Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CLMAX (COLUMBIA MORTGAGE OPPORTUNITIES FUND COLUMBIA MORTGAGE OPPORTUNITIES FUND CLASS A) | 0.69% | 7.18% | 7.84% | 0.59% | 4.15% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 05/02/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CLMAX (COLUMBIA MORTGAGE OPPORTUNITIES FUND COLUMBIA MORTGAGE OPPORTUNITIES FUND CLASS A) | 05/02/2014 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.12 | 7.18 | 7.84 | 0.59 | 4.15 | NA | NA | … | … | 0.69 | 11.60 | 5.61 | 7.23 | -18.05 | 5.16 | 8.96 | 6.12 | 7.59 | 5.19 | 6.32 | 2.26 | 2.05 |
| Sharpe Ratio | NA | 1.18 | 0.80 | -0.27 | 0.46 | NA | NA | … | … | -0.05 | 1.63 | 0.28 | 0.42 | -2.45 | 2.00 | 1.23 | 1.30 | 2.76 | 1.88 | 1.85 | 0.70 | 1.09 |
| Standard Deviation(%) | NA | 4.04 | 6.46 | 6.74 | 5.54 | NA | NA | … | … | 4.19 | 5.36 | 7.04 | 8.57 | 8.00 | 2.57 | 7.02 | 3.59 | 2.26 | 2.42 | 3.30 | 3.17 | 2.81 |
| Draw Down(%) | NA | 2.74 | 6.72 | 22.76 | 22.76 | NA | NA | … | … | 2.74 | 2.02 | 4.76 | 8.96 | 21.47 | 1.89 | 12.87 | 2.51 | 1.50 | 1.60 | 4.50 | 2.63 | 0.92 |
| Yield(%) | 0.00 | 5.14 | 5.86 | 4.47 | 5.21 | 3.96 | 2.97 | … | … | 1.86 | 5.63 | 6.01 | 6.33 | 5.02 | 4.19 | 5.93 | 4.13 | 4.35 | 7.35 | 4.74 | 4.66 | 2.93 |
Data as of 06/03/2026, Common starting date is 05/02/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CLMAX (COLUMBIA MORTGAGE OPPORTUNITIES FUND COLUMBIA MORTGAGE OPPORTUNITIES FUND CLASS A) |
-5.71%
Apr 2021 – Apr 2024 |
-0.48%
Oct 2018 – Oct 2023 |
2.88%
Jun 2014 – Jun 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CLMAX (COLUMBIA MORTGAGE OPPORTUNITIES FUND COLUMBIA MORTGAGE OPPORTUNITIES FUND CLASS A) |
8.95%
Oct 2022 – Oct 2025 |
8.55%
Feb 2016 – Feb 2021 |
4.83%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart