Nasdaq - Delayed Quote USD

Columbia Dividend Income Fund (CDDYX)

34.90
+0.21
+(0.61%)
As of 8:09:14 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 3.31%
5y Average Return 14.74%
Number of Years Up 10
Number of Years Down 2
Best 1Y Total Return (May 15, 2025) 28.89%
Worst 1Y Total Return (May 15, 2025) --
Best 3Y Total Return 28.89%
Worst 3Y Total Return 6.62%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
CDDYX
Category
YTD
-0.56%
4.44%
1-Month
-3.08%
-4.04%
3-Month
-4.44%
4.09%
1-Year
9.38%
14.37%
3-Year
9.01%
6.04%
5-Year
13.23%
9.20%
10-Year
10.79%
8.57%
Last Bull Market
15.46%
22.97%
Last Bear Market
-9.43%
-11.27%

Annual Total Return (%) History

Year
CDDYX
Category
2025
--
--
2024
15.18%
--
2023
10.60%
11.63%
2022
-4.86%
-5.90%
2021
26.45%
26.22%
2020
7.91%
2.91%
2019
28.31%
25.04%
2018
-4.28%
-8.53%

2017
20.95%
15.94%
2016
13.63%
14.81%
2015
0.84%
-4.05%
2014
12.89%
10.21%
2013
28.89%
31.21%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 2.59% -- -- --
2024 8.43% -0.51% 8.17% -1.29%
2023 -0.15% 4.18% -2.17% 8.68%
2022 -2.59% -9.43% -5.21% 13.77%
2021 8.96% 5.87% -1.03% 10.76%
2020 -19.35% 13.34% 6.29% 11.07%
2019 12.02% 4.12% 3.16% 6.64%
2018 -1.96% 0.70% 7.30% -9.64%
2017 5.08% 3.07% 4.41% 6.95%
2016 3.36% 3.86% 1.05% 4.74%

2015 -0.28% -0.81% -5.18% 7.53%
2014 2.07% 4.20% 1.48% 4.60%
2013 11.49% 3.43% 2.25% 9.31%

Rank in Category (By Total Return)

YTD 29
1-Month 48
3-Month 28
1-Year 28
3-Year 30
5-Year 54

Load Adjusted Returns

1-Year 9.38%
3-Year 9.01%
5-Year 13.23%
10-Year 10.79%

Performance & Risk

YTD Return 3.31%
5y Average Return 14.74%
Rank in Category (ytd) 29
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.78
Morningstar Risk Rating

Fund Overview

Category Large Value
Fund Family Columbia Threadneedle
Net Assets 40.51B
YTD Return -0.56%
Yield 1.83%
Morningstar Rating
Inception Date Mar 04, 1998

Fund Summary

The fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in a diversified portfolio of income-producing (dividend-paying) equity securities, which will consist primarily of common stocks but also may include preferred stocks and convertible securities. It invests principally in securities of companies believed to be undervalued but also may invest in securities of companies believed to have the potential for long-term growth. The fund may invest in companies that have market capitalizations of any size.

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