Columbia Diversified Fixed Income Allocation ETF (DIAL)

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Columbia Diversified Fixed Income Allocation ETF (DIAL) is up 1.0% since the beginning of the year. DIAL is currently trading at $18 per share. Investors who bought $1,000 worth of DIAL shares 5 years ago would now be looking at an investment worth $1,033.

Columbia Diversified Fixed Income Allocation ETF (DIAL) has returned 0.97% so far this year and 5.96% over the past 12 months.

Based on dividend-adjusted daily data since Oct 12, 2017, DIAL's average daily return is +0.01%, while the average monthly return is +0.23%. At this rate, an investment would double in approximately 25.1 years.

Historically, 62% of months were positive and 38% were negative. The best month was Jul 2022 with a return of +5.6%, while the worst month was Mar 2020 at -6.5%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 4 months.

On a daily basis, DIAL closed higher 51% of trading days. The best single day was Mar 25, 2020 with a return of +7.5%, while the worst single day was Mar 16, 2020 at -5.5%.

Columbia Diversified Fixed Income Allocation ETF has an annualized alpha of 0.91%, beta of 0.13, and R2 of 0.12 versus S&P 500 Index. Calculated based on daily prices since October 12, 2017.

• This ETF participated in 38.80% of S&P 500 Index downside but only 23.35% of its upside - more exposed to losses than it benefited from rallies.
• Beta of 0.13 may look defensive, but with R2 of 0.12 this ETF is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this ETF's risk.
• R2 of 0.12 means this ETF moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

DIAL has an expense ratio of 0.29%, placing it in the medium range.

DIAL ranks 41 for risk / return — on par with similar ETFs. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.

Columbia Diversified Fixed Income Allocation ETF provided a 5.05% dividend yield over the last twelve months, with an annual payout of $0.92 per share. The fund has been increasing its distributions for 4 consecutive years.

The table displays the monthly dividend distributions for Columbia Diversified Fixed Income Allocation ETF. 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 Diversified Fixed Income Allocation ETF. 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 Diversified Fixed Income Allocation ETF was 22.19%, occurring on Oct 20, 2022. Recovery took 749 trading sessions.

The current Columbia Diversified Fixed Income Allocation ETF drawdown is 0.80%.

The chart below shows the rolling one-month volatility.