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GSFTX vs. ACIIX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

GSFTX vs. ACIIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Columbia Dividend Income Fund (GSFTX) and American Century Equity Income Fund Class I (ACIIX). The values are adjusted to include any dividend payments, if applicable.

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GSFTX vs. ACIIX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
GSFTX
Columbia Dividend Income Fund
1.58%15.88%15.00%10.57%-4.94%26.26%7.75%28.12%-4.38%20.16%
ACIIX
American Century Equity Income Fund Class I
2.73%12.05%10.58%4.25%-2.96%17.16%1.19%24.50%-3.53%13.69%

Returns By Period

In the year-to-date period, GSFTX achieves a 1.58% return, which is significantly lower than ACIIX's 2.73% return. Over the past 10 years, GSFTX has outperformed ACIIX with an annualized return of 11.96%, while ACIIX has yielded a comparatively lower 8.89% annualized return.


GSFTX

1D
0.00%
1M
-5.48%
YTD
1.58%
6M
4.13%
1Y
14.74%
3Y*
14.46%
5Y*
10.53%
10Y*
11.96%

ACIIX

1D
0.00%
1M
-5.73%
YTD
2.73%
6M
4.62%
1Y
9.92%
3Y*
9.70%
5Y*
7.47%
10Y*
8.89%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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GSFTX vs. ACIIX - Expense Ratio Comparison

GSFTX has a 0.66% expense ratio, which is lower than ACIIX's 0.72% expense ratio.


Return for Risk

GSFTX vs. ACIIX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

GSFTX
GSFTX Risk / Return Rank: 6969
Overall Rank
GSFTX Sharpe Ratio Rank: 6969
Sharpe Ratio Rank
GSFTX Sortino Ratio Rank: 6969
Sortino Ratio Rank
GSFTX Omega Ratio Rank: 7171
Omega Ratio Rank
GSFTX Calmar Ratio Rank: 6464
Calmar Ratio Rank
GSFTX Martin Ratio Rank: 7272
Martin Ratio Rank

ACIIX
ACIIX Risk / Return Rank: 4545
Overall Rank
ACIIX Sharpe Ratio Rank: 4848
Sharpe Ratio Rank
ACIIX Sortino Ratio Rank: 4747
Sortino Ratio Rank
ACIIX Omega Ratio Rank: 4444
Omega Ratio Rank
ACIIX Calmar Ratio Rank: 4444
Calmar Ratio Rank
ACIIX Martin Ratio Rank: 4343
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.

GSFTX vs. ACIIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Columbia Dividend Income Fund (GSFTX) and American Century Equity Income Fund Class I (ACIIX). 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.


GSFTXACIIXDifference

Sharpe ratio

Return per unit of total volatility

1.19

0.93

+0.27

Sortino ratio

Return per unit of downside risk

1.69

1.35

+0.35

Omega ratio

Gain probability vs. loss probability

1.26

1.19

+0.07

Calmar ratio

Return relative to maximum drawdown

1.46

1.11

+0.35

Martin ratio

Return relative to average drawdown

6.80

4.37

+2.43

GSFTX vs. ACIIX - Sharpe Ratio Comparison

The current GSFTX Sharpe Ratio is 1.19, which is comparable to the ACIIX Sharpe Ratio of 0.93. The chart below compares the historical Sharpe Ratios of GSFTX and ACIIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


GSFTXACIIXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.19

0.93

+0.27

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.80

0.70

+0.10

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.77

0.67

+0.10

Sharpe Ratio (All Time)

Calculated using the full available price history

0.53

0.53

0.00

Correlation

The correlation between GSFTX and ACIIX is 0.92, 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

GSFTX vs. ACIIX - Dividend Comparison

GSFTX's dividend yield for the trailing twelve months is around 5.31%, less than ACIIX's 10.28% yield.


TTM20252024202320222021202020192018201720162015
GSFTX
Columbia Dividend Income Fund
5.31%5.35%6.02%4.96%3.87%2.87%1.74%2.90%7.63%4.00%3.77%8.27%
ACIIX
American Century Equity Income Fund Class I
10.28%10.55%11.71%8.21%8.96%7.02%2.18%7.57%9.05%12.14%8.08%10.72%

Drawdowns

GSFTX vs. ACIIX - Drawdown Comparison

The maximum GSFTX drawdown since its inception was -47.69%, which is greater than ACIIX's maximum drawdown of -39.16%. Use the drawdown chart below to compare losses from any high point for GSFTX and ACIIX.


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Drawdown Indicators


GSFTXACIIXDifference

Max Drawdown

Largest peak-to-trough decline

-47.69%

-39.16%

-8.53%

Max Drawdown (1Y)

Largest decline over 1 year

-10.18%

-8.96%

-1.22%

Max Drawdown (5Y)

Largest decline over 5 years

-17.01%

-13.49%

-3.52%

Max Drawdown (10Y)

Largest decline over 10 years

-32.76%

-32.76%

0.00%

Current Drawdown

Current decline from peak

-5.48%

-5.73%

+0.25%

Average Drawdown

Average peak-to-trough decline

-6.40%

-5.26%

-1.14%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.18%

2.30%

-0.12%

Volatility

GSFTX vs. ACIIX - Volatility Comparison

Columbia Dividend Income Fund (GSFTX) has a higher volatility of 2.90% compared to American Century Equity Income Fund Class I (ACIIX) at 2.76%. This indicates that GSFTX's price experiences larger fluctuations and is considered to be riskier than ACIIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


GSFTXACIIXDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.90%

2.76%

+0.14%

Volatility (6M)

Calculated over the trailing 6-month period

6.81%

6.05%

+0.76%

Volatility (1Y)

Calculated over the trailing 1-year period

13.61%

11.61%

+2.00%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

13.28%

10.74%

+2.54%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

15.68%

13.37%

+2.31%