Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
CIOYX (COLUMBIA INCOME OPPORTUNITIES FUND COLUMBIA INCOME OPPORTUNITIES FUND CLASS Y) 1.20% 6.17% 7.93% 3.31% 4.45% 4.83% NA
Data as of 06/04/2026, Common starting date is 03/09/2011
More Performance Analytics Comparison
Name Start Date End Date
CIOYX (COLUMBIA INCOME OPPORTUNITIES FUND COLUMBIA INCOME OPPORTUNITIES FUND CLASS Y) 03/09/2011 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 2011
Annualized Return (%) 0.00 6.17 7.93 3.31 4.45 4.83 NA 1.20 8.68 6.39 11.89 -9.94 1.49 3.19 16.62 -3.75 6.45 10.37 -0.72 4.02 5.23 14.57 0.27
Sharpe Ratio NA 1.41 1.42 0.17 0.53 NA NA 0.19 1.72 0.89 1.57 -1.48 0.36 0.27 4.56 -1.30 2.02 1.87 -0.15 1.09 1.41 4.40 0.06
Standard Deviation(%) NA 3.21 3.70 5.09 5.45 NA NA 3.85 3.38 3.12 5.31 7.73 4.13 10.82 3.32 3.96 2.87 5.43 4.86 3.68 3.69 3.33 5.68
Draw Down(%) NA 2.24 3.20 16.40 21.00 NA NA 2.24 3.03 1.73 4.42 14.04 4.39 21.00 1.33 6.23 2.60 4.40 6.71 4.53 5.97 2.93 8.91
Yield(%) 0.00 5.68 6.04 4.86 4.96 5.19 3.90 2.07 6.12 5.88 5.88 4.45 4.82 4.36 5.47 4.72 4.92 4.79 5.58 5.29 5.36 6.12 4.65
Data as of 06/04/2026, Common starting date is 03/09/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CIOYX (COLUMBIA INCOME OPPORTUNITIES FUND COLUMBIA INCOME OPPORTUNITIES FUND CLASS Y) -2.36%
Sep 2019 – Sep 2022
0.35%
Sep 2017 – Sep 2022
2.99%
Sep 2012 – Sep 2022
4.79%
Apr 2011 – Apr 2026
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CIOYX (COLUMBIA INCOME OPPORTUNITIES FUND COLUMBIA INCOME OPPORTUNITIES FUND CLASS Y) 9.92%
Sep 2022 – Sep 2025
7.78%
Sep 2011 – Sep 2016
6.48%
Sep 2011 – Sep 2021
4.81%
May 2011 – May 2026
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return