- ISIN
- US19766H2215
- CUSIP
- 19766H221
- Issuer
- Columbia
- Inception Date
- Jan 22, 1985
- Category
- Global Allocation
- Min. Investment
- $2,000
- Distribution Policy
- Distributing
- Asset Class
- Multi-Asset
- Asset Class Size
- Large-Cap
- Asset Class Style
- Blend
Share Price Chart
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Performance
IMRFX Performance Chart
Columbia Global Opportunities Fund (IMRFX) is up 6.4% since the beginning of the year. IMRFX is currently trading at $14 per share. Investors who bought $1,000 worth of IMRFX shares 5 years ago would now be looking at an investment worth $1,183.
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Returns By Period
Columbia Global Opportunities Fund (IMRFX) has returned 6.41% so far this year and 18.06% over the past 12 months. Over the last ten years, IMRFX has returned 5.95% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.
Columbia Global Opportunities Fund
- 1D
- 0.64%
- 1M
- 1.15%
- YTD
- 6.41%
- 6M
- 6.49%
- 1Y
- 18.06%
- 3Y*
- 11.24%
- 5Y*
- 3.42%
- 10Y*
- 5.95%
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
IMRFX Monthly Returns History
Based on dividend-adjusted daily data since Jan 23, 1985, IMRFX's average daily return is +0.03%, while the average monthly return is +0.68%. At this rate, an investment would double in approximately 8.5 years.
Historically, 62% of months were positive and 38% were negative. The best month was Jan 1987 with a return of +13.8%, while the worst month was Oct 1987 at -19.9%. The longest winning streak lasted 14 consecutive months, and the longest losing streak was 6 months.
On a daily basis, IMRFX closed higher 51% of trading days. The best single day was Oct 13, 2008 with a return of +6.5%, while the worst single day was Oct 22, 1987 at -12.9%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 2.26% | 1.92% | -5.64% | 6.13% | 2.17% | -0.21% | 6.41% | ||||||
| 2025 | 1.70% | -0.15% | -2.26% | 1.57% | 2.65% | 3.79% | 0.34% | 2.61% | 2.55% | 1.44% | 0.45% | 0.28% | 15.88% |
| 2024 | -0.63% | 1.20% | 2.44% | -3.15% | 3.89% | 1.45% | 1.21% | 2.46% | 1.82% | -3.14% | 2.51% | -2.50% | 7.46% |
| 2023 | 5.91% | -4.00% | 2.86% | 0.84% | -1.76% | 2.89% | 1.82% | -1.95% | -3.56% | -2.23% | 6.77% | 3.87% | 11.29% |
| 2022 | -3.53% | -2.57% | -1.74% | -7.01% | 0.30% | -7.44% | 4.26% | -3.46% | -8.31% | 3.29% | 6.79% | -2.70% | -21.02% |
| 2021 | -0.45% | 0.26% | 1.16% | 3.25% | 1.17% | 0.30% | 0.18% | 1.82% | -3.51% | 1.91% | -2.12% | 2.31% | 6.25% |
Benchmark Metrics
Columbia Global Opportunities Fund has an annualized alpha of 1.67%, beta of 0.61, and R2 of 0.78 versus S&P 500 Index. Calculated based on daily prices since January 23, 1985.
- This fund participated in 77.02% of S&P 500 Index downside but only 72.46% of its upside - more exposed to losses than it benefited from rallies.
- Beta of 0.61 indicates this fund moves significantly less than S&P 500 Index - a genuinely defensive profile with reduced participation in both market rallies and downturns.
- Alpha
- 1.67%
- Beta
- 0.61
- R²
- 0.78
- Upside Capture
- 72.46%
- Downside Capture
- 77.02%
Expense Ratio
IMRFX has a high expense ratio of 1.15%, indicating above-average management fees.
Return for Risk
Risk / Return Rank
IMRFX ranks 44 for risk / return — on par with similar mutual funds. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Columbia Global Opportunities Fund (IMRFX) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| IMRFX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.22 | ||
| Sortino ratioReturn per unit of downside risk | -0.23 | ||
| Omega ratioGain probability vs. loss probability | 1.34 | 1.37 | -0.03 |
| Calmar ratioReturn relative to maximum drawdown | 2.22 | 2.78 | -0.57 |
| Martin ratioReturn relative to average drawdown | 9.39 | 12.44 | -3.05 |
Dividends
Dividend History
Columbia Global Opportunities Fund provided a 16.80% dividend yield over the last twelve months, with an annual payout of $2.37 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $2.37 | $2.37 | $0.06 | $0.00 | $0.75 | $1.21 | $0.68 | $0.25 | $0.05 | $0.00 | $0.32 |
Dividend yield | 16.80% | 17.87% | 0.47% | 0.00% | 6.62% | 7.92% | 4.40% | 1.75% | 0.35% | 0.00% | 2.77% |
Monthly Dividends
The table displays the monthly dividend distributions for Columbia Global Opportunities Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | ||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.37 | $2.37 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.06 | $0.06 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.75 | $0.75 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.21 | $1.21 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Columbia Global Opportunities Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Columbia Global Opportunities Fund was 45.67%, occurring on Mar 9, 2009. Recovery took 952 trading sessions.
The current Columbia Global Opportunities Fund drawdown is 0.70%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Financial crisis2007–2009 | -45.67%Mar 2009 | 1y 4mo | 3y 9mo | 5y 1moNov 2007 - Dec 2012 |
Black Monday1987 | -32.20%Oct 1987 | 2mo 1d | 1y 8mo | 1y 10moAug 1987 - Jul 1989 |
Dot-com crash2000–2002 | -31.08%Oct 2002 | 2y 1mo | 2y 1mo | 4y 2moSep 2000 - Nov 2004 |
Bear market2022 | -28.77%Oct 2022 | 1y 1mo | 2y 9mo | 3y 10moSep 2021 - Jul 2025 |
1990 bear market1990 | -21.54%Oct 1990 | 2mo 26d | 4mo 27d | 7mo 23dJul 1990 - Mar 1991 |
Drawdown Indicators
| IMRFX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -45.67% | -56.78% | +11.11% |
Max Drawdown (1Y)Largest decline over 1 year | -8.07% | -9.10% | +1.03% |
Max Drawdown (3Y)Largest decline over 3 years | -10.19% | -18.90% | +8.71% |
Max Drawdown (5Y)Largest decline over 5 years | -28.77% | -25.43% | -3.34% |
Max Drawdown (10Y)Largest decline over 10 years | -28.77% | -33.92% | +5.15% |
Current DrawdownCurrent decline from peak | -0.70% | -1.80% | +1.10% |
Average DrawdownAverage peak-to-trough decline | -7.32% | -10.71% | +3.39% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.90% | 2.03% | -0.13% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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