Columbia Emerging Markets Fund (UMEMX)
The fund invests at least 80% of its net assets in equity securities (including, but not limited to, common stocks, preferred stocks and securities convertible into common or preferred stocks) of companies located in emerging market countries. Emerging market countries include those countries whose economies are considered to be developing or emerging from underdevelopment. The advisor may invest in a variety of countries, industries and sectors and does not attempt to invest a specific percentage of its assets in any given country, industry or sector.
Fund Info
US19765Y8527
Jan 1, 1998
$2,000
Large-Cap
Growth
Expense Ratio
UMEMX has a high expense ratio of 1.20%, 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 Emerging Markets Fund (UMEMX) returned 6.76% year-to-date (YTD) and 10.19% over the past 12 months. Over the past 10 years, UMEMX returned 3.42% annually, underperforming the S&P 500 benchmark at 10.85%.
UMEMX
6.76%
4.77%
7.28%
10.19%
3.26%
3.37%
3.42%
^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 UMEMX, 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 | 1.52% | -0.07% | -0.45% | 0.90% | 4.77% | 6.76% | |||||||
| 2024 | -4.56% | 3.86% | 2.83% | -1.02% | 1.35% | 3.68% | -1.06% | 0.61% | 5.23% | -2.52% | -1.92% | 0.49% | 6.68% |
| 2023 | 8.71% | -7.77% | 2.61% | -1.19% | -1.54% | 5.92% | 4.60% | -5.89% | -3.42% | -3.72% | 8.89% | 3.05% | 8.89% |
| 2022 | -4.84% | -9.01% | -5.86% | -7.37% | -0.08% | -6.73% | 0.00% | 0.17% | -12.25% | -2.17% | 14.37% | -3.20% | -33.02% |
| 2021 | 3.68% | 1.28% | -3.04% | 2.25% | 0.92% | 2.89% | -7.64% | 3.09% | -4.50% | 0.38% | -5.62% | -0.45% | -7.30% |
| 2020 | -2.82% | -3.99% | -19.79% | 10.92% | 5.18% | 9.93% | 10.94% | 4.57% | -0.25% | 2.28% | 9.31% | 7.78% | 33.83% |
| 2019 | 9.85% | 1.01% | 2.82% | 2.74% | -6.52% | 7.06% | -0.39% | -3.07% | 1.79% | 4.71% | 0.76% | 7.78% | 31.11% |
| 2018 | 6.44% | -4.22% | -0.43% | -3.28% | -1.55% | -4.72% | 1.10% | -4.51% | -1.63% | -10.10% | 4.51% | -4.20% | -21.27% |
| 2017 | 6.26% | 1.60% | 4.13% | 3.59% | 3.82% | 1.75% | 6.72% | 3.07% | 1.33% | 3.48% | 0.75% | 2.80% | 46.95% |
| 2016 | -5.45% | -2.35% | 10.36% | 0.22% | -0.22% | 2.95% | 4.77% | 1.92% | 2.09% | -2.24% | -5.97% | -0.21% | 4.89% |
| 2015 | 2.02% | 2.28% | 0.19% | 4.15% | -2.04% | -1.70% | -5.30% | -10.07% | -2.04% | 6.00% | -0.44% | -1.64% | -9.19% |
| 2014 | -5.20% | 5.07% | 0.49% | -1.08% | 3.66% | 2.58% | -0.19% | 2.71% | -6.27% | 1.36% | -0.57% | -4.54% | -2.67% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of UMEMX is 32, 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 Emerging Markets Fund (UMEMX) 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 Emerging Markets Fund provided a 1.21% dividend yield over the last twelve months, with an annual payout of $0.17 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.17 | $0.17 | $0.00 | $0.00 | $0.27 | $0.22 | $0.05 | $0.01 | $0.05 | $0.00 | $0.00 | $0.03 |
Dividend yield | 1.21% | 1.29% | 0.00% | 0.00% | 1.55% | 1.15% | 0.34% | 0.12% | 0.33% | 0.00% | 0.00% | 0.27% |
Monthly Dividends
The table displays the monthly dividend distributions for Columbia Emerging Markets 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 | $0.17 | $0.17 |
| 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 | $0.00 | $0.00 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.27 | $0.27 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.22 | $0.22 |
| 2019 | $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 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.01 | $0.01 |
| 2017 | $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 |
| 2016 | $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 |
| 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 | $0.03 | $0.03 |
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 Emerging Markets 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 Emerging Markets Fund was 69.51%, occurring on Nov 20, 2008. Recovery took 2173 trading sessions.
The current Columbia Emerging Markets Fund drawdown is 32.40%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -69.51% | Nov 1, 2007 | 266 | Nov 20, 2008 | 2173 | Jul 13, 2017 | 2439 |
| -51.61% | Feb 17, 2021 | 426 | Oct 24, 2022 | — | — | — |
| -36.16% | Jan 29, 2018 | 541 | Mar 23, 2020 | 83 | Jul 21, 2020 | 624 |
| -34.36% | Feb 5, 2001 | 155 | Sep 21, 2001 | 446 | Jul 2, 2003 | 601 |
| -24.55% | May 10, 2006 | 24 | Jun 13, 2006 | 113 | Nov 22, 2006 | 137 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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