LBSAX
Columbia Dividend Income Fund Class A
Mutual fund
$39.48+0.23 (+0.59%)Close Oct 2, 2026
Nov 22, 2002 – Oct 2, 2026, Dividends reinvested
- Final balance
- $102,479
- CAGR
- +10.24%
- Max drawdown
- −47.89%
- Sharpe ratio
- 0.68
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −2.75%
- 3M
- −1.09%
- 6M
- +6.25%
- YTD
- +10.04%
- 1Y
- +13.20%
- 3Y
- +16.86%
- 5Y
- +10.80%
- 10Y
- +12.24%
- 15Y
- +12.95%
- 20Y
- +9.75%
- Since 2002
- +10.24%
Metrics
Since 2002| Volatility | 16.24% |
|---|---|
| Sortino ratio | 0.97 |
| Calmar ratio | 0.21 |
| Best year, 2013 | +28.25% |
| Worst year, 2008 | −27.99% |
| Positive years | 20 of 23 |
| Longest drawdown | 4.3 years |
Worst drawdowns
Since 2002| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −47.9% | Oct 2007 | Mar 2009 | Jan 2012 | 4.3 years |
| −32.8% | Feb 2020 | Mar 2020 | Nov 2020 | 9 months |
| −18.9% | Jan 2003 | Mar 2003 | Jun 2003 | 5 months |
| −17.2% | Jan 2022 | Sep 2022 | Jul 2023 | 1.5 years |
| −16.0% | Sep 2018 | Dec 2018 | Apr 2019 | 6 months |
Annual returns
2002 from Nov 22 · 2026 through Oct 2