Columbia Dividend Income Fund Institutional 3 Class (CDDYX)

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The chart shows the growth of an initial investment of $10,000 in Columbia Dividend Income Fund Institutional 3 Class, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

Columbia Dividend Income Fund Institutional 3 Class (CDDYX) has returned 1.65% so far this year and 14.89% over the past 12 months. Over the last ten years, CDDYX has had an annualized return of 12.13%, just under the S&P 500 Index benchmark’s 12.16%.

Based on dividend-adjusted daily data since Nov 9, 2012, CDDYX's average daily return is +0.05%, while the average monthly return is +1.06%. At this rate, your investment would double in approximately 5.5 years.

Historically, 68% of months were positive and 32% were negative. The best month was Nov 2020 with a return of +11.1%, while the worst month was Mar 2020 at -10.9%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 3 months.

On a daily basis, CDDYX closed higher 54% of trading days. The best single day was Mar 13, 2020 with a return of +9.2%, while the worst single day was Mar 16, 2020 at -11.2%.

Columbia Dividend Income Fund Institutional 3 Class has an annualized alpha of 2.32%, beta of 0.83, and R² of 0.90 versus S&P 500 Index. Calculated based on daily prices since November 12, 2012.

• This fund participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (89.30%) than losses (83.47%) — typical of diversified or defensive assets.
• This fund generated an annualized alpha of 2.32% versus S&P 500 Index — delivering returns beyond what market exposure alone would predict.

CDDYX has an expense ratio of 0.55%, placing it in the medium range.

CDDYX ranks 67 for risk / return — better than 67% of mutual funds on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.

The table below present risk-adjusted performance metrics for Columbia Dividend Income Fund Institutional 3 Class (CDDYX) and compare them to a chosen benchmark (S&P 500 Index).

Columbia Dividend Income Fund Institutional 3 Class provided a 5.29% dividend yield over the last twelve months, with an annual payout of $1.99 per share.

The table displays the monthly dividend distributions for Columbia Dividend Income Fund Institutional 3 Class. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Columbia Dividend Income Fund Institutional 3 Class. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Columbia Dividend Income Fund Institutional 3 Class was 32.74%, occurring on Mar 23, 2020. Recovery took 163 trading sessions.

The current Columbia Dividend Income Fund Institutional 3 Class drawdown is 5.46%.

The chart below shows the rolling one-month volatility.