SRBFX vs. GIBIX
Compare and contrast key facts about Columbia Total Return Bond Fund (SRBFX) and Guggenheim Total Return Bond Fund (GIBIX).
SRBFX is managed by Columbia Threadneedle. It was launched on Dec 5, 1978. GIBIX is managed by Guggenheim. It was launched on Nov 30, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SRBFX or GIBIX.
Correlation
The correlation between SRBFX and GIBIX is -0.40. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
SRBFX vs. GIBIX - Performance Comparison
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Key characteristics
SRBFX:
6.26%
GIBIX:
4.94%
SRBFX:
-0.62%
GIBIX:
-0.46%
SRBFX:
-0.56%
GIBIX:
-0.42%
Returns By Period
SRBFX
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GIBIX
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SRBFX vs. GIBIX - Expense Ratio Comparison
SRBFX has a 0.49% expense ratio, which is lower than GIBIX's 0.50% expense ratio.
Risk-Adjusted Performance
SRBFX vs. GIBIX — Risk-Adjusted Performance Rank
SRBFX
GIBIX
SRBFX vs. GIBIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Total Return Bond Fund (SRBFX) and Guggenheim Total Return Bond Fund (GIBIX). 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.
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Dividends
SRBFX vs. GIBIX - Dividend Comparison
SRBFX's dividend yield for the trailing twelve months is around 4.53%, more than GIBIX's 4.43% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SRBFX Columbia Total Return Bond Fund | 4.53% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
GIBIX Guggenheim Total Return Bond Fund | 4.43% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
SRBFX vs. GIBIX - Drawdown Comparison
The maximum SRBFX drawdown since its inception was -0.62%, which is greater than GIBIX's maximum drawdown of -0.46%. Use the drawdown chart below to compare losses from any high point for SRBFX and GIBIX. For additional features, visit the drawdowns tool.
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Volatility
SRBFX vs. GIBIX - Volatility Comparison
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