LBSAX | COLUMBIA DIVIDEND INCOME FUND COLUMBIA DIVIDEND INCOME FUND CLASS A

Basic Info 32.89 0.09(0.27%)
May 17

COLUMBIA DIVIDEND INCOME FUND COLUMBIA DIVIDEND INCOME FUND CLASS A started on 11/27/2002

COLUMBIA DIVIDEND INCOME FUND COLUMBIA DIVIDEND INCOME FUND CLASS A is classified as asset class LARGE VALUE

COLUMBIA DIVIDEND INCOME FUND COLUMBIA DIVIDEND INCOME FUND CLASS A expense ratio is 1.16%

COLUMBIA DIVIDEND INCOME FUND COLUMBIA DIVIDEND INCOME FUND CLASS A rating is

(53%)

COLUMBIA DIVIDEND INCOME FUND COLUMBIA DIVIDEND INCOME FUND CLASS A (LBSAX) Dividend Info

COLUMBIA DIVIDEND INCOME FUND COLUMBIA DIVIDEND INCOME FUND CLASS A (LBSAX) dividend growth in the last 12 months is 34.02%

The trailing 12-month yield of COLUMBIA DIVIDEND INCOME FUND COLUMBIA DIVIDEND INCOME FUND CLASS A is 4.98%. its dividend history:

Date	Dividend
03/20/2024	0.1278
12/13/2023	1.057
09/21/2023	0.1157
06/21/2023	0.1249
03/20/2023	0.136
12/13/2022	0.698
09/21/2022	0.123
06/21/2022	0.1066
03/18/2022	0.1173
12/14/2021	0.5526
09/21/2021	0.1036
06/18/2021	0.0836
03/18/2021	0.0969
12/11/2020	1.09
09/22/2020	0.09
06/17/2020	0.1
03/20/2020	0.105
12/13/2019	0.364
09/20/2019	0.098
06/17/2019	0.096
03/20/2019	0.095
12/13/2018	1.1717
09/21/2018	0.0903
06/21/2018	0.092
03/21/2018	0.092
12/13/2017	0.689
09/21/2017	0.0785
06/22/2017	0.0835
03/22/2017	0.087
12/14/2016	0.534
09/22/2016	0.07
06/23/2016	0.079
03/23/2016	0.091
12/14/2015	1.083
09/22/2015	0.108
06/22/2015	0.108
03/20/2015	0.108
12/16/2014	1.312
09/24/2014	0.088
06/24/2014	0.089
03/21/2014	0.095
12/17/2013	0.328
09/24/2013	0.075
06/24/2013	0.078
03/22/2013	0.076
12/18/2012	0.09
09/25/2012	0.084
06/22/2012	0.089
03/23/2012	0.084
12/20/2011	0.092
09/23/2011	0.071
06/24/2011	0.068
03/24/2011	0.067
12/20/2010	0.079
09/21/2010	0.07
06/24/2010	0.062
03/24/2010	0.068
12/10/2009	0.085
09/28/2009	0.067
06/24/2009	0.062
03/25/2009	0.069
12/05/2008	0.076
09/29/2008	0.081
06/27/2008	0.074
03/26/2008	0.075
12/10/2007	0.24
09/27/2007	0.071
06/28/2007	0.068
03/29/2007	0.065
12/11/2006	0.197
09/20/2006	0.062
06/29/2006	0.062
03/30/2006	0.067
12/12/2005	0.083
09/29/2005	0.053
06/29/2005	0.054
03/30/2005	0.046
12/13/2004	0.046
09/09/2004	0.031
06/10/2004	0.034
03/11/2004	0.06
12/16/2003	0.049
09/11/2003	0.03
06/12/2003	0.042
03/13/2003	0.022

Dividend Growth History for COLUMBIA DIVIDEND INCOME FUND COLUMBIA DIVIDEND INCOME FUND CLASS A (LBSAX)

Year	Payout Amount	Year Start Yield	Annual Payout Growth (YoY)	CAGR to 2023
2023	$1.4336	4.97%	37.20%	-
2022	$1.0449	3.31%	24.88%	37.20%
2021	$0.8367	3.29%	-39.59%	30.90%
2020	$1.385	5.63%	112.10%	1.16%
2019	$0.653	3.33%	-54.84%	21.72%
2018	$1.446	6.54%	54.16%	-0.17%
2017	$0.938	4.88%	21.19%	7.33%
2016	$0.774	4.46%	-44.99%	9.20%
2015	$1.407	7.43%	-11.17%	0.23%
2014	$1.584	8.73%	184.38%	-1.10%
2013	$0.557	3.69%	60.52%	9.92%
2012	$0.347	2.53%	16.44%	13.77%
2011	$0.298	2.27%	6.81%	13.99%
2010	$0.279	2.32%	-1.41%	13.42%
2009	$0.283	2.69%	-7.52%	12.29%
2008	$0.306	2.12%	-31.08%	10.84%
2007	$0.444	3.13%	14.43%	7.60%
2006	$0.388	3.15%	64.41%	7.99%
2005	$0.236	2.04%	38.01%	10.54%
2004	$0.171	1.66%	19.58%	11.84%
2003	$0.143	1.60%	-	12.22%

Dividend Growth Chart for COLUMBIA DIVIDEND INCOME FUND COLUMBIA DIVIDEND INCOME FUND CLASS A (LBSAX)

COLUMBIA DIVIDEND INCOME FUND COLUMBIA DIVIDEND INCOME FUND CLASS A (LBSAX) Historical Returns And Risk Info

From 11/27/2002 to 05/17/2024, the compound annualized total return (dividend reinvested) of COLUMBIA DIVIDEND INCOME FUND COLUMBIA DIVIDEND INCOME FUND CLASS A (LBSAX) is 10.125%. Its cumulative total return (dividend reinvested) is 690.843%.

From 11/27/2002 to 05/17/2024, the Maximum Drawdown of COLUMBIA DIVIDEND INCOME FUND COLUMBIA DIVIDEND INCOME FUND CLASS A (LBSAX) is 47.9%.

From 11/27/2002 to 05/17/2024, the Sharpe Ratio of COLUMBIA DIVIDEND INCOME FUND COLUMBIA DIVIDEND INCOME FUND CLASS A (LBSAX) is 0.54.

From 11/27/2002 to 05/17/2024, the Annualized Standard Deviation of COLUMBIA DIVIDEND INCOME FUND COLUMBIA DIVIDEND INCOME FUND CLASS A (LBSAX) is 16.7%.

From 11/27/2002 to 05/17/2024, the Beta of COLUMBIA DIVIDEND INCOME FUND COLUMBIA DIVIDEND INCOME FUND CLASS A (LBSAX) is 0.85.

	Last 1 Week*	YTD*(2024)	1 Yr	3 Yr	5 Yr	10 Yr	15 Yr	20 Yr	Since 11/27/2002	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014	2013	2012	2011	2010	2009	2008	2007	2006	2005	2004	2003	2002
Annualized Return(%)	1.3	8.7	20.5	7.7	12.6	11.4	13.1	10.2	10.1	10.3	-5.2	26.0	11.9	27.8	-4.6	20.5	13.1	0.3	12.4	28.3	10.9	6.8	12.7	18.3	-28.0	6.7	19.8	6.4	14.6	21.1	-4.2
Sharpe Ratio	NA	2.45	1.76	0.39	0.57	0.64	NA	NA	0.54	0.54	-0.35	2.18	0.35	2.39	-0.4	3.31	1.14	0.02	1.18	2.75	1.01	0.33	0.79	0.77	-0.83	0.26	1.9	0.45	1.36	1.27	-2.58
Draw Down(%)	NA	4.7	9.3	17.2	32.8	32.8	NA	NA	47.9	9.3	17.2	4.9	32.8	5.5	16.1	2.4	7.1	11.5	7.3	4.9	7.6	15.7	13.7	25.6	39.6	8.0	6.1	5.8	6.4	18.9	5.2
Standard Deviation(%)	NA	8.5	9.4	13.9	19.2	16.0	NA	NA	16.7	11.3	18.8	11.9	33.2	11.1	14.9	6.0	11.3	14.8	10.5	10.3	10.8	20.1	15.9	23.7	34.7	14.3	8.7	9.3	10.0	16.1	15.4
Treynor Ratio	NA	0.23	0.18	0.06	0.12	0.11	NA	NA	0.11	0.07	-0.07	0.3	0.13	0.28	-0.06	0.25	0.16	0.0	0.13	0.31	0.13	0.08	0.15	0.25	-0.36	0.04	0.19	0.05	0.15	0.22	-0.51
Alpha	NA	-0.01	0.0	0.0	0.01	0.01	NA	NA	0.01	0.01	-0.01	0.01	0.04	0.01	0.0	0.02	0.0	0.01	0.0	0.0	-0.01	0.02	0.0	0.01	0.0	0.02	0.0	0.0	0.0	-0.03	0.0
Beta	NA	0.91	0.92	0.95	0.93	0.92	NA	NA	0.85	0.93	0.99	0.88	0.91	0.94	0.94	0.8	0.83	0.94	0.96	0.9	0.83	0.84	0.86	0.74	0.79	0.83	0.89	0.86	0.92	0.92	0.78
RSquare	NA	0.94	0.94	0.96	0.95	0.95	NA	NA	0.96	0.95	0.98	0.89	0.96	0.95	0.98	0.88	0.94	0.95	0.98	0.95	0.95	0.99	0.98	0.98	0.98	0.97	0.94	0.96	0.96	0.95	0.94
Yield(%)	N/A	0.4	5.0	3.8	4.9	6.2	8.9	7.4	N/A	5.0	3.3	3.3	5.6	3.4	6.5	4.9	4.4	7.4	8.8	3.8	2.5	2.3	2.3	2.7	2.1	3.1	3.2	2.0	1.6	1.6	0.0
Dividend Growth(%)	N/A	-91.0	34.0	-4.1	-12.4	244.9	N/A	N/A	N/A	37.1	26.5	-39.9	109.1	-54.2	53.2	22.1	-45.4	-11.3	178.9	67.6	13.3	7.1	0.0	-9.7	-29.5	12.8	69.6	35.3	21.4	N/A	N/A

Return Calculator for COLUMBIA DIVIDEND INCOME FUND COLUMBIA DIVIDEND INCOME FUND CLASS A (LBSAX)

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COLUMBIA DIVIDEND INCOME FUND COLUMBIA DIVIDEND INCOME FUND CLASS A (LBSAX) Historical Return Chart

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COLUMBIA DIVIDEND INCOME FUND COLUMBIA DIVIDEND INCOME FUND CLASS A (LBSAX) Rolling Returns Charts

A rolling return for a period such as 5-year, as of a specific date, represents the investment’s performance over the preceding five years leading up to that date. In the 5-year rolling chart, the value on any given date corresponds to the annualized return for the preceding 5 years up to that very date. Thus, for instance, the chart value on 8/28/2015 reflects the annualized return from 8/28/2010 to 8/28/2015. A 5-year rolling return chart for an investment (stock, fund or portfolio) depicts the return sequence of 5-year trailing returns for the dates in the chart.

These rolling returns contrast with the most recent 3, 5, 10, and 15-year returns, as they solely depict the returns for those respective periods leading up to the most recent date, without encompassing every date in the historical record.

Rolling return charts offer a more precise insight into a portfolio’s risk and return stability (including funds or individual stocks). This is particularly true when focusing on the minimal return points within a rolling return chart as a measure of a fund or a portfolio's risk. A well-known observation, often attributed to ‘Murphy’s law’, is that it tends to perform poorly when investors decide to follow an investment due to its recent strong returns. Sound familiar? Information regarding minimum rolling returns could help mitigate this predicament. Investors can opt for an investment showcasing high minimum rolling returns within their preferred holding durations. In fact, merely possessing knowledge of such minimum rolling period returns can anchor investors’ expectations.

For instance, let’s consider an investor who follows a model portfolio (or even simply purchases and holds a fund like VFINX or SPY) for 10 years. Armed with knowledge of this portfolio’s minimum 10-year rolling return since its inception date or the fund’s inception (in the case of VFINX, recognizing that the minimum 10-year rolling return since 1987 could be as low as -2.24%), the investor should reasonably anticipate the potential for the portfolio to incur losses over the forthcoming 10 years.

Minimum rolling return for a period such as 10-year offers a different and often better historical risk and return metric than other popular risk and return metrics such as Sharpe ratio, standard deviation (volatility) or maximum drawdown.

See Portfolio Calculator and Rolling Returns for more detailed description.

From 11/27/2002 to 05/17/2024, the worst annualized return of 3-year rolling returns for COLUMBIA DIVIDEND INCOME FUND COLUMBIA DIVIDEND INCOME FUND CLASS A (LBSAX) is -9.82%.

From 11/27/2002 to 05/17/2024, the worst annualized return of 5-year rolling returns for COLUMBIA DIVIDEND INCOME FUND COLUMBIA DIVIDEND INCOME FUND CLASS A (LBSAX) is -2.35%.

From 11/27/2002 to 05/17/2024, the worst annualized return of 10-year rolling returns for COLUMBIA DIVIDEND INCOME FUND COLUMBIA DIVIDEND INCOME FUND CLASS A (LBSAX) is 6.87%.

From 11/27/2002 to 05/17/2024, the worst annualized return of 20-year rolling returns for COLUMBIA DIVIDEND INCOME FUND COLUMBIA DIVIDEND INCOME FUND CLASS A (LBSAX) is 9.48%.

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