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DIALColumbia Diversified Fixed Income Allocation ETF

Get income8y track recordRanked #371 of 1,706 in this goal

Seeks investment results that closely correspond to the performance of the Beta Advantage ® Multi-Sector Bond Index.

By Columbia Threadneedle · Launched 2017

Annual Cost

0.29%

#1,333 of 6,040 · low cost

Fund Size

$396M

#1,842 of 6,040 · large

Return (1Y)

+0.5%

Track Record

8 years

#1,609 of 6,040 · established

Performance

Total-return NAV · USD
Growth of $10,000
$10,046+0.5%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Fixed income

Strategy

Index tracking

Index tracked

Beta Advantage Multi-Sector Bond Index

Holdings

By weight

Concentration

Top 10 holdings = 28.6% of funddiversified

UMBS, TBA
4.8%
UMBS, TBA
4.4%
United States Treasury
4.0%
UMBS, TBA
3.0%
United States Treasury
2.4%
United States Treasury
2.4%
United States Treasury
2.4%
United States Treasury
2.4%
United States Treasury
1.5%
UMBS, TBA
1.3%

Asset allocation

Bonds
91.3%
Cash
8.7%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
4.2%Low

Year-on-year price swings

Max drawdown
-22.2%Moderate

Worst peak-to-trough loss

Sharpe (3Y)
0.37Below average
Sortino (3Y)
0.53Moderate downside risk

Bond profile

Duration

5.7 years

Avg maturity

9.7 years

Credit ratings

US Government
38.4%
AAA
31.2%
AA
0.9%
A
1.9%
BBB
26.2%
BB
28.7%
B
11.1%

Listing

Exchange
NYSE Arca

Full fund details

Objective
Seeks investment results that closely correspond to the performance of the Beta Advantage ® Multi-Sector Bond Index.
Strategy
Invests primarily in fixed income securities, tracking the Beta Advantage ® Multi-Sector Bond Index. Utilizes a representative sampling strategy, holding 500-800 securities to reflect the Index's risk and return characteristics.
Inception date
October 12, 2017
Fund family
Columbia Threadneedle

Next steps

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Data updated on 2026-09-18