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Columbia Bond Fund (UMMGX) Sharpe Ratio

Mutual Fund · Currency in USD · Last updated Jun 6, 2026

Under normal circumstances, the fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in bonds and other debt securities. It generally invests at least 65% of its assets in debt securities issued by the U.S. government and its agencies and instrumentalities, debt securities issued by corporations, and mortgage- and other asset-backed securities that, at the time of purchase, are rated in at least one of the three highest rating categories or are unrated but determined to be of comparable quality.

Sharpe ratio is not yet available for UMMGX. This metric requires at least 12 months of historical daily returns to calculate. Check back once this data is available.

How it compares to other similar mutual funds

The table compares Columbia Bond Fund's Sharpe Ratio with other mutual funds in the Intermediate Core Bond category across multiple time periods, showing how UMMGX's risk-adjusted performance compares to similar funds.

Data shows 1-, 5-, and 10-year periods, plus each fund's all-time average, as of Jun 6, 2026.

SymbolName1Y Sharpe Ratio5Y Sharpe Ratio10Y Sharpe RatioAll Time Sharpe Ratio
STWTXHartford Schroders Tax-Aware Bond Fund2.10
LSSAXLoomis Sayles Securitized Asset Fund1.98
MCDWXManning & Napier Credit Series1.72
PCGTXPACE Mortgage-Backed Securities Fixed Income Investments1.67
FSMOXFidelity SAI Investment Grade Securitized Fund1.63
DFXIXDFA Diversified Fixed Income Portfolio1.63
FMBPXFederated Hermes Mortgage Strategy Portfolio1.60
MCBDXMassMutual Core Bond Fund1.59
FEDUXFidelity Education Income Fund1.53
PRCIXT. Rowe Price New Income Fund1.50
UMMGXColumbia Bond Fund—

S&P 500 Index

How to choose period

Historical Sharpe Ratio

The chart shows UMMGX's rolling Sharpe ratio over time compared to your chosen benchmark. Rising trends indicate improving returns relative to total volatility, while declining trends may signal deteriorating risk-adjusted performance or increased volatility. Use multiple timeframes to distinguish short-term fluctuations from long-term patterns.

Identify market cycles by observing when UMMGX consistently outperforms (line above benchmark), underperforms (below benchmark), or aligns with the benchmark.

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