Columbia Dividend Opportunity Fund (INUTX)
The fund's assets primarily are invested in equity securities. Under normal market conditions, it will invest at least 80% of its net assets (including the amount of any borrowings for investment purposes) in dividend-paying common and preferred stocks. The fund may invest in companies that have market capitalizations of any size. It may invest up to 25% of its net assets in foreign investments.
Fund Info
US19763P2838
19763P283
Aug 1, 1988
$2,000
Large-Cap
Value
Expense Ratio
INUTX has a high expense ratio of 1.06%, 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 Dividend Opportunity Fund (INUTX) returned 1.45% year-to-date (YTD) and 3.34% over the past 12 months. Over the past 10 years, INUTX returned 3.01% annually, underperforming the S&P 500 benchmark at 10.77%.
INUTX
1.45%
6.48%
-6.24%
3.34%
8.67%
3.01%
^GSPC (Benchmark)
0.08%
9.75%
-1.63%
12.74%
15.66%
10.77%
Monthly Returns
The table below presents the monthly returns of INUTX, 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 | 3.63% | 2.68% | -2.89% | -4.13% | 2.41% | 1.45% | |||||||
| 2024 | 0.37% | 2.27% | 5.66% | -3.54% | 3.01% | -0.75% | 4.59% | 3.15% | 1.47% | -0.32% | 4.31% | -9.96% | 9.61% |
| 2023 | 3.13% | -3.42% | -1.24% | 1.38% | -4.96% | 5.46% | 3.50% | -2.76% | -3.54% | -3.81% | 6.39% | 4.70% | 3.96% |
| 2022 | 0.05% | -1.31% | 2.92% | -3.94% | 3.38% | -7.58% | 4.30% | -2.87% | -8.09% | 10.44% | 6.14% | -7.83% | -6.18% |
| 2021 | -1.14% | 5.01% | 6.66% | 2.91% | 2.42% | -0.36% | 0.25% | 1.69% | -2.94% | 5.00% | -2.78% | -2.81% | 14.18% |
| 2020 | -2.80% | -9.22% | -12.45% | 10.12% | 2.53% | -0.63% | 3.03% | 3.07% | -3.11% | -2.26% | 11.42% | 2.91% | -0.06% |
| 2019 | 7.22% | 3.65% | 1.18% | 2.74% | -5.98% | 6.10% | 0.43% | -2.25% | 3.56% | 0.32% | 1.70% | -5.81% | 12.60% |
| 2018 | 3.41% | -4.09% | -1.36% | 1.06% | 0.53% | -0.01% | 3.38% | 1.12% | 1.00% | -4.43% | 3.27% | -15.93% | -12.94% |
| 2017 | 0.95% | 3.33% | -0.15% | -0.20% | 1.22% | -0.15% | 0.51% | -0.81% | 3.44% | 0.10% | 3.38% | -5.69% | 5.73% |
| 2016 | -2.41% | 0.94% | 5.94% | 1.22% | 1.10% | 3.31% | 1.59% | -1.35% | -0.12% | -1.60% | 1.19% | 3.13% | 13.39% |
| 2015 | -1.58% | 3.64% | -2.95% | 2.90% | 0.00% | -3.17% | 0.65% | -6.05% | -1.96% | 8.88% | -0.76% | -3.57% | -4.72% |
| 2014 | -3.64% | 3.98% | 1.88% | 2.04% | 1.43% | 2.08% | -1.85% | 3.20% | -1.00% | 1.02% | 2.02% | -14.05% | -4.21% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of INUTX is 31, 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 Dividend Opportunity Fund (INUTX) 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 Dividend Opportunity Fund provided a 2.77% dividend yield over the last twelve months, with an annual payout of $1.05 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.05 | $1.03 | $1.02 | $1.04 | $1.02 | $1.17 | $1.11 | $1.24 | $1.49 | $1.46 | $1.27 | $1.16 |
Dividend yield | 2.77% | 2.75% | 2.91% | 2.97% | 2.67% | 3.40% | 3.11% | 3.78% | 3.85% | 3.84% | 3.65% | 3.05% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.26 | $0.00 | $0.00 | $0.26 | |||||||
| 2024 | $0.00 | $0.00 | $0.24 | $0.00 | $0.00 | $0.27 | $0.00 | $0.00 | $0.26 | $0.00 | $0.00 | $0.27 | $1.03 |
| 2023 | $0.00 | $0.00 | $0.26 | $0.00 | $0.00 | $0.27 | $0.00 | $0.00 | $0.24 | $0.00 | $0.00 | $0.25 | $1.02 |
| 2022 | $0.00 | $0.00 | $0.27 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $0.26 | $0.00 | $0.00 | $0.27 | $1.04 |
| 2021 | $0.00 | $0.00 | $0.24 | $0.00 | $0.00 | $0.24 | $0.00 | $0.00 | $0.26 | $0.00 | $0.00 | $0.29 | $1.02 |
| 2020 | $0.00 | $0.00 | $0.29 | $0.00 | $0.00 | $0.29 | $0.00 | $0.00 | $0.29 | $0.00 | $0.00 | $0.30 | $1.17 |
| 2019 | $0.00 | $0.00 | $0.27 | $0.00 | $0.00 | $0.27 | $0.00 | $0.00 | $0.30 | $0.00 | $0.00 | $0.28 | $1.11 |
| 2018 | $0.00 | $0.00 | $0.28 | $0.00 | $0.00 | $0.32 | $0.00 | $0.00 | $0.32 | $0.00 | $0.00 | $0.32 | $1.24 |
| 2017 | $0.00 | $0.00 | $0.34 | $0.00 | $0.00 | $0.34 | $0.00 | $0.00 | $0.34 | $0.00 | $0.00 | $0.46 | $1.49 |
| 2016 | $0.00 | $0.00 | $0.32 | $0.00 | $0.00 | $0.34 | $0.00 | $0.00 | $0.35 | $0.00 | $0.00 | $0.45 | $1.46 |
| 2015 | $0.00 | $0.00 | $0.30 | $0.00 | $0.00 | $0.31 | $0.00 | $0.00 | $0.32 | $0.00 | $0.00 | $0.34 | $1.27 |
| 2014 | $0.28 | $0.00 | $0.00 | $0.29 | $0.00 | $0.00 | $0.28 | $0.00 | $0.00 | $0.30 | $1.16 |
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 8.65%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -55.57% | Oct 15, 2007 | 351 | Mar 9, 2009 | 540 | Apr 28, 2011 | 891 |
| -50.2% | Oct 2, 2000 | 504 | Oct 9, 2002 | 1042 | Nov 30, 2006 | 1546 |
| -39.53% | Dec 13, 2017 | 571 | Mar 23, 2020 | 245 | Mar 12, 2021 | 816 |
| -24.58% | Nov 28, 2014 | 287 | Jan 20, 2016 | 424 | Sep 25, 2017 | 711 |
| -20.16% | Nov 16, 2021 | 490 | Oct 27, 2023 | 178 | Jul 16, 2024 | 668 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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