RBBAX vs. FYMIX

Last updated Apr 2, 2026

Compare and contrast key facts about Columbia Income Builder Fund (RBBAX) and Fidelity Sustainable Multi-Asset Fund (FYMIX).

RBBAX is managed by Columbia. It was launched on Feb 15, 2006. FYMIX is managed by Fidelity. It was launched on Feb 9, 2022.

Performance

RBBAX vs. FYMIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Columbia Income Builder Fund (RBBAX) and Fidelity Sustainable Multi-Asset Fund (FYMIX). The values are adjusted to include any dividend payments, if applicable.

RBBAX vs. FYMIX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022
RBBAX Columbia Income Builder Fund	0.59%	11.15%	4.96%	9.02%	-10.01%
FYMIX Fidelity Sustainable Multi-Asset Fund	-2.11%	18.95%	11.09%	16.15%	-15.71%

Returns By Period

In the year-to-date period, RBBAX achieves a 0.59% return, which is significantly higher than FYMIX's -2.11% return.

RBBAX

• 1D: 0.82%
• 1M: -2.61%
• YTD: 0.59%
• 6M: 2.11%
• 1Y: 9.44%
• 3Y*: 7.72%
• 5Y*: 2.78%
• 10Y*: 5.17%

FYMIX

• 1D: 2.39%
• 1M: -5.31%
• YTD: -2.11%
• 6M: 0.46%
• 1Y: 17.23%
• 3Y*: 12.19%
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

RBBAX vs. FYMIX - Expense Ratio Comparison

RBBAX has a 0.37% expense ratio, which is higher than FYMIX's 0.05% expense ratio.

RBBAX

Columbia Income Builder Fund

FYMIX

Fidelity Sustainable Multi-Asset Fund

Return for Risk

RBBAX vs. FYMIX — Risk / Return Rank

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

RBBAX

RBBAX Risk / Return Rank: 84
RBBAX Sharpe Ratio Rank: 85
RBBAX Sortino Ratio Rank: 85
RBBAX Omega Ratio Rank: 83
RBBAX Calmar Ratio Rank: 83
RBBAX Martin Ratio Rank: 83

FYMIX

FYMIX Risk / Return Rank: 72
FYMIX Sharpe Ratio Rank: 70
FYMIX Sortino Ratio Rank: 71
FYMIX Omega Ratio Rank: 69
FYMIX Calmar Ratio Rank: 76
FYMIX Martin Ratio Rank: 75

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.

RBBAX vs. FYMIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Columbia Income Builder Fund (RBBAX) and Fidelity Sustainable Multi-Asset Fund (FYMIX). 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.

	RBBAX	FYMIX	Difference
Sharpe ratio Return per unit of total volatility	1.73	1.33	+0.40
Sortino ratio Return per unit of downside risk	2.41	1.91	+0.50
Omega ratio Gain probability vs. loss probability	1.35	1.28	+0.08
Calmar ratio Return relative to maximum drawdown	2.30	1.96	+0.33
Martin ratio Return relative to average drawdown	9.31	7.99	+1.33
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

RBBAX vs. FYMIX - Sharpe Ratio Comparison

The current RBBAX Sharpe Ratio is 1.73, which is higher than the FYMIX Sharpe Ratio of 1.33. The chart below compares the historical Sharpe Ratios of RBBAX and FYMIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	RBBAX	FYMIX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.73	1.33	+0.40
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.45	—	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.89	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.82	0.47	+0.36

Correlation

The correlation between RBBAX and FYMIX is 0.77, 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

RBBAX vs. FYMIX - Dividend Comparison

RBBAX's dividend yield for the trailing twelve months is around 3.64%, less than FYMIX's 3.77% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
RBBAX Columbia Income Builder Fund	3.64%	3.85%	3.95%	3.82%	4.94%	4.73%	4.07%	3.90%	3.92%	3.47%	3.01%	6.84%
FYMIX Fidelity Sustainable Multi-Asset Fund	3.77%	3.69%	1.84%	1.78%	1.79%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Drawdowns

RBBAX vs. FYMIX - Drawdown Comparison

The maximum RBBAX drawdown since its inception was -23.23%, roughly equal to the maximum FYMIX drawdown of -22.70%. Use the drawdown chart below to compare losses from any high point for RBBAX and FYMIX.

Drawdown Indicators

	RBBAX	FYMIX	Difference
Max Drawdown Largest peak-to-trough decline	-23.23%	-22.70%	-0.53%
Max Drawdown (1Y) Largest decline over 1 year	-4.27%	-8.95%	+4.68%
Max Drawdown (5Y) Largest decline over 5 years	-18.06%	—	—
Max Drawdown (10Y) Largest decline over 10 years	-18.06%	—	—
Current Drawdown Current decline from peak	-2.99%	-6.54%	+3.55%
Average Drawdown Average peak-to-trough decline	-3.01%	-5.83%	+2.82%
Ulcer Index Depth and duration of drawdowns from previous peaks	1.05%	2.20%	-1.15%

Volatility

RBBAX vs. FYMIX - Volatility Comparison

The current volatility for Columbia Income Builder Fund (RBBAX) is 2.27%, while Fidelity Sustainable Multi-Asset Fund (FYMIX) has a volatility of 5.52%. This indicates that RBBAX experiences smaller price fluctuations and is considered to be less risky than FYMIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	RBBAX	FYMIX	Difference
Volatility (1M) Calculated over the trailing 1-month period	2.27%	5.52%	-3.25%
Volatility (6M) Calculated over the trailing 6-month period	3.29%	8.39%	-5.10%
Volatility (1Y) Calculated over the trailing 1-year period	5.60%	13.38%	-7.78%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	6.26%	12.72%	-6.46%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	5.81%	12.72%	-6.91%