Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LBSAX (COLUMBIA DIVIDEND INCOME FUND COLUMBIA DIVIDEND INCOME FUND CLASS A) | 7.81% | 20.53% | 16.36% | 9.57% | 11.88% | 11.89% | 9.91% | … | … |
Data as of 06/05/2026, Common starting date is 11/27/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LBSAX (COLUMBIA DIVIDEND INCOME FUND COLUMBIA DIVIDEND INCOME FUND CLASS A) | 11/27/2002 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.21 | 20.53 | 16.36 | 9.57 | 11.88 | 11.89 | 9.91 | … | … | 7.81 | 15.58 | 14.73 | 10.27 | -6.96 | 24.17 | 7.51 | 27.84 | -4.63 | 20.47 | 13.15 | 0.34 | 12.42 | 28.26 | 10.88 | 6.78 | 12.67 | 18.30 | -27.97 | 6.69 | 19.78 | 6.36 | 14.57 | 21.10 | -4.20 |
| Sharpe Ratio | NA | 2.01 | 1.19 | 0.53 | 0.65 | NA | NA | … | … | 1.71 | 0.92 | 1.16 | 0.59 | -0.45 | 2.01 | 0.22 | 2.38 | -0.40 | 3.30 | 1.14 | 0.02 | 1.18 | 2.75 | 1.01 | 0.33 | 0.79 | 0.77 | -0.83 | 0.25 | 1.88 | 0.44 | 1.35 | 1.27 | -2.59 |
| Standard Deviation(%) | NA | 9.00 | 11.30 | 13.30 | 15.71 | NA | NA | … | … | 9.97 | 13.91 | 9.57 | 11.32 | 18.85 | 12.01 | 32.89 | 11.08 | 14.92 | 6.02 | 11.34 | 14.78 | 10.54 | 10.26 | 10.80 | 20.14 | 15.93 | 23.66 | 34.73 | 14.29 | 8.72 | 9.30 | 10.03 | 16.11 | 15.36 |
| Draw Down(%) | NA | 5.52 | 13.03 | 17.16 | 32.80 | NA | NA | … | … | 5.52 | 13.03 | 5.52 | 9.29 | 17.16 | 4.94 | 32.80 | 5.46 | 16.06 | 2.38 | 7.11 | 11.52 | 7.28 | 4.94 | 7.64 | 15.71 | 13.72 | 25.57 | 39.63 | 8.05 | 6.11 | 5.83 | 6.37 | 18.94 | 5.19 |
| Yield(%) | 0.00 | 5.47 | 6.01 | 4.12 | 5.57 | 7.22 | 6.49 | … | … | 0.36 | 5.62 | 6.26 | 4.97 | 1.53 | 1.53 | 1.59 | 3.33 | 6.54 | 4.88 | 4.46 | 7.43 | 8.73 | 3.69 | 2.53 | 2.27 | 2.32 | 2.69 | 2.12 | 3.13 | 3.15 | 2.04 | 1.66 | 1.60 | 0.00 |
Data as of 06/05/2026, Common starting date is 11/27/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LBSAX (COLUMBIA DIVIDEND INCOME FUND COLUMBIA DIVIDEND INCOME FUND CLASS A) |
-9.82%
Feb 2006 – Feb 2009 |
-2.35%
Feb 2004 – Feb 2009 |
6.87%
Oct 2006 – Oct 2016 |
7.48%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LBSAX (COLUMBIA DIVIDEND INCOME FUND COLUMBIA DIVIDEND INCOME FUND CLASS A) |
22.29%
Feb 2009 – Feb 2012 |
19.84%
Feb 2009 – Feb 2014 |
14.89%
Feb 2009 – Feb 2019 |
13.47%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart