AXBAX vs. CDDYX
Compare and contrast key facts about Columbia Capital Allocation Aggressive Portfolio (AXBAX) and Columbia Dividend Income Fund Institutional 3 Class (CDDYX).
AXBAX is managed by Columbia. It was launched on Mar 3, 2004. CDDYX is managed by Columbia. It was launched on Nov 8, 2012.
Performance
AXBAX vs. CDDYX - Performance Comparison
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AXBAX vs. CDDYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AXBAX Columbia Capital Allocation Aggressive Portfolio | -4.42% | 19.12% | 15.47% | 19.89% | -19.11% | 16.33% | 14.11% | 23.88% | -9.47% | 22.31% |
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, AXBAX achieves a -4.42% return, which is significantly lower than CDDYX's 1.65% return. Over the past 10 years, AXBAX has underperformed CDDYX with an annualized return of 9.34%, while CDDYX has yielded a comparatively higher 12.13% annualized return.
AXBAX
- 1D
- -0.22%
- 1M
- -7.52%
- YTD
- -4.42%
- 6M
- -1.67%
- 1Y
- 16.36%
- 3Y*
- 14.09%
- 5Y*
- 7.04%
- 10Y*
- 9.34%
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%
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AXBAX vs. CDDYX - Expense Ratio Comparison
AXBAX has a 0.39% expense ratio, which is lower than CDDYX's 0.55% expense ratio.
Return for Risk
AXBAX vs. CDDYX — Risk / Return Rank
AXBAX
CDDYX
AXBAX vs. CDDYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Capital Allocation Aggressive Portfolio (AXBAX) 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.
| AXBAX | CDDYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.15 | 1.20 | -0.05 |
Sortino ratioReturn per unit of downside risk | 1.67 | 1.70 | -0.03 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.26 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.45 | 1.47 | -0.02 |
Martin ratioReturn relative to average drawdown | 6.98 | 6.88 | +0.10 |
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
| AXBAX | CDDYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.15 | 1.20 | -0.05 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.50 | 0.81 | -0.30 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.64 | 0.78 | -0.14 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 0.85 | -0.37 |
Correlation
The correlation between AXBAX and CDDYX is 0.88, 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
AXBAX vs. CDDYX - Dividend Comparison
AXBAX's dividend yield for the trailing twelve months is around 10.26%, more than CDDYX's 5.29% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AXBAX Columbia Capital Allocation Aggressive Portfolio | 10.26% | 9.81% | 5.23% | 5.43% | 7.50% | 13.35% | 5.91% | 7.55% | 10.64% | 7.46% | 3.76% | 7.23% |
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
AXBAX vs. CDDYX - Drawdown Comparison
The maximum AXBAX drawdown since its inception was -50.83%, which is greater than CDDYX's maximum drawdown of -32.74%. Use the drawdown chart below to compare losses from any high point for AXBAX and CDDYX.
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Drawdown Indicators
| AXBAX | CDDYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.83% | -32.74% | -18.09% |
Max Drawdown (1Y)Largest decline over 1 year | -10.14% | -10.17% | +0.03% |
Max Drawdown (5Y)Largest decline over 5 years | -25.78% | -16.91% | -8.87% |
Max Drawdown (10Y)Largest decline over 10 years | -31.27% | -32.74% | +1.47% |
Current DrawdownCurrent decline from peak | -8.03% | -5.46% | -2.57% |
Average DrawdownAverage peak-to-trough decline | -6.82% | -2.79% | -4.03% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.11% | 2.18% | -0.07% |
Volatility
AXBAX vs. CDDYX - Volatility Comparison
Columbia Capital Allocation Aggressive Portfolio (AXBAX) has a higher volatility of 4.43% compared to Columbia Dividend Income Fund Institutional 3 Class (CDDYX) at 2.92%. This indicates that AXBAX'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
| AXBAX | CDDYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.43% | 2.92% | +1.51% |
Volatility (6M)Calculated over the trailing 6-month period | 8.12% | 6.83% | +1.29% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.43% | 13.61% | +0.82% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.02% | 13.29% | +0.73% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.76% | 15.68% | -0.92% |