Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LSIZX (COLUMBIA STRATEGIC INCOME FUND COLUMBIA STRATEGIC INCOME FUND CLASS Z) | 0.94% | 4.60% | 6.55% | 1.86% | 3.80% | 4.02% | 4.86% | … | … |
Data as of 06/04/2026, Common starting date is 02/19/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LSIZX (COLUMBIA STRATEGIC INCOME FUND COLUMBIA STRATEGIC INCOME FUND CLASS Z) | 02/19/1999 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.05 | 4.60 | 6.55 | 1.86 | 3.80 | 4.02 | 4.86 | … | … | 0.94 | 7.21 | 4.77 | 10.12 | -11.14 | 0.67 | 8.40 | 10.27 | -0.75 | 6.22 | 8.11 | 0.45 | 3.76 | 0.29 | 11.80 | 6.39 | 9.72 | 19.15 | -6.48 | 5.94 | 7.04 | 1.48 | 10.15 | 17.02 | -0.71 | -4.66 | -0.48 | 1.33 |
| Sharpe Ratio | NA | 0.82 | 0.94 | -0.14 | 0.52 | NA | NA | … | … | -0.02 | 1.32 | 0.31 | 1.16 | -2.07 | 0.36 | 1.10 | 4.43 | -0.99 | 3.04 | 2.29 | 0.13 | 1.36 | 0.08 | 5.65 | 1.70 | 3.16 | 5.17 | -1.52 | 1.15 | 1.47 | -0.28 | 2.14 | 4.23 | -0.42 | -1.53 | -1.62 | -0.68 |
| Standard Deviation(%) | NA | 2.95 | 3.89 | 4.50 | 4.17 | NA | NA | … | … | 3.35 | 3.29 | 3.72 | 5.63 | 6.11 | 1.79 | 7.38 | 1.98 | 2.17 | 1.84 | 3.45 | 3.32 | 2.75 | 3.09 | 2.10 | 3.74 | 3.05 | 3.69 | 4.89 | 2.44 | 2.48 | 2.84 | 4.27 | 3.85 | 4.45 | 4.72 | 2.90 | 2.70 |
| Draw Down(%) | NA | 2.15 | 4.11 | 17.07 | 17.07 | NA | NA | … | … | 2.15 | 2.00 | 2.10 | 4.11 | 15.43 | 2.35 | 14.47 | 0.67 | 1.91 | 1.19 | 3.61 | 4.12 | 4.49 | 5.74 | 2.06 | 5.54 | 2.89 | 3.82 | 13.86 | 2.14 | 1.69 | 2.78 | 5.27 | 4.50 | 7.34 | 10.38 | 5.31 | 3.49 |
| Yield(%) | 0.00 | 4.90 | 5.48 | 4.17 | 11.91 | 9.31 | 8.83 | … | … | 1.77 | 5.39 | 5.55 | 5.57 | 3.62 | 3.17 | 8.14 | 4.26 | 4.32 | 4.26 | 3.50 | 4.32 | 5.93 | 6.88 | 5.17 | 5.74 | 6.90 | 5.89 | 6.96 | 6.25 | 6.40 | 7.58 | 7.93 | 5.85 | 0.00 | 1.63 | 8.90 | 7.62 |
Data as of 06/04/2026, Common starting date is 02/19/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LSIZX (COLUMBIA STRATEGIC INCOME FUND COLUMBIA STRATEGIC INCOME FUND CLASS Z) |
-2.76%
Jul 1999 – Jul 2002 |
0.51%
Oct 2017 – Oct 2022 |
2.23%
Oct 2012 – Oct 2022 |
3.95%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LSIZX (COLUMBIA STRATEGIC INCOME FUND COLUMBIA STRATEGIC INCOME FUND CLASS Z) |
13.28%
Feb 2009 – Feb 2012 |
10.20%
Oct 2008 – Oct 2013 |
8.23%
Oct 2002 – Oct 2012 |
6.79%
Oct 2002 – Oct 2017 |
Annualized Rolling Returns Comparison Chart