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CCSZX: COLUMBIA COMMODITY STRATEGY FUND COLUMBIA COMMODITY STRATEGY FUND CLASS Z (MUTUAL FUND)
Basic Info 12.57 0.2(1.57%) June 05
| Asset Class: | COMMODITIES BROAD BASKET |
| MyPlanIQ Rating: | (1%) |
| Start Date: | 06/20/2012 |
| Last Dividend Date: | 12/12/2025 |
| 12-Mo. Yield | 3.18% |
| Expenses | 0.71% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.6 | 27.2 | 38.9 | 17.3 | 12.5 | 7.6 | 2.2 | 12.0 | 7.1 | -6.9 | 15.8 | 32.0 | -1.2 | 7.5 | -14.0 | 1.7 | 12.3 | -23.8 | -21.2 | -10.9 | 8.8 |
| Sharpe Ratio | NA | 3.45 | 2.17 | 0.99 | 0.58 | 0.4 | 0.07 | 0.84 | 0.3 | -0.82 | 0.59 | 1.95 | -0.09 | 0.56 | -1.32 | 0.11 | 0.82 | -1.51 | -2.04 | -1.11 | 1.27 |
| Draw Down(%) | NA | 6.8 | 6.8 | 11.2 | 27.9 | 34.1 | 61.3 | 10.5 | 11.2 | 12.1 | 20.8 | 10.3 | 26.6 | 7.1 | 17.2 | 11.2 | 8.5 | 26.8 | 26.5 | 16.0 | 8.1 |
| Standard Deviation(%) | NA | 21.1 | 16.7 | 14.1 | 17.0 | 15.0 | 14.4 | 14.1 | 11.4 | 12.9 | 24.5 | 16.4 | 15.8 | 10.7 | 11.7 | 9.3 | 14.8 | 15.7 | 10.4 | 9.8 | 13.7 |
| Treynor Ratio | NA | 0.94 | 0.48 | 0.19 | 0.13 | 0.08 | 0.01 | 0.16 | 0.05 | -0.14 | 0.18 | 0.44 | -0.02 | 0.09 | -0.24 | 0.02 | 0.16 | -0.29 | -0.27 | -0.13 | 0.21 |
| Alpha | NA | 0.03 | 0.03 | 0.02 | 0.01 | 0.0 | 0.0 | 0.02 | 0.02 | -0.01 | 0.0 | 0.01 | 0.01 | 0.0 | -0.03 | -0.01 | -0.01 | 0.0 | 0.01 | -0.02 | -0.01 |
| Beta | NA | 0.78 | 0.75 | 0.76 | 0.77 | 0.73 | 0.75 | 0.75 | 0.73 | 0.75 | 0.81 | 0.72 | 0.64 | 0.7 | 0.64 | 0.62 | 0.77 | 0.82 | 0.8 | 0.83 | 0.83 |
| RSquared | NA | 0.77 | 0.73 | 0.76 | 0.77 | 0.76 | 0.78 | 0.67 | 0.79 | 0.83 | 0.77 | 0.76 | 0.77 | 0.77 | 0.64 | 0.68 | 0.86 | 0.87 | 0.79 | 0.8 | 0.88 |
| Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 3.3 | 8.7 | 4.0 | 57.1 | 34.9 | 0.5 | 1.2 | 13.5 | 0.1 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -62.0 | 96.7 | -95.8 | 55.6 | 26521.7 | -52.1 | -93.7 | 15236.0 | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/19/2012
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