COFYX vs. HDCTX
COFYX (Columbia Contrarian Core Fund Institutional 3 Class) and HDCTX (Rational Equity Armor Fund) are both Large Cap Value Equities funds. Over the past 10 years, COFYX returned 14.99%/yr vs 4.82%/yr for HDCTX. Their 0.77 correlation means they have sometimes moved together and sometimes differently. COFYX charges 0.61%/yr vs 1.17%/yr for HDCTX.
Performance
COFYX vs. HDCTX - Performance Comparison
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Returns By Period
In the year-to-date period, COFYX achieves a 8.71% return, which is significantly higher than HDCTX's 6.06% return. Over the past 10 years, COFYX has outperformed HDCTX with an annualized return of 14.99%, while HDCTX has yielded a comparatively lower 4.82% annualized return.
COFYX
- 1D
- 1.90%
- 1M
- -0.46%
- 6M
- 8.11%
- YTD
- 8.71%
- 1Y
- 17.87%
- 3Y*
- 18.64%
- 5Y*
- 12.30%
- 10Y*
- 14.99%
- ALL TIME*
- 15.37%
HDCTX
- 1D
- 1.06%
- 1M
- -1.55%
- 6M
- 4.51%
- YTD
- 6.06%
- 1Y
- 12.97%
- 3Y*
- 12.83%
- 5Y*
- 5.97%
- 10Y*
- 4.82%
- ALL TIME*
- 5.67%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
COFYX vs. HDCTX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
COFYX Columbia Contrarian Core Fund Institutional 3 Class | 8.71% | 17.49% | 23.49% | 32.22% | -18.51% | 24.34% | 22.37% | 40.31% | -8.79% | 20.61% |
HDCTX Rational Equity Armor Fund | 6.06% | 12.64% | 16.85% | 2.95% | -10.68% | 14.52% | 15.85% | 11.32% | -11.94% | -1.99% |
Correlation
The correlation between COFYX and HDCTX is 0.80, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.80 |
Correlation (3Y) Balances recent behavior with more history. | 0.86 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.80 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.74 |
Correlation (All Time) Calculated using the full available price history since Nov 9, 2012 | 0.77 |
The correlation between COFYX and HDCTX shifts across timeframes, from 0.74 (10 years) to 0.86 (3 years), reflecting how their relationship changes across market environments.
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Return for Risk
COFYX vs. HDCTX — Risk / Return Rank
COFYX
HDCTX
COFYX vs. HDCTX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Contrarian Core Fund Institutional 3 Class (COFYX) and Rational Equity Armor Fund (HDCTX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
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.
| COFYX | HDCTX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.01 | ||
| Sortino ratioReturn per unit of downside risk | -0.08 | ||
| Omega ratioGain probability vs. loss probability | 1.22 | 1.21 | +0.01 |
| Calmar ratioReturn relative to maximum drawdown | 1.60 | 1.64 | -0.03 |
| Martin ratioReturn relative to average drawdown | 6.22 | 3.74 | +2.48 |
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Drawdowns
COFYX vs. HDCTX - Drawdown Comparison
The maximum COFYX drawdown since its inception was -32.43%, smaller than the maximum HDCTX drawdown of -59.05%. Use the drawdown chart below to compare losses from any high point for COFYX and HDCTX.
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Drawdown Indicators
| COFYX | HDCTX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.43% | -59.05% | +26.62% |
Max Drawdown (1Y)Largest decline over 1 year | -9.98% | -6.95% | -3.03% |
Max Drawdown (3Y)Largest decline over 3 years | -19.91% | -11.74% | -8.17% |
Max Drawdown (5Y)Largest decline over 5 years | -32.01% | -18.22% | -13.79% |
Max Drawdown (10Y)Largest decline over 10 years | -32.43% | -18.82% | -13.61% |
Current DrawdownCurrent decline from peak | -1.99% | -5.47% | +3.48% |
Average DrawdownAverage peak-to-trough decline | -5.04% | -6.40% | +1.36% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.56% | 3.03% | -0.47% |
Volatility
COFYX vs. HDCTX - Volatility Comparison
Columbia Contrarian Core Fund Institutional 3 Class (COFYX) has a higher volatility of 3.75% compared to Rational Equity Armor Fund (HDCTX) at 2.25%. This indicates that COFYX's price experiences larger fluctuations and is considered to be riskier than HDCTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| COFYX | HDCTX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.75% | 2.25% | +1.50% |
Volatility (6M)Calculated over the trailing 6-month period | 10.46% | 7.31% | +3.15% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.37% | 9.63% | +3.74% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.06% | 10.63% | +8.43% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.04% | 11.55% | +7.49% |
COFYX vs. HDCTX - Expense Ratio Comparison
COFYX has a 0.61% expense ratio, which is lower than HDCTX's 1.17% expense ratio.
Dividends
COFYX vs. HDCTX - Dividend Comparison
COFYX's dividend yield for the trailing twelve months is around 6.69%, more than HDCTX's 0.19% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
COFYX Columbia Contrarian Core Fund Institutional 3 Class | 6.69% | 7.27% | 9.52% | 3.11% | 10.48% | 13.50% | 7.65% | 10.86% | 10.15% | 4.82% | 0.75% | 5.96% |
HDCTX Rational Equity Armor Fund | 0.19% | 0.00% | 0.00% | 0.17% | 0.78% | 1.21% | 1.10% | 5.37% | 7.86% | 5.60% | 3.28% | 15.32% |
Frequently Asked Questions
COFYX and HDCTX have a correlation of 0.80, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
COFYX has higher volatility (3.75%) compared to HDCTX (2.25%). In terms of maximum drawdown, COFYX dropped -32.43% vs HDCTX's -59.05%.
COFYX currently has the higher Sharpe Ratio (1.19 vs 1.18), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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