Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| LIBAX (COLUMBIA TOTAL RETURN BOND FUND COLUMBIA TOTAL RETURN BOND FUND CLASS A) | 3.88% | 4.72% | 2.85% | -1.24% | 1.81% | 2.41% | 3.03% | 3.69% |
Data as of 07/11/2025, AR inception is 08/17/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LIBAX (COLUMBIA TOTAL RETURN BOND FUND COLUMBIA TOTAL RETURN BOND FUND CLASS A) | 08/17/2000 | 07/11/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.16 | 4.72 | 2.85 | -1.24 | 1.81 | 2.41 | 3.03 | 3.69 | 3.88 | 1.57 | 7.68 | -17.68 | -0.22 | 7.47 | 9.04 | 0.12 | 3.57 | 4.51 | 0.12 | 5.17 | -2.56 | 7.09 | 6.43 | 7.22 | 18.40 | -6.00 | 4.34 | 4.35 | 2.15 | 4.66 | 9.13 | 3.84 | 3.91 | 4.77 |
| Sharpe Ratio | NA | 0.25 | -0.07 | -0.48 | 0.07 | NA | NA | 0.50 | 0.73 | -0.78 | 0.44 | -2.26 | -0.09 | 0.95 | 2.00 | -0.31 | 1.15 | 1.45 | 0.03 | 2.28 | -0.88 | 2.88 | 1.64 | 1.92 | 3.61 | -1.05 | 0.36 | 0.35 | -0.01 | 1.00 | 2.20 | 0.70 | 0.38 | 2.90 |
| Standard Deviation(%) | NA | 6.10 | 7.40 | 6.81 | 5.58 | NA | NA | 4.64 | 6.21 | 6.43 | 7.91 | 8.45 | 2.70 | 7.60 | 3.81 | 3.83 | 2.56 | 2.97 | 3.56 | 2.26 | 2.94 | 2.47 | 3.91 | 3.71 | 5.07 | 6.59 | 3.78 | 3.09 | 2.93 | 3.72 | 3.84 | 3.90 | 4.27 | 3.18 |
| Draw Down(%) | NA | 6.11 | 12.46 | 25.01 | 25.01 | NA | NA | 25.01 | 2.86 | 5.31 | 8.14 | 21.79 | 2.45 | 10.07 | 2.42 | 2.43 | 1.22 | 3.64 | 2.80 | 1.19 | 5.28 | 1.06 | 2.20 | 2.59 | 3.54 | 11.86 | 2.42 | 2.15 | 2.35 | 4.19 | 3.85 | 3.12 | 3.85 | 0.82 |
| Yield(%) | 0.00 | 4.33 | 4.04 | 11.85 | 8.06 | 6.59 | 6.09 | 6.31 | 1.97 | 4.53 | 4.09 | 2.96 | 2.67 | 6.31 | 4.53 | 2.53 | 2.54 | 4.17 | 3.07 | 2.46 | 2.96 | 4.95 | 3.89 | 4.07 | 5.54 | 5.08 | 4.90 | 4.76 | 4.52 | 4.99 | 5.11 | 4.40 | 1.69 | 2.59 |
Data as of 07/11/2025, AR inception is 08/17/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LIBAX (COLUMBIA TOTAL RETURN BOND FUND COLUMBIA TOTAL RETURN BOND FUND CLASS A) |
-7.58%
Oct 2020 - Oct 2023 |
-1.53%
Oct 2017 - Oct 2022 |
0.27%
Oct 2012 - Oct 2022 |
2.33%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LIBAX (COLUMBIA TOTAL RETURN BOND FUND COLUMBIA TOTAL RETURN BOND FUND CLASS A) |
11.94%
Oct 2008 - Oct 2011 |
8.22%
Oct 2008 - Oct 2013 |
6.02%
Oct 2002 - Oct 2012 |
4.82%
Nov 2005 - Nov 2020 |
Annualized Rolling Returns Comparison Chart