Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GSFTX (COLUMBIA DIVIDEND INCOME FUND COLUMBIA DIVIDEND INCOME FUND CLASS Z) | 8.75% | 21.50% | 16.97% | 10.69% | 12.62% | 12.48% | 10.41% | … | … |
Data as of 06/04/2026, Common starting date is 06/11/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GSFTX (COLUMBIA DIVIDEND INCOME FUND COLUMBIA DIVIDEND INCOME FUND CLASS Z) | 06/11/1998 | 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 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.87 | 21.50 | 16.97 | 10.69 | 12.62 | 12.48 | 10.41 | … | … | 8.75 | 15.88 | 15.00 | 10.58 | -4.94 | 26.26 | 7.79 | 28.12 | -4.38 | 20.74 | 13.47 | 0.60 | 12.69 | 28.65 | 11.15 | 6.95 | 13.02 | 18.59 | -27.78 | 6.94 | 20.07 | 6.63 | 14.85 | 21.14 | -21.11 | 4.17 | 18.34 | -11.92 | 7.40 |
| Sharpe Ratio | NA | 2.04 | 1.21 | 0.61 | 0.69 | NA | NA | … | … | 1.74 | 0.94 | 1.19 | 0.62 | -0.34 | 2.21 | 0.23 | 2.40 | -0.39 | 3.32 | 1.18 | 0.04 | 1.20 | 2.80 | 1.03 | 0.34 | 0.81 | 0.79 | -0.83 | 0.27 | 1.92 | 0.47 | 1.39 | 1.28 | -0.89 | 0.10 | 0.77 | -0.76 | 0.43 |
| Standard Deviation(%) | NA | 9.02 | 11.32 | 13.26 | 15.69 | NA | NA | … | … | 9.96 | 13.93 | 9.57 | 11.35 | 18.78 | 11.89 | 32.86 | 11.08 | 14.89 | 6.07 | 11.26 | 14.78 | 10.55 | 10.23 | 10.88 | 20.22 | 15.96 | 23.48 | 34.66 | 14.32 | 8.73 | 9.31 | 9.97 | 16.01 | 24.89 | 18.32 | 18.36 | 20.11 | 23.93 |
| Draw Down(%) | NA | 5.51 | 13.02 | 17.01 | 32.74 | NA | NA | … | … | 5.51 | 13.02 | 5.51 | 9.25 | 17.01 | 4.94 | 32.74 | 5.46 | 15.99 | 2.37 | 7.11 | 11.45 | 7.31 | 4.88 | 7.63 | 15.65 | 13.73 | 25.48 | 39.51 | 8.04 | 6.10 | 5.77 | 6.39 | 18.83 | 34.04 | 23.90 | 9.89 | 28.90 | 21.51 |
| Yield(%) | 0.00 | 5.72 | 6.29 | 5.05 | 6.47 | 8.15 | 7.31 | … | … | 0.43 | 5.88 | 6.52 | 5.23 | 3.54 | 3.57 | 1.83 | 3.61 | 6.79 | 5.14 | 4.72 | 7.68 | 8.99 | 3.97 | 2.79 | 2.51 | 2.56 | 2.94 | 2.33 | 3.39 | 3.41 | 2.30 | 1.91 | 1.70 | 0.00 | 0.00 | 0.30 | 0.86 | 0.27 |
Data as of 06/04/2026, Common starting date is 06/11/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GSFTX (COLUMBIA DIVIDEND INCOME FUND COLUMBIA DIVIDEND INCOME FUND CLASS Z) |
-9.60%
Feb 2006 – Feb 2009 |
-2.11%
Feb 2004 – Feb 2009 |
-0.19%
Feb 1999 – Feb 2009 |
5.53%
Apr 1999 – Apr 2014 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GSFTX (COLUMBIA DIVIDEND INCOME FUND COLUMBIA DIVIDEND INCOME FUND CLASS Z) |
22.61%
Feb 2009 – Feb 2012 |
20.16%
Feb 2009 – Feb 2014 |
15.18%
Feb 2009 – Feb 2019 |
14.01%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart