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GSFTX: COLUMBIA DIVIDEND INCOME FUND COLUMBIA DIVIDEND INCOME FUND CLASS Z (MUTUAL FUND)
Basic Info 38.96 0.31(0.79%) June 05
| Asset Class: | LARGE VALUE |
| MyPlanIQ Rating: | (91%) |
| Start Date: | 06/11/1998 |
| Last Dividend Date: | 03/19/2026 |
| 12-Mo. Yield | 5.75% |
| Expenses | 1.16% |
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Performance Analytics (As of 06/05/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 06/11/1998 |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.2 | 7.9 | 20.8 | 16.5 | 10.6 | 12.6 | 12.4 | 10.4 | 8.6 | 15.9 | 15.0 | 10.6 | -4.9 | 26.3 | 7.8 | 28.1 | -4.4 | 20.7 | 13.5 | 0.6 | 12.7 | 28.6 | 11.1 | 7.0 | 13.0 | 18.6 | -27.8 | 6.9 | 20.1 | 6.6 | 14.8 | 21.1 | -21.1 | 4.2 | 18.3 | -11.9 | 7.4 |
| Sharpe Ratio | NA | 1.74 | 2.04 | 1.21 | 0.61 | 0.69 | NA | NA | 0.42 | 0.94 | 1.19 | 0.62 | -0.34 | 2.21 | 0.23 | 2.4 | -0.39 | 3.32 | 1.18 | 0.04 | 1.2 | 2.8 | 1.03 | 0.34 | 0.81 | 0.79 | -0.83 | 0.27 | 1.92 | 0.47 | 1.39 | 1.28 | -0.89 | 0.1 | 0.77 | -0.76 | 0.43 |
| Draw Down(%) | NA | 5.5 | 5.5 | 13.0 | 17.0 | 32.7 | NA | NA | 47.7 | 13.0 | 5.5 | 9.2 | 17.0 | 4.9 | 32.7 | 5.5 | 16.0 | 2.4 | 7.1 | 11.5 | 7.3 | 4.9 | 7.6 | 15.7 | 13.7 | 25.5 | 39.5 | 8.0 | 6.1 | 5.8 | 6.4 | 18.8 | 34.0 | 23.9 | 9.9 | 28.9 | 21.5 |
| Standard Deviation(%) | NA | 10.0 | 9.0 | 11.3 | 13.3 | 15.7 | NA | NA | 17.2 | 13.9 | 9.6 | 11.3 | 18.8 | 11.9 | 32.9 | 11.1 | 14.9 | 6.1 | 11.3 | 14.8 | 10.5 | 10.2 | 10.9 | 20.2 | 16.0 | 23.5 | 34.7 | 14.3 | 8.7 | 9.3 | 10.0 | 16.0 | 24.9 | 18.3 | 18.4 | 20.1 | 23.9 |
| Treynor Ratio | NA | 0.21 | 0.22 | 0.15 | 0.09 | 0.12 | NA | NA | 0.08 | 0.14 | 0.13 | 0.07 | -0.06 | 0.3 | 0.08 | 0.28 | -0.06 | 0.25 | 0.16 | 0.01 | 0.13 | 0.32 | 0.13 | 0.08 | 0.15 | 0.25 | -0.36 | 0.05 | 0.19 | 0.05 | 0.15 | 0.22 | -0.25 | 0.02 | 0.17 | -0.2 | 0.11 |
| Alpha | NA | -0.02 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.01 | 0.01 | 0.0 | 0.01 | -0.01 | 0.01 | 0.02 | 0.01 | 0.0 | 0.02 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.02 | 0.0 | 0.01 | 0.0 | 0.02 | 0.0 | 0.0 | 0.0 | -0.03 | -0.01 | 0.06 | 0.05 | -0.09 | 0.03 |
| Beta | NA | 0.84 | 0.85 | 0.9 | 0.93 | 0.92 | NA | NA | 0.85 | 0.92 | 0.9 | 0.93 | 0.99 | 0.88 | 0.91 | 0.94 | 0.93 | 0.81 | 0.82 | 0.94 | 0.96 | 0.9 | 0.84 | 0.84 | 0.86 | 0.74 | 0.79 | 0.83 | 0.9 | 0.86 | 0.92 | 0.92 | 0.88 | 0.84 | 0.81 | 0.75 | 0.94 |
| RSquared | NA | 0.89 | 0.91 | 0.95 | 0.96 | 0.96 | NA | NA | 0.91 | 0.97 | 0.96 | 0.95 | 0.98 | 0.89 | 0.97 | 0.95 | 0.98 | 0.89 | 0.94 | 0.95 | 0.98 | 0.95 | 0.95 | 0.99 | 0.98 | 0.98 | 0.98 | 0.97 | 0.95 | 0.96 | 0.96 | 0.95 | 0.95 | 0.85 | 0.71 | 0.41 | 0.83 |
| Yield(%) | N/A | 0.4 | 5.7 | 6.3 | 5.1 | 6.5 | 8.2 | 7.3 | N/A | 5.9 | 6.5 | 5.2 | 3.5 | 3.6 | 1.8 | 3.6 | 6.8 | 5.1 | 4.7 | 7.7 | 9.0 | 4.0 | 2.8 | 2.5 | 2.6 | 2.9 | 2.3 | 3.4 | 3.4 | 2.3 | 1.9 | 1.7 | 0.0 | 0.0 | 0.3 | 0.9 | 0.3 |
| Dividend Growth(%) | N/A | -92.0 | -1.9 | 116.4 | 67.5 | 90.9 | N/A | N/A | N/A | -2.5 | 31.7 | 34.9 | 23.1 | 102.0 | -36.5 | -52.8 | 51.9 | 20.8 | -43.7 | -10.8 | 172.5 | 56.4 | 16.1 | 7.1 | -0.3 | -8.3 | -29.8 | 14.3 | 57.9 | 35.0 | 29.6 | N/A | N/A | -100.0 | -70.5 | 238.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/11/1998
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