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RSHIX: COLUMBIA HIGH YIELD BOND FUND COLUMBIA HIGH YIELD BOND FUND CLASS I (MUTUAL FUND)
Basic Info
| Asset Class: | High Yield Bond |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 07/21/2006 |
| Last Dividend Date: | 02/28/2017 |
| 12-Mo. Yield | 5.38% |
| Expenses | 0.65% |
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Performance Analytics (As of 07/31/2020)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 07/21/2006 |
2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 0.0 | 0.0 | 1.3 | 4.7 | 3.9 | -0.8 | 11.6 | -0.7 | 4.2 | 6.4 | 15.6 | 5.5 | 10.0 | 37.0 | -31.2 | -5.1 | 2.8 |
| Sharpe Ratio | NA | 1.7 | 0.69 | 1.27 | 0.57 | 0.59 | -0.85 | 1.94 | -0.14 | 0.98 | 1.53 | 3.9 | 0.84 | 2.13 | 5.01 | -3.79 | -2.1 | 1.24 |
| Draw Down(%) | NA | 3.3 | 8.8 | 8.8 | 40.1 | 40.1 | 3.3 | 4.3 | 6.9 | 4.7 | 6.1 | 3.0 | 9.5 | 5.1 | 7.9 | 35.1 | 8.3 | 0.7 |
| Standard Deviation(%) | NA | 4.8 | 5.2 | 4.8 | 5.8 | 5.6 | 4.7 | 5.8 | 5.2 | 4.3 | 4.2 | 4.0 | 6.5 | 4.7 | 7.4 | 8.4 | 3.9 | 2.4 |
| Treynor Ratio | NA | 0.08 | 0.03 | 0.06 | 0.04 | 0.04 | -0.06 | 0.11 | -0.01 | 0.04 | 0.06 | 0.16 | 0.05 | 0.14 | 0.41 | -0.41 | -0.14 | 0.24 |
| Alpha | NA | -0.01 | 0.0 | 0.0 | -0.01 | -0.01 | -0.03 | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 | -0.01 | 0.01 | 0.01 | -0.07 | -0.03 | 0.01 |
| Beta | NA | 0.99 | 1.04 | 1.03 | 0.9 | 0.89 | 0.72 | 1.04 | 1.08 | 1.03 | 1.01 | 0.96 | 1.1 | 0.71 | 0.9 | 0.78 | 0.58 | 0.12 |
| RSquared | NA | 0.63 | 0.72 | 0.68 | 0.64 | 0.63 | 0.28 | 0.81 | 0.69 | 0.69 | 0.61 | 0.55 | 0.8 | 0.46 | 0.56 | 0.69 | 0.37 | 0.02 |
| Yield(%) | N/A | 5.4 | 5.1 | 5.8 | 3.9 | N/A | 0.8 | 5.5 | 5.2 | 5.5 | 5.9 | 6.7 | 7.1 | 4.1 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -2.0 | -16.4 | 141.6 | N/A | N/A | -84.2 | -0.7 | -6.7 | -5.7 | -5.4 | -7.1 | 81.7 | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/21/2006
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See High Yield Bond Asset Class Trend Rankings |
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