LBSAX - Columbia Dividend Income A

Nasdaq - Nasdaq Delayed Price. Currency in USD

Performance Overview

Morningstar Return Rating★★★★
Year-to-Date Return12.72%
5-Year Average Return12.70%
Number of Years Up13
Number of Years Down1
Best 1 Yr Total Return (Sep 29, 2017)28.26%
Worst 1 Yr Total Return (Sep 29, 2017)-27.97%
Best 3-Yr Total Return28.26%
Worst 3-Yr Total Return-3.13%

Trailing Returns (%) Vs. Benchmarks

ReturnLBSAXCategory
YTD12.72%9.41%
1-Month2.30%3.20%
3-Month4.24%3.80%
1-Year17.90%16.17%
3-Year10.17%7.99%
5-Year12.70%12.23%
10-Year7.36%5.72%
Last Bull Market22.59%22.97%
Last Bear Market-12.56%-18.19%

Annual Total Return (%) History

Year
LBSAXCategory
2017
N/AN/A
2016
13.14%14.81%
2015
0.35%-4.05%
2014
12.41%10.21%
2013
28.26%31.21%
2012
10.88%14.57%
2011
6.77%-0.75%
2010
12.66%13.66%
2009
18.30%24.13%
2008
-27.97%-37.09%
2007
6.68%1.42%
2006
19.77%18.15%
2005
6.36%5.95%
2004
14.57%12.97%
2003
21.10%28.44%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20175.01%2.97%4.24%N/A
20163.25%3.82%0.91%4.60%
2015-0.44%-0.93%-5.26%7.40%
20141.94%4.09%1.39%4.49%
201311.30%3.30%2.11%9.26%
20128.11%-0.54%4.66%-1.47%
20115.12%0.73%-10.59%12.78%
20104.37%-10.00%10.72%8.33%
2009-11.78%12.13%12.02%6.76%
2008-7.82%-4.06%-5.66%-13.67%
20072.01%5.62%2.05%-2.98%
20063.51%0.42%8.01%6.68%
20050.48%1.06%2.75%1.94%
20042.72%0.51%2.37%8.40%
2003-8.16%18.41%-0.76%12.21%

Rank In Category (By Total Return)

YTD11
1-Month86
3-Month34
1-Year32
3-Year10
5-Year44

Load Adjusted Returns

1-Year11.12%
3-Year8.02%
5-Year11.37%
10-Year6.73%