Find A Portfolio/Ticker
Comparison Box
IMRFX: COLUMBIA GLOBAL OPPORTUNITIES FUND COLUMBIA GLOBAL OPPORTUNITIES FUND CLASS A (MUTUAL FUND)
Basic Info 13.5 0.18(1.35%) March 14
| Asset Class: | World Allocation |
| MyPlanIQ Rating: | (93%) |
| Start Date: | 02/28/1985 |
| Last Dividend Date: | 12/18/2024 |
| 12-Mo. Yield | 0.49% |
| Expenses | 1.21% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 03/14/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 02/28/1985 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.9 | 0.0 | 5.3 | -0.8 | 1.0 | 2.5 | 4.0 | 3.6 | 7.2 | 7.5 | 11.3 | -25.9 | -1.0 | 10.0 | 15.6 | -7.0 | 18.2 | 5.0 | -0.7 | 0.6 | 12.9 | 12.8 | 1.5 | 10.7 | 18.6 | -30.2 | 6.8 | 16.1 | 7.4 | 13.3 | 19.8 | -12.4 | -5.1 | -4.0 | 12.0 | 8.4 | 14.8 | 12.2 | 19.2 | -4.6 | 15.0 | 9.3 | 46.0 | 0.1 | 36.4 | 5.2 | 9.0 | 20.1 | 22.5 |
| Sharpe Ratio | NA | 0.21 | -0.06 | -0.38 | -0.19 | 0.08 | NA | NA | 0.39 | 0.1 | 0.83 | -1.6 | -0.08 | 0.57 | 2.33 | -0.97 | 4.02 | 0.61 | -0.09 | 0.09 | 1.69 | 1.58 | 0.1 | 0.71 | 1.0 | -1.2 | 0.26 | 1.32 | 0.59 | 1.23 | 2.03 | -0.88 | -0.57 | -0.56 | 0.76 | 0.43 | 1.11 | 1.08 | 2.07 | -0.82 | 1.47 | 0.68 | 2.94 | -0.32 | 2.58 | 0.04 | 0.17 | 1.14 | 1.82 |
| Draw Down(%) | NA | 2.7 | 6.0 | 22.1 | 33.6 | 33.6 | NA | NA | 46.1 | 6.0 | 8.6 | 27.2 | 11.2 | 21.4 | 3.1 | 14.1 | 1.3 | 5.5 | 8.8 | 6.8 | 6.8 | 7.5 | 13.8 | 13.0 | 20.4 | 39.0 | 9.8 | 9.8 | 6.3 | 7.1 | 6.6 | 21.9 | 18.4 | 11.1 | 9.4 | 17.8 | 7.3 | 5.8 | 5.2 | 11.2 | 5.8 | 7.1 | 5.1 | 21.5 | 8.3 | 8.8 | 31.9 | 10.4 | 6.6 |
| Standard Deviation(%) | NA | 10.0 | 9.3 | 12.0 | 13.2 | 10.7 | NA | NA | 12.9 | 8.9 | 8.5 | 17.1 | 11.8 | 17.0 | 6.1 | 8.6 | 4.4 | 7.8 | 7.9 | 6.5 | 7.6 | 8.2 | 14.5 | 15.0 | 18.5 | 25.9 | 14.6 | 9.8 | 8.9 | 10.0 | 9.4 | 15.3 | 13.4 | 14.6 | 11.6 | 11.6 | 10.1 | 8.0 | 7.4 | 9.2 | 8.8 | 10.0 | 14.3 | 15.8 | 11.9 | 15.1 | 28.9 | 13.9 | 12.2 |
| Treynor Ratio | NA | 0.02 | -0.01 | -0.05 | -0.03 | 0.01 | NA | NA | 0.05 | 0.01 | 0.08 | -0.31 | -0.01 | 0.22 | 0.2 | -0.1 | 0.18 | 0.06 | -0.01 | 0.01 | 0.13 | 0.14 | 0.02 | 0.08 | 0.14 | -0.27 | 0.02 | 0.11 | 0.05 | 0.11 | 0.23 | -0.13 | -0.08 | -0.06 | 0.1 | 0.06 | 0.08 | 0.07 | 0.25 | 0.24 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | -0.01 | 0.02 | -0.01 | 0.0 | 0.0 | NA | NA | 0.01 | 0.02 | 0.0 | -0.06 | -0.02 | 0.01 | 0.01 | 0.0 | 0.02 | 0.01 | 0.0 | 0.0 | 0.0 | 0.01 | 0.02 | -0.01 | -0.03 | -0.03 | -0.07 | -0.01 | -0.02 | -0.01 | -0.03 | -0.02 | -0.02 | -0.05 | -0.04 | 0.03 | 0.0 | -0.01 | 0.02 | -0.04 | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| Beta | NA | 0.94 | 0.77 | 0.88 | 0.82 | 0.82 | NA | NA | 0.99 | 0.75 | 0.93 | 0.88 | 0.89 | 0.44 | 0.73 | 0.86 | 0.99 | 0.81 | 0.88 | 0.91 | 0.96 | 0.92 | 0.95 | 1.32 | 1.28 | 1.17 | 1.64 | 1.15 | 1.11 | 1.13 | 0.85 | 1.01 | 1.0 | 1.31 | 0.83 | 0.84 | 1.43 | 1.18 | 0.6 | -0.32 | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.84 | 0.72 | 0.73 | 0.71 | 0.72 | NA | NA | 0.47 | 0.72 | 0.84 | 0.63 | 0.49 | 0.21 | 0.49 | 0.71 | 0.78 | 0.78 | 0.83 | 0.89 | 0.91 | 0.9 | 0.93 | 0.92 | 0.92 | 0.84 | 0.82 | 0.75 | 0.59 | 0.71 | 0.66 | 0.82 | 0.72 | 0.39 | 0.23 | 0.6 | 0.58 | 0.51 | 0.23 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | 0.5 | 0.2 | 0.8 | 1.0 | 1.6 | 2.0 | N/A | 0.5 | 0.0 | 0.0 | 0.8 | 2.3 | 2.0 | 0.3 | 0.0 | 2.9 | 0.0 | 0.5 | 1.4 | 2.7 | 2.7 | 2.8 | 1.2 | 4.4 | 7.9 | 1.7 | 1.5 | 1.7 | 2.0 | 1.9 | 2.3 | 9.2 | 10.2 | 13.0 | 16.8 | 15.4 | 6.9 | 8.0 | 9.5 | 9.0 | 16.3 | 6.2 | 14.0 | 2.1 | 2.6 | 2.2 | 4.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | -91.0 | -17.3 | -59.5 | -79.6 | -74.2 | N/A | N/A | N/A | -100.0 | -64.5 | 31.2 | 462.2 | N/A | -100.0 | N/A | -100.0 | -59.3 | -44.0 | 0.8 | 2.0 | 171.0 | -81.3 | -45.6 | 414.0 | 27.1 | -6.0 | 2.1 | -8.8 | -22.0 | -78.7 | -10.4 | -25.0 | -23.7 | 4.8 | 151.6 | -24.0 | -11.6 | 5.0 | -28.5 | 141.0 | -44.9 | 556.2 | -10.5 | 40.3 | -36.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/28/1985
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See World Allocation Asset Class Trend Rankings |
Top Rated Funds in World Allocation
Best Mutual Funds
- IVAEX (IVY ASSET STRATEGY FUND CLASS I) 1.42% (99%)
- PAUIX (PIMCO ALL ASSET ALL AUTHORITY FUND INSTITUTIONAL) 0.0% (97%)
- PAAIX (ALL ASSET FUND INSTITUTIONAL) 0.46% (96%)
- PATRX (PIMCO ALL ASSET FUND R) 0.46% (95%)
- WARCX (WELLS FARGO ADVANTAGE ABSOLUTE RETURN FUND CLASS C) 0.37% (93%)
- IMRFX (COLUMBIA GLOBAL OPPORTUNITIES FUND COLUMBIA GLOBAL OPPORTUNITIES FUND CLASS A) 1.35% (93%)
- PALPX (PIMCO ALL ASSET FUND CLASS P) 0.46% (93%)
- JSPCX (JANUS GLOBAL ALLOCATION FUND - CONSERVATIVE CLASS T) 0.86% (92%)
- GBMFX (GMO BENCHMARK-FREE ALLOCATION FUND CLASS III) 0.71% (92%)
- GBATX (GMO STRATEGIC OPPORTUNITIES ALLOCATION FUND CLASS III) 1.12% (91%)
Best ETFs
- RLY (SPDR SSgA Multi-Asset Real Return ETF) 1.33% (42%)
- INKM (SPDR SSgA Income Allocation ETF) 0.79% (42%)
- GAL (SPDR SSgA Global Allocation ETF) 1.21% (41%)
- GYLD (Arrow Dow Jones Global Yield ETF) 0.71% (41%)
- GMOM (Cambria Global Momentum ETF) 1.80% (2%)
- GAA (Cambria Global Asset Allocation ETF) 0.94% (1%)
Best Closed End Funds
- CHW (Calamos Global Dynamic Income Closed Fund) 1.55% (100%)
- CGO (Calamos Global Total Return Closed Fund) 0.87% (100%)
- RCG (RENN Fund Inc) 1.50% (99%)
Latest Articles Related to IMRFX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
