Columbia Flexible Capital Income Fund (CFIZX)

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

Columbia Flexible Capital Income Fund (CFIZX) has returned 0.92% so far this year and 12.33% over the past 12 months. Over the last ten years, CFIZX has returned 10.07% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.

Based on dividend-adjusted daily data since Jul 28, 2011, CFIZX's average daily return is +0.04%, while the average monthly return is +0.77%. At this rate, your investment would double in approximately 7.5 years.

Historically, 67% of months were positive and 33% were negative. The best month was Dec 2020 with a return of +11.2%, while the worst month was Mar 2020 at -15.4%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 4 months.

On a daily basis, CFIZX closed higher 52% of trading days. The best single day was Dec 11, 2020 with a return of +7.3%, while the worst single day was Mar 16, 2020 at -7.5%.

Columbia Flexible Capital Income Fund has an annualized alpha of 2.54%, beta of 0.54, and R² of 0.79 versus S&P 500 Index. Calculated based on daily prices since July 29, 2011.

• This fund participated in 71.47% of S&P 500 Index downside but only 68.29% of its upside — more exposed to losses than it benefited from rallies.
• This fund generated an annualized alpha of 2.54% versus S&P 500 Index — delivering returns beyond what market exposure alone would predict.
• Beta of 0.54 indicates this fund moves significantly less than S&P 500 Index — a genuinely defensive profile with reduced participation in both market rallies and downturns.

CFIZX has an expense ratio of 0.73%, placing it in the medium range.

CFIZX ranks 66 for risk / return — better than 66% 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 Flexible Capital Income Fund (CFIZX) and compare them to a chosen benchmark (S&P 500 Index).

Columbia Flexible Capital Income Fund provided a 4.76% dividend yield over the last twelve months, with an annual payout of $0.71 per share.

The table displays the monthly dividend distributions for Columbia Flexible Capital Income Fund. 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 Flexible Capital Income Fund. 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 Flexible Capital Income Fund was 31.16%, occurring on Mar 23, 2020. Recovery took 161 trading sessions.

The current Columbia Flexible Capital Income Fund drawdown is 4.71%.

The chart below shows the rolling one-month volatility.