Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CLMZX (COLUMBIA MORTGAGE OPPORTUNITIES FUND COLUMBIA MORTGAGE OPPORTUNITIES FUND CLASS Z) | 0.69% | 7.21% | 7.92% | 0.92% | 4.34% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 05/02/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CLMZX (COLUMBIA MORTGAGE OPPORTUNITIES FUND COLUMBIA MORTGAGE OPPORTUNITIES FUND CLASS Z) | 05/02/2014 | 06/10/2026 |
| 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 | 7.21 | 7.92 | 0.92 | 4.34 | NA | NA | … | … | 0.69 | 11.90 | 5.76 | 7.53 | -17.76 | 5.31 | 9.22 | 6.39 | 7.86 | 5.46 | 6.58 | 2.49 | 2.17 |
| Sharpe Ratio | NA | 0.98 | 0.73 | -0.26 | 0.49 | NA | NA | … | … | -0.41 | 1.69 | 0.31 | 0.45 | -2.40 | 2.08 | 1.27 | 1.40 | 2.97 | 1.93 | 1.92 | 0.76 | 1.23 |
| Standard Deviation(%) | NA | 3.99 | 6.41 | 6.76 | 5.55 | NA | NA | … | … | 4.24 | 5.37 | 6.93 | 8.69 | 8.03 | 2.55 | 7.03 | 3.50 | 2.19 | 2.50 | 3.32 | 3.23 | 2.66 |
| Draw Down(%) | NA | 2.81 | 6.64 | 22.30 | 22.30 | NA | NA | … | … | 2.81 | 2.14 | 4.72 | 8.78 | 21.32 | 1.78 | 12.86 | 2.51 | 1.48 | 1.55 | 4.48 | 2.54 | 0.95 |
| Yield(%) | 0.00 | 5.42 | 6.11 | 4.71 | 5.43 | 4.14 | 3.11 | … | … | 1.98 | 5.91 | 6.29 | 6.61 | 5.26 | 4.43 | 6.18 | 4.39 | 4.61 | 7.61 | 4.97 | 4.89 | 3.06 |
Data as of 06/10/2026, 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 |
|---|---|---|---|---|
| CLMZX (COLUMBIA MORTGAGE OPPORTUNITIES FUND COLUMBIA MORTGAGE OPPORTUNITIES FUND CLASS Z) |
-5.48%
Apr 2021 – Apr 2024 |
-0.25%
Oct 2018 – Oct 2023 |
3.13%
Jun 2014 – Jun 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CLMZX (COLUMBIA MORTGAGE OPPORTUNITIES FUND COLUMBIA MORTGAGE OPPORTUNITIES FUND CLASS Z) |
9.25%
Oct 2022 – Oct 2025 |
8.82%
Feb 2016 – Feb 2021 |
5.10%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart