Columbia Contrarian Core Fund Institutional 3 Class (COFYX)

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The chart shows the growth of an initial investment of $10,000 in Columbia Contrarian Core Fund Institutional 3 Class, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

Columbia Contrarian Core Fund Institutional 3 Class (COFYX) has returned -8.31% so far this year and 13.06% over the past 12 months. Looking at the last ten years, COFYX has achieved an annualized return of 13.60%, outperforming the S&P 500 Index benchmark, which averaged 12.16% per year.

Based on dividend-adjusted daily data since Nov 9, 2012, COFYX's average daily return is +0.06%, while the average monthly return is +1.21%. At this rate, your investment would double in approximately 4.8 years.

Historically, 67% of months were positive and 33% were negative. The best month was Apr 2020 with a return of +13.2%, while the worst month was Mar 2020 at -11.4%. The longest winning streak lasted 15 consecutive months, and the longest losing streak was 3 months.

On a daily basis, COFYX closed higher 54% of trading days. The best single day was Dec 9, 2021 with a return of +13.7%, while the worst single day was Dec 10, 2021 at -12.0%.

Columbia Contrarian Core Fund Institutional 3 Class has an annualized alpha of 2.29%, beta of 0.99, and R² of 0.89 versus S&P 500 Index. Calculated based on daily prices since November 12, 2012.

• This fund captured 106.93% of S&P 500 Index gains but only 96.97% of its losses — a favorable profile for investors.
• This fund generated an annualized alpha of 2.29% versus S&P 500 Index — delivering returns beyond what market exposure alone would predict.
• With beta of 0.99 and R² of 0.89, this fund moves broadly in line with S&P 500 Index — much of its variation is explained by market exposure rather than independent behavior.

COFYX has an expense ratio of 0.61%, placing it in the medium range.

COFYX ranks 31 for risk / return — below 31% of mutual funds on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.

The table below present risk-adjusted performance metrics for Columbia Contrarian Core Fund Institutional 3 Class (COFYX) and compare them to a chosen benchmark (S&P 500 Index).

Columbia Contrarian Core Fund Institutional 3 Class provided a 7.93% dividend yield over the last twelve months, with an annual payout of $2.91 per share.

The table displays the monthly dividend distributions for Columbia Contrarian Core Fund Institutional 3 Class. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Columbia Contrarian Core Fund Institutional 3 Class. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Columbia Contrarian Core Fund Institutional 3 Class was 32.43%, occurring on Mar 23, 2020. Recovery took 93 trading sessions.

The current Columbia Contrarian Core Fund Institutional 3 Class drawdown is 9.98%.

The chart below shows the rolling one-month volatility.