Nasdaq - Delayed Quote • USD
Columbia Contrarian Core Adv (CORRX)
At close: 8:01 PM EDT
Performance Overview
Morningstar Return Rating | -- |
YTD Return | 7.09% |
5y Average Return | 14.48% |
Number of Years Up | 9 |
Number of Years Down | 2 |
Best 1Y Total Return (Apr 25, 2024) | 35.78% |
Worst 1Y Total Return (Apr 25, 2024) | -- |
Best 3Y Total Return | 35.78% |
Worst 3Y Total Return | 6.36% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
CORRX
Category
- YTD
- 10.47%
- 14.84%
- 1-Month
- 2.29%
- 1.65%
- 3-Month
- 10.47%
- 7.55%
- 1-Year
- 34.23%
- 40.47%
- 3-Year
- 11.30%
- 16.77%
- 5-Year
- 16.02%
- 16.15%
- 10-Year
- 12.77%
- 13.21%
- Last Bull Market
- 42.56%
- 24.09%
- Last Bear Market
- -16.27%
- -17.61%
Annual Total Return (%) History
Year
CORRX
Category
Past Quarterly Returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2024 | 10.47% | -- | -- | -- |
2023 | 8.69% | 11.06% | -2.99% | 12.78% |
2022 | -3.02% | -16.27% | -5.71% | 6.36% |
2021 | 7.09% | 8.33% | -1.11% | 8.34% |
2020 | -18.21% | 20.45% | 8.73% | 14.18% |
2019 | 14.21% | 4.64% | 1.87% | 9.20% |
2018 | -2.47% | 1.79% | 7.62% | -14.81% |
2017 | 6.78% | 3.85% | 4.14% | 5.39% |
2016 | 0.56% | 1.67% | 4.25% | 1.88% |
2015 | 1.23% | 1.75% | -7.20% | 7.82% |
2014 | 1.05% | 5.12% | 1.53% | 4.70% |
2013 | 11.48% | 3.29% | 6.68% | 10.53% |
Rank in Category (By Total Return)
YTD | 43 |
1-Month | 91 |
3-Month | 43 |
1-Year | 9 |
3-Year | 28 |
5-Year | 7 |
Load Adjusted Returns
1-Year | 34.23% |
3-Year | 11.30% |
5-Year | 16.02% |
10-Year | 12.77% |
Performance & Risk
YTD Return | 7.09% |
5y Average Return | 14.48% |
Rank in Category (ytd) | 43 |
% Rank in Category (ytd) | -- |
Beta (5Y Monthly) | 0.97 |
Morningstar Risk Rating |
Fund Overview
Category | Large Blend |
Fund Family | Columbia Threadneedle |
Net Assets | 13.8B |
YTD Return | 10.47% |
Yield | 0.50% |
Morningstar Rating | |
Inception Date | Dec 09, 2002 |
Fund Summary
Under normal circumstances, the fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in common stocks. In addition, under normal circumstances, it invests at least 80% of its net assets in equity securities of U.S. companies that have large market capitalizations (generally over $2 billion) that the fund's investment manager believes are undervalued and have the potential for long-term growth and current income. The fund may also invest up to 20% of its net assets in foreign securities.
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