Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CTLRX (COLUMBIA LIMITED DURATION CREDIT FUND COLUMBIA LIMITED DURATION CREDIT FUND CLASS R5) | 0.16% | 3.81% | 5.29% | 2.20% | 2.86% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/09/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CTLRX (COLUMBIA LIMITED DURATION CREDIT FUND COLUMBIA LIMITED DURATION CREDIT FUND CLASS R5) | 11/09/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.10 | 3.81 | 5.29 | 2.20 | 2.86 | NA | NA | … | … | 0.16 | 6.49 | 4.90 | 6.82 | -6.08 | -0.57 | 5.78 | 7.67 | 0.17 | 2.04 | 6.53 | -1.44 | -0.56 | -2.08 | -1.75 |
| Sharpe Ratio | NA | 0.88 | 0.87 | -0.10 | 0.48 | NA | NA | … | … | -0.79 | 1.58 | 0.49 | 0.89 | -1.95 | -0.44 | 1.47 | 3.38 | -0.77 | 1.06 | 3.07 | -0.85 | -0.47 | -1.27 | -3.02 |
| Standard Deviation(%) | NA | 2.20 | 2.64 | 2.95 | 2.59 | NA | NA | … | … | 2.37 | 2.29 | 2.60 | 3.61 | 3.87 | 1.34 | 3.74 | 1.83 | 1.57 | 1.32 | 2.06 | 1.74 | 1.23 | 1.66 | 4.08 |
| Draw Down(%) | NA | 1.59 | 1.59 | 10.02 | 10.02 | NA | NA | … | … | 1.59 | 1.31 | 1.30 | 2.06 | 9.08 | 1.48 | 8.01 | 0.80 | 1.20 | 0.54 | 2.64 | 3.27 | 2.34 | 2.36 | 1.84 |
| Yield(%) | 0.00 | 3.86 | 3.93 | 3.00 | 2.65 | 1.93 | 1.45 | … | … | 1.36 | 4.22 | 3.88 | 3.28 | 1.94 | 1.71 | 1.82 | 2.71 | 2.30 | 1.83 | 2.32 | 2.48 | 0.66 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 11/09/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CTLRX (COLUMBIA LIMITED DURATION CREDIT FUND COLUMBIA LIMITED DURATION CREDIT FUND CLASS R5) |
-1.84%
Feb 2013 – Feb 2016 |
0.61%
Apr 2013 – Apr 2018 |
1.06%
Dec 2012 – Dec 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CTLRX (COLUMBIA LIMITED DURATION CREDIT FUND COLUMBIA LIMITED DURATION CREDIT FUND CLASS R5) |
6.54%
Oct 2022 – Oct 2025 |
4.69%
Jan 2016 – Jan 2021 |
3.52%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart