Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LBSCX (COLUMBIA DIVIDEND INCOME FUND COLUMBIA DIVIDEND INCOME FUND CLASS C) | 8.32% | 20.33% | 15.81% | 8.84% | 11.12% | 11.11% | 9.13% | … | … |
Data as of 06/04/2026, Common starting date is 12/03/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LBSCX (COLUMBIA DIVIDEND INCOME FUND COLUMBIA DIVIDEND INCOME FUND CLASS C) | 12/03/2002 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.86 | 20.33 | 15.81 | 8.84 | 11.12 | 11.11 | 9.13 | … | … | 8.32 | 14.70 | 13.88 | 9.45 | -7.71 | 23.15 | 6.75 | 26.86 | -5.32 | 19.52 | 12.32 | -0.36 | 11.60 | 27.28 | 10.09 | 5.95 | 11.85 | 17.44 | -28.54 | 5.88 | 18.98 | 5.52 | 13.71 | 20.19 | -2.75 |
| Sharpe Ratio | NA | 1.90 | 1.11 | 0.47 | 0.60 | NA | NA | … | … | 1.63 | 0.85 | 1.07 | 0.51 | -0.49 | 1.92 | 0.20 | 2.30 | -0.45 | 3.12 | 1.07 | -0.03 | 1.10 | 2.66 | 0.94 | 0.29 | 0.74 | 0.73 | -0.85 | 0.19 | 1.79 | 0.35 | 1.27 | 1.21 | -2.00 |
| Standard Deviation(%) | NA | 9.04 | 11.31 | 13.30 | 15.72 | NA | NA | … | … | 9.95 | 13.93 | 9.56 | 11.35 | 18.84 | 12.02 | 32.92 | 11.06 | 14.90 | 6.08 | 11.32 | 14.76 | 10.53 | 10.24 | 10.79 | 20.22 | 15.90 | 23.62 | 34.69 | 14.30 | 8.71 | 9.44 | 9.99 | 16.09 | 15.92 |
| Draw Down(%) | NA | 5.57 | 13.12 | 17.61 | 32.85 | NA | NA | … | … | 5.57 | 13.12 | 5.55 | 9.47 | 17.61 | 5.01 | 32.85 | 5.52 | 16.20 | 2.49 | 7.20 | 11.69 | 7.34 | 4.96 | 7.62 | 15.90 | 13.89 | 25.66 | 40.04 | 8.16 | 6.16 | 5.89 | 6.60 | 19.12 | 3.78 |
| Yield(%) | 0.00 | 4.86 | 5.33 | 3.42 | 4.62 | 6.06 | 5.37 | … | … | 0.17 | 5.02 | 5.64 | 4.35 | 0.86 | 0.69 | 0.92 | 2.56 | 5.97 | 4.20 | 3.77 | 6.88 | 8.15 | 2.93 | 1.78 | 1.55 | 1.60 | 2.00 | 1.50 | 2.39 | 2.41 | 1.30 | 0.90 | 0.77 | 0.00 |
Data as of 06/04/2026, Common starting date is 12/03/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LBSCX (COLUMBIA DIVIDEND INCOME FUND COLUMBIA DIVIDEND INCOME FUND CLASS C) |
-10.50%
Feb 2006 – Feb 2009 |
-3.09%
Feb 2004 – Feb 2009 |
6.07%
Oct 2006 – Oct 2016 |
6.68%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LBSCX (COLUMBIA DIVIDEND INCOME FUND COLUMBIA DIVIDEND INCOME FUND CLASS C) |
21.40%
Feb 2009 – Feb 2012 |
18.98%
Feb 2009 – Feb 2014 |
14.04%
Feb 2009 – Feb 2019 |
12.62%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart