Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RFRAX (COLUMBIA FLOATING RATE FUND COLUMBIA FLOATING RATE FUND CLASS A) | 0.92% | 4.69% | 7.60% | 4.97% | 4.50% | 4.23% | 4.05% | … | … |
Data as of 06/03/2026, Common starting date is 05/24/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RFRAX (COLUMBIA FLOATING RATE FUND COLUMBIA FLOATING RATE FUND CLASS A) | 05/24/2006 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.69 | 7.60 | 4.97 | 4.50 | 4.23 | 4.05 | … | … | 0.92 | 5.85 | 8.04 | 11.79 | -2.67 | 4.53 | 1.75 | 7.58 | 0.06 | 2.78 | 9.76 | -0.48 | 0.96 | 5.35 | 10.45 | 1.08 | 10.77 | 42.53 | -30.50 | 1.38 | 4.21 |
| Sharpe Ratio | NA | 1.13 | 1.83 | 0.92 | 0.74 | NA | NA | … | … | -0.13 | 1.17 | 1.85 | 2.83 | -1.19 | 4.15 | 0.15 | 2.66 | -0.71 | 1.65 | 4.82 | -0.26 | 0.50 | 3.80 | 5.60 | 0.31 | 4.59 | 10.84 | -5.01 | -0.70 | 1.83 |
| Standard Deviation(%) | NA | 2.26 | 2.53 | 2.68 | 3.87 | NA | NA | … | … | 2.44 | 2.54 | 2.39 | 2.89 | 3.45 | 1.09 | 10.05 | 2.30 | 1.86 | 1.29 | 1.98 | 1.92 | 1.89 | 1.40 | 1.87 | 3.37 | 2.33 | 3.91 | 6.26 | 2.53 | 1.93 |
| Draw Down(%) | NA | 1.72 | 2.57 | 6.68 | 21.74 | NA | NA | … | … | 1.72 | 2.57 | 0.75 | 1.80 | 6.68 | 0.62 | 21.74 | 0.79 | 4.38 | 1.14 | 1.87 | 3.99 | 2.97 | 0.99 | 1.41 | 6.73 | 3.12 | 2.40 | 31.53 | 3.95 | 0.30 |
| Yield(%) | 0.00 | 5.93 | 7.42 | 5.99 | 14.74 | 10.95 | 8.61 | … | … | 2.03 | 6.75 | 7.98 | 8.49 | 4.36 | 3.12 | 6.91 | 4.94 | 4.22 | 3.52 | 4.10 | 3.96 | 3.69 | 3.73 | 4.79 | 4.45 | 4.57 | 6.24 | 5.27 | 6.60 | 4.52 |
Data as of 06/03/2026, Common starting date is 05/24/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RFRAX (COLUMBIA FLOATING RATE FUND COLUMBIA FLOATING RATE FUND CLASS A) |
-2.59%
Jun 2006 – Jun 2009 |
0.30%
Mar 2015 – Mar 2020 |
2.71%
Mar 2010 – Mar 2020 |
2.94%
Jun 2007 – Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RFRAX (COLUMBIA FLOATING RATE FUND COLUMBIA FLOATING RATE FUND CLASS A) |
16.86%
Dec 2008 – Dec 2011 |
13.18%
Dec 2008 – Dec 2013 |
7.73%
Dec 2008 – Dec 2018 |
6.64%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart