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Columbia Contrarian Core Fund Class I3: (MF: COFYX)
(NASDAQ Mutual Funds) As of Jun 30, 2025 08:00 PM ET
$38.80 USD
+0.18 (0.47%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of May 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 0.65 | 72 |
| 3 months | -0.73 | 44 |
| 6 months | -1.22 | 33 |
| 1 Year | 10.37 | 44 |
| 3 Year | 14.98 | 6 |
| 5 Year | 15.98 | 11 |
| 10 Year | 12.16 | 8 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of May 31, 2025
| 1 Year | 6.50 |
| 5 Year | 18.76 |
| 10 Year | 11.91 |
| Since Inception | 13.67 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -4.71 | NA | NA | NA |
| 2024 | 10.50 | 5.43 | 3.53 | 2.38 |
| 2023 | 8.73 | 11.05 | -2.95 | 12.82 |
| 2022 | -2.96 | -16.27 | -5.67 | 6.41 |
| 2021 | 7.12 | 8.36 | -1.05 | 8.33 |
| 2020 | -18.19 | 20.54 | 8.72 | 14.19 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 0.65 | 23.50 | 32.21 | -18.44 | 24.44 | 22.43 | 33.09 | -8.79 | 21.86 | 8.77 | 0.32 |
| % Total Return Rel to Index | -0.40 | -1.51 | 5.96 | -0.24 | -4.23 | 4.03 | 1.60 | -4.39 | 0.06 | -3.16 | -1.06 |
| % Total Return Rel to Peer | -1.58 | 7.66 | 16.93 | -7.65 | 0.10 | 14.22 | 7.45 | -1.22 | 4.45 | -2.55 | 3.54 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 1.00 | 5.00 | 3.00 | 1.00 | 1.00 | 4.00 | 1.00 | 5.00 | 2.00 |
| % Dividends | 0.00 | 0.25 | 0.21 | 0.17 | 0.20 | 0.27 | 0.32 | 0.32 | 0.28 | 0.24 | 0.64 |
| % Yield | 0.00 | 0.60 | 0.67 | 0.60 | 0.50 | 0.77 | 1.07 | 1.30 | 0.97 | 0.99 | 2.84 |
| Capital Gains ($) | 0.00 | 3.22 | 0.78 | 2.46 | 4.39 | 2.11 | 1.29 | 1.90 | 1.26 | 0.17 | 0.00 |
| Expense Ratio | 0.60 | 0.60 | 0.61 | 0.62 | 0.63 | 0.64 | 0.64 | 0.63 | 0.65 | 0.65 | 0.66 |
* 1 = Top 20%, 5 = Bottom 20%