Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CLDYX (COLUMBIA LIMITED DURATION CREDIT FUND COLUMBIA LIMITED DURATION CREDIT FUND CLASS Y) | 0.32% | 4.20% | 5.43% | 2.23% | 2.86% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 03/21/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CLDYX (COLUMBIA LIMITED DURATION CREDIT FUND COLUMBIA LIMITED DURATION CREDIT FUND CLASS Y) | 03/21/2013 | 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 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.20 | 4.20 | 5.43 | 2.23 | 2.86 | NA | NA | … | … | 0.32 | 6.42 | 4.95 | 6.88 | -6.04 | -0.55 | 5.81 | 7.73 | 0.20 | 2.19 | 6.33 | -1.40 | 0.88 | 0.91 |
| Sharpe Ratio | NA | 0.64 | 0.78 | -0.09 | 0.48 | NA | NA | … | … | -0.69 | 1.49 | 0.51 | 0.90 | -1.93 | -0.42 | 1.49 | 3.32 | -0.75 | 1.20 | 3.03 | -0.81 | 0.66 | 0.70 |
| Standard Deviation(%) | NA | 2.27 | 2.68 | 2.99 | 2.61 | NA | NA | … | … | 2.52 | 2.38 | 2.59 | 3.63 | 3.88 | 1.37 | 3.72 | 1.88 | 1.59 | 1.27 | 2.02 | 1.76 | 1.32 | 1.63 |
| Draw Down(%) | NA | 1.59 | 1.59 | 9.97 | 9.97 | NA | NA | … | … | 1.59 | 1.31 | 1.30 | 2.06 | 9.05 | 1.47 | 8.01 | 0.80 | 1.19 | 0.52 | 2.64 | 3.23 | 2.19 | 1.53 |
| Yield(%) | 0.00 | 4.25 | 4.10 | 3.10 | 2.70 | 2.31 | 1.73 | … | … | 1.72 | 4.25 | 3.92 | 3.34 | 1.98 | 1.75 | 1.87 | 2.76 | 2.33 | 1.87 | 2.23 | 2.52 | 2.11 | 3.07 |
Data as of 06/10/2026, Common starting date is 03/21/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CLDYX (COLUMBIA LIMITED DURATION CREDIT FUND COLUMBIA LIMITED DURATION CREDIT FUND CLASS Y) |
-0.95%
Oct 2020 – Oct 2023 |
0.84%
Oct 2017 – Oct 2022 |
1.73%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CLDYX (COLUMBIA LIMITED DURATION CREDIT FUND COLUMBIA LIMITED DURATION CREDIT FUND CLASS Y) |
6.59%
Oct 2022 – Oct 2025 |
4.72%
Jan 2016 – Jan 2021 |
3.56%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart