See what your fund actually adds
Columbia Total Return Bond Fund Class A LIBAX
Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.
Fund and replication metrics
| Measure | LIBAX | Replication |
|---|---|---|
| Annualized growth | -1.0% | -0.9% |
| Annualized volatility | 6.7% | 6.6% |
| Sharpe ratio | -0.11 | -0.11 |
| Maximum drawdown | 21.9% | 18.8% |
| Replication fit (R²) | 0.96 · Tracking error 1.3% | |
Replication portfolio
The published portfolio below is the investable basket used to model LIBAX’s historical return behavior.
| Ticker | Building block | Weight |
|---|---|---|
| VGIT | FI · Intermediate Gov | 31.6% |
| VCIT | FI · IG Credit | 23.4% |
| MBB | FI · MBS | 19.4% |
| AGG | FI · Aggregate | 13.8% |
| SPTL | FI · Long Gov | 11.8% |