PortfoliosLab logoPortfoliosLab logo

Documentation

Upgrade your plan

Columbia Bond Fund (UMMGX) Sortino Ratio

Mutual Fund · Currency in USD · Last updated Jun 5, 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.

Sortino 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 Sortino 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 5, 2026.

SymbolName1Y Sortino Ratio5Y Sortino Ratio10Y Sortino RatioAll Time Sortino Ratio
STWTXHartford Schroders Tax-Aware Bond Fund3.29
LSSAXLoomis Sayles Securitized Asset Fund3.26
PCGTXPACE Mortgage-Backed Securities Fixed Income Investments3.13
MCDWXManning & Napier Credit Series2.66
MCBDXMassMutual Core Bond Fund2.64
FSMOXFidelity SAI Investment Grade Securitized Fund2.63
FEDUXFidelity Education Income Fund2.60
DFXIXDFA Diversified Fixed Income Portfolio2.55
FMBPXFederated Hermes Mortgage Strategy Portfolio2.53
PRCIXT. Rowe Price New Income Fund2.50
UMMGXColumbia Bond Fund—

S&P 500 Index

How to choose period

Historical Sortino Ratio

The chart shows UMMGX's rolling Sortino ratio over time compared to your chosen benchmark. Rising trends indicate improving returns relative to downside risk, while declining trends may signal deteriorating risk-adjusted performance or increased volatility during market stress. 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.

Loading charts...

Sortino Ratio Calculator

IHow does UMMGX fit in your portfolio?

Add your other holdings to see your portfolio's Sortino Ratio and find out.

Analyze Your Portfolio