CDDYX
Columbia Dividend Income Fund Institutional 3 Class
Mutual fund
$40.45+0.24 (+0.60%)Close Oct 2, 2026
Nov 9, 2012 – Oct 2, 2026, Dividends reinvested
- Final balance
- $50,518
- CAGR
- +12.36%
- Max drawdown
- −32.77%
- Sharpe ratio
- 0.87
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −2.71%
- 3M
- −1.01%
- 6M
- +6.44%
- YTD
- +10.36%
- 1Y
- +13.61%
- 3Y
- +17.28%
- 5Y
- +11.19%
- 10Y
- +12.65%
- Since 2012
- +12.36%
Metrics
Since 2012| Volatility | 14.72% |
|---|---|
| Sortino ratio | 1.23 |
| Calmar ratio | 0.38 |
| Best year, 2019 | +28.31% |
| Worst year, 2022 | −4.84% |
| Positive years | 11 of 13 |
| Longest drawdown | 1.5 years |
Worst drawdowns
Since 2012| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −32.8% | Feb 2020 | Mar 2020 | Nov 2020 | 9 months |
| −16.9% | Jan 2022 | Sep 2022 | Jul 2023 | 1.5 years |
| −16.0% | Sep 2018 | Dec 2018 | Mar 2019 | 6 months |
| −13.0% | Feb 2025 | Apr 2025 | Jun 2025 | 4 months |
| −11.5% | May 2015 | Aug 2015 | Nov 2015 | 6 months |
Annual returns
2012 from Nov 9 · 2026 through Oct 2