CLMVX vs. PUTIX
Compare and contrast key facts about Columbia Mortgage Opportunities Fund (CLMVX) and PIMCO Strategic Bond Fund (PUTIX).
CLMVX is managed by Columbia. It was launched on Apr 29, 2014. PUTIX is managed by PIMCO. It was launched on Jan 29, 2009.
Performance
CLMVX vs. PUTIX - Performance Comparison
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CLMVX vs. PUTIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CLMVX Columbia Mortgage Opportunities Fund | 0.51% | 11.95% | 5.30% | 7.57% | -17.82% | 5.44% | 9.25% | 6.44% | 7.90% | 5.41% |
PUTIX PIMCO Strategic Bond Fund | -0.71% | 8.12% | 6.35% | 6.65% | -6.51% | 0.44% | 4.33% | 5.24% | 3.34% | 7.87% |
Returns By Period
In the year-to-date period, CLMVX achieves a 0.51% return, which is significantly higher than PUTIX's -0.71% return. Over the past 10 years, CLMVX has outperformed PUTIX with an annualized return of 4.48%, while PUTIX has yielded a comparatively lower 3.91% annualized return.
CLMVX
- 1D
- 0.36%
- 1M
- -1.92%
- YTD
- 0.51%
- 6M
- 2.13%
- 1Y
- 8.19%
- 3Y*
- 7.43%
- 5Y*
- 0.79%
- 10Y*
- 4.48%
PUTIX
- 1D
- 0.09%
- 1M
- -1.55%
- YTD
- -0.71%
- 6M
- 1.31%
- 1Y
- 5.05%
- 3Y*
- 6.20%
- 5Y*
- 2.67%
- 10Y*
- 3.91%
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CLMVX vs. PUTIX - Expense Ratio Comparison
CLMVX has a 0.70% expense ratio, which is higher than PUTIX's 0.51% expense ratio.
Return for Risk
CLMVX vs. PUTIX — Risk / Return Rank
CLMVX
PUTIX
CLMVX vs. PUTIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Mortgage Opportunities Fund (CLMVX) and PIMCO Strategic Bond Fund (PUTIX). 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 | PUTIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.78 | 2.26 | -0.48 |
Sortino ratioReturn per unit of downside risk | 2.65 | 3.64 | -0.99 |
Omega ratioGain probability vs. loss probability | 1.33 | 1.53 | -0.20 |
Calmar ratioReturn relative to maximum drawdown | 3.71 | 2.87 | +0.84 |
Martin ratioReturn relative to average drawdown | 12.17 | 11.37 | +0.80 |
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 | PUTIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.78 | 2.26 | -0.48 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.12 | 1.00 | -0.88 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.81 | 1.44 | -0.62 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.78 | 1.07 | -0.29 |
Correlation
The correlation between CLMVX and PUTIX is 0.37, 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. PUTIX - Dividend Comparison
CLMVX's dividend yield for the trailing twelve months is around 5.47%, more than PUTIX's 4.28% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CLMVX Columbia Mortgage Opportunities Fund | 5.47% | 5.63% | 5.88% | 6.64% | 6.89% | 4.43% | 6.05% | 4.36% | 4.51% | 7.85% | 4.52% | 4.86% |
PUTIX PIMCO Strategic Bond Fund | 4.28% | 4.56% | 4.19% | 2.36% | 2.32% | 1.17% | 2.07% | 3.31% | 2.81% | 4.62% | 2.58% | 4.60% |
Drawdowns
CLMVX vs. PUTIX - Drawdown Comparison
The maximum CLMVX drawdown since its inception was -22.15%, which is greater than PUTIX's maximum drawdown of -9.59%. Use the drawdown chart below to compare losses from any high point for CLMVX and PUTIX.
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Drawdown Indicators
| CLMVX | PUTIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -22.15% | -9.59% | -12.56% |
Max Drawdown (1Y)Largest decline over 1 year | -2.49% | -1.96% | -0.53% |
Max Drawdown (5Y)Largest decline over 5 years | -22.15% | -9.59% | -12.56% |
Max Drawdown (10Y)Largest decline over 10 years | -22.15% | -9.59% | -12.56% |
Current DrawdownCurrent decline from peak | -1.92% | -1.55% | -0.37% |
Average DrawdownAverage peak-to-trough decline | -4.00% | -1.25% | -2.75% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.76% | 0.49% | +0.27% |
Volatility
CLMVX vs. PUTIX - Volatility Comparison
Columbia Mortgage Opportunities Fund (CLMVX) has a higher volatility of 1.62% compared to PIMCO Strategic Bond Fund (PUTIX) at 0.95%. This indicates that CLMVX's price experiences larger fluctuations and is considered to be riskier than PUTIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CLMVX | PUTIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.62% | 0.95% | +0.67% |
Volatility (6M)Calculated over the trailing 6-month period | 2.62% | 1.53% | +1.09% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.77% | 2.47% | +2.30% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.71% | 2.69% | +4.02% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.52% | 2.73% | +2.79% |