COFYX vs. SMGIX
Compare and contrast key facts about Columbia Contrarian Core Fund Institutional 3 Class (COFYX) and Columbia Contrarian Core Fund (SMGIX).
COFYX is an actively managed fund by Columbia. It was launched on Nov 9, 2012. SMGIX is managed by Columbia. It was launched on Dec 14, 1992.
Performance
COFYX vs. SMGIX - Performance Comparison
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COFYX vs. SMGIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
COFYX Columbia Contrarian Core Fund Institutional 3 Class | -5.61% | 17.49% | 23.49% | 32.22% | -18.51% | 24.34% | 22.37% | 40.31% | -8.79% | 20.61% |
SMGIX Columbia Contrarian Core Fund | -5.63% | 17.35% | 23.33% | 32.12% | -18.64% | 24.18% | 22.21% | 32.95% | -8.95% | 20.57% |
Returns By Period
The year-to-date returns for both stocks are quite close, with COFYX having a -5.61% return and SMGIX slightly lower at -5.63%. Over the past 10 years, COFYX has outperformed SMGIX with an annualized return of 13.93%, while SMGIX has yielded a comparatively lower 13.21% annualized return.
COFYX
- 1D
- 2.95%
- 1M
- -4.63%
- YTD
- -5.61%
- 6M
- -3.55%
- 1Y
- 15.93%
- 3Y*
- 18.53%
- 5Y*
- 11.05%
- 10Y*
- 13.93%
SMGIX
- 1D
- 2.93%
- 1M
- -4.62%
- YTD
- -5.63%
- 6M
- -3.60%
- 1Y
- 15.81%
- 3Y*
- 18.40%
- 5Y*
- 10.92%
- 10Y*
- 13.21%
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COFYX vs. SMGIX - Expense Ratio Comparison
COFYX has a 0.61% expense ratio, which is lower than SMGIX's 0.75% expense ratio.
Return for Risk
COFYX vs. SMGIX — Risk / Return Rank
COFYX
SMGIX
COFYX vs. SMGIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Contrarian Core Fund Institutional 3 Class (COFYX) and Columbia Contrarian Core Fund (SMGIX). 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.
| COFYX | SMGIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.88 | 0.87 | +0.01 |
Sortino ratioReturn per unit of downside risk | 1.35 | 1.34 | +0.01 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.20 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.35 | 1.34 | +0.01 |
Martin ratioReturn relative to average drawdown | 5.70 | 5.64 | +0.06 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| COFYX | SMGIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.88 | 0.87 | +0.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.59 | 0.58 | +0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.73 | 0.70 | +0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.82 | 0.68 | +0.15 |
Correlation
The correlation between COFYX and SMGIX is 1.00, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
COFYX vs. SMGIX - Dividend Comparison
COFYX's dividend yield for the trailing twelve months is around 7.70%, less than SMGIX's 7.83% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
COFYX Columbia Contrarian Core Fund Institutional 3 Class | 7.70% | 7.27% | 9.52% | 3.11% | 10.48% | 13.50% | 7.65% | 10.86% | 10.15% | 4.82% | 0.75% | 5.96% |
SMGIX Columbia Contrarian Core Fund | 7.83% | 7.39% | 9.69% | 3.08% | 10.61% | 13.70% | 7.69% | 5.87% | 10.17% | 4.89% | 0.76% | 5.86% |
Drawdowns
COFYX vs. SMGIX - Drawdown Comparison
The maximum COFYX drawdown since its inception was -32.43%, smaller than the maximum SMGIX drawdown of -50.62%. Use the drawdown chart below to compare losses from any high point for COFYX and SMGIX.
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Drawdown Indicators
| COFYX | SMGIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.43% | -50.62% | +18.19% |
Max Drawdown (1Y)Largest decline over 1 year | -12.31% | -12.33% | +0.02% |
Max Drawdown (5Y)Largest decline over 5 years | -32.01% | -32.20% | +0.19% |
Max Drawdown (10Y)Largest decline over 10 years | -32.43% | -32.45% | +0.02% |
Current DrawdownCurrent decline from peak | -7.32% | -7.35% | +0.03% |
Average DrawdownAverage peak-to-trough decline | -5.13% | -6.77% | +1.64% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.92% | 2.93% | -0.01% |
Volatility
COFYX vs. SMGIX - Volatility Comparison
Columbia Contrarian Core Fund Institutional 3 Class (COFYX) and Columbia Contrarian Core Fund (SMGIX) have volatilities of 5.32% and 5.29%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| COFYX | SMGIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.32% | 5.29% | +0.03% |
Volatility (6M)Calculated over the trailing 6-month period | 9.72% | 9.73% | -0.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.74% | 18.74% | 0.00% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.96% | 19.00% | -0.04% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.02% | 18.97% | +0.05% |