Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
CSIVX (COLUMBIA STRATEGIC INCOME FUND COLUMBIA STRATEGIC INCOME FUND CLASS K) NA 4.85% 3.75% 3.48% NA NA NA
Data as of 03/09/2018, Common starting date is 03/08/2011
More Performance Analytics Comparison
Name Start Date End Date
CSIVX (COLUMBIA STRATEGIC INCOME FUND COLUMBIA STRATEGIC INCOME FUND CLASS K) 03/08/2011 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
Annualized Return (%) 0.00 4.85 3.75 3.48 NA NA NA -0.31 5.83 8.09 0.44 3.75 0.27 11.80 2.68
Sharpe Ratio NA 2.54 1.17 1.10 NA NA NA -1.71 3.04 2.17 0.12 1.36 0.08 5.69 0.78
Standard Deviation(%) NA 1.61 2.91 2.97 NA NA NA 1.57 1.72 3.62 3.29 2.75 3.11 2.08 4.16
Draw Down(%) NA 1.01 6.85 6.85 NA NA NA 1.01 1.19 3.61 4.12 4.49 5.74 2.06 5.55
Yield(%) 0.00 4.13 3.80 4.61 3.35 2.23 1.68 0.54 4.05 3.49 4.30 5.91 6.87 5.18 3.46
Data as of 03/09/2018, Common starting date is 03/08/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CSIVX (COLUMBIA STRATEGIC INCOME FUND COLUMBIA STRATEGIC INCOME FUND CLASS K) 0.99%
Jan 2013 – Jan 2016
3.58%
Feb 2013 – Feb 2018
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CSIVX (COLUMBIA STRATEGIC INCOME FUND COLUMBIA STRATEGIC INCOME FUND CLASS K) 6.92%
Sep 2011 – Sep 2014
5.75%
Sep 2011 – Sep 2016
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return