Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CFRYX (COLUMBIA FLOATING RATE FUND COLUMBIA FLOATING RATE FUND CLASS Y) | 0.76% | 4.75% | 7.60% | 5.23% | 4.90% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 06/02/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CFRYX (COLUMBIA FLOATING RATE FUND COLUMBIA FLOATING RATE FUND CLASS Y) | 06/02/2015 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.30 | 4.75 | 7.60 | 5.23 | 4.90 | NA | NA | … | … | 0.76 | 6.18 | 8.36 | 12.19 | -2.37 | 4.91 | 2.12 | 7.96 | 0.40 | 4.18 | 10.00 | -3.27 |
| Sharpe Ratio | NA | 0.99 | 1.80 | 1.00 | 0.84 | NA | NA | … | … | -0.09 | 1.26 | 1.90 | 2.88 | -1.09 | 4.18 | 0.18 | 2.75 | -0.49 | 2.37 | 4.62 | -2.64 |
| Standard Deviation(%) | NA | 2.29 | 2.59 | 2.75 | 3.93 | NA | NA | … | … | 2.46 | 2.62 | 2.50 | 2.99 | 3.51 | 1.17 | 10.07 | 2.36 | 2.00 | 1.49 | 2.11 | 2.10 |
| Draw Down(%) | NA | 1.72 | 2.52 | 6.55 | 21.61 | NA | NA | … | … | 1.72 | 2.52 | 0.75 | 1.80 | 6.55 | 0.62 | 21.61 | 0.90 | 4.33 | 0.77 | 1.95 | 3.75 |
| Yield(%) | 0.00 | 6.22 | 7.69 | 6.29 | 15.57 | 10.34 | 7.76 | … | … | 2.14 | 7.06 | 8.30 | 8.82 | 4.68 | 3.47 | 7.64 | 5.31 | 4.56 | 3.87 | 4.44 | 2.48 |
Data as of 06/10/2026, Common starting date is 06/02/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CFRYX (COLUMBIA FLOATING RATE FUND COLUMBIA FLOATING RATE FUND CLASS Y) |
-1.35%
Mar 2017 – Mar 2020 |
2.27%
Sep 2017 – Sep 2022 |
4.77%
Jul 2015 – Jul 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CFRYX (COLUMBIA FLOATING RATE FUND COLUMBIA FLOATING RATE FUND CLASS Y) |
9.46%
Sep 2022 – Sep 2025 |
8.27%
Mar 2020 – Mar 2025 |
5.34%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart