Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CSFYX (COLUMBIA CONVERTIBLE SECURITIES FUND COLUMBIA CONVERTIBLE SECURITIES FUND CLASS Y) | 23.56% | 43.42% | 20.47% | 8.39% | 13.75% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/03/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CSFYX (COLUMBIA CONVERTIBLE SECURITIES FUND COLUMBIA CONVERTIBLE SECURITIES FUND CLASS Y) | 10/03/2014 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.92 | 43.42 | 20.47 | 8.39 | 13.75 | NA | NA | … | … | 23.56 | 19.97 | 9.91 | 12.30 | -19.26 | 4.07 | 48.40 | 26.63 | -0.67 | 15.55 | 11.61 | -4.14 | 0.71 |
| Sharpe Ratio | NA | 2.83 | 1.47 | 0.42 | 0.90 | NA | NA | … | … | 3.43 | 1.29 | 0.75 | 0.94 | -1.16 | 0.27 | 2.18 | 2.72 | -0.17 | 2.47 | 1.14 | -0.42 | 0.27 |
| Standard Deviation(%) | NA | 14.31 | 11.73 | 13.08 | 13.44 | NA | NA | … | … | 17.15 | 13.26 | 8.34 | 9.31 | 17.92 | 15.25 | 22.03 | 9.24 | 11.99 | 6.05 | 9.96 | 9.84 | 11.00 |
| Draw Down(%) | NA | 7.76 | 12.13 | 26.53 | 28.38 | NA | NA | … | … | 7.76 | 12.13 | 4.88 | 10.83 | 22.87 | 13.16 | 26.55 | 4.70 | 12.86 | 2.51 | 12.08 | 12.38 | 5.89 |
| Yield(%) | 0.00 | 2.01 | 2.53 | 5.89 | 9.08 | 6.04 | 4.53 | … | … | 0.48 | 2.00 | 2.42 | 3.05 | 7.30 | 18.97 | 10.68 | 7.73 | 5.24 | 3.42 | 2.92 | 8.92 | 2.23 |
Data as of 06/04/2026, Common starting date is 10/03/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CSFYX (COLUMBIA CONVERTIBLE SECURITIES FUND COLUMBIA CONVERTIBLE SECURITIES FUND CLASS Y) |
-4.04%
Feb 2021 – Feb 2024 |
4.47%
Dec 2020 – Dec 2025 |
8.44%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CSFYX (COLUMBIA CONVERTIBLE SECURITIES FUND COLUMBIA CONVERTIBLE SECURITIES FUND CLASS Y) |
25.05%
Dec 2018 – Dec 2021 |
22.78%
Feb 2016 – Feb 2021 |
13.70%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart