Find A Portfolio/Ticker
Comparison Box
CCCRX: COLUMBIA CONTRARIAN CORE FUND COLUMBIA CONTRARIAN CORE FUND CLASS R (MUTUAL FUND)
Basic Info 37.74 0.07(0.19%) July 18
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: | (11%) |
| Start Date: | 09/28/2010 |
| Last Dividend Date: | 12/10/2024 |
| 12-Mo. Yield | 0.08% |
| Expenses | 0.72% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 07/11/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 09/28/2010 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.7 | 7.9 | 2.9 | 12.4 | 6.8 | 8.2 | 10.8 | 12.7 | 28.1 | -26.3 | 8.9 | 13.6 | 32.3 | -9.4 | 21.1 | 8.0 | 2.6 | 12.2 | 35.0 | 18.1 | -1.4 | 12.8 |
| Sharpe Ratio | NA | 0.46 | -0.07 | 0.42 | 0.24 | 0.35 | 0.53 | 0.39 | 1.76 | -1.06 | 0.46 | 0.38 | 2.44 | -0.63 | 3.04 | 0.58 | 0.16 | 1.04 | 3.06 | 1.39 | -0.06 | 4.42 |
| Draw Down(%) | NA | 20.0 | 25.4 | 25.4 | 35.8 | 35.8 | 35.8 | 11.4 | 9.5 | 28.1 | 15.0 | 32.5 | 7.1 | 20.6 | 2.2 | 10.4 | 12.3 | 8.1 | 5.6 | 10.5 | 20.7 | 4.1 |
| Standard Deviation(%) | NA | 24.2 | 21.9 | 19.1 | 19.9 | 19.6 | 18.4 | 15.5 | 13.6 | 26.2 | 19.2 | 34.6 | 12.7 | 17.1 | 6.8 | 13.4 | 15.8 | 11.7 | 11.4 | 13.1 | 24.5 | 13.2 |
| Treynor Ratio | NA | 0.11 | -0.01 | 0.08 | 0.05 | 0.07 | 0.1 | 0.06 | 0.24 | -0.28 | 0.08 | 0.14 | 0.31 | -0.11 | 0.21 | 0.08 | 0.03 | 0.12 | 0.34 | 0.18 | -0.01 | 0.52 |
| Alpha | NA | 0.0 | -0.04 | -0.03 | -0.03 | -0.02 | -0.01 | -0.04 | 0.0 | -0.03 | -0.06 | -0.02 | 0.0 | -0.02 | 0.0 | -0.01 | 0.01 | 0.0 | 0.01 | 0.01 | -0.01 | 0.01 |
| Beta | NA | 1.01 | 1.01 | 1.01 | 1.01 | 0.99 | 1.0 | 1.01 | 1.0 | 0.98 | 1.07 | 0.98 | 1.0 | 0.99 | 0.97 | 1.01 | 1.01 | 1.01 | 1.02 | 1.01 | 1.03 | 1.12 |
| RSquared | NA | 0.99 | 0.85 | 0.85 | 0.82 | 0.9 | 0.92 | 0.71 | 0.94 | 0.87 | 0.59 | 0.96 | 0.98 | 0.99 | 0.91 | 0.98 | 0.97 | 0.98 | 0.98 | 0.98 | 0.99 | 0.98 |
| Yield(%) | N/A | 0.0 | 0.1 | 0.1 | 0.1 | 2.8 | N/A | 0.1 | 0.2 | 0.0 | 0.0 | 0.4 | 6.8 | 7.9 | 6.1 | 1.3 | 5.2 | 7.2 | 7.2 | 0.7 | 2.4 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | -26.2 | -95.3 | -97.2 | N/A | N/A | -26.2 | N/A | N/A | -100.0 | -93.0 | -29.2 | 47.8 | 416.4 | -76.1 | -23.3 | 23.2 | 1034.3 | -70.3 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/28/2010
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LARGE BLEND Asset Class Trend Rankings |
Top Rated Funds in LARGE BLEND
Best Mutual Funds
- LLPFX (LONGLEAF PARTNERS FUND LONGLEAF PARTNERS FUND) (100%)
- LMVTX (CLEARBRIDGE VALUE TRUST CLASS C) (100%)
- MPGFX (MAIRS & POWER GROWTH FUND INVESTOR CLASS) (100%)
- YACKX (AMG YACKTMAN FUND CLASS I) (99%)
- FMIHX (LARGE CAP FUND LARGE CAP FUND INVESTOR CLASS) (99%)
- FDGFX (FIDELITY DIVIDEND GROWTH FUND FIDELITY DIVIDEND GROWTH FUND) (99%)
- THPGX (THOMPSON LARGECAP FUND THOMPSON LARGECAP FUND) (99%)
- WVALX (VALUE FUND VALUE FUND - INVESTOR CLASS) (99%)
- OAKMX (OAKMARK FUND INVESTOR CLASS) (99%)
- SWANX (SCHWAB CORE EQUITY FUND INVESTOR SHARES) (99%)
Best ETFs
- SPY (SPDR S&P 500 ETF Trust) (100%)
- XLG (Invesco S&P 500 Top 50 ETF) (100%)
- IWB (iShares Russell 1000 ETF) (97%)
- IYY (iShares Dow Jones U.S. ETF) (96%)
- VTI (Vanguard Total Stock Market ETF) (96%)
- IWV (iShares Russell 3000 ETF) (96%)
- RSP (Invesco S&P 500 Equal Weight ETF) (96%)
- XLP (Consumer Staples Select Sector SPDR Fund) (94%)
- DSI (iShares MSCI KLD 400 Social ETF) (93%)
- EPS (WisdomTree U.S. LargeCap Fund) (93%)
Best Closed End Funds
- ADX (Adams Diversified Equity Closed Fund) (95%)
- CLM (Cornerstone Strategic Value Fund Inc) (95%)
- CRF (Cornerstone Strategic Return Fund) (95%)
- ETB (Eaton Vance Tax Managed Buy Write Income Closed Fund) (95%)
- ETY (Eaton Vance Tax Managed Diversified Equity Income Closed Fund) (94%)
- FFA (First Trust Enhanced Equity Income Closed Fund) (94%)
- GAB (Gabelli Equity Trust Closed Fund) (94%)
- GGT (Gabelli MultiMedia Mutual Fund) (94%)
- USA (Liberty All Star Equity Closed Fund) (94%)
- GRF (Eagle Capital Growth Fund Inc) (94%)
Latest Articles Related to CCCRX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
