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CLDZX: COLUMBIA LIMITED DURATION CREDIT FUND COLUMBIA LIMITED DURATION CREDIT FUND CLASS Z (MUTUAL FUND)
Basic Info 9.88 0.03(0.30%) June 05
| Asset Class: | Short-Term Bond |
| MyPlanIQ Rating: | (14%) |
| Start Date: | 09/29/2010 |
| Last Dividend Date: | 04/30/2026 |
| 12-Mo. Yield | 4.14% |
| Expenses | 0.74% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.4 | -0.1 | 3.6 | 5.1 | 1.9 | 2.7 | 2.5 | 2.4 | 6.3 | 4.8 | 6.8 | -6.1 | -1.3 | 5.7 | 7.6 | 0.1 | 2.1 | 6.3 | -1.6 | 0.8 | 1.4 | 6.1 | 1.1 | -1.1 |
| Sharpe Ratio | NA | -1.08 | 0.44 | 0.71 | -0.2 | 0.4 | NA | 0.58 | 1.46 | 0.47 | 0.9 | -1.96 | -0.86 | 1.46 | 3.25 | -0.81 | 1.13 | 3.04 | -0.96 | 0.59 | 0.91 | 4.55 | 0.54 | -2.16 |
| Draw Down(%) | NA | 1.6 | 1.6 | 1.6 | 10.7 | 10.7 | NA | 10.7 | 1.3 | 1.3 | 2.1 | 9.1 | 2.0 | 8.0 | 0.8 | 1.2 | 0.6 | 2.6 | 3.3 | 2.1 | 1.5 | 0.9 | 2.8 | 2.2 |
| Standard Deviation(%) | NA | 2.4 | 2.2 | 2.6 | 3.0 | 2.6 | NA | 2.3 | 2.4 | 2.6 | 3.5 | 3.9 | 1.6 | 3.7 | 1.9 | 1.6 | 1.3 | 2.0 | 1.7 | 1.3 | 1.5 | 1.3 | 2.0 | 2.0 |
| Treynor Ratio | NA | -0.03 | 0.01 | 0.02 | -0.01 | 0.01 | NA | 0.02 | 0.04 | 0.01 | 0.03 | -0.08 | -0.02 | 0.05 | 0.07 | -0.02 | 0.02 | 0.12 | -0.03 | 0.02 | 0.02 | 0.08 | 0.01 | -0.06 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.02 | -0.01 | 0.0 | 0.0 | 0.01 | 0.0 | -0.02 |
| Beta | NA | 0.88 | 0.87 | 0.88 | 0.92 | 0.93 | NA | 0.89 | 0.86 | 0.9 | 0.92 | 1.0 | 0.72 | 1.13 | 0.92 | 0.83 | 0.69 | 0.51 | 0.48 | 0.45 | 0.78 | 0.72 | 0.93 | 0.66 |
| RSquared | NA | 0.79 | 0.81 | 0.85 | 0.86 | 0.79 | NA | 0.69 | 0.86 | 0.87 | 0.87 | 0.91 | 0.42 | 0.77 | 0.72 | 0.54 | 0.47 | 0.18 | 0.21 | 0.23 | 0.52 | 0.44 | 0.53 | 0.56 |
| Yield(%) | N/A | 1.3 | N/A | N/A | N/A | N/A | N/A | N/A | 4.1 | 3.8 | 3.3 | 1.9 | 1.0 | 1.8 | 2.6 | 2.3 | 1.8 | 2.1 | 2.4 | 2.0 | 3.4 | 4.0 | 1.4 | 0.0 |
| Dividend Growth(%) | N/A | -67.1 | N/A | N/A | N/A | N/A | N/A | N/A | 9.4 | 21.2 | 59.1 | 87.4 | -42.1 | -29.6 | 14.3 | 25.0 | -11.5 | -15.3 | 19.8 | -43.1 | -11.7 | 180.0 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/28/2010
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