Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CFIRX (COLUMBIA FLEXIBLE CAPITAL INCOME FUND COLUMBIA FLEXIBLE CAPITAL INCOME FUND CLASS R) | NA | 5.67% | 0.51% | 6.02% | 5.76% | NA | NA | … | … |
Data as of 04/19/2024, Common starting date is 07/29/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CFIRX (COLUMBIA FLEXIBLE CAPITAL INCOME FUND COLUMBIA FLEXIBLE CAPITAL INCOME FUND CLASS R) | 07/29/2011 | 04/19/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.69 | 5.67 | 0.51 | 6.02 | 5.76 | NA | NA | … | … | -0.24 | 8.15 | -11.06 | 16.65 | 10.90 | 21.92 | -7.38 | 13.10 | 17.08 | -6.64 | 3.43 | 17.67 | 13.95 | 0.89 |
| Sharpe Ratio | NA | 0.22 | -0.17 | 0.33 | 0.43 | NA | NA | … | … | -0.63 | 0.43 | -0.93 | 1.99 | 0.46 | 2.83 | -1.06 | 2.88 | 1.84 | -0.77 | 0.52 | 2.69 | 1.96 | 0.13 |
| Standard Deviation(%) | NA | 8.34 | 10.35 | 13.54 | 11.00 | NA | NA | … | … | 7.05 | 9.19 | 13.38 | 8.38 | 23.05 | 7.26 | 8.26 | 4.35 | 9.17 | 8.62 | 6.58 | 6.55 | 7.16 | 16.52 |
| Draw Down(%) | NA | 9.04 | 17.13 | 31.20 | 31.20 | NA | NA | … | … | 4.03 | 9.61 | 17.13 | 3.97 | 31.20 | 4.13 | 13.55 | 2.16 | 8.94 | 12.61 | 7.59 | 5.26 | 6.28 | 9.75 |
| Yield(%) | 0.00 | 5.19 | 6.13 | 6.22 | 5.38 | 5.32 | 3.99 | … | … | 1.23 | 5.23 | 6.28 | 8.53 | 4.53 | 4.63 | 3.73 | 4.27 | 4.07 | 5.36 | 3.71 | 6.96 | 4.12 | 0.95 |
Data as of 04/19/2024, Common starting date is 07/29/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CFIRX (COLUMBIA FLEXIBLE CAPITAL INCOME FUND COLUMBIA FLEXIBLE CAPITAL INCOME FUND CLASS R) |
-1.01%
Mar 2017 – Mar 2020 |
1.42%
Mar 2015 – Mar 2020 |
5.15%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CFIRX (COLUMBIA FLEXIBLE CAPITAL INCOME FUND COLUMBIA FLEXIBLE CAPITAL INCOME FUND CLASS R) |
16.40%
Dec 2018 – Dec 2021 |
12.86%
Feb 2016 – Feb 2021 |
10.15%
Sep 2011 – Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart