Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| UMEMX (COLUMBIA EMERGING MARKETS FUND COLUMBIA EMERGING MARKETS FUND CLASS Z) | 12.38% | 16.62% | 7.78% | 0.19% | 4.75% | 3.69% | 5.32% | 6.14% |
Data as of 08/01/2025, AR inception is 07/06/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UMEMX (COLUMBIA EMERGING MARKETS FUND COLUMBIA EMERGING MARKETS FUND CLASS Z) | 07/06/1998 | 08/01/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.27 | 16.62 | 7.78 | 0.19 | 4.75 | 3.69 | 5.32 | 6.14 | 12.38 | 6.69 | 8.89 | -33.02 | -7.69 | 33.83 | 31.11 | -21.27 | 46.95 | 4.89 | -9.19 | -2.67 | -1.46 | 24.15 | -18.92 | 20.04 | 76.84 | -55.56 | 26.75 | 33.79 | 28.94 | 30.01 | 62.68 | -5.54 | -2.17 | -31.50 | 67.34 | -28.18 |
| Sharpe Ratio | NA | 0.71 | 0.25 | -0.09 | 0.16 | NA | NA | 0.21 | 0.93 | 0.01 | 0.32 | -1.28 | -0.41 | 1.02 | 2.05 | -1.14 | 4.55 | 0.29 | -0.54 | -0.22 | -0.11 | 1.57 | -0.76 | 0.92 | 2.39 | -1.08 | 1.01 | 1.67 | 2.21 | 1.94 | 5.00 | -0.42 | -0.21 | -1.34 | 2.99 | -1.55 |
| Standard Deviation(%) | NA | 18.99 | 17.34 | 19.48 | 19.94 | NA | NA | 22.24 | 20.65 | 14.81 | 14.69 | 27.03 | 18.67 | 32.70 | 14.47 | 19.80 | 10.22 | 16.14 | 17.14 | 12.08 | 13.46 | 15.48 | 24.98 | 21.66 | 32.11 | 51.94 | 23.60 | 18.31 | 12.11 | 15.01 | 12.40 | 15.72 | 21.35 | 26.66 | 21.45 | 33.38 |
| Draw Down(%) | NA | 16.69 | 18.41 | 51.82 | 51.82 | NA | NA | 69.51 | 16.55 | 11.25 | 13.13 | 40.86 | 22.41 | 35.72 | 9.37 | 30.51 | 5.71 | 12.12 | 24.27 | 14.38 | 17.57 | 15.60 | 28.75 | 16.87 | 21.96 | 67.25 | 16.78 | 24.55 | 10.34 | 17.95 | 10.15 | 26.83 | 34.86 | 46.20 | 17.59 | 46.13 |
| Yield(%) | 0.00 | 1.32 | 0.47 | 0.76 | 0.71 | 1.75 | 4.11 | 5.35 | 0.00 | 1.38 | 0.00 | 0.00 | 1.02 | 1.50 | 0.44 | 0.09 | 0.48 | 0.00 | 0.00 | 0.27 | 0.36 | 5.30 | 4.87 | 13.88 | 2.75 | 13.68 | 8.98 | 6.69 | 1.01 | 3.41 | 0.00 | 0.00 | 0.00 | 0.00 | 0.54 | 1.41 |
Data as of 08/01/2025, AR inception is 07/06/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UMEMX (COLUMBIA EMERGING MARKETS FUND COLUMBIA EMERGING MARKETS FUND CLASS Z) |
-18.51%
Feb 2000 - Feb 2003 |
-4.39%
Oct 2017 - Oct 2022 |
0.95%
Dec 2006 - Dec 2016 |
-0.75%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UMEMX (COLUMBIA EMERGING MARKETS FUND COLUMBIA EMERGING MARKETS FUND CLASS Z) |
46.98%
Mar 2003 - Mar 2006 |
39.32%
Oct 2002 - Oct 2007 |
16.45%
Mar 2003 - Mar 2013 |
12.92%
Mar 2003 - Mar 2018 |
Annualized Rolling Returns Comparison Chart