 | 4.91 | 5.47 | 7.30 | 5.59 | 6.69 | 6.00 | 6.14 | 7.33 | 7.69 | 7.88 | 7.82 | 9.00 | 8.70 | 8.07 | 7.86 | 8.15 | 8.48 | 9.68 | 8.02 | 8.29 | 9.56 | 11.26 | 9.64 | 9.08 | 5.99 | 3.25 | 2.00 |
Data as of 06/20/2025, AR inception is 02/14/1986
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| COSIX (COLUMBIA STRATEGIC INCOME FUND COLUMBIA STRATEGIC INCOME FUND CLASS A) |
-2.49%
Sep 1987 - Sep 1990 |
0.12%
Oct 2017 - Oct 2022 |
1.93%
Oct 2012 - Oct 2022 |
3.73%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| COSIX (COLUMBIA STRATEGIC INCOME FUND COLUMBIA STRATEGIC INCOME FUND CLASS A) |
17.48%
Jan 1991 - Jan 1994 |
13.35%
Dec 1990 - Dec 1995 |
10.05%
Nov 1987 - Nov 1997 |
8.74%
Dec 1990 - Dec 2005 |
Annualized Rolling Returns Comparison Chart