Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CLMFX (COLUMBIA MORTGAGE OPPORTUNITIES FUND COLUMBIA MORTGAGE OPPORTUNITIES FUND CLASS R4) | NA | 12.51% | -2.48% | 0.94% | 3.29% | NA | NA | … | … |
Data as of 11/25/2024, Common starting date is 05/02/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CLMFX (COLUMBIA MORTGAGE OPPORTUNITIES FUND COLUMBIA MORTGAGE OPPORTUNITIES FUND CLASS R4) | 05/02/2014 | 11/25/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.30 | 12.51 | -2.48 | 0.94 | 3.29 | NA | NA | … | … | 5.58 | 7.52 | -17.85 | 4.81 | 7.28 | 6.50 | 7.86 | 5.35 | 6.58 | 2.50 | 2.17 |
| Sharpe Ratio | NA | 0.90 | -0.84 | -0.21 | 0.32 | NA | NA | … | … | -0.11 | 0.39 | -2.41 | 1.87 | 0.98 | 1.42 | 2.96 | 1.92 | 1.92 | 0.79 | 1.23 |
| Standard Deviation(%) | NA | 7.33 | 7.83 | 6.97 | 5.36 | NA | NA | … | … | 7.06 | 8.55 | 8.00 | 2.56 | 7.18 | 3.58 | 2.23 | 2.46 | 3.33 | 3.12 | 2.65 |
| Draw Down(%) | NA | 4.73 | 21.93 | 22.66 | 22.66 | NA | NA | … | … | 4.73 | 8.79 | 21.31 | 1.95 | 12.86 | 2.51 | 1.48 | 1.55 | 4.48 | 2.54 | 0.98 |
| Yield(%) | 0.43 | 6.75 | 5.09 | 4.99 | 5.14 | 3.53 | 2.65 | … | … | 5.87 | 6.60 | 5.26 | 3.86 | 4.43 | 4.39 | 4.61 | 7.61 | 4.97 | 4.90 | 3.06 |
Data as of 11/25/2024, 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 |
|---|---|---|---|---|
| CLMFX (COLUMBIA MORTGAGE OPPORTUNITIES FUND COLUMBIA MORTGAGE OPPORTUNITIES FUND CLASS R4) |
-5.69%
Apr 2021 – Apr 2024 |
-0.68%
Oct 2018 – Oct 2023 |
2.89%
Jun 2014 – Jun 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CLMFX (COLUMBIA MORTGAGE OPPORTUNITIES FUND COLUMBIA MORTGAGE OPPORTUNITIES FUND CLASS R4) |
8.47%
Mar 2018 – Mar 2021 |
8.43%
Feb 2016 – Feb 2021 |
3.77%
Sep 2014 – Sep 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart