Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
RDCLX (COLUMBIA LIMITED DURATION CREDIT FUND COLUMBIA LIMITED DURATION CREDIT FUND CLASS C) -0.19% 2.91% 4.18% 1.01% 1.71% 1.52% 1.82%
Data as of 06/03/2026, Common starting date is 06/20/2003
More Performance Analytics Comparison
Name Start Date End Date
RDCLX (COLUMBIA LIMITED DURATION CREDIT FUND COLUMBIA LIMITED DURATION CREDIT FUND CLASS C) 06/20/2003 06/03/2026
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
Annualized Return (%) -0.10 2.91 4.18 1.01 1.71 1.52 1.82 -0.19 5.26 3.79 5.71 -7.00 -2.26 4.55 6.53 -0.89 0.99 5.40 -2.49 -0.23 0.36 5.10 1.66 5.11 10.87 -9.90 2.92 3.21 0.56 2.49 -0.80
Sharpe Ratio NA 0.40 0.47 -0.52 0.04 NA NA -1.11 1.10 0.07 0.58 -2.22 -1.55 1.17 2.88 -1.56 0.27 2.75 -1.57 -0.20 0.23 4.20 0.80 2.12 3.65 -2.14 -0.08 -0.08 -0.74 0.51 -0.55
Standard Deviation(%) NA 2.05 2.55 2.90 2.53 NA NA 2.23 2.18 2.50 3.56 3.81 1.48 3.67 1.75 1.47 1.21 1.88 1.61 1.24 1.39 1.21 2.05 2.37 2.95 5.06 2.94 2.53 2.29 2.95 3.90
Draw Down(%) NA 1.59 1.59 11.63 11.78 NA NA 1.59 1.41 1.37 2.14 9.64 2.56 8.02 0.80 1.55 0.79 2.72 3.96 2.40 1.67 0.89 3.08 1.84 1.02 13.20 1.88 1.51 1.94 3.57 3.55
Yield(%) 0.00 2.89 2.87 1.90 1.51 1.60 1.67 1.01 3.15 2.81 2.23 0.93 0.03 0.75 1.59 1.25 0.78 1.22 1.42 0.99 2.43 2.95 1.96 2.60 0.00 0.00 2.36 3.44 2.58 1.76 0.60
Data as of 06/03/2026, Common starting date is 06/20/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
RDCLX (COLUMBIA LIMITED DURATION CREDIT FUND COLUMBIA LIMITED DURATION CREDIT FUND CLASS C) -2.28%
Oct 2020 – Oct 2023
-0.40%
Feb 2004 – Feb 2009
0.22%
Oct 2012 – Oct 2022
0.93%
Oct 2007 – Oct 2022
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
RDCLX (COLUMBIA LIMITED DURATION CREDIT FUND COLUMBIA LIMITED DURATION CREDIT FUND CLASS C) 6.27%
Feb 2009 – Feb 2012
4.74%
Nov 2008 – Nov 2013
2.62%
Feb 2009 – Feb 2019
2.13%
Dec 2008 – Dec 2023
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return