C000097529 Performance — Columbia Global Opportunities Fund, Class R
Data updated: 2026-09-28
C000097529 returned +4.39% over one year to Apr 2024. The annualised 3-year return is −4.07%. The fund trailed its Moderate Allocation category average: $100 invested three years ago grew to $88, against $103 for the category, and to $104 over one year, against $109. Volatility over the past three years was 13.08% a year. In the 12 months to Jul 2026 the fund took in a net $6.9M, and assets reached $311.81M.
C000097529 Growth of $100
What $100 invested in Columbia Global Opportunities Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the Moderate Allocation category average over the same months.
| Period | C000097529 | Category average |
|---|---|---|
| 1 year (May 2023 – Apr 2024) | $104 | $109 |
| 3 years (May 2021 – Apr 2024) | $88 | $103 |
| Since data start (Aug 2019 – Apr 2024) | $108 | $121 |
C000097529 Trailing Returns
Total returns to Apr 2024, from SEC N-PORT.
| Period | Total return |
|---|---|
| 1 year | +4.39% |
| 3 years (annualised) | −4.07% |
C000097529 Annual Returns
Calendar-year total returns of Columbia Global Opportunities Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2024 (Jan–Apr) | −0.91% |
| 2023 | +11.12% |
| 2022 | −21.25% |
| 2021 | +6.07% |
| 2020 | +12.27% |
| 2019 (Aug–Dec) | +4.76% |
C000097529 Monthly Returns
Monthly total returns as reported on SEC Form N-PORT.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | −0.7% | +1.1% | +2.4% | −3.7% | — | — | — | — | — | — | — | — |
| 2023 | +6.0% | −4.1% | +2.8% | +0.9% | −1.8% | +2.9% | +1.8% | −1.9% | −3.6% | −2.2% | +6.6% | +3.9% |
| 2022 | −3.6% | −2.6% | −1.7% | −7.1% | +0.3% | −7.5% | +4.3% | −3.6% | −8.3% | +3.2% | +6.8% | −2.8% |
| 2021 | −0.5% | +0.3% | +1.1% | +3.2% | +1.2% | +0.2% | +0.2% | +1.8% | −3.5% | +1.9% | −2.1% | +2.4% |
| 2020 | −0.1% | −3.6% | −9.4% | +6.7% | +2.5% | +2.1% | +4.1% | +2.8% | −1.7% | −1.4% | +7.1% | +3.7% |
| 2019 | — | — | — | — | — | — | — | −0.5% | +0.1% | +1.5% | +1.2% | +2.4% |
C000097529 Risk
Risk measures from monthly returns over May 2021 – Apr 2024.
- 3-year volatility (annualised): 13.08%
- 3-year Sharpe ratio: -0.65 (vs 4.5% risk-free rate)
- Best month: +6.81% (Nov 2022)
- Worst month: −8.26% (Sep 2022)
C000097529 Fund Flows
Monthly money in and out of Columbia Global Opportunities Fund, from SEC Form N-PORT.
- 12-month net flow: $6.9M
- 12-month gross sales (incl. reinvestments): $56.0M
- Sales ÷ redemptions: 1.14×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jul 2026 | $420K | $3.8M | −$3.3M |
| Jun 2026 | $312K | $3.4M | −$3.1M |
| May 2026 | $501K | $3.8M | −$3.3M |
| Apr 2026 | $377K | $3.4M | −$3.1M |
| Mar 2026 | $457K | $3.9M | −$3.4M |
| Feb 2026 | $335K | $2.8M | −$2.5M |
| Jan 2026 | $819K | $3.6M | −$2.7M |
| Dec 2025 | $50.2M | $9.4M | $40.8M |
| Nov 2025 | $602K | $3.5M | −$2.9M |
| Oct 2025 | $583K | $3.9M | −$3.3M |
| Sep 2025 | $890K | $4.0M | −$3.1M |
| Aug 2025 | $482K | $3.6M | −$3.1M |
C000097529 Assets Under Management
Net assets of Columbia Global Opportunities Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-07-31 | $311.81M |
| 2026-04-30 | $318.66M |
| 2026-01-31 | $321.17M |
| 2025-10-31 | $325.11M |
| 2025-07-31 | $313.84M |
| 2025-04-30 | $301.94M |
| 2025-01-31 | $316.83M |
| 2024-10-31 | $324.44M |
| 2024-07-31 | $331.80M |
| 2024-04-30 | $323.37M |
| 2024-01-31 | $338.23M |
| 2023-10-31 | $319.09M |
For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.