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ISIN
US19763P1848
CUSIP
19763P184
Issuer
Columbia
Inception Date
Feb 15, 2006
Min. Investment
$2,000
Distribution Policy
Distributing
Asset Class
Bond

Share Price Chart


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Performance

REBAX Performance Chart

Columbia Emerging Markets Bond Fund (REBAX) is up 2.1% since the beginning of the year. REBAX is currently trading at $10 per share. Investors who bought $1,000 worth of REBAX shares 5 years ago would now be looking at an investment worth $1,117.


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S&P 500 Index

Returns By Period

Columbia Emerging Markets Bond Fund (REBAX) has returned 2.07% so far this year and 11.68% over the past 12 months. Over the last ten years, REBAX has returned 3.52% per year, falling short of the S&P 500 Index benchmark, which averaged 13.66% annually.


Columbia Emerging Markets Bond Fund

1D
0.10%
1M
1.07%
YTD
2.07%
6M
2.49%
1Y
11.68%
3Y*
9.88%
5Y*
2.24%
10Y*
3.52%

Benchmark (S&P 500 Index)

1D
-0.74%
1M
4.90%
YTD
10.35%
6M
10.28%
1Y
26.52%
3Y*
20.83%
5Y*
12.30%
10Y*
13.66%
*Multi-year figures are annualized to reflect compound growth (CAGR)

REBAX Monthly Returns History

Based on dividend-adjusted daily data since Jan 3, 2007, REBAX's average daily return is +0.02%, while the average monthly return is +0.44%. At this rate, an investment would double in approximately 13.2 years.

Historically, 66% of months were positive and 34% were negative. The best month was Dec 2008 with a return of +9.5%, while the worst month was Oct 2008 at -21.2%. The longest winning streak lasted 14 consecutive months, and the longest losing streak was 5 months.

On a daily basis, REBAX closed higher 48% of trading days. The best single day was Oct 30, 2008 with a return of +3.4%, while the worst single day was Mar 18, 2020 at -5.1%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20260.81%1.19%-3.71%2.81%0.97%0.10%2.07%
20251.39%1.76%-0.87%-0.47%0.90%2.19%1.14%1.55%1.23%2.15%0.32%0.71%12.63%
2024-1.13%0.87%1.84%-1.85%1.92%0.18%2.22%2.09%1.73%-1.74%1.23%-1.40%5.98%
20233.66%-2.86%1.06%-0.06%-0.84%2.20%1.73%-1.70%-2.63%-0.82%5.93%4.52%10.20%
2022-3.03%-5.61%-0.43%-5.42%0.37%-6.71%3.36%-0.71%-6.76%0.45%8.02%0.12%-16.10%
2021-1.39%-1.93%-1.54%2.03%1.02%0.68%0.53%0.88%-1.94%-0.29%-2.14%1.52%-2.67%

Benchmark Metrics

Columbia Emerging Markets Bond Fund has an annualized alpha of 3.69%, beta of 0.12, and R2 of 0.13 versus S&P 500 Index. Calculated based on daily prices since January 04, 2007.

  • This fund participated in 47.82% of S&P 500 Index downside but only 41.15% of its upside - more exposed to losses than it benefited from rallies.
  • Beta of 0.12 may look defensive, but with R2 of 0.13 this fund 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 fund's risk.
  • R2 of 0.13 means this fund 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.

Alpha
3.69%
Beta
0.12
0.13
Upside Capture
41.15%
Downside Capture
47.82%

Expense Ratio

REBAX has a high expense ratio of 1.12%, indicating above-average management fees.


Return for Risk

Risk / Return Rank

REBAX ranks 76 for risk / return — better than 76% 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.


REBAX Risk / Return Rank: 7676
Overall Rank
REBAX Sharpe Ratio Rank: 9090
Sharpe Ratio Rank
REBAX Sortino Ratio Rank: 9393
Sortino Ratio Rank
REBAX Omega Ratio Rank: 8888
Omega Ratio Rank
REBAX Calmar Ratio Rank: 5252
Calmar Ratio Rank
REBAX Martin Ratio Rank: 5858
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Columbia Emerging Markets Bond Fund (REBAX) and compare them to S&P 500 Index.


REBAXBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

+0.77

Sortino ratioReturn per unit of downside risk

+1.73

Omega ratioGain probability vs. loss probability

1.64

1.41

+0.24

Calmar ratioReturn relative to maximum drawdown

2.76

2.93

-0.16

Martin ratioReturn relative to average drawdown

11.62

13.52

-1.90

Dividends

Dividend History

Columbia Emerging Markets Bond Fund provided a 4.37% dividend yield over the last twelve months, with an annual payout of $0.45 per share.


3.00%3.50%4.00%4.50%5.00%$0.00$0.10$0.20$0.30$0.40$0.50$0.6020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$0.45$0.47$0.50$0.45$0.36$0.37$0.33$0.38$0.53$0.60$0.29$0.32

Dividend yield

4.37%4.66%5.28%4.79%4.07%3.31%2.81%3.38%5.04%5.05%2.60%3.14%

Monthly Dividends

The table displays the monthly dividend distributions for Columbia Emerging Markets Bond Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.04$0.04$0.00$0.04$0.04$0.00$0.16
2025$0.04$0.04$0.04$0.03$0.04$0.04$0.04$0.04$0.04$0.04$0.04$0.04$0.47
2024$0.04$0.04$0.04$0.04$0.04$0.04$0.04$0.04$0.05$0.05$0.05$0.05$0.50
2023$0.04$0.03$0.03$0.03$0.03$0.04$0.04$0.03$0.03$0.04$0.05$0.05$0.45
2022$0.03$0.03$0.03$0.03$0.02$0.02$0.03$0.03$0.03$0.04$0.04$0.04$0.36
2021$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.04$0.04$0.04$0.04$0.37

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 Emerging Markets Bond 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 Emerging Markets Bond Fund was 34.43%, occurring on Oct 27, 2008. Recovery took 187 trading sessions.

The current Columbia Emerging Markets Bond Fund drawdown is 0.23%.


Related event

Drawdown

Fall

Recovery

Underwater

Financial crisis2007–2009
-34.43%Oct 2008
6mo 12d9mo 3d
1y 3moApr 2008 - Jul 2009
Bear market2022
-27.13%Oct 2022
1y 1mo2y 9mo
3y 10moSep 2021 - Jul 2025
COVID crash2020
-21.65%Mar 2020
24d7mo 25d
8mo 19dFeb 2020 - Nov 2020
2016 correction2016
-13.78%Jan 2016
2y 8mo5mo 17d
3y 1moMay 2013 - Jul 2016
Rate-hike selloffLate 2018
-10.26%Nov 2018
10mo 14d6mo 23d
1y 5moJan 2018 - Jun 2019

Drawdown Indicators


REBAXBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-34.43%

-56.78%

+22.35%

Max Drawdown (1Y)

Largest decline over 1 year

-4.37%

-9.10%

+4.73%

Max Drawdown (3Y)

Largest decline over 3 years

-6.28%

-18.90%

+12.62%

Max Drawdown (5Y)

Largest decline over 5 years

-27.13%

-25.43%

-1.70%

Max Drawdown (10Y)

Largest decline over 10 years

-27.13%

-33.92%

+6.79%

Current Drawdown

Current decline from peak

-0.23%

-0.74%

+0.51%

Average Drawdown

Average peak-to-trough decline

-5.39%

-10.72%

+5.33%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.04%

1.97%

-0.93%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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