Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RSDFX (COLUMBIA DIVIDEND OPPORTUNITY FUND COLUMBIA DIVIDEND OPPORTUNITY FUND CLASS R5) | 13.95% | 28.54% | 18.41% | 7.97% | 9.43% | 9.94% | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/30/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RSDFX (COLUMBIA DIVIDEND OPPORTUNITY FUND COLUMBIA DIVIDEND OPPORTUNITY FUND CLASS R5) | 07/30/2008 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.39 | 28.54 | 18.41 | 7.97 | 9.43 | 9.94 | NA | … | … | 13.95 | 15.94 | 15.52 | 5.16 | -5.82 | 14.61 | 0.34 | 23.66 | -5.01 | 14.55 | 13.80 | -2.20 | 9.99 | 26.27 | 13.60 | 7.10 | 17.58 | 29.32 | -26.44 |
| Sharpe Ratio | NA | 2.45 | 1.22 | 0.37 | 0.48 | NA | NA | … | … | 2.79 | 0.89 | 1.15 | 0.12 | -0.40 | 0.92 | 0.00 | 2.11 | -0.45 | 2.22 | 1.13 | -0.15 | 1.01 | 2.50 | 1.23 | 0.34 | 1.02 | 1.10 | -0.94 |
| Standard Deviation(%) | NA | 10.09 | 12.24 | 14.41 | 16.26 | NA | NA | … | … | 11.01 | 14.70 | 10.36 | 12.41 | 18.27 | 15.77 | 33.38 | 10.53 | 14.33 | 6.30 | 11.97 | 14.85 | 9.85 | 10.49 | 11.09 | 20.84 | 17.19 | 26.48 | 55.33 |
| Draw Down(%) | NA | 7.60 | 14.14 | 19.58 | 34.81 | NA | NA | … | … | 7.60 | 14.14 | 6.80 | 11.33 | 16.06 | 10.27 | 34.81 | 5.93 | 15.52 | 3.72 | 7.64 | 13.78 | 7.37 | 5.71 | 8.48 | 17.09 | 14.17 | 27.76 | 39.62 |
| Yield(%) | 0.00 | 8.64 | 7.77 | 5.00 | 15.91 | 15.12 | 12.44 | … | … | 0.70 | 8.81 | 8.64 | 4.04 | 2.96 | 3.34 | 8.78 | 13.85 | 11.11 | 12.27 | 4.56 | 5.66 | 16.47 | 8.53 | 4.72 | 4.07 | 4.48 | 5.40 | 0.99 |
Data as of 06/04/2026, Common starting date is 07/30/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RSDFX (COLUMBIA DIVIDEND OPPORTUNITY FUND COLUMBIA DIVIDEND OPPORTUNITY FUND CLASS R5) |
-0.06%
Mar 2017 – Mar 2020 |
3.17%
Mar 2015 – Mar 2020 |
5.64%
Oct 2013 – Oct 2023 |
7.85%
Aug 2008 – Aug 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RSDFX (COLUMBIA DIVIDEND OPPORTUNITY FUND COLUMBIA DIVIDEND OPPORTUNITY FUND CLASS R5) |
29.17%
Feb 2009 – Feb 2012 |
23.72%
Feb 2009 – Feb 2014 |
15.65%
Feb 2009 – Feb 2019 |
12.13%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart
