COLUMBIA TOTAL RETURN BOND FUND COLUMBIA TOTAL RETURN BOND FUND CLASS A (LIBAX)

Basic Info 29.6 0.09(0.30%)
May 09

COLUMBIA TOTAL RETURN BOND FUND COLUMBIA TOTAL RETURN BOND FUND CLASS A started on 08/17/2000
COLUMBIA TOTAL RETURN BOND FUND COLUMBIA TOTAL RETURN BOND FUND CLASS A is classified as asset class Intermediate-Term Bond
COLUMBIA TOTAL RETURN BOND FUND COLUMBIA TOTAL RETURN BOND FUND CLASS A expense ratio is 0.49%
COLUMBIA TOTAL RETURN BOND FUND COLUMBIA TOTAL RETURN BOND FUND CLASS A rating is
(50%)

COLUMBIA TOTAL RETURN BOND FUND COLUMBIA TOTAL RETURN BOND FUND CLASS A (LIBAX) Dividend Info

COLUMBIA TOTAL RETURN BOND FUND COLUMBIA TOTAL RETURN BOND FUND CLASS A (LIBAX) dividend growth in the last 12 months is 34.97%

The trailing 12-month yield of COLUMBIA TOTAL RETURN BOND FUND COLUMBIA TOTAL RETURN BOND FUND CLASS A is 4.61%. its dividend history:

DateDividend
04/30/2024 0.1
03/28/2024 0.1
02/29/2024 0.108
01/31/2024 0.122
12/29/2023 0.132
11/30/2023 0.136
10/31/2023 0.14
09/29/2023 0.119
08/31/2023 0.115
07/31/2023 0.12
06/30/2023 0.115
05/31/2023 0.1007
04/28/2023 0.05
03/31/2023 0.05
02/28/2023 0.06
01/31/2023 0.08
12/30/2022 0.113
11/30/2022 0.115
10/31/2022 0.123
09/30/2022 0.11
08/31/2022 0.11
07/29/2022 0.092
06/30/2022 0.07
05/31/2022 0.07
04/29/2022 0.07
03/31/2022 0.073
02/28/2022 0.073
01/31/2022 0.069
12/31/2021 0.069
12/02/2021 0.0849
11/30/2021 0.064
10/29/2021 0.059
09/30/2021 0.065
08/31/2021 0.072
07/30/2021 0.076
06/30/2021 0.084
05/28/2021 0.093
04/30/2021 0.102
03/31/2021 0.11
02/26/2021 0.11
01/29/2021 0.12
12/31/2020 0.12
12/01/2020 1.87
11/30/2020 0.087
10/30/2020 0.082
09/30/2020 0.0594
08/31/2020 0.0205
07/31/2020 0.0205
06/30/2020 0.0205
05/29/2020 0.0185
04/30/2020 0.016
03/31/2020 0.016
02/28/2020 0.016
01/31/2020 0.02
12/31/2019 0.022
12/02/2019 0.123
11/29/2019 0.024
10/31/2019 0.026
09/30/2019 0.024
08/30/2019 0.0228
07/31/2019 0.0235
06/28/2019 0.0227
05/31/2019 0.0227
04/30/2019 0.023
03/29/2019 0.0225
02/28/2019 0.0225
01/31/2019 0.021
12/31/2018 0.0346
11/30/2018 0.027
10/31/2018 0.021
09/28/2018 0.019
08/31/2018 0.017
07/31/2018 0.0155
06/29/2018 0.015
05/31/2018 0.015
04/30/2018 0.014
03/29/2018 0.016
02/28/2018 0.016
01/31/2018 0.018
12/29/2017 0.017
11/30/2017 0.02
10/31/2017 0.018
09/29/2017 0.021
08/31/2017 0.0206
07/31/2017 0.0213
06/30/2017 0.018
05/31/2017 0.0193
04/28/2017 0.0174
03/31/2017 0.018
02/28/2017 0.016
01/31/2017 0.021
12/30/2016 0.022
11/30/2016 0.162
10/31/2016 0.019
09/30/2016 0.019
08/31/2016 0.02
07/29/2016 0.019
06/30/2016 0.019
05/31/2016 0.021
04/29/2016 0.02
03/31/2016 0.019
02/29/2016 0.016
01/29/2016 0.016
12/31/2015 0.017
11/30/2015 0.121
10/30/2015 0.009
09/30/2015 0.011
08/31/2015 0.01
07/31/2015 0.014
06/30/2015 0.014
05/29/2015 0.014
04/30/2015 0.014
03/31/2015 0.021
02/27/2015 0.02
01/30/2015 0.018
12/31/2014 0.022
11/28/2014 0.017
10/31/2014 0.018
09/30/2014 0.019
08/29/2014 0.017
07/31/2014 0.017
06/30/2014 0.015
05/30/2014 0.022
04/30/2014 0.018
03/31/2014 0.017
02/28/2014 0.017
01/31/2014 0.021
12/31/2013 0.018
12/03/2013 0.06
11/29/2013 0.018
10/31/2013 0.019
09/30/2013 0.018
08/30/2013 0.017
07/31/2013 0.017
06/28/2013 0.017
05/31/2013 0.018
04/30/2013 0.02
03/28/2013 0.021
02/28/2013 0.017
01/31/2013 0.02
12/31/2012 0.02
11/30/2012 0.169
10/31/2012 0.023
09/28/2012 0.021
08/31/2012 0.021
07/31/2012 0.027
06/29/2012 0.024
05/31/2012 0.027
04/30/2012 0.025
03/30/2012 0.035
02/29/2012 0.03
01/31/2012 0.036
12/30/2011 0.038
11/30/2011 0.026
10/31/2011 0.027
09/30/2011 0.025
08/31/2011 0.03
07/29/2011 0.025
06/30/2011 0.027
05/31/2011 0.029
04/29/2011 0.033
03/31/2011 0.03
02/28/2011 0.029
01/31/2011 0.033
12/31/2010 0.03
11/30/2010 0.031
10/29/2010 0.031
09/30/2010 0.032
08/31/2010 0.034
07/30/2010 0.032
06/30/2010 0.033
05/28/2010 0.033
03/31/2010 0.034
02/26/2010 0.034
01/29/2010 0.034
12/02/2009 0.041
11/30/2009 0.036
10/30/2009 0.036
09/30/2009 0.037
08/31/2009 0.037
07/31/2009 0.036
06/30/2009 0.035
05/29/2009 0.033
04/30/2009 0.037
03/31/2009 0.036
02/27/2009 0.036
01/30/2009 0.033
12/31/2008 0.035
11/28/2008 0.036
10/31/2008 0.035
09/30/2008 0.037
08/29/2008 0.037
07/31/2008 0.037
06/30/2008 0.037
06/19/2008 0.019
05/30/2008 0.036
04/30/2008 0.036
03/31/2008 0.033
02/29/2008 0.034
01/31/2008 0.037
12/31/2007 0.036
11/30/2007 0.039
10/31/2007 0.036
09/28/2007 0.035
08/31/2007 0.036
07/31/2007 0.035
06/29/2007 0.036
05/31/2007 0.036
04/30/2007 0.036
03/30/2007 0.036
02/28/2007 0.037
01/31/2007 0.036
12/29/2006 0.037
11/30/2006 0.036
10/31/2006 0.036
09/29/2006 0.036
08/31/2006 0.036
07/31/2006 0.036
06/30/2006 0.036
05/31/2006 0.035
04/28/2006 0.035
03/31/2006 0.034
02/28/2006 0.033
01/31/2006 0.034
12/30/2005 0.039
11/30/2005 0.034
10/31/2005 0.034
09/30/2005 0.034
08/31/2005 0.033
07/29/2005 0.033
06/30/2005 0.034
05/31/2005 0.034
04/29/2005 0.034
03/31/2005 0.033
02/28/2005 0.035
01/31/2005 0.035
12/31/2004 0.035
12/08/2004 0.027
11/30/2004 0.036
10/29/2004 0.036
09/30/2004 0.033
08/31/2004 0.036
07/30/2004 0.036
06/30/2004 0.036
05/28/2004 0.036
04/30/2004 0.036
03/31/2004 0.036
02/27/2004 0.036
01/30/2004 0.036
12/31/2003 0.036
11/28/2003 0.036
10/31/2003 0.036
09/30/2003 0.036
08/29/2003 0.036
07/31/2003 0.036
06/30/2003 0.038
05/30/2003 0.038
04/30/2003 0.038
03/31/2003 0.038
02/28/2003 0.038
01/31/2003 0.041
12/31/2002 0.041
11/29/2002 0.041
10/31/2002 0.041
09/30/2002 0.041
08/30/2002 0.043
07/31/2002 0.043
06/28/2002 0.043
05/31/2002 0.046
04/30/2002 0.05
07/31/2001 0.046
02/20/2001 0.051
01/19/2001 0.051
12/20/2000 0.05
11/20/2000 0.051
10/20/2000 0.051
09/20/2000 0.034
08/18/2000 0.034

Dividend Growth History for COLUMBIA TOTAL RETURN BOND FUND COLUMBIA TOTAL RETURN BOND FUND CLASS A (LIBAX)

Year
Payout Amount
Year Start Yield
Annual Payout Growth (YoY)
CAGR to 2023
2023 $1.2177 4.09% 11.92% -
2022 $1.088 2.94% -1.88% 11.92%
2021 $1.1089 2.89% -53.14% 4.79%
2020 $2.3664 25.64% 492.04% -19.87%
2019 $0.3997 4.53% 75.23% 32.11%
2018 $0.2281 2.53% 0.22% 39.79%
2017 $0.2276 2.54% -38.82% 32.25%
2016 $0.372 4.17% 31.45% 18.46%
2015 $0.283 3.07% 28.64% 20.01%
2014 $0.22 2.46% -21.43% 20.94%
2013 $0.28 2.96% -38.86% 15.83%
2012 $0.458 4.95% 30.11% 9.30%
2011 $0.352 3.89% -1.68% 10.90%
2010 $0.358 4.07% -17.32% 9.87%
2009 $0.433 5.54% -3.56% 7.67%
2008 $0.449 5.08% 3.46% 6.88%
2007 $0.434 4.90% 2.36% 6.66%
2006 $0.424 4.76% 2.91% 6.40%
2005 $0.412 4.52% -9.45% 6.21%
2004 $0.455 4.99% 1.79% 5.32%
2003 $0.447 5.11% 14.91% 5.14%
2002 $0.389 4.40% 162.84% 5.58%
2001 $0.148 1.69% -32.73% 10.05%
2000 $0.22 2.59% - 7.72%

Dividend Growth Chart for COLUMBIA TOTAL RETURN BOND FUND COLUMBIA TOTAL RETURN BOND FUND CLASS A (LIBAX)

COLUMBIA TOTAL RETURN BOND FUND COLUMBIA TOTAL RETURN BOND FUND CLASS A (LIBAX) Historical Returns And Risk Info

From 03/19/2001 to 05/09/2024, the compound annualized total return (dividend reinvested) of COLUMBIA TOTAL RETURN BOND FUND COLUMBIA TOTAL RETURN BOND FUND CLASS A (LIBAX) is 3.318%. Its cumulative total return (dividend reinvested) is 112.564%.

From 03/19/2001 to 05/09/2024, the Maximum Drawdown of COLUMBIA TOTAL RETURN BOND FUND COLUMBIA TOTAL RETURN BOND FUND CLASS A (LIBAX) is 23.0%.

From 03/19/2001 to 05/09/2024, the Sharpe Ratio of COLUMBIA TOTAL RETURN BOND FUND COLUMBIA TOTAL RETURN BOND FUND CLASS A (LIBAX) is 0.55.

From 03/19/2001 to 05/09/2024, the Annualized Standard Deviation of COLUMBIA TOTAL RETURN BOND FUND COLUMBIA TOTAL RETURN BOND FUND CLASS A (LIBAX) is 4.4%.

From 03/19/2001 to 05/09/2024, the Beta of COLUMBIA TOTAL RETURN BOND FUND COLUMBIA TOTAL RETURN BOND FUND CLASS A (LIBAX) is 0.78.

Last 1 Week* YTD*(2024) 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Since
03/19/2001		 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000
Annualized Return(%) 1.0 -1.9 1.8 -4.5 0.4 1.6 3.4 3.2 3.3 7.2 -18.0 0.3 12.0 9.0 0.1 3.6 4.5 0.1 5.2 -2.6 7.1 6.4 7.2 18.4 -6.0 4.3 4.4 2.2 4.7 9.1 3.8 3.9 4.8
Sharpe Ratio NA -1.54 -0.5 -0.96 -0.19 0.1 NA NA 0.55 0.38 -2.31 0.11 2.06 2.0 -0.32 1.15 1.45 0.03 2.28 -0.88 2.88 1.64 1.92 3.61 -1.05 0.35 0.34 -0.01 1.0 2.2 0.7 0.38 2.93
Draw Down(%) NA 4.5 7.7 23.0 23.0 23.0 NA NA 23.0 8.1 21.8 2.1 10.1 2.4 2.4 1.2 3.6 2.8 1.2 5.3 1.1 2.2 2.6 3.5 11.9 2.4 2.1 2.3 4.2 3.9 3.1 3.8 0.8
Standard Deviation(%) NA 7.0 7.4 7.2 6.4 5.0 NA NA 4.4 7.9 8.4 2.7 5.7 3.8 3.8 2.6 3.0 3.6 2.3 2.9 2.5 3.9 3.7 5.1 6.6 3.8 3.1 2.9 3.7 3.8 3.9 4.3 3.2
Treynor Ratio NA -0.1 -0.04 -0.07 -0.01 0.01 NA NA 0.03 0.03 -0.21 0.0 0.13 0.07 -0.01 0.04 0.06 0.0 0.08 -0.04 0.1 0.09 0.11 0.28 -0.09 0.02 0.01 0.0 0.05 0.12 0.04 0.03 0.21
Alpha NA -0.01 -0.01 -0.01 0.0 0.0 NA NA 0.0 0.0 -0.03 0.0 0.01 -0.01 0.0 0.0 0.01 0.0 0.01 -0.01 0.0 0.0 0.0 0.02 -0.01 0.0 0.0 0.0 0.0 0.02 -0.01 -0.01 0.01
Beta NA 1.13 1.03 0.97 0.95 0.92 NA NA 0.78 1.0 0.93 0.66 0.88 1.06 1.0 0.78 0.67 0.78 0.66 0.71 0.69 0.71 0.65 0.66 0.73 0.77 0.81 0.73 0.74 0.71 0.63 0.55 0.44
RSquare NA 0.96 0.95 0.93 0.87 0.83 NA NA 0.79 0.95 0.91 0.87 0.65 0.84 0.49 0.73 0.69 0.85 0.76 0.81 0.74 0.79 0.82 0.8 0.75 0.88 0.88 0.87 0.9 0.91 0.74 0.64 0.33
Yield(%) N/A 1.4 4.6 3.0 14.4 8.6 8.1 6.7 N/A 4.1 2.9 2.8 25.8 4.2 2.8 2.7 4.3 2.9 2.7 3.2 5.0 3.9 3.8 5.9 5.4 5.4 5.1 4.3 5.5 5.5 4.3 1.7 2.5
Dividend Growth(%) N/A -65.0 35.0 0.9 384.3 97.5 N/A N/A N/A 13.9 -0.9 -54.2 543.2 48.0 4.2 -36.8 40.7 12.5 -20.0 -34.8 31.4 6.1 -28.3 -4.2 0.0 6.7 15.4 -22.0 4.2 26.3 153.3 -28.6 N/A

Return Calculator for COLUMBIA TOTAL RETURN BOND FUND COLUMBIA TOTAL RETURN BOND FUND CLASS A (LIBAX)

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COLUMBIA TOTAL RETURN BOND FUND COLUMBIA TOTAL RETURN BOND FUND CLASS A (LIBAX) Historical Return Chart

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COLUMBIA TOTAL RETURN BOND FUND COLUMBIA TOTAL RETURN BOND FUND CLASS A (LIBAX) 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 03/19/2001 to 05/09/2024, the worst annualized return of 3-year rolling returns for COLUMBIA TOTAL RETURN BOND FUND COLUMBIA TOTAL RETURN BOND FUND CLASS A (LIBAX) is -6.12%.
From 03/19/2001 to 05/09/2024, the worst annualized return of 5-year rolling returns for COLUMBIA TOTAL RETURN BOND FUND COLUMBIA TOTAL RETURN BOND FUND CLASS A (LIBAX) is -0.51%.
From 03/19/2001 to 05/09/2024, the worst annualized return of 10-year rolling returns for COLUMBIA TOTAL RETURN BOND FUND COLUMBIA TOTAL RETURN BOND FUND CLASS A (LIBAX) is 0.9%.
From 03/19/2001 to 05/09/2024, the worst annualized return of 20-year rolling returns for COLUMBIA TOTAL RETURN BOND FUND COLUMBIA TOTAL RETURN BOND FUND CLASS A (LIBAX) is 3.42%.

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