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UMEMX: COLUMBIA EMERGING MARKETS FUND COLUMBIA EMERGING MARKETS FUND CLASS Z (MUTUAL FUND)
Basic Info 20.78 1.7(7.56%) June 05
| Asset Class: | DIVERSIFIED EMERGING MKTS |
| MyPlanIQ Rating: | (79%) |
| Start Date: | 07/06/1998 |
| Last Dividend Date: | 12/17/2025 |
| 12-Mo. Yield | 5.70% |
| Expenses | 1.68% |
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Performance Analytics (As of 06/02/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 07/06/1998 |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -7.0 | 26.5 | 51.8 | 23.0 | 2.2 | 9.6 | 5.5 | 6.2 | 7.4 | 24.8 | 6.7 | 8.9 | -33.0 | -7.7 | 33.8 | 31.1 | -21.3 | 47.0 | 4.9 | -9.2 | -2.7 | -1.5 | 24.2 | -18.9 | 20.0 | 76.8 | -55.6 | 26.7 | 33.8 | 28.9 | 30.0 | 62.7 | -5.5 | -2.2 | -31.5 | 67.3 | -28.2 |
| Sharpe Ratio | NA | 3.8 | 2.91 | 1.25 | 0.08 | 0.43 | NA | NA | 0.28 | 1.15 | 0.21 | 0.36 | -1.28 | -0.41 | 1.02 | 2.05 | -1.15 | 4.55 | 0.29 | -0.54 | -0.22 | -0.11 | 1.57 | -0.76 | 0.92 | 2.39 | -1.09 | 1.0 | 1.67 | 2.2 | 1.93 | 5.0 | -0.43 | -0.22 | -1.34 | 2.98 | -1.56 |
| Draw Down(%) | NA | 14.3 | 14.3 | 16.7 | 49.5 | 51.8 | NA | NA | 69.5 | 16.5 | 11.2 | 13.1 | 40.9 | 22.4 | 35.7 | 9.4 | 30.5 | 5.7 | 12.1 | 24.3 | 14.4 | 17.6 | 15.6 | 28.8 | 16.9 | 22.0 | 67.2 | 16.8 | 24.6 | 10.3 | 18.0 | 10.2 | 26.8 | 34.9 | 46.2 | 17.6 | 46.1 |
| Standard Deviation(%) | NA | 28.8 | 21.4 | 18.4 | 20.1 | 20.3 | NA | NA | 22.3 | 19.5 | 14.8 | 14.7 | 27.0 | 18.7 | 32.7 | 14.5 | 19.8 | 10.2 | 16.1 | 17.1 | 12.1 | 13.5 | 15.5 | 25.0 | 21.7 | 32.1 | 51.9 | 23.6 | 18.3 | 12.1 | 15.0 | 12.4 | 15.7 | 21.3 | 26.7 | 21.5 | 33.4 |
| Treynor Ratio | NA | 0.73 | 0.44 | 0.19 | 0.01 | 0.07 | NA | NA | 0.06 | 0.18 | 0.03 | 0.05 | -0.27 | -0.07 | 0.29 | 0.26 | -0.2 | 0.45 | 0.05 | -0.1 | -0.03 | -0.02 | 0.26 | -0.2 | 0.2 | 0.78 | -0.55 | 0.25 | 0.32 | 0.31 | 0.34 | 0.82 | -0.09 | -0.09 | -0.33 | 0.65 | -0.59 |
| Alpha | NA | 0.16 | 0.06 | 0.02 | 0.0 | 0.0 | NA | NA | 0.0 | -0.01 | -0.02 | 0.0 | -0.05 | -0.03 | 0.05 | 0.03 | -0.02 | 0.04 | -0.02 | 0.02 | -0.01 | 0.01 | 0.02 | 0.0 | 0.0 | 0.0 | -0.02 | -0.04 | 0.01 | 0.0 | 0.01 | 0.04 | 0.0 | 0.0 | -0.01 | 0.02 | -0.23 |
| Beta | NA | 1.5 | 1.41 | 1.23 | 1.24 | 1.18 | NA | NA | 0.99 | 1.21 | 1.09 | 1.15 | 1.3 | 1.12 | 1.16 | 1.13 | 1.16 | 1.04 | 0.89 | 0.91 | 0.87 | 0.91 | 0.92 | 0.96 | 1.01 | 0.98 | 1.02 | 0.96 | 0.96 | 0.85 | 0.85 | 0.75 | 0.73 | 0.52 | 1.08 | 0.98 | 0.88 |
| RSquared | NA | 0.89 | 0.88 | 0.89 | 0.9 | 0.92 | NA | NA | 0.87 | 0.84 | 0.88 | 0.93 | 0.93 | 0.93 | 0.97 | 0.95 | 0.95 | 0.8 | 0.92 | 0.92 | 0.86 | 0.9 | 0.94 | 0.98 | 0.98 | 0.98 | 0.98 | 0.96 | 0.92 | 0.84 | 0.89 | 0.8 | 0.73 | 0.33 | 0.72 | 0.65 | 0.65 |
| Yield(%) | N/A | 0.0 | 5.6 | 2.8 | 1.2 | 1.6 | 1.5 | 3.6 | N/A | 6.2 | 1.4 | 0.0 | 0.0 | 1.0 | 1.5 | 0.4 | 0.1 | 0.5 | 0.0 | 0.0 | 0.3 | 0.4 | 5.3 | 4.9 | 13.9 | 2.8 | 13.7 | 9.0 | 6.7 | 1.0 | 3.4 | 0.0 | 0.0 | 0.0 | 0.0 | 0.5 | 1.4 |
| Dividend Growth(%) | N/A | -100.0 | 377.6 | 140.7 | 263.9 | -79.1 | N/A | N/A | N/A | 377.6 | N/A | N/A | -100.0 | -11.1 | 350.0 | 281.0 | -72.6 | N/A | N/A | -100.0 | -28.9 | -92.1 | -15.0 | -63.9 | 765.2 | -92.0 | 76.3 | 66.8 | 772.7 | -63.5 | N/A | N/A | N/A | N/A | -100.0 | -72.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/06/1998
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See DIVERSIFIED EMERGING MKTS Asset Class Trend Rankings |
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