Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CLMVX (COLUMBIA MORTGAGE OPPORTUNITIES FUND COLUMBIA MORTGAGE OPPORTUNITIES FUND CLASS R5) | -0.05% | 6.19% | 7.82% | 0.75% | 4.35% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 05/02/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CLMVX (COLUMBIA MORTGAGE OPPORTUNITIES FUND COLUMBIA MORTGAGE OPPORTUNITIES FUND CLASS R5) | 05/02/2014 | 06/05/2026 |
| 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 (%) | -0.71 | 6.19 | 7.82 | 0.75 | 4.35 | NA | NA | … | … | -0.05 | 11.95 | 5.81 | 7.56 | -17.80 | 5.43 | 9.28 | 6.46 | 7.89 | 5.43 | 6.67 | 2.62 | 2.25 |
| Sharpe Ratio | NA | 1.09 | 0.82 | -0.24 | 0.51 | NA | NA | … | … | -0.20 | 1.69 | 0.31 | 0.46 | -2.41 | 2.16 | 1.28 | 1.39 | 2.93 | 1.92 | 1.96 | 0.83 | 1.28 |
| Standard Deviation(%) | NA | 4.18 | 6.47 | 6.74 | 5.54 | NA | NA | … | … | 4.35 | 5.38 | 7.03 | 8.56 | 7.99 | 2.50 | 7.01 | 3.59 | 2.23 | 2.50 | 3.28 | 3.13 | 2.64 |
| Draw Down(%) | NA | 2.80 | 6.64 | 22.15 | 22.15 | NA | NA | … | … | 2.80 | 2.02 | 4.76 | 8.76 | 21.28 | 1.67 | 12.77 | 2.51 | 1.48 | 1.64 | 4.47 | 2.49 | 0.96 |
| Yield(%) | 0.00 | 5.04 | 6.04 | 4.67 | 5.46 | 4.16 | 3.12 | … | … | 1.61 | 5.94 | 6.33 | 6.64 | 5.31 | 4.46 | 6.22 | 4.45 | 4.63 | 7.69 | 5.06 | 5.02 | 3.13 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| CLMVX (COLUMBIA MORTGAGE OPPORTUNITIES FUND COLUMBIA MORTGAGE OPPORTUNITIES FUND CLASS R5) |
-5.45%
Apr 2021 – Apr 2024 |
-0.19%
Oct 2018 – Oct 2023 |
3.19%
Jun 2014 – Jun 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CLMVX (COLUMBIA MORTGAGE OPPORTUNITIES FUND COLUMBIA MORTGAGE OPPORTUNITIES FUND CLASS R5) |
9.25%
Oct 2022 – Oct 2025 |
8.86%
Feb 2016 – Feb 2021 |
5.14%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart