Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SRBFX (COLUMBIA TOTAL RETURN BOND FUND COLUMBIA TOTAL RETURN BOND FUND CLASS Z) | 3.88% | 5.27% | 2.76% | -1.18% | 2.00% | 2.60% | 3.30% | 6.35% |
Data as of 07/21/2025, AR inception is 03/28/1980
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SRBFX (COLUMBIA TOTAL RETURN BOND FUND COLUMBIA TOTAL RETURN BOND FUND CLASS Z) | 03/28/1980 | 07/21/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.36 | 5.27 | 2.76 | -1.18 | 2.00 | 2.60 | 3.30 | 6.35 | 3.88 | 1.83 | 7.91 | -17.46 | 0.00 | 7.77 | 9.43 | 0.37 | 3.60 | 4.78 | 0.25 | 5.56 | -2.32 | 7.36 | 6.69 | 7.48 | 18.66 | -5.79 | 4.62 | 4.59 | 2.41 | 4.93 | 9.42 | 5.99 | 9.46 | 10.53 | 1.26 | 6.43 | 9.30 | 4.37 | 16.84 | -2.56 | 6.40 | 7.73 | 15.10 | 7.14 | 12.60 | 7.25 | 0.93 | 7.70 | 22.98 | 11.36 | 4.21 | 27.84 | 5.37 | 12.03 |
| Sharpe Ratio | NA | 0.21 | -0.06 | -0.47 | 0.09 | NA | NA | 0.62 | 0.59 | -0.74 | 0.46 | -2.23 | -0.01 | 0.98 | 2.11 | -0.24 | 1.16 | 1.55 | 0.06 | 2.47 | -0.79 | 2.95 | 1.70 | 1.97 | 3.64 | -1.02 | 0.43 | 0.42 | 0.08 | 1.06 | 2.25 | 1.23 | 1.50 | 1.59 | -0.43 | 0.68 | 1.42 | 0.17 | 3.50 | -1.25 | 1.06 | 1.43 | 3.64 | 0.49 | 1.50 | 0.56 | -0.39 | 0.41 | 2.46 | 0.63 | -0.28 | 2.35 | -0.43 | 0.67 |
| Standard Deviation(%) | NA | 6.05 | 7.41 | 6.83 | 5.60 | NA | NA | 5.52 | 6.07 | 6.44 | 7.95 | 8.47 | 2.73 | 7.64 | 3.81 | 3.90 | 2.57 | 2.96 | 3.61 | 2.25 | 2.99 | 2.50 | 3.92 | 3.75 | 5.10 | 6.56 | 3.81 | 3.13 | 2.95 | 3.76 | 3.87 | 3.97 | 4.85 | 4.04 | 4.60 | 4.58 | 4.06 | 4.95 | 3.71 | 4.40 | 4.08 | 3.70 | 3.11 | 3.81 | 4.59 | 4.61 | 7.91 | 8.58 | 7.22 | 7.38 | 6.64 | 8.61 | 10.90 | 12.83 |
| Draw Down(%) | NA | 6.03 | 12.45 | 24.67 | 24.67 | NA | NA | 24.67 | 2.89 | 5.22 | 7.96 | 21.66 | 2.38 | 10.07 | 2.32 | 2.32 | 1.33 | 3.47 | 2.77 | 1.19 | 5.09 | 1.06 | 2.18 | 2.57 | 3.51 | 11.70 | 2.40 | 2.05 | 2.33 | 4.14 | 3.81 | 3.10 | 3.01 | 3.21 | 2.86 | 3.24 | 2.30 | 4.07 | 1.41 | 6.13 | 3.33 | 2.79 | 0.94 | 3.23 | 2.72 | 3.23 | 9.90 | 8.33 | 4.19 | 7.97 | 7.79 | 4.26 | 9.75 | 12.02 |
| Yield(%) | 0.00 | 4.15 | 4.09 | 12.29 | 8.43 | 6.90 | 6.44 | 7.79 | 1.65 | 4.77 | 4.34 | 3.18 | 2.92 | 6.89 | 4.79 | 2.77 | 2.57 | 4.43 | 3.31 | 2.72 | 3.21 | 5.21 | 4.14 | 4.32 | 5.77 | 5.30 | 5.16 | 4.99 | 4.77 | 5.25 | 5.38 | 6.33 | 6.91 | 7.29 | 6.53 | 6.57 | 6.72 | 6.59 | 7.18 | 6.28 | 6.57 | 7.67 | 8.05 | 8.41 | 8.80 | 8.32 | 9.36 | 8.92 | 10.41 | 11.05 | 10.47 | 13.37 | 12.48 | 8.76 |
Data as of 07/21/2025, AR inception is 03/28/1980
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SRBFX (COLUMBIA TOTAL RETURN BOND FUND COLUMBIA TOTAL RETURN BOND FUND CLASS Z) |
-7.36%
Oct 2020 - Oct 2023 |
-1.26%
Oct 2017 - Oct 2022 |
0.51%
Oct 2012 - Oct 2022 |
2.57%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SRBFX (COLUMBIA TOTAL RETURN BOND FUND COLUMBIA TOTAL RETURN BOND FUND CLASS Z) |
16.57%
Aug 1983 - Aug 1986 |
18.07%
Aug 1981 - Aug 1986 |
12.11%
Sep 1981 - Sep 1991 |
10.31%
Sep 1981 - Sep 1996 |
Annualized Rolling Returns Comparison Chart