INUTX vs. CDDYX
Compare and contrast key facts about Columbia Dividend Opportunity Fund (INUTX) and Columbia Dividend Income Fund Institutional 3 Class (CDDYX).
INUTX is managed by Columbia. It was launched on Aug 1, 1988. CDDYX is managed by Columbia. It was launched on Nov 8, 2012.
Performance
INUTX vs. CDDYX - Performance Comparison
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INUTX vs. CDDYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
INUTX Columbia Dividend Opportunity Fund | 3.57% | 15.64% | 14.41% | 4.88% | -1.68% | 26.09% | 0.76% | 23.31% | -5.32% | 12.93% |
CDDYX Columbia Dividend Income Fund Institutional 3 Class | 1.65% | 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, INUTX achieves a 3.57% return, which is significantly higher than CDDYX's 1.65% return. Over the past 10 years, INUTX has underperformed CDDYX with an annualized return of 9.88%, while CDDYX has yielded a comparatively higher 12.13% annualized return.
INUTX
- 1D
- -0.22%
- 1M
- -5.19%
- YTD
- 3.57%
- 6M
- 6.47%
- 1Y
- 15.90%
- 3Y*
- 13.47%
- 5Y*
- 9.98%
- 10Y*
- 9.88%
CDDYX
- 1D
- 0.03%
- 1M
- -5.46%
- YTD
- 1.65%
- 6M
- 4.20%
- 1Y
- 14.89%
- 3Y*
- 14.58%
- 5Y*
- 10.65%
- 10Y*
- 12.13%
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INUTX vs. CDDYX - Expense Ratio Comparison
INUTX has a 1.06% expense ratio, which is higher than CDDYX's 0.55% expense ratio.
Return for Risk
INUTX vs. CDDYX — Risk / Return Rank
INUTX
CDDYX
INUTX vs. CDDYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Dividend Opportunity Fund (INUTX) 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.
| INUTX | CDDYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.18 | 1.20 | -0.02 |
Sortino ratioReturn per unit of downside risk | 1.65 | 1.70 | -0.06 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.26 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.38 | 1.47 | -0.09 |
Martin ratioReturn relative to average drawdown | 5.80 | 6.88 | -1.07 |
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
| INUTX | CDDYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.18 | 1.20 | -0.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.74 | 0.81 | -0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.63 | 0.78 | -0.15 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.60 | 0.85 | -0.25 |
Correlation
The correlation between INUTX and CDDYX is 0.94, 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
INUTX vs. CDDYX - Dividend Comparison
INUTX's dividend yield for the trailing twelve months is around 7.83%, more than CDDYX's 5.29% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
INUTX Columbia Dividend Opportunity Fund | 7.83% | 8.05% | 7.27% | 3.76% | 7.82% | 12.77% | 4.22% | 12.47% | 12.99% | 10.68% | 3.84% | 5.80% |
CDDYX Columbia Dividend Income Fund Institutional 3 Class | 5.29% | 5.33% | 5.99% | 4.96% | 3.90% | 2.93% | 1.85% | 3.28% | 7.65% | 4.03% | 3.84% | 8.35% |
Drawdowns
INUTX vs. CDDYX - Drawdown Comparison
The maximum INUTX drawdown since its inception was -55.57%, which is greater than CDDYX's maximum drawdown of -32.74%. Use the drawdown chart below to compare losses from any high point for INUTX and CDDYX.
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Drawdown Indicators
| INUTX | CDDYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.57% | -32.74% | -22.83% |
Max Drawdown (1Y)Largest decline over 1 year | -11.66% | -10.17% | -1.49% |
Max Drawdown (5Y)Largest decline over 5 years | -16.15% | -16.91% | +0.76% |
Max Drawdown (10Y)Largest decline over 10 years | -34.77% | -32.74% | -2.03% |
Current DrawdownCurrent decline from peak | -6.54% | -5.46% | -1.08% |
Average DrawdownAverage peak-to-trough decline | -7.69% | -2.79% | -4.90% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.77% | 2.18% | +0.59% |
Volatility
INUTX vs. CDDYX - Volatility Comparison
Columbia Dividend Opportunity Fund (INUTX) has a higher volatility of 3.26% compared to Columbia Dividend Income Fund Institutional 3 Class (CDDYX) at 2.92%. This indicates that INUTX'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
| INUTX | CDDYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.26% | 2.92% | +0.34% |
Volatility (6M)Calculated over the trailing 6-month period | 7.76% | 6.83% | +0.93% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.57% | 13.61% | +0.96% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.59% | 13.29% | +0.30% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.84% | 15.68% | +0.16% |