Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SMGIX (COLUMBIA CONTRARIAN CORE FUND COLUMBIA CONTRARIAN CORE FUND CLASS Z) | 9.95% | 26.52% | 21.90% | 8.28% | 11.66% | 12.22% | 10.72% | … | … |
Data as of 06/04/2026, Common starting date is 12/30/1992
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SMGIX (COLUMBIA CONTRARIAN CORE FUND COLUMBIA CONTRARIAN CORE FUND CLASS Z) | 12/30/1992 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.12 | 26.52 | 21.90 | 8.28 | 11.66 | 12.22 | 10.72 | … | … | 9.95 | 17.35 | 23.33 | 32.11 | -25.86 | 9.56 | 14.17 | 32.95 | -8.95 | 21.73 | 8.66 | 3.04 | 12.77 | 35.73 | 18.68 | -0.93 | 16.21 | 37.25 | -35.48 | 12.64 | 14.64 | 11.33 | 5.94 | 22.83 | -24.85 | -5.56 | 3.94 | 7.02 | 16.04 | 29.66 | 20.20 | 22.30 | 0.41 | 6.68 | -0.01 |
| Sharpe Ratio | NA | 2.06 | 1.28 | 0.31 | 0.53 | NA | NA | … | … | 1.68 | 0.76 | 1.55 | 2.15 | -1.05 | 0.50 | 0.40 | 2.49 | -0.61 | 3.15 | 0.63 | 0.19 | 1.09 | 3.12 | 1.43 | -0.04 | 0.84 | 1.26 | -0.90 | 0.63 | 1.17 | 0.91 | 0.42 | 1.31 | -1.00 | -0.42 | -0.01 | 0.25 | 0.73 | 1.88 | 1.73 | 2.09 | -0.29 | 0.63 | NA |
| Standard Deviation(%) | NA | 12.19 | 15.07 | 18.64 | 19.00 | NA | NA | … | … | 13.63 | 19.13 | 12.72 | 13.36 | 26.18 | 19.06 | 34.66 | 12.64 | 17.10 | 6.73 | 13.42 | 15.78 | 11.72 | 11.44 | 13.11 | 24.47 | 19.25 | 29.37 | 40.33 | 15.22 | 9.66 | 10.01 | 11.86 | 16.94 | 25.96 | 19.29 | 18.61 | 14.79 | 17.31 | 13.73 | 9.50 | 8.77 | 9.23 | 7.14 | 0.00 |
| Draw Down(%) | NA | 9.99 | 19.92 | 35.32 | 35.32 | NA | NA | … | … | 9.99 | 19.92 | 8.86 | 9.40 | 27.70 | 14.88 | 32.45 | 7.04 | 20.28 | 2.19 | 10.31 | 12.26 | 8.08 | 5.55 | 10.45 | 20.63 | 17.66 | 24.82 | 46.59 | 8.66 | 7.61 | 7.05 | 10.18 | 13.91 | 34.13 | 25.26 | 10.51 | 16.19 | 21.20 | 8.60 | 7.17 | 5.82 | 7.49 | 3.86 | 0.01 |
| Yield(%) | 0.00 | 7.92 | 8.50 | 4.32 | 6.17 | 8.22 | 7.95 | … | … | 0.00 | 8.08 | 11.00 | 3.96 | 0.42 | 0.55 | 0.87 | 7.32 | 8.36 | 6.66 | 1.81 | 5.71 | 7.71 | 7.73 | 1.29 | 2.87 | 0.53 | 0.94 | 0.74 | 11.12 | 8.94 | 6.43 | 3.49 | 0.74 | 0.53 | 3.28 | 8.74 | 6.57 | 7.36 | 21.60 | 11.58 | 2.73 | 2.36 | 2.27 | 0.09 |
Data as of 06/04/2026, Common starting date is 12/30/1992
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMGIX (COLUMBIA CONTRARIAN CORE FUND COLUMBIA CONTRARIAN CORE FUND CLASS Z) |
-11.95%
Mar 2000 – Mar 2003 |
-4.62%
Mar 1998 – Mar 2003 |
-1.89%
Feb 1999 – Feb 2009 |
4.02%
Feb 1994 – Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMGIX (COLUMBIA CONTRARIAN CORE FUND COLUMBIA CONTRARIAN CORE FUND CLASS Z) |
26.70%
Feb 2009 – Feb 2012 |
24.30%
Feb 2009 – Feb 2014 |
16.56%
Feb 2009 – Feb 2019 |
14.15%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart