Correlation
The correlation between IMRFX and VFIFX is 0.90, 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.
IMRFX vs. VFIFX
Compare and contrast key facts about Columbia Global Opportunities Fund (IMRFX) and Vanguard Target Retirement 2050 Fund (VFIFX).
IMRFX is managed by Columbia Threadneedle. It was launched on Jan 22, 1985. VFIFX is managed by Vanguard. It was launched on Jun 7, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IMRFX or VFIFX.
Performance
IMRFX vs. VFIFX - Performance Comparison
Loading data...
Key characteristics
IMRFX:
0.71
VFIFX:
0.85
IMRFX:
0.93
VFIFX:
1.17
IMRFX:
1.12
VFIFX:
1.17
IMRFX:
0.49
VFIFX:
0.82
IMRFX:
2.57
VFIFX:
3.61
IMRFX:
2.68%
VFIFX:
3.29%
IMRFX:
11.07%
VFIFX:
15.43%
IMRFX:
-46.08%
VFIFX:
-51.68%
IMRFX:
-4.38%
VFIFX:
-0.30%
Returns By Period
In the year-to-date period, IMRFX achieves a 3.48% return, which is significantly lower than VFIFX's 5.42% return. Over the past 10 years, IMRFX has underperformed VFIFX with an annualized return of 4.08%, while VFIFX has yielded a comparatively higher 7.59% annualized return.
IMRFX
3.48%
2.57%
0.89%
7.29%
4.30%
4.11%
4.08%
VFIFX
5.42%
4.87%
2.52%
12.39%
10.89%
9.57%
7.59%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
IMRFX vs. VFIFX - Expense Ratio Comparison
IMRFX has a 1.15% expense ratio, which is higher than VFIFX's 0.08% expense ratio.
Risk-Adjusted Performance
IMRFX vs. VFIFX — Risk-Adjusted Performance Rank
IMRFX
VFIFX
IMRFX vs. VFIFX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Global Opportunities Fund (IMRFX) and Vanguard Target Retirement 2050 Fund (VFIFX). 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.
Loading data...
Dividends
IMRFX vs. VFIFX - Dividend Comparison
IMRFX's dividend yield for the trailing twelve months is around 0.45%, less than VFIFX's 2.11% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IMRFX Columbia Global Opportunities Fund | 0.45% | 0.47% | 0.00% | 6.62% | 7.92% | 4.40% | 1.75% | 0.35% | 0.00% | 2.77% | 0.00% | 0.52% |
VFIFX Vanguard Target Retirement 2050 Fund | 2.11% | 2.22% | 2.21% | 2.38% | 12.83% | 1.84% | 2.20% | 2.51% | 1.92% | 2.04% | 2.36% | 2.03% |
Drawdowns
IMRFX vs. VFIFX - Drawdown Comparison
The maximum IMRFX drawdown since its inception was -46.08%, smaller than the maximum VFIFX drawdown of -51.68%. Use the drawdown chart below to compare losses from any high point for IMRFX and VFIFX.
Loading data...
Volatility
IMRFX vs. VFIFX - Volatility Comparison
The current volatility for Columbia Global Opportunities Fund (IMRFX) is 2.09%, while Vanguard Target Retirement 2050 Fund (VFIFX) has a volatility of 3.36%. This indicates that IMRFX experiences smaller price fluctuations and is considered to be less risky than VFIFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading data...