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COSIX: COLUMBIA STRATEGIC INCOME FUND COLUMBIA STRATEGIC INCOME FUND CLASS A (MUTUAL FUND)
Basic Info 21.82 0.06(0.27%) June 05
| Asset Class: | Multisector Bond |
| MyPlanIQ Rating: | (65%) |
| Start Date: | 02/14/1986 |
| Last Dividend Date: | 05/22/2026 |
| 12-Mo. Yield | 5.03% |
| Expenses | 0.64% |
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Performance Analytics (As of 05/29/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.3 | 1.0 | 4.7 | 6.4 | 1.7 | 3.5 | 3.7 | 4.6 | 5.5 | 7.0 | 4.5 | 9.9 | -11.4 | 0.4 | 8.0 | 10.2 | -1.6 | 5.9 | 7.8 | 0.2 | 3.7 | 0.1 | 11.6 | 6.1 | 10.3 | 18.7 | -6.5 | 5.7 | 6.8 | 1.3 | 10.0 | 19.3 | 8.1 | 3.1 | -0.7 | 1.3 | 5.2 | 8.6 | 10.3 | 21.0 | -3.7 | 14.1 | 9.8 | 28.1 | -7.3 | 9.1 | 11.7 | -6.1 | -8.7 |
| Sharpe Ratio | NA | 0.22 | 0.91 | 0.92 | -0.17 | 0.46 | NA | NA | 0.6 | 1.27 | 0.24 | 1.11 | -2.1 | 0.22 | 1.06 | 4.71 | -1.29 | 2.94 | 2.18 | 0.07 | 1.3 | 0.01 | 5.3 | 1.59 | 3.27 | 4.94 | -1.45 | 1.04 | 1.33 | -0.36 | 2.18 | 5.15 | 1.66 | 0.17 | -1.46 | -0.73 | 0.46 | 1.45 | 1.71 | 4.22 | -1.7 | 3.92 | 2.04 | 4.82 | -1.54 | 0.63 | 0.82 | -0.53 | -1.14 |
| Draw Down(%) | NA | 2.2 | 2.2 | 4.2 | 17.3 | 17.3 | NA | NA | 26.1 | 2.0 | 2.2 | 4.2 | 15.6 | 2.4 | 14.5 | 0.7 | 2.7 | 1.3 | 3.6 | 4.3 | 4.3 | 5.7 | 2.1 | 5.5 | 2.9 | 3.8 | 14.0 | 2.2 | 1.7 | 2.8 | 5.2 | 4.5 | 3.0 | 5.3 | 5.4 | 3.7 | 4.3 | 2.9 | 3.0 | 1.3 | 6.9 | 1.1 | 2.3 | 2.3 | 9.6 | 2.5 | 6.1 | 26.1 | 12.0 |
| Standard Deviation(%) | NA | 3.3 | 3.0 | 3.9 | 4.5 | 4.2 | NA | NA | 5.4 | 3.3 | 3.7 | 5.6 | 6.1 | 1.8 | 7.3 | 1.9 | 2.3 | 1.8 | 3.5 | 3.3 | 2.8 | 3.1 | 2.2 | 3.8 | 3.1 | 3.8 | 5.1 | 2.4 | 2.5 | 2.7 | 4.1 | 3.6 | 4.2 | 4.0 | 3.4 | 2.9 | 3.7 | 3.4 | 3.8 | 4.0 | 4.0 | 3.0 | 3.5 | 5.0 | 8.3 | 4.9 | 8.3 | 19.3 | 12.4 |
| Treynor Ratio | NA | 0.01 | 0.04 | 0.05 | -0.01 | 0.03 | NA | NA | 0.09 | 0.07 | 0.01 | 0.09 | -0.19 | 0.08 | 0.19 | 0.42 | -0.08 | 0.24 | -0.64 | -0.01 | -0.21 | 0.0 | 1.43 | 2.07 | 0.4 | 0.44 | -0.18 | 0.09 | 0.07 | -0.02 | 0.14 | 0.36 | 0.15 | 0.02 | -0.14 | -0.06 | 0.04 | 0.08 | 0.15 | 0.56 | -0.13 | 0.26 | 0.28 | 0.75 | -0.42 | 0.36 | 0.15 | 0.18 | 0.0 |
| Alpha | NA | 0.01 | 0.0 | 0.01 | 0.0 | 0.01 | NA | NA | 0.01 | 0.01 | 0.01 | 0.02 | -0.01 | 0.0 | 0.02 | 0.03 | -0.01 | 0.02 | 0.03 | 0.0 | 0.02 | 0.0 | 0.04 | 0.02 | 0.03 | 0.06 | -0.04 | 0.01 | 0.01 | 0.0 | 0.03 | 0.06 | 0.01 | 0.0 | -0.03 | 0.0 | 0.0 | 0.01 | 0.02 | 0.05 | -0.02 | 0.03 | 0.02 | 0.07 | -0.05 | 0.01 | 0.02 | -0.03 | NA |
| Beta | NA | 0.7 | 0.64 | 0.66 | 0.64 | 0.54 | NA | NA | 0.38 | 0.64 | 0.64 | 0.7 | 0.68 | 0.05 | 0.41 | 0.21 | 0.38 | 0.22 | -0.12 | -0.4 | -0.17 | 0.44 | 0.08 | 0.03 | 0.25 | 0.42 | 0.41 | 0.28 | 0.46 | 0.41 | 0.64 | 0.52 | 0.46 | 0.33 | 0.35 | 0.36 | 0.48 | 0.6 | 0.45 | 0.31 | 0.5 | 0.47 | 0.26 | 0.32 | 0.3 | 0.09 | 0.44 | -0.56 | NA |
| RSquared | NA | 0.76 | 0.75 | 0.84 | 0.74 | 0.43 | NA | NA | 0.1 | 0.79 | 0.89 | 0.84 | 0.74 | 0.01 | 0.08 | 0.15 | 0.21 | 0.13 | 0.01 | 0.24 | 0.03 | 0.23 | 0.01 | 0.0 | 0.11 | 0.27 | 0.25 | 0.21 | 0.38 | 0.23 | 0.43 | 0.44 | 0.22 | 0.17 | 0.19 | 0.31 | 0.32 | 0.53 | 0.36 | 0.12 | 0.44 | 0.28 | 0.09 | 0.07 | 0.03 | 0.01 | 0.06 | 0.02 | 0.0 |
| Yield(%) | N/A | 2.1 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 5.1 | 5.2 | 5.2 | 3.3 | 2.9 | 7.5 | 3.9 | 3.4 | 4.0 | 3.2 | 4.0 | 5.6 | 6.6 | 4.9 | 5.5 | 7.3 | 5.6 | 6.7 | 6.0 | 6.1 | 7.3 | 7.7 | 7.9 | 7.8 | 9.0 | 8.7 | 8.1 | 7.9 | 8.1 | 8.5 | 9.7 | 8.0 | 8.3 | 9.6 | 11.3 | 9.6 | 9.1 | 6.0 | 3.3 | 2.0 |
| Dividend Growth(%) | N/A | -58.3 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -3.2 | 3.0 | 34.5 | 13.2 | 59.4 | 101.3 | 10.3 | -13.6 | 29.0 | -23.1 | -29.8 | -20.0 | 42.8 | -9.7 | -23.1 | 47.6 | -27.7 | 11.4 | -2.2 | -21.0 | -2.9 | 8.6 | 0.0 | -18.1 | -6.3 | 0.0 | -0.0 | -2.9 | -3.4 | -2.5 | 6.4 | 2.1 | -14.1 | -0.7 | -2.9 | 6.1 | 57.1 | 68.0 | 47.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/02/1986
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