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LBSAX vs. INUTX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between LBSAX and INUTX is 0.89, 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.


-0.50.00.51.0
Correlation: 0.9

Performance

LBSAX vs. INUTX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Columbia Dividend Income Fund Class A (LBSAX) and Columbia Dividend Opportunity Fund (INUTX). The values are adjusted to include any dividend payments, if applicable.

200.00%250.00%300.00%350.00%400.00%450.00%500.00%550.00%NovemberDecember2025FebruaryMarchApril
448.24%
229.97%
LBSAX
INUTX

Key characteristics

Sharpe Ratio

LBSAX:

0.21

INUTX:

0.15

Sortino Ratio

LBSAX:

0.39

INUTX:

0.29

Omega Ratio

LBSAX:

1.06

INUTX:

1.04

Calmar Ratio

LBSAX:

0.20

INUTX:

0.13

Martin Ratio

LBSAX:

0.68

INUTX:

0.41

Ulcer Index

LBSAX:

4.68%

INUTX:

5.55%

Daily Std Dev

LBSAX:

14.94%

INUTX:

15.65%

Max Drawdown

LBSAX:

-48.43%

INUTX:

-55.57%

Current Drawdown

LBSAX:

-10.36%

INUTX:

-11.80%

Returns By Period

The year-to-date returns for both stocks are quite close, with LBSAX having a -1.98% return and INUTX slightly lower at -2.04%. Over the past 10 years, LBSAX has outperformed INUTX with an annualized return of 7.23%, while INUTX has yielded a comparatively lower 2.72% annualized return.


LBSAX

YTD

-1.98%

1M

-4.22%

6M

-7.26%

1Y

2.35%

5Y*

10.56%

10Y*

7.23%

INUTX

YTD

-2.04%

1M

-5.22%

6M

-8.91%

1Y

1.38%

5Y*

7.52%

10Y*

2.72%

*Annualized

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LBSAX vs. INUTX - Expense Ratio Comparison

LBSAX has a 0.90% expense ratio, which is lower than INUTX's 1.06% expense ratio.


Expense ratio chart for INUTX: current value is 1.06%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
INUTX: 1.06%
Expense ratio chart for LBSAX: current value is 0.90%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
LBSAX: 0.90%

Risk-Adjusted Performance

LBSAX vs. INUTX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

LBSAX
The Risk-Adjusted Performance Rank of LBSAX is 3838
Overall Rank
The Sharpe Ratio Rank of LBSAX is 3737
Sharpe Ratio Rank
The Sortino Ratio Rank of LBSAX is 3737
Sortino Ratio Rank
The Omega Ratio Rank of LBSAX is 3737
Omega Ratio Rank
The Calmar Ratio Rank of LBSAX is 4141
Calmar Ratio Rank
The Martin Ratio Rank of LBSAX is 3737
Martin Ratio Rank

INUTX
The Risk-Adjusted Performance Rank of INUTX is 3333
Overall Rank
The Sharpe Ratio Rank of INUTX is 3333
Sharpe Ratio Rank
The Sortino Ratio Rank of INUTX is 3232
Sortino Ratio Rank
The Omega Ratio Rank of INUTX is 3333
Omega Ratio Rank
The Calmar Ratio Rank of INUTX is 3535
Calmar Ratio Rank
The Martin Ratio Rank of INUTX is 3232
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

LBSAX vs. INUTX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Columbia Dividend Income Fund Class A (LBSAX) and Columbia Dividend Opportunity Fund (INUTX). 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.


The chart of Sharpe ratio for LBSAX, currently valued at 0.21, compared to the broader market-1.000.001.002.003.00
LBSAX: 0.21
INUTX: 0.15
The chart of Sortino ratio for LBSAX, currently valued at 0.39, compared to the broader market-2.000.002.004.006.008.00
LBSAX: 0.39
INUTX: 0.29
The chart of Omega ratio for LBSAX, currently valued at 1.06, compared to the broader market0.501.001.502.002.503.00
LBSAX: 1.06
INUTX: 1.04
The chart of Calmar ratio for LBSAX, currently valued at 0.20, compared to the broader market0.002.004.006.008.0010.00
LBSAX: 0.20
INUTX: 0.13
The chart of Martin ratio for LBSAX, currently valued at 0.68, compared to the broader market0.0010.0020.0030.0040.0050.00
LBSAX: 0.68
INUTX: 0.41

The current LBSAX Sharpe Ratio is 0.21, which is higher than the INUTX Sharpe Ratio of 0.15. The chart below compares the historical Sharpe Ratios of LBSAX and INUTX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.001.002.003.00NovemberDecember2025FebruaryMarchApril
0.21
0.15
LBSAX
INUTX

Dividends

LBSAX vs. INUTX - Dividend Comparison

LBSAX's dividend yield for the trailing twelve months is around 1.60%, less than INUTX's 8.23% yield.


TTM20242023202220212020201920182017201620152014
LBSAX
Columbia Dividend Income Fund Class A
1.60%1.57%1.71%1.67%1.23%1.52%1.60%1.93%1.56%1.71%2.65%2.01%
INUTX
Columbia Dividend Opportunity Fund
8.23%7.97%3.76%7.82%12.77%4.22%12.47%12.99%11.88%3.84%5.80%17.14%

Drawdowns

LBSAX vs. INUTX - Drawdown Comparison

The maximum LBSAX drawdown since its inception was -48.43%, smaller than the maximum INUTX drawdown of -55.57%. Use the drawdown chart below to compare losses from any high point for LBSAX and INUTX. For additional features, visit the drawdowns tool.


-15.00%-10.00%-5.00%0.00%NovemberDecember2025FebruaryMarchApril
-10.36%
-11.80%
LBSAX
INUTX

Volatility

LBSAX vs. INUTX - Volatility Comparison

Columbia Dividend Income Fund Class A (LBSAX) and Columbia Dividend Opportunity Fund (INUTX) have volatilities of 10.50% and 10.77%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%NovemberDecember2025FebruaryMarchApril
10.50%
10.77%
LBSAX
INUTX