IMRFX Performance — Columbia Global Opportunities Fund, Class A
Data updated: 2026-09-28
IMRFX returned +5.35% year to date and +13.39% over one year to Jul 2026. Annualised returns are +10.44% over 3 years and +3.00% over 5 years. The fund beat its Moderate Allocation category average: $100 invested three years ago grew to $135, against $134 for the category, and to $113 over one year, against $112. Volatility over the past three years was 9.34% a year. In the 12 months to Jul 2026 the fund took in a net $6.9M, and assets reached $311.81M.
IMRFX 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 | IMRFX | Category average |
|---|---|---|
| 1 year (Aug 2025 – Jul 2026) | $113 | $112 |
| 3 years (Aug 2023 – Jul 2026) | $135 | $134 |
| 5 years (Aug 2021 – Jul 2026) | $116 | $129 |
| Since data start (Aug 2019 – Jul 2026) | $145 | $154 |
IMRFX Trailing Returns
Total returns to Jul 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +5.35% |
| 1 year | +13.39% |
| 3 years (annualised) | +10.44% |
| 5 years (annualised) | +3.00% |
IMRFX 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 |
|---|---|
| 2026 (Jan–Jul) | +5.35% |
| 2025 | +15.99% |
| 2024 | +7.50% |
| 2023 | +11.28% |
| 2022 | −20.98% |
| 2021 | +6.39% |
| 2020 | +12.54% |
| 2019 (Aug–Dec) | +4.89% |
IMRFX 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.3% | +1.9% | −5.6% | +6.1% | +2.2% | −0.6% | −0.6% | — | — | — | — | — |
| 2025 | +1.7% | −0.1% | −2.3% | +1.6% | +2.6% | +3.8% | +0.4% | +2.6% | +2.5% | +1.4% | +0.4% | +0.4% |
| 2024 | −0.6% | +1.2% | +2.4% | −3.1% | +3.9% | +1.5% | +1.2% | +2.5% | +1.8% | −3.1% | +2.5% | −2.5% |
| 2023 | +5.9% | −4.0% | +2.9% | +0.8% | −1.8% | +2.9% | +1.8% | −1.9% | −3.6% | −2.2% | +6.8% | +3.9% |
| 2022 | −3.5% | −2.6% | −1.7% | −7.0% | +0.3% | −7.4% | +4.3% | −3.5% | −8.3% | +3.3% | +6.8% | −2.7% |
| 2021 | −0.4% | +0.3% | +1.2% | +3.2% | +1.2% | +0.3% | +0.2% | +1.8% | −3.5% | +1.9% | −2.1% | +2.4% |
| 2020 | −0.1% | −3.6% | −9.3% | +6.7% | +2.5% | +2.0% | +4.1% | +2.9% | −1.8% | −1.3% | +7.1% | +3.8% |
| 2019 | — | — | — | — | — | — | — | −0.5% | +0.1% | +1.5% | +1.2% | +2.5% |
IMRFX Risk
Risk measures from monthly returns over Aug 2023 – Jul 2026.
- 3-year volatility (annualised): 9.34%
- 3-year Sharpe ratio: 0.64 (vs 4.5% risk-free rate)
- Best month: +6.77% (Nov 2023)
- Worst month: −5.64% (Mar 2026)
IMRFX 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 |
IMRFX 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.