IMRFX vs. CDDYX
Compare and contrast key facts about Columbia Global Opportunities Fund (IMRFX) and Columbia Dividend Income Fund Institutional 3 Class (CDDYX).
IMRFX is managed by Columbia. It was launched on Jan 22, 1985. CDDYX is managed by Columbia. It was launched on Nov 8, 2012.
Performance
IMRFX vs. CDDYX - Performance Comparison
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IMRFX vs. CDDYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IMRFX Columbia Global Opportunities Fund | -3.77% | 15.88% | 7.46% | 11.29% | -21.02% | 6.25% | 12.55% | 15.62% | -7.03% | 18.17% |
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, IMRFX achieves a -3.77% return, which is significantly lower than CDDYX's 3.28% return. Over the past 10 years, IMRFX has underperformed CDDYX with an annualized return of 5.09%, while CDDYX has yielded a comparatively higher 12.31% annualized return.
IMRFX
- 1D
- -0.08%
- 1M
- -7.67%
- YTD
- -3.77%
- 6M
- -1.67%
- 1Y
- 12.35%
- 3Y*
- 8.44%
- 5Y*
- 2.08%
- 10Y*
- 5.09%
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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IMRFX vs. CDDYX - Expense Ratio Comparison
IMRFX has a 1.15% expense ratio, which is higher than CDDYX's 0.55% expense ratio.
Return for Risk
IMRFX vs. CDDYX — Risk / Return Rank
IMRFX
CDDYX
IMRFX vs. CDDYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Global Opportunities Fund (IMRFX) 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.
| IMRFX | CDDYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.18 | 1.23 | -0.05 |
Sortino ratioReturn per unit of downside risk | 1.66 | 1.75 | -0.08 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.27 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.43 | 1.78 | -0.35 |
Martin ratioReturn relative to average drawdown | 6.22 | 8.25 | -2.03 |
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
| IMRFX | CDDYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.18 | 1.23 | -0.05 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.19 | 0.82 | -0.62 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.49 | 0.79 | -0.29 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.60 | 0.86 | -0.26 |
Correlation
The correlation between IMRFX and CDDYX is 0.80, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
IMRFX vs. CDDYX - Dividend Comparison
IMRFX's dividend yield for the trailing twelve months is around 18.57%, more than CDDYX's 5.21% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IMRFX Columbia Global Opportunities Fund | 18.57% | 17.87% | 0.47% | 0.00% | 6.62% | 7.92% | 4.40% | 1.75% | 0.35% | 0.00% | 2.77% | 0.00% |
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
IMRFX vs. CDDYX - Drawdown Comparison
The maximum IMRFX drawdown since its inception was -45.67%, which is greater than CDDYX's maximum drawdown of -32.74%. Use the drawdown chart below to compare losses from any high point for IMRFX and CDDYX.
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Drawdown Indicators
| IMRFX | CDDYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -45.67% | -32.74% | -12.93% |
Max Drawdown (1Y)Largest decline over 1 year | -8.07% | -10.17% | +2.10% |
Max Drawdown (5Y)Largest decline over 5 years | -28.77% | -16.91% | -11.86% |
Max Drawdown (10Y)Largest decline over 10 years | -28.77% | -32.74% | +3.97% |
Current DrawdownCurrent decline from peak | -8.07% | -3.95% | -4.12% |
Average DrawdownAverage peak-to-trough decline | -7.35% | -2.79% | -4.56% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.85% | 2.19% | -0.34% |
Volatility
IMRFX vs. CDDYX - Volatility Comparison
Columbia Global Opportunities Fund (IMRFX) has a higher volatility of 4.46% compared to Columbia Dividend Income Fund Institutional 3 Class (CDDYX) at 3.45%. This indicates that IMRFX's price experiences larger fluctuations and is considered to be riskier 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
| IMRFX | CDDYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.46% | 3.45% | +1.01% |
Volatility (6M)Calculated over the trailing 6-month period | 7.08% | 7.00% | +0.08% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.52% | 13.67% | -3.15% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.82% | 13.31% | -2.49% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.34% | 15.68% | -5.34% |