- ISIN
- US19765P4063
- Issuer
- Columbia
- Inception Date
- Dec 14, 1992
- Category
- Large Cap Blend Equities
- Min. Investment
- $2,000
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Blend
Share Price Chart
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Performance
SMGIX Performance Chart
Columbia Contrarian Core Fund (SMGIX) is up 9.0% since the beginning of the year. SMGIX is currently trading at $42 per share. Investors who bought $1,000 worth of SMGIX shares 5 years ago would now be looking at an investment worth $1,869.
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Returns By Period
Columbia Contrarian Core Fund (SMGIX) has returned 9.02% so far this year and 25.38% over the past 12 months. Looking at the last ten years, SMGIX has achieved an annualized return of 14.79%, outperforming the S&P 500 Index benchmark, which averaged 13.88% per year.
Columbia Contrarian Core Fund
- 1D
- 1.27%
- 1M
- 1.47%
- YTD
- 9.02%
- 6M
- 8.71%
- 1Y
- 25.38%
- 3Y*
- 20.39%
- 5Y*
- 13.32%
- 10Y*
- 14.79%
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
SMGIX Monthly Returns History
Based on dividend-adjusted daily data since Jan 4, 1993, SMGIX's average daily return is +0.06%, while the average monthly return is +1.14%. At this rate, an investment would double in approximately 5.1 years.
Historically, 64% of months were positive and 36% were negative. The best month was Dec 1997 with a return of +26.8%, while the worst month was Oct 2008 at -17.2%. The longest winning streak lasted 15 consecutive months, and the longest losing streak was 5 months.
On a daily basis, SMGIX closed higher 53% of trading days. The best single day was Dec 12, 1997 with a return of +23.4%, while the worst single day was Dec 10, 2021 at -12.2%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 0.54% | -1.64% | -4.57% | 10.10% | 5.57% | -0.61% | 9.02% | ||||||
| 2025 | 3.33% | -1.88% | -6.04% | -0.89% | 6.58% | 5.61% | 3.64% | 0.90% | 2.97% | 2.69% | -0.79% | 0.67% | 17.35% |
| 2024 | 1.81% | 6.06% | 2.30% | -3.25% | 5.33% | 3.42% | 0.33% | 1.99% | 1.15% | -1.24% | 5.64% | -1.89% | 23.33% |
| 2023 | 7.01% | -2.85% | 4.58% | 2.25% | 1.87% | 6.62% | 3.41% | -1.31% | -4.96% | -1.53% | 9.68% | 4.46% | 32.12% |
| 2022 | -3.22% | -2.42% | 2.74% | -8.73% | -0.48% | -7.88% | 7.96% | -3.46% | -9.52% | 8.20% | 4.79% | -6.27% | -18.64% |
| 2021 | -1.44% | 4.29% | 4.21% | 5.29% | 0.99% | 1.87% | 1.86% | 2.38% | -5.17% | 5.34% | -2.03% | 4.87% | 24.18% |
Benchmark Metrics
Columbia Contrarian Core Fund has an annualized alpha of 4.54%, beta of 0.95, and R2 of 0.86 versus S&P 500 Index. Calculated based on daily prices since January 04, 1993.
- This fund captured 109.20% of S&P 500 Index gains but only 89.78% of its losses - a favorable profile for investors.
- This fund generated an annualized alpha of 4.54% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.
- With beta of 0.95 and R2 of 0.86, this fund moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.
- Alpha
- 4.54%
- Beta
- 0.95
- R²
- 0.86
- Upside Capture
- 109.20%
- Downside Capture
- 89.78%
Expense Ratio
SMGIX has an expense ratio of 0.75%, placing it in the medium range.
Return for Risk
Risk / Return Rank
SMGIX ranks 49 for risk / return — on par with similar mutual funds. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Columbia Contrarian Core Fund (SMGIX) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| SMGIX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.09 | ||
| Sortino ratioReturn per unit of downside risk | -0.14 | ||
| Omega ratioGain probability vs. loss probability | 1.35 | 1.37 | -0.02 |
| Calmar ratioReturn relative to maximum drawdown | 2.51 | 2.78 | -0.27 |
| Martin ratioReturn relative to average drawdown | 10.06 | 12.44 | -2.38 |
Dividends
Dividend History
Columbia Contrarian Core Fund provided a 6.78% dividend yield over the last twelve months, with an annual payout of $2.86 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $2.86 | $2.86 | $3.43 | $0.97 | $2.61 | $4.56 | $2.35 | $1.58 | $2.18 | $1.27 | $0.17 | $1.23 |
Dividend yield | 6.78% | 7.39% | 9.69% | 3.08% | 10.61% | 13.70% | 7.69% | 5.87% | 10.17% | 4.89% | 0.76% | 5.86% |
Monthly Dividends
The table displays the monthly dividend distributions for Columbia Contrarian Core Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | ||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.86 | $2.86 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.43 | $3.43 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.97 | $0.97 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.61 | $2.61 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $4.56 | $4.56 |
Drawdowns
Drawdowns Chart
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.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Columbia Contrarian Core Fund. 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 was 50.62%, occurring on Mar 9, 2009. Recovery took 460 trading sessions.
The current Columbia Contrarian Core Fund drawdown is 1.31%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Financial crisis2007–2009 | -50.62%Mar 2009 | 1y 4mo | 1y 10mo | 3y 2moNov 2007 - Jan 2011 |
Dot-com crash2000–2002 | -37.94%Oct 2002 | 1y 8mo | 2y 9mo | 4y 5moFeb 2001 - Jul 2005 |
COVID crash2020 | -32.45%Mar 2020 | 1mo 2d | 4mo 14d | 5mo 16dFeb 2020 - Aug 2020 |
Bear market2022 | -32.20%Oct 2022 | 10mo 6d | 1y 3mo | 2y 1moDec 2021 - Feb 2024 |
1998 bear market1998 | -20.88%Oct 1998 | 2mo 20d | 2mo 11d | 5mo 1dJul 1998 - Dec 1998 |
Drawdown Indicators
| SMGIX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.62% | -56.78% | +6.16% |
Max Drawdown (1Y)Largest decline over 1 year | -9.99% | -9.10% | -0.89% |
Max Drawdown (3Y)Largest decline over 3 years | -19.92% | -18.90% | -1.02% |
Max Drawdown (5Y)Largest decline over 5 years | -32.20% | -25.43% | -6.77% |
Max Drawdown (10Y)Largest decline over 10 years | -32.45% | -33.92% | +1.47% |
Current DrawdownCurrent decline from peak | -1.31% | -1.80% | +0.49% |
Average DrawdownAverage peak-to-trough decline | -6.73% | -10.71% | +3.98% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.49% | 2.03% | +0.46% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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