- ISIN
- US19765N2457
- Issuer
- Columbia
- Inception Date
- Mar 4, 1998
- Category
- Large Cap Value Equities
- Min. Investment
- $2,000
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Value
Share Price Chart
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Performance
GSFTX Performance Chart
Columbia Dividend Income Fund (GSFTX) is up 8.8% since the beginning of the year. GSFTX is currently trading at $39 per share. Investors who bought $1,000 worth of GSFTX shares 5 years ago would now be looking at an investment worth $1,725.
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Returns By Period
Columbia Dividend Income Fund (GSFTX) has returned 8.83% so far this year and 21.43% over the past 12 months. Over the last ten years, GSFTX has returned 12.58% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.
Columbia Dividend Income Fund
- 1D
- -0.11%
- 1M
- 0.40%
- YTD
- 8.83%
- 6M
- 8.35%
- 1Y
- 21.43%
- 3Y*
- 15.88%
- 5Y*
- 11.52%
- 10Y*
- 12.58%
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
GSFTX Monthly Returns History
Based on dividend-adjusted daily data since Mar 4, 1998, GSFTX's average daily return is +0.04%, while the average monthly return is +0.82%. At this rate, an investment would double in approximately 7.1 years.
Historically, 64% of months were positive and 36% were negative. The best month was Mar 2000 with a return of +14.3%, while the worst month was Aug 1998 at -16.5%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 5 months.
On a daily basis, GSFTX closed higher 52% of trading days. The best single day was Oct 13, 2008 with a return of +9.6%, while the worst single day was Mar 16, 2020 at -11.2%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 4.08% | 3.26% | -3.94% | 4.37% | -0.08% | 1.07% | 8.83% | ||||||
| 2025 | 4.09% | 1.16% | -2.57% | -3.09% | 3.95% | 3.09% | 0.80% | 2.85% | 2.34% | -0.41% | 2.59% | 0.33% | 15.88% |
| 2024 | 1.35% | 3.44% | 3.39% | -3.44% | 2.30% | 0.71% | 3.45% | 3.30% | 1.18% | -1.20% | 4.86% | -4.79% | 15.00% |
| 2023 | 1.73% | -2.72% | 0.88% | 1.29% | -2.89% | 5.93% | 3.56% | -2.14% | -3.50% | -2.10% | 6.41% | 4.35% | 10.57% |
| 2022 | -3.61% | -2.36% | 3.52% | -4.50% | 1.78% | -6.84% | 5.46% | -2.61% | -7.78% | 10.10% | 6.87% | -3.32% | -4.94% |
| 2021 | -1.08% | 3.33% | 6.54% | 2.89% | 2.53% | 0.32% | 1.86% | 1.80% | -4.57% | 6.63% | -2.29% | 6.26% | 26.26% |
Benchmark Metrics
Columbia Dividend Income Fund has an annualized alpha of 3.00%, beta of 0.83, and R2 of 0.89 versus S&P 500 Index. Calculated based on daily prices since March 04, 1998.
- This fund participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (90.70%) than losses (82.18%) - typical of diversified or defensive assets.
- This fund generated an annualized alpha of 3.00% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.
- Alpha
- 3.00%
- Beta
- 0.83
- R²
- 0.89
- Upside Capture
- 90.70%
- Downside Capture
- 82.18%
Expense Ratio
GSFTX has an expense ratio of 0.66%, placing it in the medium range.
Return for Risk
Risk / Return Rank
GSFTX ranks 79 for risk / return — better than 79% 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.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Columbia Dividend Income Fund (GSFTX) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| GSFTX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.32 | ||
| Sortino ratioReturn per unit of downside risk | +0.63 | ||
| Omega ratioGain probability vs. loss probability | 1.42 | 1.37 | +0.05 |
| Calmar ratioReturn relative to maximum drawdown | 3.91 | 2.78 | +1.13 |
| Martin ratioReturn relative to average drawdown | 14.78 | 12.44 | +2.34 |
Dividends
Dividend History
Columbia Dividend Income Fund provided a 4.96% dividend yield over the last twelve months, with an annual payout of $1.94 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.94 | $1.94 | $1.99 | $1.51 | $1.12 | $0.91 | $0.45 | $0.71 | $1.50 | $0.88 | $0.72 | $1.45 |
Dividend yield | 4.96% | 5.35% | 6.02% | 4.96% | 3.87% | 2.87% | 1.74% | 2.90% | 7.63% | 4.00% | 3.77% | 8.27% |
Monthly Dividends
The table displays the monthly dividend distributions for Columbia Dividend Income Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.15 | $0.30 | ||||||
| 2025 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $1.49 | $1.94 |
| 2024 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $1.54 | $1.99 |
| 2023 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $1.08 | $1.51 |
| 2022 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.72 | $1.12 |
| 2021 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.57 | $0.91 |
Drawdowns
Drawdowns Chart
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.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Columbia Dividend 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 Dividend Income Fund was 47.69%, occurring on Mar 5, 2009. Recovery took 724 trading sessions.
The current Columbia Dividend Income Fund drawdown is 1.04%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Financial crisis2007–2009 | -47.69%Mar 2009 | 1y 4mo | 2y 10mo | 4y 3moOct 2007 - Jan 2012 |
Dot-com crash2000–2002 | -35.31%Oct 2002 | 1y 4mo | 1y 12mo | 3y 4moMay 2001 - Oct 2004 |
COVID crash2020 | -32.76%Mar 2020 | 1mo 9d | 7mo 23d | 9mo 2dFeb 2020 - Nov 2020 |
1998 bear market1998 | -24.26%Oct 1998 | 6mo 5d | 2mo 29d | 9mo 4dApr 1998 - Jan 1999 |
2000 bear market2000 | -20.12%Feb 2000 | 9mo 7d | 8mo 8d | 1y 5moMay 1999 - Oct 2000 |
Drawdown Indicators
| GSFTX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -47.69% | -56.78% | +9.09% |
Max Drawdown (1Y)Largest decline over 1 year | -5.51% | -9.10% | +3.59% |
Max Drawdown (3Y)Largest decline over 3 years | -13.01% | -18.90% | +5.89% |
Max Drawdown (5Y)Largest decline over 5 years | -17.01% | -25.43% | +8.42% |
Max Drawdown (10Y)Largest decline over 10 years | -32.76% | -33.92% | +1.16% |
Current DrawdownCurrent decline from peak | -1.04% | -1.80% | +0.76% |
Average DrawdownAverage peak-to-trough decline | -6.36% | -10.71% | +4.35% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.45% | 2.03% | -0.58% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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