Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RFRFX (COLUMBIA FLOATING RATE FUND COLUMBIA FLOATING RATE FUND CLASS R5) | 0.72% | 4.69% | 7.56% | 5.18% | 4.82% | 4.59% | NA | … | … |
Data as of 06/10/2026, Common starting date is 07/25/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RFRFX (COLUMBIA FLOATING RATE FUND COLUMBIA FLOATING RATE FUND CLASS R5) | 07/25/2008 | 06/10/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.33 | 4.69 | 7.56 | 5.18 | 4.82 | 4.59 | NA | … | … | 0.72 | 6.15 | 8.35 | 12.10 | -2.39 | 4.86 | 2.05 | 8.00 | -0.11 | 4.22 | 9.90 | -0.07 | 1.21 | 5.84 | 10.73 | 1.44 | 10.54 | 35.26 | -30.57 |
| Sharpe Ratio | NA | 0.99 | 1.80 | 0.99 | 0.82 | NA | NA | … | … | -0.10 | 1.26 | 1.91 | 2.88 | -1.10 | 4.20 | 0.18 | 2.80 | -0.78 | 2.71 | 4.87 | -0.05 | 0.61 | 3.74 | 5.28 | 0.41 | 4.48 | 9.71 | -7.47 |
| Standard Deviation(%) | NA | 2.26 | 2.57 | 2.73 | 3.92 | NA | NA | … | … | 2.44 | 2.61 | 2.47 | 2.96 | 3.50 | 1.15 | 10.11 | 2.33 | 1.93 | 1.32 | 1.99 | 1.92 | 1.94 | 1.55 | 2.04 | 3.43 | 2.33 | 3.62 | 7.65 |
| Draw Down(%) | NA | 1.71 | 2.54 | 6.57 | 21.63 | NA | NA | … | … | 1.71 | 2.54 | 0.74 | 1.79 | 6.57 | 0.62 | 21.63 | 0.89 | 4.32 | 0.66 | 1.95 | 3.74 | 2.75 | 0.87 | 1.39 | 6.62 | 3.04 | 2.69 | 31.13 |
| Yield(%) | 0.00 | 6.20 | 7.65 | 6.25 | 15.43 | 11.57 | 9.01 | … | … | 2.13 | 7.03 | 8.26 | 8.79 | 4.63 | 3.42 | 7.55 | 5.23 | 4.15 | 3.81 | 4.36 | 4.23 | 4.03 | 4.09 | 5.07 | 4.67 | 4.39 | 0.00 | 0.02 |
Data as of 06/10/2026, Common starting date is 07/25/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RFRFX (COLUMBIA FLOATING RATE FUND COLUMBIA FLOATING RATE FUND CLASS R5) |
-1.51%
Mar 2017 – Mar 2020 |
0.72%
Mar 2015 – Mar 2020 |
3.08%
Mar 2010 – Mar 2020 |
3.85%
Aug 2008 – Aug 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RFRFX (COLUMBIA FLOATING RATE FUND COLUMBIA FLOATING RATE FUND CLASS R5) |
14.89%
Dec 2008 – Dec 2011 |
12.19%
Dec 2008 – Dec 2013 |
7.48%
Dec 2008 – Dec 2018 |
6.58%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart