IMRFX vs. CMTFX
Compare and contrast key facts about Columbia Global Opportunities Fund (IMRFX) and Columbia Global Technology Growth Fund (CMTFX).
IMRFX is managed by Columbia. It was launched on Jan 22, 1985. CMTFX is managed by Columbia. It was launched on Nov 8, 2000.
Performance
IMRFX vs. CMTFX - Performance Comparison
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IMRFX vs. CMTFX - 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% |
CMTFX Columbia Global Technology Growth Fund | -10.17% | 25.10% | 31.72% | 56.85% | -34.63% | 23.04% | 49.65% | 44.21% | -1.26% | 43.38% |
Returns By Period
In the year-to-date period, IMRFX achieves a -3.77% return, which is significantly higher than CMTFX's -10.17% return. Over the past 10 years, IMRFX has underperformed CMTFX with an annualized return of 5.09%, while CMTFX has yielded a comparatively higher 20.54% 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%
CMTFX
- 1D
- -1.69%
- 1M
- -9.74%
- YTD
- -10.17%
- 6M
- -8.43%
- 1Y
- 28.08%
- 3Y*
- 24.15%
- 5Y*
- 12.80%
- 10Y*
- 20.54%
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IMRFX vs. CMTFX - Expense Ratio Comparison
IMRFX has a 1.15% expense ratio, which is higher than CMTFX's 0.92% expense ratio.
Return for Risk
IMRFX vs. CMTFX — Risk / Return Rank
IMRFX
CMTFX
IMRFX vs. CMTFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Global Opportunities Fund (IMRFX) and Columbia Global Technology Growth Fund (CMTFX). 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 | CMTFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.18 | 1.03 | +0.15 |
Sortino ratioReturn per unit of downside risk | 1.66 | 1.58 | +0.08 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.22 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.43 | 1.70 | -0.27 |
Martin ratioReturn relative to average drawdown | 6.22 | 6.04 | +0.18 |
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 | CMTFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.18 | 1.03 | +0.15 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.19 | 0.50 | -0.31 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.49 | 0.84 | -0.34 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.60 | 0.44 | +0.16 |
Correlation
The correlation between IMRFX and CMTFX is 0.81, 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. CMTFX - Dividend Comparison
IMRFX's dividend yield for the trailing twelve months is around 18.57%, more than CMTFX's 3.44% 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% |
CMTFX Columbia Global Technology Growth Fund | 3.44% | 3.09% | 1.02% | 2.23% | 3.36% | 4.19% | 0.87% | 2.44% | 5.89% | 3.60% | 0.35% | 1.74% |
Drawdowns
IMRFX vs. CMTFX - Drawdown Comparison
The maximum IMRFX drawdown since its inception was -45.67%, smaller than the maximum CMTFX drawdown of -68.28%. Use the drawdown chart below to compare losses from any high point for IMRFX and CMTFX.
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Drawdown Indicators
| IMRFX | CMTFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -45.67% | -68.28% | +22.61% |
Max Drawdown (1Y)Largest decline over 1 year | -8.07% | -14.35% | +6.28% |
Max Drawdown (5Y)Largest decline over 5 years | -28.77% | -39.42% | +10.65% |
Max Drawdown (10Y)Largest decline over 10 years | -28.77% | -39.42% | +10.65% |
Current DrawdownCurrent decline from peak | -8.07% | -14.35% | +6.28% |
Average DrawdownAverage peak-to-trough decline | -7.35% | -16.40% | +9.05% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.85% | 4.04% | -2.19% |
Volatility
IMRFX vs. CMTFX - Volatility Comparison
The current volatility for Columbia Global Opportunities Fund (IMRFX) is 4.46%, while Columbia Global Technology Growth Fund (CMTFX) has a volatility of 7.45%. This indicates that IMRFX experiences smaller price fluctuations and is considered to be less risky than CMTFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IMRFX | CMTFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.46% | 7.45% | -2.99% |
Volatility (6M)Calculated over the trailing 6-month period | 7.08% | 16.24% | -9.16% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.52% | 27.01% | -16.49% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.82% | 25.81% | -14.99% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.34% | 24.66% | -14.32% |