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 higher-than-average management fees.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Columbia Emerging Markets 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 Emerging Markets Fund had a return of 5.92% year-to-date (YTD) and 13.55% in the last 12 months. Over the past 10 years, Columbia Emerging Markets Fund had an annualized return of 3.53%, while the S&P 500 had an annualized return of 11.31%, indicating that Columbia Emerging Markets Fund did not perform as well as the benchmark.
UMEMX
5.92%
4.97%
6.21%
13.55%
0.29%
3.53%
^GSPC (Benchmark)
4.46%
2.46%
9.31%
23.49%
13.03%
11.31%
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% | 5.92% | |||||||||||
| 2024 | -4.56% | 3.86% | 2.83% | -1.02% | 1.35% | 3.68% | -1.06% | 0.61% | 5.23% | -2.52% | -1.92% | 0.50% | 6.69% |
| 2023 | 8.71% | -7.77% | 2.61% | -1.18% | -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% | -0.88% | -7.69% |
| 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% | 7.79% | 31.11% |
| 2018 | 6.45% | -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% | 3.58% | 3.83% | 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 43, 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.
Dividends
Dividend History
Columbia Emerging Markets Fund provided a 1.22% 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 | $0.19 | $0.22 | $0.05 | $0.01 | $0.05 | $0.00 | $0.00 | $0.03 |
Dividend yield | 1.22% | 1.29% | 0.00% | 0.00% | 1.12% | 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 | ||||||||||
| 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 | $0.19 | $0.19 |
| 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.
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 75.62%, occurring on Nov 20, 2008. Recovery took 3038 trading sessions.
The current Columbia Emerging Markets Fund drawdown is 33.21%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -75.62% | Nov 1, 2007 | 266 | Nov 20, 2008 | 3038 | Dec 17, 2020 | 3304 |
| -51.82% | Feb 17, 2021 | 426 | Oct 24, 2022 | — | — | — |
| -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 |
| -17.95% | Apr 13, 2004 | 25 | May 17, 2004 | 116 | Nov 1, 2004 | 141 |
Volatility
Volatility Chart
The current Columbia Emerging Markets Fund volatility is 4.60%, 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.