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DIAL
+0.16 · +0.90%
$18.44 · NYSE ARCA

Columbia Diversified Fixed Income Allocation (DIAL) ETF Analysis | Multisector Bond

Columbia Threadneedle · USA
AUM:$445.4M
#– of – in Multisector Bond ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 9.5% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.28% — competitive for the exposure provided.

What is DIAL?

The fund invests at least 80% of its assets in securities within the index or in securities, that the fund"s investment adviser determines have economic characteristics that are substantially the same as the economic characteristics of the securities within the index. The index reflects a rules-based multi-sector strategic beta approach to measuring the performance of the debt market through representation of six segments of the debt market in the index, each focused on yield, quality, and liquidity of the particular segment.

Performance Highlights

Returns (%)
Cost & Yield (%)

Investment Breakdown

Positive 1-Year Return
DIAL returned 9.5% over the past year. Historical returns only — past performance is not indicative of future results.
Competitive Expense Ratio
Expense ratio of 0.28% — reasonable for the index exposure provided.
Broadly Diversified
Top 10 holdings represent just 17.3% of the ETF — exposure spread across many positions.
ETF Information
AUM$445.4M
Expense Ratio0.28%
Dividend Yield4.79%
Holdings9
Inception DateOct 2017
Domicile–
Distribution–
Index–
ProviderColumbia Threadneedle
Beta1.09
CategoryMultisector Bond
CurrencyUSD
Portfolio Impact

How would DIAL affect your portfolio?

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Example preview
6168
+7 points · better diversified

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Compare Equity
Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
-2.8%
1Y
+1.1%
3Y
+16.7%
5Y
+0.1%
OpenBook InsightIf you had invested £10,000 in DIAL 5 years ago, it would have grown to £10,006 — a gain of £6.

Annual Returns

Calendar year performance

DIAL delivered positive returns in 3 of the last 5 calendar years.
YearDIAL
2026 YTD-1.1%
2025+9.8%
2024+2.5%
2023+8.0%
2022-15.4%
CAGR 4yr+0.7%
3/5 positive yearsAvg return: +0.8%Worst year: -15.4% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: NEGATIVE
Trend Strength
0%
Negative
Volatility
4.0%
Low
Momentum
-0.4%
30-day change
Support Level
17.88
Key floor
Key Insights
  • Price is currently below all major moving averages, indicating a weaker trend profile.
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.
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