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Columbia Fds Srs Tr I, Contrarian Core Fund Class C: (MF: LCCCX)
(NASDAQ Mutual Funds) As of Jun 16, 2025 08:00 PM ET
$29.46 USD
+0.33 (1.13%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of May 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 0.20 | 79 |
| 3 months | -0.99 | 48 |
| 6 months | -1.76 | 43 |
| 1 Year | 9.16 | 54 |
| 3 Year | 13.70 | 15 |
| 5 Year | 14.68 | 30 |
| 10 Year | 10.85 | 26 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -46.79 |
| Bull Market (2/09 - 3/21) | 847.24 |
Load Adjusted Returns as of May 31, 2025
| 1 Year | 4.26 |
| 5 Year | 17.45 |
| 10 Year | 10.61 |
| Since Inception | 10.05 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -4.94 | NA | NA | NA |
| 2024 | 10.20 | 5.11 | 3.21 | 2.11 |
| 2023 | 8.46 | 10.76 | -3.24 | 12.53 |
| 2022 | -3.26 | -16.50 | -5.91 | 6.05 |
| 2021 | 6.83 | 8.07 | -1.35 | 8.07 |
| 2020 | -18.44 | 20.20 | 8.44 | 13.86 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 0.20 | 22.09 | 30.81 | -19.40 | 23.08 | 21.05 | 31.64 | -9.87 | 20.46 | 7.56 | -1.23 |
| % Total Return Rel to Index | -0.85 | -2.92 | 4.57 | -1.20 | -5.59 | 2.65 | 0.15 | -5.48 | -1.32 | -4.36 | -2.62 |
| % Total Return Rel to Peer | -2.03 | 6.25 | 15.53 | -8.61 | -1.25 | 12.84 | 6.00 | -2.31 | 3.05 | -3.75 | 1.98 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 1.00 | 5.00 | 4.00 | 1.00 | 1.00 | 5.00 | 2.00 | 5.00 | 2.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.03 | 0.02 | 0.00 | 0.00 | 0.37 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.14 | 0.12 | 0.00 | 0.00 | 1.92 |
| Capital Gains ($) | 0.00 | 3.22 | 0.78 | 2.46 | 4.39 | 2.11 | 1.29 | 1.90 | 1.26 | 0.17 | 0.00 |
| Expense Ratio | 1.72 | 1.72 | 1.73 | 1.74 | 1.75 | 1.77 | 1.78 | 1.77 | 1.79 | 1.83 | 1.85 |
* 1 = Top 20%, 5 = Bottom 20%