SRBFX vs. CBALX
Compare and contrast key facts about Columbia Total Return Bond Fund (SRBFX) and Columbia Balanced Fund (CBALX).
SRBFX is managed by Columbia. It was launched on Dec 5, 1978. CBALX is managed by Columbia. It was launched on Sep 30, 1991.
Performance
SRBFX vs. CBALX - Performance Comparison
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SRBFX vs. CBALX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SRBFX Columbia Total Return Bond Fund | -0.73% | 8.91% | 1.49% | 7.35% | -17.65% | 0.23% | 12.20% | 9.44% | 0.38% | 3.84% |
CBALX Columbia Balanced Fund | -5.35% | 14.14% | 14.60% | 21.49% | -16.63% | 14.92% | 17.91% | 23.05% | -5.75% | 14.29% |
Returns By Period
In the year-to-date period, SRBFX achieves a -0.73% return, which is significantly higher than CBALX's -5.35% return. Over the past 10 years, SRBFX has underperformed CBALX with an annualized return of 2.36%, while CBALX has yielded a comparatively higher 8.95% annualized return.
SRBFX
- 1D
- 0.49%
- 1M
- -2.65%
- YTD
- -0.73%
- 6M
- 0.30%
- 1Y
- 4.72%
- 3Y*
- 4.26%
- 5Y*
- -0.34%
- 10Y*
- 2.36%
CBALX
- 1D
- 0.08%
- 1M
- -5.51%
- YTD
- -5.35%
- 6M
- -3.42%
- 1Y
- 9.86%
- 3Y*
- 12.18%
- 5Y*
- 6.79%
- 10Y*
- 8.95%
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SRBFX vs. CBALX - Expense Ratio Comparison
SRBFX has a 0.49% expense ratio, which is lower than CBALX's 0.67% expense ratio.
Return for Risk
SRBFX vs. CBALX — Risk / Return Rank
SRBFX
CBALX
SRBFX vs. CBALX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Total Return Bond Fund (SRBFX) and Columbia Balanced Fund (CBALX). 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.
| SRBFX | CBALX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.07 | 0.88 | +0.19 |
Sortino ratioReturn per unit of downside risk | 1.58 | 1.31 | +0.27 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.19 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.89 | 1.13 | +0.77 |
Martin ratioReturn relative to average drawdown | 6.00 | 4.82 | +1.18 |
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
| SRBFX | CBALX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.07 | 0.88 | +0.19 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.05 | 0.62 | -0.67 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.44 | 0.79 | -0.36 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.81 | 0.68 | +0.14 |
Correlation
The correlation between SRBFX and CBALX is 0.02, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
SRBFX vs. CBALX - Dividend Comparison
SRBFX's dividend yield for the trailing twelve months is around 4.49%, less than CBALX's 6.86% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SRBFX Columbia Total Return Bond Fund | 4.49% | 4.86% | 4.11% | 3.74% | 3.72% | 3.23% | 7.56% | 4.59% | 2.85% | 2.77% | 3.93% | 3.42% |
CBALX Columbia Balanced Fund | 6.86% | 6.42% | 7.83% | 1.84% | 5.36% | 9.26% | 5.31% | 4.16% | 5.82% | 2.79% | 1.60% | 4.05% |
Drawdowns
SRBFX vs. CBALX - Drawdown Comparison
The maximum SRBFX drawdown since its inception was -24.34%, smaller than the maximum CBALX drawdown of -34.53%. Use the drawdown chart below to compare losses from any high point for SRBFX and CBALX.
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Drawdown Indicators
| SRBFX | CBALX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -24.34% | -34.53% | +10.19% |
Max Drawdown (1Y)Largest decline over 1 year | -3.13% | -7.87% | +4.74% |
Max Drawdown (5Y)Largest decline over 5 years | -22.97% | -20.91% | -2.06% |
Max Drawdown (10Y)Largest decline over 10 years | -22.97% | -22.73% | -0.24% |
Current DrawdownCurrent decline from peak | -4.41% | -6.56% | +2.15% |
Average DrawdownAverage peak-to-trough decline | -4.55% | -5.34% | +0.79% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.99% | 1.84% | -0.85% |
Volatility
SRBFX vs. CBALX - Volatility Comparison
The current volatility for Columbia Total Return Bond Fund (SRBFX) is 1.69%, while Columbia Balanced Fund (CBALX) has a volatility of 3.14%. This indicates that SRBFX experiences smaller price fluctuations and is considered to be less risky than CBALX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SRBFX | CBALX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.69% | 3.14% | -1.45% |
Volatility (6M)Calculated over the trailing 6-month period | 2.84% | 6.15% | -3.31% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.91% | 11.45% | -6.54% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.58% | 11.05% | -4.47% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.42% | 11.30% | -5.88% |