CDIRX
Columbia Dividend Income Fund Class R
Mutual fund
$39.53+0.23 (+0.59%)Close Oct 2, 2026
Mar 28, 2008 – Oct 2, 2026, Dividends reinvested
- Final balance
- $58,448
- CAGR
- +10.01%
- Max drawdown
- −43.97%
- Sharpe ratio
- 0.64
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −2.76%
- 3M
- −1.16%
- 6M
- +6.13%
- YTD
- +9.85%
- 1Y
- +12.93%
- 3Y
- +16.57%
- 5Y
- +10.52%
- 10Y
- +11.96%
- 15Y
- +12.67%
- Since 2008
- +10.01%
Metrics
Since 2008| Volatility | 17.13% |
|---|---|
| Sortino ratio | 0.91 |
| Calmar ratio | 0.23 |
| Best year, 2013 | +28.00% |
| Worst year, 2022 | −5.42% |
| Positive years | 15 of 17 |
| Longest drawdown | 2.7 years |
Worst drawdowns
Since 2008| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −44.0% | May 2008 | Mar 2009 | Feb 2011 | 2.7 years |
| −32.8% | Feb 2020 | Mar 2020 | Nov 2020 | 9 months |
| −17.3% | Jan 2022 | Sep 2022 | Jul 2023 | 1.5 years |
| −16.1% | Sep 2018 | Dec 2018 | Apr 2019 | 6 months |
| −15.8% | Apr 2011 | Aug 2011 | Jan 2012 | 9 months |
Annual returns
2008 from Mar 28 · 2026 through Oct 2