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CORRX: COLUMBIA CONTRARIAN CORE FUND COLUMBIA CONTRARIAN CORE FUND CLASS R4 (MUTUAL FUND)
Basic Info 36.4 0.43(1.20%) May 15
Asset Class: | LARGE BLEND |
MyPlanIQ Rating: | Not Rated |
Start Date: | 11/09/2012 |
Last Dividend Date: | 12/11/2023 |
12-Mo. Yield | 3.46% |
Expenses | 0.72% |
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Performance Analytics (As of 05/10/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 11/09/2012 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 2.2 | 12.7 | 33.8 | 10.8 | 16.3 | 12.9 | 14.0 | 32.1 | -18.6 | 24.2 | 22.2 | 33.0 | -8.9 | 21.7 | 8.6 | 3.1 | 12.8 | 27.6 | 3.1 |
Sharpe Ratio | NA | 2.48 | 2.37 | 0.41 | 0.66 | 0.66 | 0.75 | 2.1 | -0.83 | 1.77 | 0.65 | 2.5 | -0.6 | 3.03 | 0.63 | 0.19 | 1.09 | 2.12 | 2.04 |
Draw Down(%) | NA | 4.7 | 9.4 | 24.3 | 32.4 | 32.4 | 32.4 | 9.4 | 24.3 | 5.4 | 32.4 | 7.0 | 20.3 | 2.2 | 10.3 | 12.3 | 8.1 | 7.2 | 2.7 |
Standard Deviation(%) | NA | 12.0 | 11.9 | 17.5 | 21.2 | 17.8 | 17.2 | 13.4 | 24.2 | 13.7 | 33.9 | 12.6 | 17.1 | 7.0 | 13.4 | 15.8 | 11.7 | 13.0 | 12.4 |
Treynor Ratio | NA | 0.29 | 0.28 | 0.07 | 0.14 | 0.12 | 0.13 | 0.28 | -0.2 | 0.24 | 0.22 | 0.31 | -0.1 | 0.21 | 0.08 | 0.03 | 0.13 | 0.27 | 0.25 |
Alpha | NA | 0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.02 | 0.0 | -0.01 | 0.01 | 0.0 | -0.02 | 0.0 | -0.01 | 0.01 | 0.0 | -0.02 | -0.02 |
Beta | NA | 1.02 | 1.01 | 1.0 | 0.99 | 0.99 | 0.99 | 1.0 | 0.99 | 1.01 | 0.97 | 1.0 | 0.99 | 1.01 | 1.01 | 1.0 | 1.02 | 1.03 | 0.99 |
RSquared | NA | 0.98 | 0.98 | 0.98 | 0.99 | 0.98 | 0.97 | 0.97 | 0.99 | 0.95 | 0.99 | 0.98 | 0.99 | 0.94 | 0.98 | 0.97 | 0.98 | 0.78 | 0.92 |
Yield(%) | N/A | 0.0 | 3.5 | 7.7 | 9.5 | 9.0 | N/A | 3.9 | 7.6 | 14.8 | 8.5 | 7.2 | 8.2 | 6.5 | 1.8 | 5.6 | 7.6 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | -62.8 | 33.1 | 75.3 | N/A | N/A | -62.8 | -42.8 | 94.0 | 48.7 | -27.5 | 44.4 | 297.4 | -69.1 | -21.7 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/09/2012
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