Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| INUTX (COLUMBIA DIVIDEND OPPORTUNITY FUND COLUMBIA DIVIDEND OPPORTUNITY FUND CLASS A) | 13.79% | 28.18% | 18.08% | 7.63% | 9.09% | 9.58% | 8.33% | … | … |
Data as of 06/04/2026, Common starting date is 08/30/1988
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| INUTX (COLUMBIA DIVIDEND OPPORTUNITY FUND COLUMBIA DIVIDEND OPPORTUNITY FUND CLASS A) | 08/30/1988 | 06/04/2026 |
| 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 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.39 | 28.18 | 18.08 | 7.63 | 9.09 | 9.58 | 8.33 | … | … | 13.79 | 15.64 | 15.20 | 4.88 | -6.17 | 14.18 | -0.06 | 23.31 | -5.32 | 14.30 | 13.39 | -2.62 | 9.73 | 25.74 | 13.09 | 6.60 | 16.88 | 28.71 | -36.01 | 5.45 | 23.25 | 7.42 | 13.74 | 16.62 | -20.41 | -21.55 | 18.96 | 11.03 | 25.86 | 33.09 | 18.31 | 29.41 | -2.36 | 24.64 | 16.17 | 29.20 | 5.19 | 30.47 | 5.05 |
| Sharpe Ratio | NA | 2.42 | 1.20 | 0.35 | 0.45 | NA | NA | … | … | 2.77 | 0.87 | 1.12 | 0.10 | -0.42 | 0.89 | -0.01 | 2.06 | -0.47 | 2.14 | 1.10 | -0.18 | 0.99 | 2.47 | 1.18 | 0.31 | 0.98 | 1.07 | -0.95 | 0.15 | 2.28 | 0.56 | 1.33 | 1.25 | -0.96 | -1.32 | 0.85 | 0.46 | 1.81 | 2.82 | 1.61 | 4.01 | -0.68 | 3.69 | 2.40 | 3.37 | -0.03 | 3.11 | 1.36 |
| Standard Deviation(%) | NA | 10.07 | 12.24 | 14.42 | 16.25 | NA | NA | … | … | 10.96 | 14.71 | 10.36 | 12.41 | 18.28 | 15.82 | 33.23 | 10.57 | 14.35 | 6.40 | 12.00 | 14.89 | 9.81 | 10.39 | 11.11 | 20.94 | 17.15 | 26.65 | 38.89 | 15.04 | 8.75 | 9.23 | 9.58 | 12.73 | 22.41 | 18.38 | 17.36 | 16.62 | 12.40 | 10.36 | 9.02 | 6.35 | 7.96 | 6.06 | 5.66 | 7.48 | 9.52 | 7.88 | 7.45 |
| Draw Down(%) | NA | 7.60 | 14.17 | 20.15 | 34.77 | NA | NA | … | … | 7.60 | 14.17 | 6.81 | 11.42 | 16.15 | 10.38 | 34.77 | 5.98 | 15.48 | 3.82 | 7.57 | 13.83 | 7.40 | 5.84 | 8.62 | 17.22 | 14.34 | 27.81 | 46.78 | 9.31 | 6.67 | 6.36 | 7.62 | 13.98 | 32.96 | 26.21 | 9.10 | 8.60 | 8.63 | 5.92 | 6.45 | 2.76 | 8.61 | 5.86 | 3.35 | 2.79 | 8.71 | 2.90 | 2.91 |
| Yield(%) | 0.00 | 8.44 | 7.53 | 4.78 | 15.21 | 14.44 | 12.18 | … | … | 0.64 | 8.61 | 8.43 | 3.80 | 2.70 | 3.02 | 8.16 | 13.62 | 10.89 | 12.01 | 4.23 | 5.34 | 16.15 | 8.13 | 4.32 | 3.69 | 3.83 | 5.03 | 3.15 | 2.80 | 2.91 | 3.17 | 3.24 | 3.40 | 3.46 | 5.93 | 7.62 | 11.99 | 12.36 | 20.15 | 9.83 | 10.14 | 11.48 | 16.51 | 13.36 | 13.40 | 13.30 | 9.62 | 3.39 |
Data as of 06/04/2026, Common starting date is 08/30/1988
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| INUTX (COLUMBIA DIVIDEND OPPORTUNITY FUND COLUMBIA DIVIDEND OPPORTUNITY FUND CLASS A) |
-13.59%
Feb 2006 – Feb 2009 |
-4.15%
Feb 2004 – Feb 2009 |
-1.94%
Feb 1999 – Feb 2009 |
3.64%
Sep 2000 – Sep 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| INUTX (COLUMBIA DIVIDEND OPPORTUNITY FUND COLUMBIA DIVIDEND OPPORTUNITY FUND CLASS A) |
29.77%
Mar 1995 – Mar 1998 |
23.37%
Mar 1995 – Mar 2000 |
21.08%
Sep 1990 – Sep 2000 |
13.06%
Feb 1989 – Feb 2004 |
Annualized Rolling Returns Comparison Chart
