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Columbia Limited Duration Credit A (ALDAX)

9.82 -0.01 (-0.10%)
As of 8:06 AM EST. Market Open.

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 4.10%
5y Average Return 1.80%
Rank in Category (ytd) 65
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.51
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
ALDAXCategory AverageALDAXCategory AverageALDAXCategory Average
Alpha 0.32 0.01 0.76 0.01 0.37 0
BETA 0.51 0 0.55 0 0.5 0
Mean Annual Return 0.11 0 0.16 0 0.17 0
R-squared 90.45 0.32 56.89 0.35 44.9 0.35
Standard Deviation 4.31 0.03 4.67 0.02 3.78 0.02
Sharpe Ratio -0.66 0.01 -0.14 0.01 0.08 0.01
Treynor Ratio -5.54 0.06 -1.36 0.04 0.44 0.06

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