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Columbia Fds Srs Tr I, Contrarian Core Fund Class A: (MF: LCCAX)
(NASDAQ Mutual Funds) As of May 9, 2025 08:00 PM ET
$33.47 USD
-0.04 (-0.12%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Apr 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -5.66 | 89 |
| 3 months | -8.69 | 88 |
| 6 months | -2.26 | 58 |
| 1 Year | 8.70 | 47 |
| 3 Year | 11.97 | 11 |
| 5 Year | 15.22 | 18 |
| 10 Year | 11.23 | 14 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 103.95 |
| Bear Market (10/07 - 2/09) | -46.22 |
| Bull Market (2/09 - 3/21) | 970.50 |
Load Adjusted Returns as of Apr 30, 2025
| 1 Year | 0.34 |
| 5 Year | 17.01 |
| 10 Year | 10.85 |
| Since Inception | 8.35 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -4.77 | NA | NA | NA |
| 2024 | 10.43 | 5.30 | 3.43 | 2.30 |
| 2023 | 8.64 | 10.99 | -3.07 | 12.72 |
| 2022 | -3.06 | -16.34 | -5.76 | 6.26 |
| 2021 | 7.04 | 8.24 | -1.14 | 8.26 |
| 2020 | -18.27 | 20.43 | 8.63 | 14.07 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -5.66 | 23.05 | 31.75 | -18.79 | 24.01 | 21.97 | 32.60 | -9.17 | 21.40 | 8.34 | -0.21 |
| % Total Return Rel to Index | -0.74 | -1.97 | 5.50 | -0.59 | -4.66 | 3.57 | 1.11 | -4.78 | -0.39 | -3.59 | -1.59 |
| % Total Return Rel to Peer | -3.47 | 7.20 | 16.47 | -8.00 | -0.32 | 13.76 | 6.96 | -1.61 | 3.99 | -2.97 | 3.00 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 1.00 | 5.00 | 4.00 | 1.00 | 1.00 | 4.00 | 1.00 | 5.00 | 2.00 |
| % Dividends | 0.00 | 0.12 | 0.11 | 0.06 | 0.07 | 0.16 | 0.22 | 0.22 | 0.18 | 0.15 | 0.54 |
| % Yield | 0.00 | 0.30 | 0.33 | 0.23 | 0.19 | 0.49 | 0.76 | 0.91 | 0.64 | 0.63 | 2.46 |
| Capital Gains ($) | 0.00 | 3.22 | 0.78 | 2.46 | 4.39 | 2.11 | 1.29 | 1.90 | 1.26 | 0.17 | 0.00 |
| Expense Ratio | 0.00 | 0.97 | 0.98 | 0.99 | 1.00 | 1.02 | 1.03 | 1.02 | 1.04 | 1.07 | 1.09 |
* 1 = Top 20%, 5 = Bottom 20%