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Columbia Contrarian Core Fund (SMGIX)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Fund Info

ISIN

US19765P4063

Issuer

Columbia Threadneedle

Inception Date

Dec 14, 1992

Min. Investment

$2,000

Asset Class

Equity

Asset Class Size

Large-Cap

Asset Class Style

Blend

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


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
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.


0.00%5.00%10.00%JuneJulyAugustSeptemberOctoberNovember
10.24%
12.33%
SMGIX (Columbia Contrarian Core Fund)
Benchmark (^GSPC)

Returns By Period

Columbia Contrarian Core Fund had a return of 23.35% year-to-date (YTD) and 30.07% in the last 12 months. Over the past 10 years, Columbia Contrarian Core Fund had an annualized return of 12.79%, outperforming the S&P 500 benchmark which had an annualized return of 11.13%.


SMGIX

YTD

23.35%

1M

0.68%

6M

9.61%

1Y

30.07%

5Y (annualized)

16.08%

10Y (annualized)

12.79%

^GSPC (Benchmark)

YTD

24.05%

1M

1.08%

6M

11.50%

1Y

30.38%

5Y (annualized)

13.77%

10Y (annualized)

11.13%

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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20241.81%6.06%2.30%-3.25%5.33%3.42%0.33%1.99%1.15%-1.24%23.35%
20237.01%-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%
20200.11%-7.79%-11.43%13.22%5.10%1.26%5.96%7.01%-4.12%-3.05%12.92%4.25%22.21%
20198.57%2.96%2.21%4.77%-6.65%7.00%1.91%-1.76%1.75%1.91%3.38%3.62%32.95%
20185.45%-4.55%-3.07%-0.28%1.43%0.59%4.25%2.47%0.80%-7.06%1.71%-9.89%-8.95%
20171.87%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%
20136.31%1.22%3.56%1.33%3.61%-1.64%6.23%-2.53%3.06%3.98%3.34%2.86%35.74%

Expense Ratio

SMGIX features an expense ratio of 0.75%, falling within the medium range.


Expense ratio chart for SMGIX: current value at 0.75% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.75%

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.


The Risk-Adjusted Performance Rank of SMGIX is 8080
Combined Rank
The Sharpe Ratio Rank of SMGIX is 8080
Sharpe Ratio Rank
The Sortino Ratio Rank of SMGIX is 7575
Sortino Ratio Rank
The Omega Ratio Rank of SMGIX is 7676
Omega Ratio Rank
The Calmar Ratio Rank of SMGIX is 8888
Calmar Ratio Rank
The Martin Ratio Rank of SMGIX is 8282
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

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.


Sharpe ratio
The chart of Sharpe ratio for SMGIX, currently valued at 2.43, compared to the broader market-1.000.001.002.003.004.005.002.432.46
The chart of Sortino ratio for SMGIX, currently valued at 3.25, compared to the broader market0.005.0010.003.253.31
The chart of Omega ratio for SMGIX, currently valued at 1.45, compared to the broader market1.002.003.004.001.451.46
The chart of Calmar ratio for SMGIX, currently valued at 3.36, compared to the broader market0.005.0010.0015.0020.0025.003.363.55
The chart of Martin ratio for SMGIX, currently valued at 15.19, compared to the broader market0.0020.0040.0060.0080.00100.0015.1915.76
SMGIX
^GSPC

The current Columbia Contrarian Core Fund Sharpe ratio is 2.43. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Columbia Contrarian Core Fund with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.

Rolling 12-month Sharpe Ratio1.502.002.503.003.50JuneJulyAugustSeptemberOctoberNovember
2.43
2.46
SMGIX (Columbia Contrarian Core Fund)
Benchmark (^GSPC)

Dividends

Dividend History

Columbia Contrarian Core Fund provided a 0.47% dividend yield over the last twelve months, with an annual payout of $0.18 per share.


0.50%1.00%1.50%2.00%2.50%3.00%$0.00$0.10$0.20$0.30$0.40$0.50$0.6020132014201520162017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM20232022202120202019201820172016201520142013
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

0.47%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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
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.


-8.00%-6.00%-4.00%-2.00%0.00%JuneJulyAugustSeptemberOctoberNovember
-1.20%
-1.40%
SMGIX (Columbia Contrarian Core Fund)
Benchmark (^GSPC)

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 1.20%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-50.62%Nov 1, 2007338Mar 9, 2009457Dec 29, 2010795
-49.65%Jul 19, 1999812Oct 9, 20021255Oct 9, 20072067
-32.45%Feb 20, 202023Mar 23, 202093Aug 4, 2020116
-24.42%Dec 8, 1997219Oct 8, 1998147May 3, 1999366
-24.31%Jan 5, 2022194Oct 12, 2022198Jul 28, 2023392

Volatility

Volatility Chart

The current Columbia Contrarian Core Fund volatility is 4.15%, 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.


2.00%3.00%4.00%5.00%6.00%JuneJulyAugustSeptemberOctoberNovember
4.15%
4.07%
SMGIX (Columbia Contrarian Core Fund)
Benchmark (^GSPC)