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
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

3-Year Annualized Rolling Return