CLMVX vs. CDDYX
Compare and contrast key facts about Columbia Mortgage Opportunities Fund (CLMVX) and Columbia Dividend Income Fund Institutional 3 Class (CDDYX).
CLMVX is managed by Columbia. It was launched on Apr 29, 2014. CDDYX is managed by Columbia. It was launched on Nov 8, 2012.
Performance
CLMVX vs. CDDYX - Performance Comparison
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CLMVX vs. CDDYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CLMVX Columbia Mortgage Opportunities Fund | 0.86% | 11.95% | 5.30% | 7.57% | -17.82% | 5.44% | 9.25% | 6.44% | 7.90% | 5.41% |
CDDYX Columbia Dividend Income Fund Institutional 3 Class | 3.28% | 15.95% | 15.17% | 10.65% | -4.84% | 26.43% | 7.92% | 28.74% | -4.27% | 20.34% |
Returns By Period
In the year-to-date period, CLMVX achieves a 0.86% return, which is significantly lower than CDDYX's 3.28% return. Over the past 10 years, CLMVX has underperformed CDDYX with an annualized return of 4.51%, while CDDYX has yielded a comparatively higher 12.31% annualized return.
CLMVX
- 1D
- 0.35%
- 1M
- -1.23%
- YTD
- 0.86%
- 6M
- 2.25%
- 1Y
- 8.18%
- 3Y*
- 7.56%
- 5Y*
- 0.87%
- 10Y*
- 4.51%
CDDYX
- 1D
- 1.60%
- 1M
- -3.90%
- YTD
- 3.28%
- 6M
- 5.98%
- 1Y
- 16.96%
- 3Y*
- 15.18%
- 5Y*
- 10.80%
- 10Y*
- 12.31%
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CLMVX vs. CDDYX - Expense Ratio Comparison
CLMVX has a 0.70% expense ratio, which is higher than CDDYX's 0.55% expense ratio.
Return for Risk
CLMVX vs. CDDYX — Risk / Return Rank
CLMVX
CDDYX
CLMVX vs. CDDYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Mortgage Opportunities Fund (CLMVX) and Columbia Dividend Income Fund Institutional 3 Class (CDDYX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| CLMVX | CDDYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.81 | 1.23 | +0.57 |
Sortino ratioReturn per unit of downside risk | 2.69 | 1.75 | +0.94 |
Omega ratioGain probability vs. loss probability | 1.34 | 1.27 | +0.07 |
Calmar ratioReturn relative to maximum drawdown | 3.54 | 1.78 | +1.76 |
Martin ratioReturn relative to average drawdown | 11.54 | 8.25 | +3.29 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| CLMVX | CDDYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.81 | 1.23 | +0.57 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.13 | 0.82 | -0.69 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.82 | 0.79 | +0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.79 | 0.86 | -0.07 |
Correlation
The correlation between CLMVX and CDDYX is 0.08, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
CLMVX vs. CDDYX - Dividend Comparison
CLMVX's dividend yield for the trailing twelve months is around 5.45%, more than CDDYX's 5.21% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CLMVX Columbia Mortgage Opportunities Fund | 5.45% | 5.63% | 5.88% | 6.64% | 6.89% | 4.43% | 6.05% | 4.36% | 4.51% | 7.85% | 4.52% | 4.86% |
CDDYX Columbia Dividend Income Fund Institutional 3 Class | 5.21% | 5.33% | 5.99% | 4.96% | 3.90% | 2.93% | 1.85% | 3.28% | 7.65% | 4.03% | 3.84% | 8.35% |
Drawdowns
CLMVX vs. CDDYX - Drawdown Comparison
The maximum CLMVX drawdown since its inception was -22.15%, smaller than the maximum CDDYX drawdown of -32.74%. Use the drawdown chart below to compare losses from any high point for CLMVX and CDDYX.
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Drawdown Indicators
| CLMVX | CDDYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -22.15% | -32.74% | +10.59% |
Max Drawdown (1Y)Largest decline over 1 year | -2.49% | -10.17% | +7.68% |
Max Drawdown (5Y)Largest decline over 5 years | -22.15% | -16.91% | -5.24% |
Max Drawdown (10Y)Largest decline over 10 years | -22.15% | -32.74% | +10.59% |
Current DrawdownCurrent decline from peak | -1.57% | -3.95% | +2.38% |
Average DrawdownAverage peak-to-trough decline | -4.00% | -2.79% | -1.21% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.77% | 2.19% | -1.42% |
Volatility
CLMVX vs. CDDYX - Volatility Comparison
The current volatility for Columbia Mortgage Opportunities Fund (CLMVX) is 1.66%, while Columbia Dividend Income Fund Institutional 3 Class (CDDYX) has a volatility of 3.45%. This indicates that CLMVX experiences smaller price fluctuations and is considered to be less risky than CDDYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CLMVX | CDDYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.66% | 3.45% | -1.79% |
Volatility (6M)Calculated over the trailing 6-month period | 2.64% | 7.00% | -4.36% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.77% | 13.67% | -8.90% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.71% | 13.31% | -6.60% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.52% | 15.68% | -10.16% |