Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CEPRX (COLUMBIA INCOME OPPORTUNITIES FUND COLUMBIA INCOME OPPORTUNITIES FUND CLASS R5) | 1.18% | 6.06% | 7.83% | 3.83% | 4.71% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/12/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CEPRX (COLUMBIA INCOME OPPORTUNITIES FUND COLUMBIA INCOME OPPORTUNITIES FUND CLASS R5) | 11/12/2012 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 6.06 | 7.83 | 3.83 | 4.71 | NA | NA | … | … | 1.18 | 8.57 | 6.26 | 11.78 | -10.12 | 4.72 | 3.14 | 16.56 | -3.78 | 6.41 | 10.17 | -0.75 | 0.31 | -0.40 | 1.71 |
| Sharpe Ratio | NA | 1.36 | 1.41 | 0.28 | 0.58 | NA | NA | … | … | 0.18 | 1.72 | 0.89 | 1.52 | -1.51 | 1.75 | 0.27 | 4.57 | -1.33 | 2.01 | 1.82 | -0.16 | 0.08 | -0.13 | 5.46 |
| Standard Deviation(%) | NA | 3.16 | 3.65 | 4.87 | 5.34 | NA | NA | … | … | 3.76 | 3.32 | 2.98 | 5.38 | 7.67 | 2.68 | 10.82 | 3.30 | 3.91 | 2.87 | 5.48 | 4.88 | 3.54 | 3.40 | 2.53 |
| Draw Down(%) | NA | 2.24 | 3.32 | 14.06 | 21.06 | NA | NA | … | … | 2.24 | 3.04 | 1.73 | 4.41 | 14.06 | 2.21 | 21.06 | 1.43 | 6.23 | 2.60 | 4.51 | 6.83 | 5.53 | 6.36 | 0.81 |
| Yield(%) | 0.00 | 5.58 | 5.94 | 5.37 | 5.20 | 3.96 | 2.97 | … | … | 2.05 | 6.02 | 5.75 | 5.78 | 4.35 | 7.75 | 4.32 | 5.43 | 4.68 | 4.88 | 4.72 | 5.53 | 1.51 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 11/12/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CEPRX (COLUMBIA INCOME OPPORTUNITIES FUND COLUMBIA INCOME OPPORTUNITIES FUND CLASS R5) |
-1.41%
Sep 2019 – Sep 2022 |
0.92%
Sep 2017 – Sep 2022 |
2.38%
Dec 2012 – Dec 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CEPRX (COLUMBIA INCOME OPPORTUNITIES FUND COLUMBIA INCOME OPPORTUNITIES FUND CLASS R5) |
9.79%
Sep 2022 – Sep 2025 |
6.51%
Jan 2016 – Jan 2021 |
5.28%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart