SMGIX vs. PNRAX

In the year-to-date period, SMGIX achieves a 23.35% return, which is significantly lower than PNRAX's 27.37% return. Over the past 10 years, SMGIX has outperformed PNRAX with an annualized return of 12.79%, while PNRAX has yielded a comparatively lower 8.91% annualized return.

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SMGIX has a 0.75% expense ratio, which is lower than PNRAX's 1.03% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Columbia Contrarian Core Fund (SMGIX) and Putnam Research Fund (PNRAX). 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.

The current SMGIX Sharpe Ratio is 2.43, which is comparable to the PNRAX Sharpe Ratio of 2.70. The chart below compares the historical Sharpe Ratios of SMGIX and PNRAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

SMGIX's dividend yield for the trailing twelve months is around 0.47%, more than PNRAX's 0.22% yield.

The maximum SMGIX drawdown since its inception was -50.62%, smaller than the maximum PNRAX drawdown of -61.03%. Use the drawdown chart below to compare losses from any high point for SMGIX and PNRAX. For additional features, visit the drawdowns tool.

Columbia Contrarian Core Fund (SMGIX) and Putnam Research Fund (PNRAX) have volatilities of 4.15% and 4.09%, 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.