ABUAX vs. CDDYX
Compare and contrast key facts about Columbia Capital Allocation Moderate Portfolio (ABUAX) and Columbia Dividend Income Fund Institutional 3 Class (CDDYX).
ABUAX is managed by Columbia. It was launched on Mar 3, 2004. CDDYX is managed by Columbia. It was launched on Nov 8, 2012.
Performance
ABUAX vs. CDDYX - Performance Comparison
Loading graphics...
ABUAX vs. CDDYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ABUAX Columbia Capital Allocation Moderate Portfolio | -3.66% | 15.60% | 10.28% | 14.82% | -17.18% | 9.51% | 11.92% | 18.24% | -6.81% | 14.87% |
CDDYX Columbia Dividend Income Fund Institutional 3 Class | 1.65% | 15.95% | 15.17% | 10.65% | -4.84% | 26.43% | 7.92% | 28.74% | -4.27% | 20.34% |
Returns By Period
In the year-to-date period, ABUAX achieves a -3.66% return, which is significantly lower than CDDYX's 1.65% return. Over the past 10 years, ABUAX has underperformed CDDYX with an annualized return of 6.49%, while CDDYX has yielded a comparatively higher 12.13% annualized return.
ABUAX
- 1D
- 0.00%
- 1M
- -6.44%
- YTD
- -3.66%
- 6M
- -1.47%
- 1Y
- 11.58%
- 3Y*
- 10.29%
- 5Y*
- 4.53%
- 10Y*
- 6.49%
CDDYX
- 1D
- 0.03%
- 1M
- -5.46%
- YTD
- 1.65%
- 6M
- 4.20%
- 1Y
- 14.89%
- 3Y*
- 14.58%
- 5Y*
- 10.65%
- 10Y*
- 12.13%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
ABUAX vs. CDDYX - Expense Ratio Comparison
ABUAX has a 0.38% expense ratio, which is lower than CDDYX's 0.55% expense ratio.
Return for Risk
ABUAX vs. CDDYX — Risk / Return Rank
ABUAX
CDDYX
ABUAX vs. CDDYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Capital Allocation Moderate Portfolio (ABUAX) and Columbia Dividend Income Fund Institutional 3 Class (CDDYX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| ABUAX | CDDYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.18 | 1.20 | -0.02 |
Sortino ratioReturn per unit of downside risk | 1.69 | 1.70 | -0.01 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.26 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.59 | 1.47 | +0.12 |
Martin ratioReturn relative to average drawdown | 6.87 | 6.88 | -0.01 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| ABUAX | CDDYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.18 | 1.20 | -0.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.47 | 0.81 | -0.34 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.67 | 0.78 | -0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.61 | 0.85 | -0.24 |
Correlation
The correlation between ABUAX and CDDYX is 0.85, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
ABUAX vs. CDDYX - Dividend Comparison
ABUAX's dividend yield for the trailing twelve months is around 4.49%, less than CDDYX's 5.29% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ABUAX Columbia Capital Allocation Moderate Portfolio | 4.49% | 4.67% | 5.24% | 4.17% | 5.92% | 13.22% | 5.18% | 5.94% | 7.23% | 6.48% | 3.06% | 6.87% |
CDDYX Columbia Dividend Income Fund Institutional 3 Class | 5.29% | 5.33% | 5.99% | 4.96% | 3.90% | 2.93% | 1.85% | 3.28% | 7.65% | 4.03% | 3.84% | 8.35% |
Drawdowns
ABUAX vs. CDDYX - Drawdown Comparison
The maximum ABUAX drawdown since its inception was -35.71%, which is greater than CDDYX's maximum drawdown of -32.74%. Use the drawdown chart below to compare losses from any high point for ABUAX and CDDYX.
Loading graphics...
Drawdown Indicators
| ABUAX | CDDYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.71% | -32.74% | -2.97% |
Max Drawdown (1Y)Largest decline over 1 year | -6.81% | -10.17% | +3.36% |
Max Drawdown (5Y)Largest decline over 5 years | -22.76% | -16.91% | -5.85% |
Max Drawdown (10Y)Largest decline over 10 years | -22.76% | -32.74% | +9.98% |
Current DrawdownCurrent decline from peak | -6.76% | -5.46% | -1.30% |
Average DrawdownAverage peak-to-trough decline | -4.35% | -2.79% | -1.56% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.58% | 2.18% | -0.60% |
Volatility
ABUAX vs. CDDYX - Volatility Comparison
Columbia Capital Allocation Moderate Portfolio (ABUAX) has a higher volatility of 3.71% compared to Columbia Dividend Income Fund Institutional 3 Class (CDDYX) at 2.92%. This indicates that ABUAX's price experiences larger fluctuations and is considered to be riskier than CDDYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| ABUAX | CDDYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.71% | 2.92% | +0.79% |
Volatility (6M)Calculated over the trailing 6-month period | 6.16% | 6.83% | -0.67% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.96% | 13.61% | -3.65% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.72% | 13.29% | -3.57% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 9.73% | 15.68% | -5.95% |