Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CLMCX (COLUMBIA MORTGAGE OPPORTUNITIES FUND COLUMBIA MORTGAGE OPPORTUNITIES FUND CLASS C) | 0.07% | 5.94% | 6.87% | -0.25% | 3.31% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 05/02/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CLMCX (COLUMBIA MORTGAGE OPPORTUNITIES FUND COLUMBIA MORTGAGE OPPORTUNITIES FUND CLASS C) | 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 (%) | 0.00 | 5.94 | 6.87 | -0.25 | 3.31 | NA | NA | … | … | 0.07 | 10.80 | 4.62 | 6.44 | -18.58 | 4.26 | 8.11 | 5.14 | 6.78 | 4.43 | 5.62 | 1.40 | 1.60 |
| Sharpe Ratio | NA | 0.89 | 0.65 | -0.39 | 0.31 | NA | NA | … | … | -0.33 | 1.47 | 0.14 | 0.33 | -2.50 | 1.70 | 1.12 | 1.04 | 2.45 | 1.50 | 1.61 | 0.43 | 0.91 |
| Standard Deviation(%) | NA | 4.11 | 6.45 | 6.74 | 5.53 | NA | NA | … | … | 4.35 | 5.40 | 6.98 | 8.55 | 8.02 | 2.49 | 6.98 | 3.52 | 2.22 | 2.52 | 3.36 | 3.17 | 2.64 |
| Draw Down(%) | NA | 2.98 | 6.98 | 24.19 | 24.19 | NA | NA | … | … | 2.98 | 2.14 | 4.93 | 9.60 | 21.88 | 2.28 | 12.94 | 2.61 | 1.46 | 1.78 | 4.66 | 2.84 | 1.09 |
| Yield(%) | 0.00 | 4.08 | 4.97 | 3.82 | 4.44 | 3.36 | 2.52 | … | … | 1.25 | 4.88 | 5.21 | 5.61 | 4.38 | 3.40 | 5.18 | 3.18 | 3.58 | 6.62 | 3.96 | 3.93 | 2.50 |
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 |
|---|---|---|---|---|
| CLMCX (COLUMBIA MORTGAGE OPPORTUNITIES FUND COLUMBIA MORTGAGE OPPORTUNITIES FUND CLASS C) |
-6.43%
Apr 2021 – Apr 2024 |
-1.27%
Oct 2018 – Oct 2023 |
2.10%
Jun 2014 – Jun 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CLMCX (COLUMBIA MORTGAGE OPPORTUNITIES FUND COLUMBIA MORTGAGE OPPORTUNITIES FUND CLASS C) |
8.08%
Oct 2022 – Oct 2025 |
7.70%
Feb 2016 – Feb 2021 |
4.02%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart