- ISIN
- US19763P2838
- CUSIP
- 19763P283
- Issuer
- Columbia
- Inception Date
- Aug 1, 1988
- Category
- Large Cap Value Equities
- Min. Investment
- $2,000
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Value
Share Price Chart
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Performance
INUTX Performance Chart
Columbia Dividend Opportunity Fund (INUTX) is up 13.2% since the beginning of the year. INUTX is currently trading at $45 per share. Investors who bought $1,000 worth of INUTX shares 5 years ago would now be looking at an investment worth $1,719.
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Returns By Period
Columbia Dividend Opportunity Fund (INUTX) has returned 13.18% so far this year and 25.95% over the past 12 months. Over the last ten years, INUTX has returned 10.48% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.
Columbia Dividend Opportunity Fund
- 1D
- -0.03%
- 1M
- 0.68%
- YTD
- 13.18%
- 6M
- 12.33%
- 1Y
- 25.95%
- 3Y*
- 16.34%
- 5Y*
- 11.44%
- 10Y*
- 10.48%
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%
INUTX Monthly Returns History
Based on dividend-adjusted daily data since Jul 29, 1988, INUTX's average daily return is +0.04%, while the average monthly return is +0.82%. At this rate, an investment would double in approximately 7.1 years.
Historically, 63% of months were positive and 37% were negative. The best month was Nov 2020 with a return of +11.4%, while the worst month was Oct 2008 at -14.7%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 7 months.
On a daily basis, INUTX closed higher 49% of trading days. The best single day was Oct 13, 2008 with a return of +11.4%, while the worst single day was Mar 16, 2020 at -10.6%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 5.84% | 3.21% | -3.72% | 4.37% | 2.31% | 0.77% | 13.18% | ||||||
| 2025 | 3.63% | 2.68% | -2.89% | -4.13% | 3.31% | 3.63% | -0.10% | 4.14% | 1.97% | -0.90% | 3.20% | 0.51% | 15.64% |
| 2024 | 0.37% | 2.27% | 5.66% | -3.54% | 3.01% | -0.75% | 4.59% | 3.15% | 1.47% | -0.32% | 4.31% | -6.02% | 14.41% |
| 2023 | 3.13% | -3.42% | -1.24% | 1.38% | -4.96% | 5.46% | 3.50% | -2.76% | -3.54% | -3.81% | 6.39% | 5.62% | 4.88% |
| 2022 | 0.05% | -1.31% | 2.92% | -3.94% | 3.38% | -7.57% | 4.30% | -2.87% | -8.09% | 10.44% | 6.13% | -3.42% | -1.68% |
| 2021 | -1.14% | 5.01% | 6.66% | 2.91% | 2.42% | -0.36% | 0.25% | 1.69% | -2.94% | 5.00% | -2.78% | 7.33% | 26.09% |
Benchmark Metrics
Columbia Dividend Opportunity Fund has an annualized alpha of 2.52%, beta of 0.73, and R2 of 0.74 versus S&P 500 Index. Calculated based on daily prices since July 29, 1988.
- This fund participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (76.78%) than losses (72.57%) - typical of diversified or defensive assets.
- This fund generated an annualized alpha of 2.52% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.
- Alpha
- 2.52%
- Beta
- 0.73
- R²
- 0.74
- Upside Capture
- 76.78%
- Downside Capture
- 72.57%
Expense Ratio
INUTX has a high expense ratio of 1.06%, indicating above-average management fees.
Return for Risk
Risk / Return Rank
INUTX ranks 79 for risk / return — better than 79% of mutual funds on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Columbia Dividend Opportunity Fund (INUTX) 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.
| INUTX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.51 | ||
| Sortino ratioReturn per unit of downside risk | +0.88 | ||
| Omega ratioGain probability vs. loss probability | 1.45 | 1.37 | +0.08 |
| Calmar ratioReturn relative to maximum drawdown | 3.48 | 2.78 | +0.69 |
| Martin ratioReturn relative to average drawdown | 12.80 | 12.44 | +0.37 |
Dividends
Dividend History
Columbia Dividend Opportunity Fund provided a 7.09% dividend yield over the last twelve months, with an annual payout of $3.18 per share. The fund has been increasing its distributions for 2 consecutive years.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $3.18 | $3.23 | $2.73 | $1.32 | $2.72 | $4.88 | $1.45 | $4.45 | $4.25 | $4.14 | $1.46 | $2.02 |
Dividend yield | 7.09% | 8.05% | 7.27% | 3.76% | 7.82% | 12.77% | 4.22% | 12.47% | 12.99% | 10.68% | 3.84% | 5.80% |
Monthly Dividends
The table displays the monthly dividend distributions for Columbia Dividend Opportunity 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 | $0.26 | $0.00 | $0.00 | $0.24 | $0.49 | ||||||
| 2025 | $0.00 | $0.00 | $0.26 | $0.00 | $0.00 | $0.29 | $0.00 | $0.00 | $0.26 | $0.00 | $0.00 | $2.42 | $3.23 |
| 2024 | $0.00 | $0.00 | $0.24 | $0.00 | $0.00 | $0.27 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $1.96 | $2.73 |
| 2023 | $0.00 | $0.00 | $0.26 | $0.00 | $0.00 | $0.27 | $0.00 | $0.00 | $0.24 | $0.00 | $0.00 | $0.55 | $1.32 |
| 2022 | $0.00 | $0.00 | $0.27 | $0.00 | $0.00 | $0.24 | $0.00 | $0.00 | $0.26 | $0.00 | $0.00 | $1.95 | $2.72 |
| 2021 | $0.00 | $0.00 | $0.24 | $0.00 | $0.00 | $0.24 | $0.00 | $0.00 | $0.26 | $0.00 | $0.00 | $4.14 | $4.88 |
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 Dividend Opportunity 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 Dividend Opportunity Fund was 55.57%, occurring on Mar 9, 2009. Recovery took 540 trading sessions.
The current Columbia Dividend Opportunity Fund drawdown is 1.67%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Financial crisis2007–2009 | -55.57%Mar 2009 | 1y 4mo | 2y 1mo | 3y 6moOct 2007 - Apr 2011 |
Dot-com crash2000–2002 | -46.66%Oct 2002 | 1y 4mo | 3y 10mo | 5y 3moMay 2001 - Sep 2006 |
COVID crash2020 | -34.77%Mar 2020 | 2mo 2d | 9mo 19d | 11mo 21dJan 2020 - Jan 2021 |
2011 correction2011 | -17.23%Aug 2011 | 3mo 8d | 5mo 29d | 9mo 7dMay 2011 - Feb 2012 |
Bear market2022 | -16.15%Sep 2022 | 5mo 12d | 1y 3mo | 1y 8moApr 2022 - Jan 2024 |
Drawdown Indicators
| INUTX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.57% | -56.78% | +1.21% |
Max Drawdown (1Y)Largest decline over 1 year | -7.60% | -9.10% | +1.50% |
Max Drawdown (3Y)Largest decline over 3 years | -14.17% | -18.90% | +4.73% |
Max Drawdown (5Y)Largest decline over 5 years | -16.15% | -25.43% | +9.28% |
Max Drawdown (10Y)Largest decline over 10 years | -34.77% | -33.92% | -0.85% |
Current DrawdownCurrent decline from peak | -1.67% | -1.80% | +0.13% |
Average DrawdownAverage peak-to-trough decline | -7.66% | -10.71% | +3.05% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.06% | 2.03% | +0.03% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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