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INDZX: COLUMBIA DIVERSIFIED EQUITY INCOME FUND COLUMBIA DIVERSIFIED EQUITY INCOME FUND CLASS A (MUTUAL FUND)
Basic Info 20.19 0.35(1.70%) June 05
| Asset Class: | LARGE VALUE |
| MyPlanIQ Rating: | (48%) |
| Start Date: | 12/26/1990 |
| Last Dividend Date: | 03/19/2026 |
| 12-Mo. Yield | 7.91% |
| Expenses | 0.72% |
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Performance Analytics (As of 06/02/2026)
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.3 | 11.9 | 30.2 | 19.6 | 8.1 | 10.7 | 10.2 | 8.0 | 9.8 | 19.7 | 15.4 | 9.6 | -11.8 | 17.2 | 5.3 | 29.8 | -11.2 | 16.6 | 14.6 | -2.2 | 11.5 | 30.7 | 14.8 | -5.3 | 16.1 | 26.9 | -40.3 | 7.8 | 19.6 | 13.3 | 17.4 | 41.9 | -18.4 | 2.7 | -1.8 | 9.2 | 11.8 | 20.1 | 18.7 | 23.8 | -6.5 | 20.8 | 13.5 | 24.1 | 1.2 |
| Sharpe Ratio | NA | 2.71 | 2.68 | 1.35 | 0.39 | 0.51 | NA | NA | 0.46 | 1.04 | 1.12 | 0.49 | -0.63 | 1.17 | 0.13 | 2.36 | -0.81 | 2.11 | 1.0 | -0.14 | 0.97 | 2.67 | 1.2 | -0.21 | 0.83 | 0.9 | -0.98 | 0.28 | 1.4 | 0.99 | 1.37 | 2.42 | -0.8 | 0.01 | -0.32 | 0.37 | 0.51 | 1.92 | 1.83 | 3.55 | -1.39 | 3.09 | 2.29 | 2.71 | 335.23 |
| Draw Down(%) | NA | 7.1 | 7.1 | 15.7 | 19.8 | 38.5 | NA | NA | 59.0 | 15.7 | 6.4 | 9.8 | 18.2 | 8.0 | 38.5 | 6.8 | 21.1 | 3.7 | 12.2 | 12.9 | 8.7 | 5.7 | 10.1 | 23.8 | 16.5 | 29.7 | 51.8 | 10.9 | 11.1 | 8.2 | 8.3 | 16.5 | 35.8 | 21.0 | 15.0 | 15.2 | 18.2 | 6.5 | 4.3 | 1.8 | 10.2 | 2.8 | 2.7 | 3.3 | 0.0 |
| Standard Deviation(%) | NA | 12.3 | 10.8 | 13.0 | 15.2 | 17.9 | NA | NA | 17.4 | 16.1 | 10.5 | 12.4 | 21.0 | 14.7 | 37.6 | 12.0 | 15.7 | 7.6 | 14.4 | 15.8 | 11.8 | 11.5 | 12.4 | 24.8 | 19.3 | 29.6 | 42.0 | 16.4 | 11.6 | 11.2 | 12.0 | 17.0 | 24.5 | 18.6 | 18.8 | 15.6 | 16.2 | 8.5 | 8.1 | 5.6 | 6.9 | 6.0 | 4.8 | 7.4 | 0.5 |
| Treynor Ratio | NA | 0.32 | 0.29 | 0.17 | 0.06 | 0.09 | NA | NA | 0.08 | 0.16 | 0.12 | 0.06 | -0.13 | 0.16 | 0.05 | 0.28 | -0.13 | 0.15 | 0.13 | -0.02 | 0.11 | 0.3 | 0.15 | -0.05 | 0.15 | 0.29 | -0.44 | 0.05 | 0.14 | 0.11 | 0.15 | 0.43 | -0.22 | 0.0 | -0.07 | 0.07 | 0.1 | 0.36 | 0.23 | 0.35 | -0.19 | 0.41 | -0.23 | 0.0 | 0.0 |
| Alpha | NA | 0.01 | 0.02 | 0.01 | -0.01 | -0.01 | NA | NA | 0.0 | 0.01 | 0.0 | 0.0 | -0.04 | -0.03 | 0.01 | 0.01 | -0.02 | 0.0 | -0.01 | 0.0 | -0.01 | -0.01 | 0.0 | -0.02 | 0.0 | 0.03 | -0.04 | 0.03 | -0.02 | 0.02 | 0.0 | 0.03 | 0.0 | 0.06 | -0.03 | -0.01 | 0.0 | 0.02 | 0.01 | 0.01 | -0.03 | 0.04 | 0.04 | NA | NA |
| Beta | NA | 1.04 | 1.0 | 1.03 | 1.03 | 1.04 | NA | NA | 0.94 | 1.04 | 0.98 | 1.03 | 1.04 | 1.05 | 1.05 | 1.03 | 0.98 | 1.04 | 1.07 | 1.02 | 1.06 | 1.01 | 0.96 | 1.03 | 1.04 | 0.92 | 0.95 | 0.95 | 1.16 | 1.01 | 1.07 | 0.97 | 0.87 | 0.89 | 0.87 | 0.87 | 0.82 | 0.46 | 0.66 | 0.57 | 0.5 | 0.46 | -0.48 | NA | NA |
| RSquared | NA | 0.9 | 0.87 | 0.94 | 0.9 | 0.95 | NA | NA | 0.92 | 0.94 | 0.94 | 0.96 | 0.87 | 0.84 | 0.99 | 0.96 | 0.97 | 0.94 | 0.98 | 0.98 | 0.97 | 0.97 | 0.97 | 0.98 | 0.97 | 0.97 | 0.96 | 0.96 | 0.89 | 0.92 | 0.92 | 0.93 | 0.95 | 0.93 | 0.78 | 0.89 | 0.94 | 0.8 | 0.84 | 0.67 | 0.52 | 0.41 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.1 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 8.3 | 9.8 | 6.0 | 1.3 | 1.3 | 1.4 | 6.9 | 9.7 | 7.3 | 3.5 | 11.8 | 9.3 | 1.5 | 2.2 | 1.3 | 1.2 | 2.0 | 4.3 | 11.0 | 11.0 | 6.6 | 0.9 | 1.7 | 1.4 | 7.1 | 1.4 | 10.4 | 12.0 | 15.1 | 10.5 | 3.7 | 3.9 | 4.2 | 4.6 | 6.5 | 1.0 |
| Dividend Growth(%) | N/A | -98.1 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -11.6 | 70.2 | 301.8 | 18.8 | -5.6 | -75.5 | -43.3 | 43.9 | 138.1 | -74.9 | 30.3 | 660.2 | -20.6 | 51.4 | 29.0 | -25.7 | -72.7 | -62.5 | 5.5 | 85.1 | 747.1 | -28.6 | 3.5 | -81.5 | 400.0 | -87.2 | -14.5 | -16.2 | 53.4 | 243.8 | -14.4 | 7.2 | -1.1 | -16.3 | 535.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/15/1990
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