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Columbia Limited Duration Credit A (ALDAX)

9.60 0.00 (0.00%)
At close: April 26 at 8:01 PM EDT

Fund Summary

Under normal circumstances, the fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in corporate bonds. It primarily invests in debt securities with short- and intermediate-term maturities generally similar to those included in the fund's benchmark index, the Bloomberg U.S. 1-5 Year Corporate Index (the index).

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 15.47%
Worst 1Y Total Return --
Number of Years Up 15
Number of Years Down 5

Performance & Risk

YTD Return -0.13%
5y Average Return 1.56%
Rank in Category (ytd) 75
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.51
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
ALDAXCategory AverageALDAXCategory AverageALDAXCategory Average
Alpha -0.19 0.01 0.62 0.01 0.21 0
BETA 0.51 0 0.55 0 0.51 0
Mean Annual Return 0.01 0 0.16 0 0.15 0
R-squared 88.59 0.32 54.65 0.35 43.15 0.35
Standard Deviation 4.08 0.03 4.58 0.02 3.71 0.02
Sharpe Ratio -0.73 0.01 -0.06 0.01 0.08 0.01
Treynor Ratio -5.77 0.06 -0.65 0.04 0.47 0.06

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