Columbia Contrarian Core Fund Institutional 3 Class (COFYX)

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Columbia Contrarian Core Fund Institutional 3 Class (COFYX) is up 10.5% since the beginning of the year. COFYX is currently trading at $44 per share. Investors who bought $1,000 worth of COFYX shares 5 years ago would now be looking at an investment worth $1,881.

Columbia Contrarian Core Fund Institutional 3 Class (COFYX) has returned 10.46% so far this year and 28.41% over the past 12 months. Looking at the last ten years, COFYX has achieved an annualized return of 15.50%, outperforming the S&P 500 Index benchmark, which averaged 13.75% 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 +1.30%. At this rate, an investment would double in approximately 4.5 years.

Historically, 68% of months were positive and 32% 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 2.32%, 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 106.83% of S&P 500 Index gains but only 96.90% of its losses - a favorable profile for investors.
• This fund generated an annualized alpha of 2.32% 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 60 for risk / return — better than 60% of mutual funds on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.

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

Columbia Contrarian Core Fund Institutional 3 Class provided a 6.58% 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 chart below shows the rolling one-month volatility.