UMMGX vs. BCRIX
Compare and contrast key facts about Columbia Bond Fund (UMMGX) and BlackRock Advantage CoreAlpha Bond Fund (BCRIX).
UMMGX is managed by Columbia. It was launched on Jan 9, 1986. BCRIX is managed by BlackRock. It was launched on Feb 28, 2011.
Performance
UMMGX vs. BCRIX - Performance Comparison
Loading graphics...
UMMGX vs. BCRIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
UMMGX Columbia Bond Fund | 0.03% | 8.03% | 2.06% | 6.73% | -15.66% | -0.79% | 9.10% | 9.23% | -0.50% | 3.73% |
BCRIX BlackRock Advantage CoreAlpha Bond Fund | -0.51% | 6.81% | 2.21% | 5.07% | -14.70% | -1.97% | 8.78% | 9.33% | -0.17% | 4.17% |
Returns By Period
In the year-to-date period, UMMGX achieves a 0.03% return, which is significantly higher than BCRIX's -0.51% return. Over the past 10 years, UMMGX has outperformed BCRIX with an annualized return of 2.07%, while BCRIX has yielded a comparatively lower 1.60% annualized return.
UMMGX
- 1D
- 0.00%
- 1M
- -1.43%
- YTD
- 0.03%
- 6M
- 0.77%
- 1Y
- 4.54%
- 3Y*
- 4.20%
- 5Y*
- 0.12%
- 10Y*
- 2.07%
BCRIX
- 1D
- 0.12%
- 1M
- -1.82%
- YTD
- -0.51%
- 6M
- 0.22%
- 1Y
- 3.71%
- 3Y*
- 3.51%
- 5Y*
- -0.32%
- 10Y*
- 1.60%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
UMMGX vs. BCRIX - Expense Ratio Comparison
UMMGX has a 0.52% expense ratio, which is higher than BCRIX's 0.28% expense ratio.
Return for Risk
UMMGX vs. BCRIX — Risk / Return Rank
UMMGX
BCRIX
UMMGX vs. BCRIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Bond Fund (UMMGX) and BlackRock Advantage CoreAlpha Bond Fund (BCRIX). 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.
| UMMGX | BCRIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.31 | 0.88 | +0.43 |
Sortino ratioReturn per unit of downside risk | 1.95 | 1.26 | +0.69 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.15 | +0.08 |
Calmar ratioReturn relative to maximum drawdown | 2.09 | 1.49 | +0.60 |
Martin ratioReturn relative to average drawdown | 6.63 | 4.37 | +2.27 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| UMMGX | BCRIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.31 | 0.88 | +0.43 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.02 | -0.05 | +0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.40 | 0.32 | +0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.94 | 0.43 | +0.51 |
Correlation
The correlation between UMMGX and BCRIX is 0.93, 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
UMMGX vs. BCRIX - Dividend Comparison
UMMGX's dividend yield for the trailing twelve months is around 4.08%, less than BCRIX's 4.26% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UMMGX Columbia Bond Fund | 4.08% | 4.20% | 3.70% | 3.73% | 2.73% | 1.76% | 4.77% | 4.21% | 2.71% | 1.88% | 4.66% | 3.56% |
BCRIX BlackRock Advantage CoreAlpha Bond Fund | 4.26% | 4.59% | 4.53% | 3.41% | 1.85% | 2.49% | 6.25% | 3.75% | 3.07% | 2.81% | 3.21% | 2.93% |
Drawdowns
UMMGX vs. BCRIX - Drawdown Comparison
The maximum UMMGX drawdown since its inception was -20.86%, roughly equal to the maximum BCRIX drawdown of -20.21%. Use the drawdown chart below to compare losses from any high point for UMMGX and BCRIX.
Loading graphics...
Drawdown Indicators
| UMMGX | BCRIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -20.86% | -20.21% | -0.65% |
Max Drawdown (1Y)Largest decline over 1 year | -2.76% | -3.09% | +0.33% |
Max Drawdown (5Y)Largest decline over 5 years | -20.86% | -20.05% | -0.81% |
Max Drawdown (10Y)Largest decline over 10 years | -20.86% | -20.21% | -0.65% |
Current DrawdownCurrent decline from peak | -2.58% | -4.57% | +1.99% |
Average DrawdownAverage peak-to-trough decline | -2.73% | -4.11% | +1.38% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.87% | 1.05% | -0.18% |
Volatility
UMMGX vs. BCRIX - Volatility Comparison
The current volatility for Columbia Bond Fund (UMMGX) is 1.05%, while BlackRock Advantage CoreAlpha Bond Fund (BCRIX) has a volatility of 1.46%. This indicates that UMMGX experiences smaller price fluctuations and is considered to be less risky than BCRIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| UMMGX | BCRIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.05% | 1.46% | -0.41% |
Volatility (6M)Calculated over the trailing 6-month period | 2.35% | 2.60% | -0.25% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.43% | 4.54% | -0.11% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.31% | 6.01% | +0.30% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.18% | 5.04% | +0.14% |