Columbia Disciplined Growth Fund (RDLAX)
Under normal market conditions, the fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in equity securities of companies with market capitalizations greater than $5 billion at the time of purchase or that are within the market capitalization range of companies in the Russell 1000 Growth Index (the index) at the time of purchase.
Fund Info
US19763T7494
19763T749
May 17, 2007
$2,000
Large-Cap
Growth
Expense Ratio
RDLAX has a high expense ratio of 1.07%, indicating above-average management fees.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
Columbia Disciplined Growth Fund (RDLAX) returned -2.04% year-to-date (YTD) and 10.92% over the past 12 months. Over the past 10 years, RDLAX delivered an annualized return of 13.63%, outperforming the S&P 500 benchmark at 10.85%.
RDLAX
-2.04%
8.98%
-2.50%
10.92%
16.03%
15.77%
13.63%
^GSPC (Benchmark)
0.51%
6.15%
-2.00%
12.92%
12.68%
14.19%
10.85%
Monthly Returns
The table below presents the monthly returns of RDLAX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 2.50% | -4.80% | -8.56% | 0.73% | 8.98% | -2.04% | |||||||
| 2024 | 3.13% | 6.50% | 2.17% | -5.11% | 6.60% | 5.71% | -2.07% | 2.30% | 2.16% | -0.88% | 5.68% | -0.47% | 28.05% |
| 2023 | 8.33% | -0.93% | 6.96% | 1.00% | 3.59% | 7.54% | 3.89% | -1.82% | -5.45% | -2.31% | 10.51% | 4.69% | 40.80% |
| 2022 | -7.04% | -3.29% | 2.06% | -10.59% | -0.68% | -8.98% | 11.49% | -5.04% | -9.79% | 5.49% | 5.08% | -8.22% | -27.93% |
| 2021 | 0.29% | 0.48% | 3.41% | 5.05% | -0.87% | 5.37% | 2.84% | 4.47% | -6.69% | 7.67% | 1.47% | 3.44% | 29.54% |
| 2020 | 1.09% | -7.85% | -10.27% | 14.56% | 6.24% | 4.06% | 6.16% | 7.74% | -4.58% | -3.20% | 9.72% | 4.57% | 28.33% |
| 2019 | 8.88% | 3.31% | 1.37% | 4.06% | -8.03% | 6.96% | 1.88% | -2.27% | 0.67% | 2.75% | 3.42% | 3.17% | 28.27% |
| 2018 | 6.34% | -3.44% | -2.51% | 0.32% | 4.60% | 0.51% | 2.95% | 5.04% | 0.19% | -8.93% | 0.31% | -8.08% | -3.93% |
| 2017 | 2.94% | 4.40% | 1.25% | 2.36% | 1.54% | -0.11% | 2.93% | 2.31% | 1.13% | 2.85% | 3.56% | 0.87% | 29.27% |
| 2016 | -7.27% | 0.39% | 6.12% | -1.35% | 2.11% | -1.70% | 5.45% | -0.94% | 1.42% | -1.29% | 2.02% | 0.66% | 5.06% |
| 2015 | -0.91% | 6.44% | -0.97% | -0.33% | 1.31% | -1.94% | 3.41% | -6.07% | -1.93% | 8.67% | 0.64% | -0.76% | 6.93% |
| 2014 | -3.65% | 4.65% | 0.00% | 0.70% | 3.48% | 2.13% | -0.77% | 5.20% | -1.89% | 2.79% | 3.23% | -0.31% | 16.24% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of RDLAX is 31, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Columbia Disciplined Growth Fund (RDLAX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
Columbia Disciplined Growth Fund provided a 10.37% dividend yield over the last twelve months, with an annual payout of $1.10 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.10 | $1.10 | $0.53 | $0.87 | $2.74 | $1.32 | $0.74 | $1.21 | $1.25 | $0.50 | $1.12 | $1.06 |
Dividend yield | 10.37% | 10.16% | 5.75% | 12.47% | 25.33% | 12.57% | 8.07% | 15.56% | 13.46% | 6.16% | 13.58% | 12.12% |
Monthly Dividends
The table displays the monthly dividend distributions for Columbia Disciplined Growth 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.10 | $1.10 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.53 | $0.53 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.87 | $0.87 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.74 | $2.74 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.32 | $1.32 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.74 | $0.74 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.21 | $1.21 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.25 | $1.25 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.50 | $0.50 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.12 | $1.12 |
| 2014 | $1.06 | $1.06 |
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 Disciplined Growth 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 Disciplined Growth Fund was 54.32%, occurring on Mar 9, 2009. Recovery took 738 trading sessions.
The current Columbia Disciplined Growth Fund drawdown is 6.63%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -54.32% | Oct 15, 2007 | 351 | Mar 9, 2009 | 738 | Feb 9, 2012 | 1089 |
| -31.87% | Feb 20, 2020 | 23 | Mar 23, 2020 | 64 | Jun 23, 2020 | 87 |
| -31.02% | Dec 28, 2021 | 202 | Oct 14, 2022 | 296 | Dec 19, 2023 | 498 |
| -24.85% | Dec 17, 2024 | 76 | Apr 8, 2025 | — | — | — |
| -21.79% | Oct 2, 2018 | 58 | Dec 24, 2018 | 136 | Jul 11, 2019 | 194 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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