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IMRFX: COLUMBIA GLOBAL OPPORTUNITIES FUND COLUMBIA GLOBAL OPPORTUNITIES FUND CLASS A (MUTUAL FUND)
Basic Info 13.83 0.32(2.26%) June 05
| Asset Class: | World Allocation |
| MyPlanIQ Rating: | (93%) |
| Start Date: | 02/28/1985 |
| Last Dividend Date: | 12/17/2025 |
| 12-Mo. Yield | 16.94% |
| Expenses | 1.21% |
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Performance Analytics (As of 06/03/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.2 | 4.3 | 16.1 | 11.2 | 0.0 | 4.2 | 4.4 | 4.0 | 7.6 | 15.9 | 7.5 | 11.3 | -25.9 | -1.0 | 10.0 | 15.6 | -7.0 | 18.2 | 5.0 | -0.7 | 0.6 | 12.9 | 12.8 | 1.5 | 10.7 | 18.6 | -30.2 | 6.8 | 16.1 | 7.4 | 13.3 | 19.8 | -12.4 | -5.1 | -4.0 | 12.0 | 8.4 | 14.8 | 12.2 | 19.2 | -4.6 | 15.0 | 9.3 | 46.0 | 0.1 | 36.4 | 5.2 | 9.0 | 20.1 | 22.5 |
| Sharpe Ratio | NA | 1.23 | 1.77 | 0.97 | -0.16 | 0.25 | NA | NA | 0.41 | 1.29 | 0.43 | 0.9 | -1.6 | -0.08 | 0.57 | 2.32 | -0.98 | 4.01 | 0.61 | -0.09 | 0.09 | 1.69 | 1.58 | 0.1 | 0.7 | 1.0 | -1.2 | 0.25 | 1.3 | 0.58 | 1.23 | 2.03 | -0.89 | -0.58 | -0.56 | 0.74 | 0.42 | 1.09 | 1.06 | 2.05 | -0.83 | 1.46 | 0.67 | 2.92 | -0.34 | 2.56 | 0.02 | 0.16 | 1.13 | 1.8 |
| Draw Down(%) | NA | 8.1 | 8.1 | 10.2 | 33.6 | 33.6 | NA | NA | 46.1 | 9.6 | 6.0 | 8.6 | 27.2 | 11.2 | 21.4 | 3.1 | 14.1 | 1.3 | 5.5 | 8.8 | 6.8 | 6.8 | 7.5 | 13.8 | 13.0 | 20.4 | 39.0 | 9.8 | 9.8 | 6.3 | 7.1 | 6.6 | 21.9 | 18.4 | 11.1 | 9.4 | 17.8 | 7.3 | 5.8 | 5.2 | 11.2 | 5.8 | 7.1 | 5.1 | 21.5 | 8.3 | 8.8 | 31.9 | 10.4 | 6.6 |
| Standard Deviation(%) | NA | 11.8 | 9.4 | 9.6 | 11.9 | 11.0 | NA | NA | 12.9 | 10.1 | 8.9 | 8.5 | 17.1 | 11.8 | 17.0 | 6.1 | 8.6 | 4.4 | 7.8 | 7.9 | 6.5 | 7.6 | 8.2 | 14.5 | 15.0 | 18.5 | 25.9 | 14.6 | 9.8 | 8.9 | 10.0 | 9.4 | 15.3 | 13.4 | 14.6 | 11.6 | 11.6 | 10.1 | 8.0 | 7.4 | 9.2 | 8.8 | 10.0 | 14.3 | 15.8 | 11.9 | 15.1 | 28.9 | 13.9 | 12.2 |
| Treynor Ratio | NA | 0.15 | 0.18 | 0.11 | -0.02 | 0.03 | NA | NA | 0.05 | 0.14 | 0.05 | 0.08 | -0.26 | -0.01 | 0.11 | 0.19 | -0.1 | 0.18 | 0.06 | -0.01 | 0.01 | 0.13 | 0.14 | 0.02 | 0.08 | 0.14 | -0.27 | 0.02 | 0.11 | 0.05 | 0.11 | 0.23 | -0.13 | -0.08 | -0.06 | 0.1 | 0.06 | 0.08 | 0.07 | 0.25 | 0.24 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | -0.01 | 0.0 | 0.0 | -0.02 | -0.01 | NA | NA | 0.01 | -0.01 | 0.0 | 0.0 | -0.04 | -0.03 | -0.03 | 0.01 | 0.0 | 0.02 | 0.01 | 0.0 | 0.0 | 0.0 | 0.01 | 0.02 | -0.01 | -0.03 | -0.03 | -0.07 | -0.01 | -0.02 | -0.01 | -0.03 | -0.02 | -0.02 | -0.05 | -0.04 | 0.03 | 0.0 | -0.01 | 0.02 | -0.04 | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| Beta | NA | 0.97 | 0.94 | 0.87 | 0.95 | 0.9 | NA | NA | 1.01 | 0.92 | 0.75 | 0.93 | 1.04 | 0.94 | 0.85 | 0.73 | 0.86 | 0.99 | 0.81 | 0.88 | 0.91 | 0.96 | 0.92 | 0.95 | 1.32 | 1.28 | 1.17 | 1.64 | 1.15 | 1.11 | 1.13 | 0.85 | 1.01 | 1.0 | 1.31 | 0.83 | 0.84 | 1.43 | 1.18 | 0.6 | -0.32 | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.96 | 0.93 | 0.85 | 0.77 | 0.78 | NA | NA | 0.49 | 0.92 | 0.71 | 0.83 | 0.82 | 0.53 | 0.87 | 0.49 | 0.71 | 0.78 | 0.78 | 0.83 | 0.89 | 0.91 | 0.9 | 0.93 | 0.92 | 0.92 | 0.84 | 0.82 | 0.75 | 0.59 | 0.71 | 0.66 | 0.82 | 0.72 | 0.39 | 0.23 | 0.6 | 0.58 | 0.51 | 0.23 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 17.6 | 0.5 | 0.0 | 0.0 | 0.8 | 2.3 | 2.0 | 0.3 | 0.0 | 2.9 | 0.0 | 0.5 | 1.4 | 2.7 | 2.7 | 2.8 | 1.2 | 4.4 | 7.9 | 1.7 | 1.5 | 1.7 | 2.0 | 1.9 | 2.3 | 9.2 | 10.2 | 13.0 | 16.8 | 15.4 | 6.9 | 8.0 | 9.5 | 9.0 | 16.3 | 6.2 | 14.0 | 2.1 | 2.6 | 2.2 | 4.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 3661.9 | N/A | N/A | -100.0 | -64.5 | 31.2 | 462.2 | N/A | -100.0 | N/A | -100.0 | -59.3 | -44.0 | 0.8 | 2.0 | 171.0 | -81.3 | -45.6 | 414.0 | 27.1 | -6.0 | 2.1 | -8.8 | -22.0 | -78.7 | -10.4 | -25.0 | -23.7 | 4.8 | 151.6 | -24.0 | -11.6 | 5.0 | -28.5 | 141.0 | -44.9 | 556.2 | -10.5 | 40.3 | -36.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/23/1985
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