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Columbia Contrarian Core Fund Class I: (MF: SMGIX)
(NASDAQ Mutual Funds) As of May 8, 2025 08:00 PM ET
$33.97 USD
+0.22 (0.65%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Mar 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -4.74 | 89 |
| 3 months | -4.74 | 89 |
| 6 months | -2.48 | 77 |
| 1 Year | 6.36 | 55 |
| 3 Year | 9.22 | 12 |
| 5 Year | 18.63 | 13 |
| 10 Year | 11.75 | 9 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 106.66 |
| Bear Market (10/07 - 2/09) | -46.09 |
| Bull Market (2/09 - 3/21) | 1,014.63 |
Load Adjusted Returns as of Mar 31, 2025
| 1 Year | 6.36 |
| 5 Year | 18.63 |
| 10 Year | 11.76 |
| Since Inception | 10.17 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -4.74 | NA | NA | NA |
| 2024 | 10.46 | 5.38 | 3.49 | 2.37 |
| 2023 | 8.71 | 11.05 | -3.00 | 12.81 |
| 2022 | -2.97 | -16.32 | -5.69 | 6.35 |
| 2021 | 7.11 | 8.32 | -1.10 | 8.31 |
| 2020 | -18.23 | 20.49 | 8.71 | 14.18 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -4.74 | 23.34 | 32.11 | -18.57 | 24.28 | 22.28 | 32.96 | -8.95 | 21.67 | 8.64 | 0.04 |
| % Total Return Rel to Index | -0.47 | -1.67 | 5.86 | -0.36 | -4.39 | 3.88 | 1.47 | -4.56 | -0.12 | -3.29 | -1.34 |
| % Total Return Rel to Peer | -4.27 | 7.50 | 16.82 | -7.78 | -0.05 | 14.07 | 7.32 | -1.39 | 4.26 | -2.68 | 3.26 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 1.00 | 5.00 | 4.00 | 1.00 | 1.00 | 4.00 | 1.00 | 5.00 | 2.00 |
| % Dividends | 0.00 | 0.21 | 0.18 | 0.13 | 0.16 | 0.23 | 0.29 | 0.28 | 0.24 | 0.20 | 0.60 |
| % Yield | 0.00 | 0.51 | 0.57 | 0.48 | 0.41 | 0.68 | 0.97 | 1.17 | 0.85 | 0.84 | 2.69 |
| Capital Gains ($) | 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 | 0.72 | 0.73 | 0.74 | 0.75 | 0.77 | 0.78 | 0.77 | 0.80 | 0.82 | 0.84 |
* 1 = Top 20%, 5 = Bottom 20%