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
US19766H2215
19766H221
Jan 22, 1985
$2,000
Large-Cap
Blend
Expense Ratio
IMRFX has a high expense ratio of 1.15%, indicating above-average management fees.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
Columbia Global Opportunities Fund (IMRFX) returned 3.63% year-to-date (YTD) and 8.02% over the past 12 months. Over the past 10 years, IMRFX returned 4.11% annually, underperforming the S&P 500 benchmark at 10.85%.
IMRFX
3.63%
2.79%
1.62%
8.02%
4.14%
4.14%
4.11%
^GSPC (Benchmark)
0.51%
6.15%
-2.00%
12.92%
12.68%
14.19%
10.85%
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 1.70% | -0.15% | -2.26% | 1.57% | 2.79% | 3.63% | |||||||
| 2024 | -0.63% | 1.20% | 2.44% | -3.15% | 3.89% | 1.45% | 1.21% | 2.46% | 1.82% | -3.14% | 2.51% | -2.51% | 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% |
| 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% | 0.65% | -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% | 0.16% | 0.74% | -2.05% | -1.34% | 1.21% | 4.95% |
| 2015 | -0.53% | 3.07% | -0.51% | 1.71% | -0.08% | -1.18% | 0.00% | -3.84% | -1.77% | 3.43% | -0.61% | -0.17% | -0.70% |
| 2014 | -1.66% | 2.93% | -0.08% | -0.09% | 1.56% | 1.26% | -1.27% | 1.71% | -3.37% | 0.78% | 0.52% | -1.55% | 0.59% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of IMRFX is 52, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.
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.
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Dividends
Dividend History
Columbia Global Opportunities Fund provided a 0.45% dividend yield over the last twelve months, with an annual payout of $0.06 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.06 | $0.06 | $0.00 | $0.75 | $1.21 | $0.69 | $0.25 | $0.05 | $0.00 | $0.32 | $0.00 | $0.06 |
Dividend yield | 0.45% | 0.47% | 0.00% | 6.62% | 7.92% | 4.40% | 1.75% | 0.35% | 0.00% | 2.77% | 0.00% | 0.52% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||
| 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 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.69 | $0.69 |
| 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 | $0.02 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.06 |
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 46.08%, occurring on Mar 9, 2009. Recovery took 961 trading sessions.
The current Columbia Global Opportunities Fund drawdown is 4.24%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -46.08% | Nov 1, 2007 | 338 | Mar 9, 2009 | 961 | Jan 2, 2013 | 1299 |
| -32.11% | Dec 23, 1999 | 699 | Oct 9, 2002 | 541 | Dec 3, 2004 | 1240 |
| -31.96% | Aug 26, 1987 | 44 | Oct 26, 1987 | 422 | Jun 7, 1989 | 466 |
| -28.77% | Sep 7, 2021 | 280 | Oct 14, 2022 | — | — | — |
| -21.52% | Jul 17, 1990 | 63 | Oct 11, 1990 | 123 | Apr 2, 1991 | 186 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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