Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| IMRFX (COLUMBIA GLOBAL OPPORTUNITIES FUND COLUMBIA GLOBAL OPPORTUNITIES FUND CLASS A) | 8.59% | 9.09% | 5.96% | 0.78% | 3.03% | 4.77% | 3.85% | 7.48% |
Data as of 07/22/2025, AR inception is 02/28/1985
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IMRFX (COLUMBIA GLOBAL OPPORTUNITIES FUND COLUMBIA GLOBAL OPPORTUNITIES FUND CLASS A) | 02/28/1985 | 07/22/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.52 | 9.09 | 5.96 | 0.78 | 3.03 | 4.77 | 3.85 | 7.48 | 8.59 | 7.46 | 11.29 | -25.88 | -0.95 | 10.03 | 15.62 | -7.03 | 18.17 | 4.95 | -0.70 | 0.59 | 12.87 | 12.80 | 1.47 | 10.66 | 18.57 | -30.20 | 6.77 | 16.14 | 7.39 | 13.32 | 19.77 | -12.42 | -5.12 | -4.02 | 11.97 | 8.36 | 14.78 | 12.22 | 19.18 | -4.60 | 14.98 | 9.26 | 45.96 | 0.13 | 36.39 | 5.21 | 8.99 | 20.11 | 22.49 |
| Sharpe Ratio | NA | 0.46 | 0.26 | -0.11 | 0.14 | NA | NA | 0.39 | 0.98 | 0.10 | 0.83 | -1.60 | -0.08 | 0.57 | 2.33 | -0.97 | 4.02 | 0.61 | -0.09 | 0.09 | 1.69 | 1.58 | 0.10 | 0.71 | 1.00 | -1.20 | 0.26 | 1.32 | 0.59 | 1.23 | 2.03 | -0.88 | -0.57 | -0.56 | 0.76 | 0.43 | 1.11 | 1.08 | 2.07 | -0.82 | 1.47 | 0.68 | 2.94 | -0.32 | 2.58 | 0.04 | 0.17 | 1.14 | 1.82 |
| Standard Deviation(%) | NA | 11.05 | 11.46 | 11.88 | 10.87 | NA | NA | 12.95 | 11.90 | 8.93 | 8.51 | 17.15 | 11.81 | 17.04 | 6.09 | 8.63 | 4.38 | 7.82 | 7.90 | 6.54 | 7.58 | 8.16 | 14.51 | 15.00 | 18.54 | 25.94 | 14.64 | 9.81 | 8.90 | 10.02 | 9.40 | 15.32 | 13.38 | 14.60 | 11.58 | 11.61 | 10.11 | 8.04 | 7.41 | 9.24 | 8.76 | 9.96 | 14.31 | 15.85 | 11.89 | 15.09 | 28.88 | 13.86 | 12.22 |
| Draw Down(%) | NA | 10.19 | 14.11 | 33.60 | 33.60 | NA | NA | 46.08 | 9.63 | 5.98 | 8.57 | 27.19 | 11.19 | 21.37 | 3.09 | 14.09 | 1.33 | 5.54 | 8.80 | 6.78 | 6.83 | 7.50 | 13.76 | 12.99 | 20.37 | 39.04 | 9.76 | 9.81 | 6.34 | 7.11 | 6.56 | 21.93 | 18.41 | 11.09 | 9.41 | 17.82 | 7.33 | 5.82 | 5.18 | 11.16 | 5.82 | 7.10 | 5.09 | 21.53 | 8.27 | 8.83 | 31.93 | 10.35 | 6.60 |
| Yield(%) | 0.00 | 0.47 | 0.17 | 0.70 | 0.96 | 1.55 | 1.97 | 9.58 | 0.00 | 0.50 | 0.00 | 0.00 | 0.76 | 2.29 | 1.99 | 0.33 | 0.00 | 2.86 | 0.00 | 0.52 | 1.39 | 2.74 | 2.70 | 2.82 | 1.22 | 4.40 | 7.92 | 1.73 | 1.48 | 1.74 | 1.97 | 1.88 | 2.27 | 9.20 | 10.25 | 13.00 | 16.79 | 15.37 | 6.92 | 7.95 | 9.46 | 9.03 | 16.27 | 6.19 | 13.97 | 2.12 | 2.63 | 2.20 | 4.04 |
Data as of 07/22/2025, AR inception is 02/28/1985
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IMRFX (COLUMBIA GLOBAL OPPORTUNITIES FUND COLUMBIA GLOBAL OPPORTUNITIES FUND CLASS A) |
-10.58%
Feb 2006 - Feb 2009 |
-2.90%
Mar 1998 - Mar 2003 |
-0.30%
Feb 1999 - Feb 2009 |
1.40%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IMRFX (COLUMBIA GLOBAL OPPORTUNITIES FUND COLUMBIA GLOBAL OPPORTUNITIES FUND CLASS A) |
25.85%
Dec 1988 - Dec 1991 |
20.15%
Dec 1988 - Dec 1993 |
16.13%
Sep 1985 - Sep 1995 |
14.48%
Mar 1985 - Mar 2000 |
Annualized Rolling Returns Comparison Chart