Columbia Global Opportunities Fund (IMRFX)
The fund's assets may be allocated to equity, debt/fixed income and money market instruments, and investments that provide exposure to commodities markets, including the Columbia Commodity Strategy Fund. The fund's equity security investments include: emerging market equities, international developed market equities, and U.S. equities. The fund's debt/fixed income security investments include: U.S. investment-grade bonds, international bonds, emerging market bonds, U.S. high yield (junk) bonds, convertible bonds, mortgage- and other asset-backed securities, and short-term money market instruments.
Fund Info
| ISIN | US19766H2215 |
|---|---|
| CUSIP | 19766H221 |
| Issuer | Columbia Threadneedle |
| Inception Date | Jan 22, 1985 |
| Category | Global Allocation |
| Min. Investment | $2,000 |
| Asset Class | Multi-Asset |
Asset Class Size | Large-Cap |
Asset Class Style | Blend |
Expense Ratio
IMRFX has a high expense ratio of 1.15%, indicating higher-than-average management fees.
Share Price Chart
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Compare to other instruments
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Popular comparisons: IMRFX vs. VFIFX
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Columbia Global Opportunities Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Columbia Global Opportunities Fund had a return of 3.17% year-to-date (YTD) and 9.32% in the last 12 months. Over the past 10 years, Columbia Global Opportunities Fund had an annualized return of 3.66%, while the S&P 500 had an annualized return of 10.84%, indicating that Columbia Global Opportunities Fund did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 3.17% | 10.00% |
| 1 month | 2.20% | 2.41% |
| 6 months | 8.77% | 16.70% |
| 1 year | 9.32% | 26.85% |
| 5 years (annualized) | 3.01% | 12.81% |
| 10 years (annualized) | 3.66% | 10.84% |
Monthly Returns
The table below presents the monthly returns of IMRFX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -0.63% | 1.20% | 2.44% | -3.15% | 3.17% | ||||||||
| 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 | -3.40% | -2.57% | -1.74% | -7.01% | 0.30% | -7.44% | 4.26% | -3.46% | -8.31% | 3.29% | 6.79% | -2.70% | -20.91% |
| 2021 | -0.45% | 0.26% | 1.16% | 3.25% | 1.17% | 0.30% | 0.18% | 1.82% | -3.51% | 1.91% | -2.12% | 2.18% | 6.12% |
| 2020 | -0.07% | -3.60% | -9.35% | 6.74% | 2.53% | 2.03% | 4.12% | 2.86% | -1.79% | -1.28% | 7.11% | 3.78% | 12.55% |
| 2019 | 5.43% | 1.27% | 0.74% | 1.68% | -3.09% | 4.45% | -0.43% | -0.50% | 0.14% | 1.50% | 1.20% | 2.48% | 15.62% |
| 2018 | 4.01% | -2.66% | -0.43% | -0.65% | 0.66% | -0.87% | 0.66% | -0.14% | -0.07% | -4.58% | 0.91% | -3.81% | -7.03% |
| 2017 | 1.81% | 1.61% | 1.00% | 1.73% | 2.35% | 0.16% | 2.69% | 1.00% | 0.61% | 1.21% | 1.80% | 0.88% | 18.17% |
| 2016 | -3.17% | 0.27% | 5.25% | 1.55% | -0.34% | 0.34% | 2.46% | 0.17% | 0.74% | -2.05% | -1.34% | 1.21% | 4.95% |
| 2015 | -0.52% | 3.07% | -0.51% | 1.71% | -0.08% | -1.18% | 0.00% | -3.84% | -1.77% | 3.43% | -0.61% | -0.18% | -0.70% |
| 2014 | -1.66% | 2.93% | -0.07% | -0.09% | 1.56% | 1.26% | -1.27% | 1.71% | -3.37% | 0.78% | 0.52% | -1.55% | 0.60% |
| 2013 | 3.80% | -0.19% | 1.94% | 0.83% | -0.64% | -2.65% | 3.32% | -2.30% | 3.61% | 2.28% | 1.16% | 1.27% | 12.88% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of IMRFX is 34, suggesting that the investment has average results relative to other mutual funds in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
IMRFX (Columbia Global Opportunities Fund)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Columbia Global Opportunities Fund (IMRFX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Columbia Global Opportunities Fund granted a 0.00% dividend yield in the last twelve months. The annual payout for that period amounted to $0.00 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.00 | $0.00 | $0.75 | $1.21 | $0.68 | $0.25 | $0.05 | $0.00 | $0.32 | $0.00 | $0.06 | $0.15 |
Dividend yield | 0.00% | 0.00% | 6.62% | 7.93% | 4.40% | 1.75% | 0.35% | 0.00% | 2.77% | 0.00% | 0.52% | 1.27% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||
| 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 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.68 | $0.68 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.25 | $0.25 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.05 | $0.05 |
| 2017 | $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 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.32 | $0.32 |
| 2015 | $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 |
| 2014 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.06 |
| 2013 | $0.02 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.04 | $0.15 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
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 50.98%, occurring on Mar 9, 2009. Recovery took 1163 trading sessions.
The current Columbia Global Opportunities Fund drawdown is 11.28%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -50.98% | Nov 1, 2007 | 339 | Mar 9, 2009 | 1163 | Oct 21, 2013 | 1502 |
| -41.76% | Oct 8, 1997 | 1258 | Oct 9, 2002 | 874 | Mar 30, 2006 | 2132 |
| -31.93% | Aug 26, 1987 | 43 | Oct 26, 1987 | 408 | Jun 7, 1989 | 451 |
| -28.77% | Sep 7, 2021 | 279 | Oct 14, 2022 | — | — | — |
| -21.77% | Jul 17, 1990 | 123 | Jan 9, 1991 | 99 | May 31, 1991 | 222 |
Volatility
Volatility Chart
The current Columbia Global Opportunities Fund volatility is 2.59%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.