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Columbia Mortgage Opportunities Fund Class A: (MF: CLMAX)
(NASDAQ Mutual Funds) As of May 13, 2025 08:00 PM ET
$8.29 USD
0.00 (NA)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Apr 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 6.15 | 1 |
| 3 months | 5.17 | 1 |
| 6 months | 6.62 | 1 |
| 1 Year | 15.67 | 1 |
| 3 Year | 1.60 | 82 |
| 5 Year | 4.36 | 18 |
| 10 Year | 3.70 | 8 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Apr 30, 2025
| 1 Year | 6.36 |
| 5 Year | 3.35 |
| 10 Year | 3.32 |
| Since Inception | 3.34 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 3.91 | NA | NA | NA |
| 2024 | -0.30 | -0.17 | 8.69 | -2.84 |
| 2023 | 2.70 | -1.16 | -2.90 | 8.81 |
| 2022 | -4.81 | -5.28 | -7.28 | -1.57 |
| 2021 | 6.17 | -0.04 | -0.98 | 0.03 |
| 2020 | -9.20 | 8.76 | 4.49 | 5.50 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 6.15 | 5.10 | 7.25 | -17.73 | 5.13 | 8.87 | 6.18 | 7.56 | 5.24 | 6.28 | 2.24 |
| % Total Return Rel to Index | 2.97 | 3.83 | 1.72 | -4.71 | 6.67 | 1.37 | -2.54 | 7.54 | 1.69 | 3.63 | 1.67 |
| % Total Return Rel to Peer | 3.82 | 1.23 | 0.85 | -8.20 | 4.46 | 2.94 | -1.79 | 8.70 | 1.23 | 1.15 | 4.23 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 2.00 | 5.00 | 1.00 | 1.00 | 4.00 | 1.00 | 2.00 | 2.00 | 1.00 |
| % Dividends | 0.15 | 0.45 | 0.51 | 0.56 | 0.37 | 0.42 | 0.32 | 0.38 | 0.38 | 0.32 | 0.35 |
| % Yield | 1.75 | 5.40 | 5.36 | 6.76 | 3.43 | 3.89 | 3.10 | 3.77 | 3.78 | 3.20 | 3.54 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.00 | 0.05 | 0.17 | 0.09 | 0.03 | 0.34 | 0.12 | 0.10 |
| Expense Ratio | 0.00 | 1.10 | 1.03 | 0.99 | 1.00 | 1.01 | 1.01 | 1.00 | 1.00 | 1.00 | 0.00 |
* 1 = Top 20%, 5 = Bottom 20%