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COCRX: COLUMBIA CONVERTIBLE SECURITIES FUND COLUMBIA CONVERTIBLE SECURITIES FUND CLASS R5 (MUTUAL FUND)
Basic Info 30.75 1.18(3.70%) June 05
| Asset Class: | CONVERTIBLE SECURITIES |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 11/12/2012 |
| Last Dividend Date: | 03/19/2026 |
| 12-Mo. Yield | 2.01% |
| Expenses | 1.10% |
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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(%) | -2.1 | 18.9 | 38.1 | 18.9 | 7.5 | 13.2 | 11.6 | 20.0 | 9.8 | 12.3 | -19.3 | 4.0 | 48.4 | 26.6 | -0.7 | 15.5 | 10.7 | -4.3 | 5.9 | 21.3 | 2.2 |
| Sharpe Ratio | NA | 2.64 | 2.39 | 1.31 | 0.38 | 0.86 | 0.83 | 1.3 | 0.74 | 0.94 | -1.16 | 0.26 | 2.17 | 2.7 | -0.18 | 2.46 | 1.06 | -0.44 | 0.63 | 2.7 | 2.74 |
| Draw Down(%) | NA | 7.8 | 7.8 | 12.1 | 26.6 | 28.4 | 28.4 | 12.1 | 4.9 | 10.9 | 22.9 | 13.2 | 26.6 | 4.7 | 12.9 | 2.5 | 12.1 | 12.4 | 9.7 | 6.2 | 1.6 |
| Standard Deviation(%) | NA | 17.9 | 14.9 | 11.9 | 13.2 | 13.5 | 12.5 | 13.2 | 8.3 | 9.3 | 17.9 | 15.2 | 22.0 | 9.3 | 12.0 | 6.1 | 9.9 | 9.8 | 9.3 | 7.9 | 6.5 |
| Treynor Ratio | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.08 | 0.08 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.1 | -0.01 | 0.12 | 0.08 | -0.03 | 0.05 | 0.18 | 0.17 |
| Alpha | NA | NA | NA | NA | NA | 0.05 | 0.03 | NA | NA | NA | NA | NA | NA | 0.08 | 0.02 | 0.02 | 0.01 | -0.01 | 0.01 | 0.0 | -0.04 |
| Beta | NA | NA | NA | NA | NA | 1.39 | 1.31 | NA | NA | NA | NA | NA | NA | 2.59 | 1.54 | 1.23 | 1.28 | 1.27 | 1.28 | 1.16 | 1.07 |
| RSquared | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.11 | 0.21 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.17 | 0.83 | 0.82 | 0.87 | 0.81 | 0.88 | 0.86 | 0.78 |
| Yield(%) | N/A | 0.5 | N/A | N/A | N/A | N/A | N/A | 2.0 | 2.4 | 3.0 | 7.3 | 19.1 | 10.7 | 7.7 | 5.2 | 3.4 | 2.1 | 8.9 | 2.4 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -71.7 | N/A | N/A | N/A | N/A | N/A | -10.2 | -14.4 | -70.0 | -67.0 | 137.9 | 65.4 | 38.3 | 73.3 | 80.8 | -80.0 | 293.3 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/09/2012
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