Columbia Contrarian Core Fund (SMGIX)
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.
Fund Info
| ISIN | US19765P4063 |
|---|---|
| Issuer | Columbia Threadneedle |
| Inception Date | Dec 14, 1992 |
| Category | Large Cap Blend Equities |
| Min. Investment | $2,000 |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Blend |
Expense Ratio
SMGIX features an expense ratio of 0.75%, falling within the medium range.
Share Price Chart
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Compare to other instruments
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Popular comparisons: SMGIX vs. PMYYX, SMGIX vs. IGIAX, SMGIX vs. CMNWX, SMGIX vs. PNRAX, SMGIX vs. MIGFX, SMGIX vs. JMUEX, SMGIX vs. SPY, SMGIX vs. SNPE, SMGIX vs. AWSHX, SMGIX vs. ALBAX
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Columbia Contrarian Core Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Columbia Contrarian Core Fund had a return of 20.94% year-to-date (YTD) and 32.47% in the last 12 months. Over the past 10 years, Columbia Contrarian Core Fund had an annualized return of 12.75%, outperforming the S&P 500 benchmark which had an annualized return of 11.33%.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 20.94% | 24.30% |
| 1 month | 1.44% | 4.09% |
| 6 months | 9.67% | 14.29% |
| 1 year | 32.47% | 35.42% |
| 5 years (annualized) | 15.69% | 13.95% |
| 10 years (annualized) | 12.75% | 11.33% |
Monthly Returns
The table below presents the monthly returns of SMGIX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 1.81% | 6.06% | 2.30% | -3.25% | 5.33% | 3.42% | 0.33% | 1.99% | 1.15% | -1.24% | 20.94% | ||
| 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% | 2.39% | -5.17% | 5.34% | -2.03% | 4.87% | 24.18% |
| 2020 | 0.11% | -7.79% | -11.43% | 13.22% | 5.10% | 1.26% | 5.96% | 7.01% | -4.12% | -3.05% | 12.92% | 4.25% | 22.21% |
| 2019 | 8.57% | 2.96% | 2.21% | 4.77% | -6.65% | 7.00% | 1.91% | -1.76% | 1.75% | 1.91% | 3.38% | 3.62% | 32.95% |
| 2018 | 5.45% | -4.55% | -3.07% | -0.28% | 1.43% | 0.59% | 4.25% | 2.47% | 0.80% | -7.06% | 1.71% | -9.89% | -8.95% |
| 2017 | 1.87% | 4.01% | 0.80% | 1.42% | 1.31% | 1.05% | 2.20% | 0.43% | 1.48% | 1.04% | 2.36% | 1.89% | 21.72% |
| 2016 | -4.85% | -0.80% | 6.59% | 0.57% | 2.16% | -1.06% | 3.99% | 0.27% | -0.00% | -1.83% | 2.36% | 1.38% | 8.65% |
| 2015 | -3.65% | 6.90% | -1.75% | 1.28% | 2.03% | -1.50% | 1.48% | -5.35% | -3.41% | 8.22% | 0.76% | -1.11% | 3.04% |
| 2014 | -3.88% | 4.34% | 0.73% | -0.05% | 2.50% | 2.63% | -0.82% | 3.73% | -1.29% | 2.20% | 2.68% | -0.37% | 12.77% |
| 2013 | 6.31% | 1.22% | 3.56% | 1.33% | 3.61% | -1.64% | 6.23% | -2.53% | 3.06% | 3.98% | 3.34% | 2.86% | 35.74% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of SMGIX is 80, placing it in the top 20% of mutual funds on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Columbia Contrarian Core Fund (SMGIX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Columbia Contrarian Core Fund provided a 0.48% dividend yield over the last twelve months, with an annual payout of $0.18 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.18 | $0.18 | $0.14 | $0.16 | $0.24 | $0.29 | $0.29 | $0.25 | $0.20 | $0.60 | $0.16 | $0.16 |
Dividend yield | 0.48% | 0.58% | 0.57% | 0.49% | 0.78% | 1.08% | 1.35% | 0.95% | 0.91% | 2.86% | 0.74% | 0.75% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.18 | $0.18 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.14 | $0.14 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.16 | $0.16 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.24 | $0.24 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.29 | $0.29 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.29 | $0.29 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.25 | $0.25 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.20 | $0.20 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.60 | $0.60 |
| 2014 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.16 | $0.16 |
| 2013 | $0.16 | $0.16 |
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.
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 457 trading sessions.
The current Columbia Contrarian Core Fund drawdown is 1.66%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -50.62% | Nov 1, 2007 | 338 | Mar 9, 2009 | 457 | Dec 29, 2010 | 795 |
| -49.65% | Jul 19, 1999 | 812 | Oct 9, 2002 | 1255 | Oct 9, 2007 | 2067 |
| -32.45% | Feb 20, 2020 | 23 | Mar 23, 2020 | 93 | Aug 4, 2020 | 116 |
| -24.42% | Dec 8, 1997 | 219 | Oct 8, 1998 | 147 | May 3, 1999 | 366 |
| -24.31% | Jan 5, 2022 | 194 | Oct 12, 2022 | 198 | Jul 28, 2023 | 392 |
Volatility
Volatility Chart
The current Columbia Contrarian Core Fund volatility is 3.43%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.