AQEAX vs. CDDYX
Compare and contrast key facts about Columbia Disciplined Core Fund (AQEAX) and Columbia Dividend Income Fund Institutional 3 Class (CDDYX).
AQEAX is managed by Columbia. It was launched on Apr 24, 2003. CDDYX is managed by Columbia. It was launched on Nov 8, 2012.
Performance
AQEAX vs. CDDYX - Performance Comparison
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AQEAX vs. CDDYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AQEAX Columbia Disciplined Core Fund | -4.97% | 14.25% | 25.67% | 24.11% | -19.03% | 32.22% | 13.79% | 36.92% | -3.97% | 22.22% |
CDDYX Columbia Dividend Income Fund Institutional 3 Class | 3.28% | 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, AQEAX achieves a -4.97% return, which is significantly lower than CDDYX's 3.28% return. Over the past 10 years, AQEAX has outperformed CDDYX with an annualized return of 13.53%, while CDDYX has yielded a comparatively lower 12.31% annualized return.
AQEAX
- 1D
- 2.87%
- 1M
- -4.47%
- YTD
- -4.97%
- 6M
- -2.44%
- 1Y
- 15.23%
- 3Y*
- 16.13%
- 5Y*
- 10.43%
- 10Y*
- 13.53%
CDDYX
- 1D
- 1.60%
- 1M
- -3.90%
- YTD
- 3.28%
- 6M
- 5.98%
- 1Y
- 16.96%
- 3Y*
- 15.18%
- 5Y*
- 10.80%
- 10Y*
- 12.31%
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AQEAX vs. CDDYX - Expense Ratio Comparison
AQEAX has a 0.97% expense ratio, which is higher than CDDYX's 0.55% expense ratio.
Return for Risk
AQEAX vs. CDDYX — Risk / Return Rank
AQEAX
CDDYX
AQEAX vs. CDDYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Disciplined Core Fund (AQEAX) 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.
| AQEAX | CDDYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.84 | 1.23 | -0.39 |
Sortino ratioReturn per unit of downside risk | 1.32 | 1.75 | -0.43 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.27 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.31 | 1.78 | -0.47 |
Martin ratioReturn relative to average drawdown | 5.76 | 8.25 | -2.48 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| AQEAX | CDDYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.84 | 1.23 | -0.39 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.52 | 0.82 | -0.29 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.68 | 0.79 | -0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.54 | 0.86 | -0.32 |
Correlation
The correlation between AQEAX and CDDYX is 0.89, 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
AQEAX vs. CDDYX - Dividend Comparison
AQEAX's dividend yield for the trailing twelve months is around 11.94%, more than CDDYX's 5.21% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AQEAX Columbia Disciplined Core Fund | 11.94% | 11.34% | 11.89% | 3.91% | 7.58% | 17.49% | 4.96% | 19.02% | 8.62% | 4.62% | 1.28% | 1.28% |
CDDYX Columbia Dividend Income Fund Institutional 3 Class | 5.21% | 5.33% | 5.99% | 4.96% | 3.90% | 2.93% | 1.85% | 3.28% | 7.65% | 4.03% | 3.84% | 8.35% |
Drawdowns
AQEAX vs. CDDYX - Drawdown Comparison
The maximum AQEAX drawdown since its inception was -57.90%, which is greater than CDDYX's maximum drawdown of -32.74%. Use the drawdown chart below to compare losses from any high point for AQEAX and CDDYX.
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Drawdown Indicators
| AQEAX | CDDYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.90% | -32.74% | -25.16% |
Max Drawdown (1Y)Largest decline over 1 year | -12.54% | -10.17% | -2.37% |
Max Drawdown (5Y)Largest decline over 5 years | -34.13% | -16.91% | -17.22% |
Max Drawdown (10Y)Largest decline over 10 years | -34.22% | -32.74% | -1.48% |
Current DrawdownCurrent decline from peak | -6.40% | -3.95% | -2.45% |
Average DrawdownAverage peak-to-trough decline | -8.87% | -2.79% | -6.08% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.85% | 2.19% | +0.66% |
Volatility
AQEAX vs. CDDYX - Volatility Comparison
Columbia Disciplined Core Fund (AQEAX) has a higher volatility of 5.23% compared to Columbia Dividend Income Fund Institutional 3 Class (CDDYX) at 3.45%. This indicates that AQEAX'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.
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Volatility by Period
| AQEAX | CDDYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.23% | 3.45% | +1.78% |
Volatility (6M)Calculated over the trailing 6-month period | 9.85% | 7.00% | +2.85% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.85% | 13.67% | +5.18% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.07% | 13.31% | +6.76% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.97% | 15.68% | +4.29% |