SMGIX | COLUMBIA CONTRARIAN CORE FUND COLUMBIA CONTRARIAN CORE FUND CLASS Z

Basic Info 34.66 0.05(0.14%)
May 07

COLUMBIA CONTRARIAN CORE FUND COLUMBIA CONTRARIAN CORE FUND CLASS Z started on 12/30/1992

COLUMBIA CONTRARIAN CORE FUND COLUMBIA CONTRARIAN CORE FUND CLASS Z is classified as asset class LARGE BLEND

COLUMBIA CONTRARIAN CORE FUND COLUMBIA CONTRARIAN CORE FUND CLASS Z expense ratio is 0.72%

COLUMBIA CONTRARIAN CORE FUND COLUMBIA CONTRARIAN CORE FUND CLASS Z rating is

(89%)

COLUMBIA CONTRARIAN CORE FUND COLUMBIA CONTRARIAN CORE FUND CLASS Z (SMGIX) Dividend Info

COLUMBIA CONTRARIAN CORE FUND COLUMBIA CONTRARIAN CORE FUND CLASS Z (SMGIX) dividend growth in the last 12 months is -62.80%

The trailing 12-month yield of COLUMBIA CONTRARIAN CORE FUND COLUMBIA CONTRARIAN CORE FUND CLASS Z is 3.55%. its dividend history:

Date	Dividend
12/11/2023	0.9693
12/09/2022	2.6056
12/09/2021	4.5589
12/09/2020	2.347
12/10/2019	1.579
12/10/2018	2.184
12/11/2017	1.511
12/13/2016	0.376
12/14/2015	1.234
12/12/2014	1.576
12/13/2013	1.285
12/07/2012	0.182
12/06/2011	0.417
12/30/2010	0.006
12/06/2010	0.061
12/04/2009	0.085
12/05/2008	0.104
12/10/2007	1.558
12/11/2006	1.199
12/12/2005	0.804
12/13/2004	0.428
12/16/2003	0.019
09/11/2003	0.011
06/12/2003	0.019
03/13/2003	0.028
12/19/2002	0.005
11/27/2002	0.024
09/12/2002	0.016
06/13/2002	0.009
03/14/2002	0.018
12/20/2001	0.014
12/18/2001	0.438
09/28/2001	0.005
06/14/2001	0.015
03/15/2001	0.015
12/21/2000	0.019
12/19/2000	1.281
09/07/2000	0.005
06/08/2000	0.021
03/09/2000	0.02
12/16/1999	0.034
12/14/1999	0.909
09/10/1999	0.027
06/11/1999	0.032
03/12/1999	0.027
12/18/1998	0.943
09/11/1998	0.027
06/12/1998	0.035
03/13/1998	0.056
12/12/1997	2.721
09/12/1997	0.049
06/13/1997	0.056
03/14/1997	0.049
12/20/1996	1.269
09/20/1996	0.072
06/14/1996	0.065
03/15/1996	0.034
12/22/1995	0.021
11/30/1995	0.058
09/18/1995	0.065
06/19/1995	0.069
03/17/1995	0.069
12/19/1994	0.072
09/19/1994	0.065
06/17/1994	0.058
03/17/1994	0.053
12/17/1993	0.055
09/17/1993	0.058
06/17/1993	0.058
03/17/1993	0.058
12/31/1992	0.009

Dividend Growth History for COLUMBIA CONTRARIAN CORE FUND COLUMBIA CONTRARIAN CORE FUND CLASS Z (SMGIX)

Year	Payout Amount	Year Start Yield	Annual Payout Growth (YoY)	CAGR to 2023
2023	$0.9693	3.96%	-62.80%	-
2022	$2.6056	7.77%	-42.85%	-62.80%
2021	$4.5589	15.15%	94.24%	-53.89%
2020	$2.347	8.64%	48.64%	-25.53%
2019	$1.579	7.32%	-27.70%	-11.48%
2018	$2.184	8.36%	44.54%	-15.00%
2017	$1.511	6.66%	301.86%	-7.13%
2016	$0.376	1.81%	-69.53%	14.49%
2015	$1.234	5.71%	-21.70%	-2.97%
2014	$1.576	7.71%	22.65%	-5.26%
2013	$1.285	7.73%	606.04%	-2.78%
2012	$0.182	1.29%	-56.35%	16.42%
2011	$0.417	2.87%	522.39%	7.28%
2010	$0.067	0.53%	-21.18%	22.82%
2009	$0.085	0.94%	-18.27%	18.99%
2008	$0.104	0.74%	-93.32%	16.05%
2007	$1.558	11.12%	29.94%	-2.92%
2006	$1.199	8.94%	49.13%	-1.24%
2005	$0.804	6.43%	87.85%	1.04%
2004	$0.428	3.49%	455.84%	4.40%
2003	$0.077	0.74%	6.94%	13.50%
2002	$0.072	0.53%	-85.22%	13.18%
2001	$0.487	3.28%	-63.82%	3.18%
2000	$1.346	8.74%	30.81%	-1.42%
1999	$1.029	6.57%	-3.02%	-0.25%
1998	$1.061	7.36%	-63.10%	-0.36%
1997	$2.875	21.60%	99.65%	-4.10%
1996	$1.44	11.58%	410.64%	-1.46%
1995	$0.282	2.73%	13.71%	4.51%
1994	$0.248	2.36%	8.30%	4.81%
1993	$0.229	2.27%	2,444.44%	4.93%
1992	$0.009	0.09%	-	16.29%

Dividend Growth Chart for COLUMBIA CONTRARIAN CORE FUND COLUMBIA CONTRARIAN CORE FUND CLASS Z (SMGIX)

COLUMBIA CONTRARIAN CORE FUND COLUMBIA CONTRARIAN CORE FUND CLASS Z (SMGIX) Historical Returns And Risk Info

From 06/21/1996 to 05/07/2024, the compound annualized total return (dividend reinvested) of COLUMBIA CONTRARIAN CORE FUND COLUMBIA CONTRARIAN CORE FUND CLASS Z (SMGIX) is 9.775%. Its cumulative total return (dividend reinvested) is 1,241.275%.

From 06/21/1996 to 05/07/2024, the Maximum Drawdown of COLUMBIA CONTRARIAN CORE FUND COLUMBIA CONTRARIAN CORE FUND CLASS Z (SMGIX) is 50.7%.

From 06/21/1996 to 05/07/2024, the Sharpe Ratio of COLUMBIA CONTRARIAN CORE FUND COLUMBIA CONTRARIAN CORE FUND CLASS Z (SMGIX) is 0.45.

From 06/21/1996 to 05/07/2024, the Annualized Standard Deviation of COLUMBIA CONTRARIAN CORE FUND COLUMBIA CONTRARIAN CORE FUND CLASS Z (SMGIX) is 18.1%.

From 06/21/1996 to 05/07/2024, the Beta of COLUMBIA CONTRARIAN CORE FUND COLUMBIA CONTRARIAN CORE FUND CLASS Z (SMGIX) is 1.0.

	Last 1 Week*	YTD*(2024)	1 Yr	3 Yr	5 Yr	10 Yr	15 Yr	20 Yr	Since 06/21/1996	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(%)	3.2	10.3	31.3	9.5	15.0	12.7	14.7	11.3	9.8	32.1	-18.6	24.2	22.2	32.9	-9.0	21.7	8.7	3.0	12.8	35.7	18.7	-0.9	16.2	37.3	-35.5	12.6	14.6	11.3	5.9	22.8	-24.9	-5.6	3.9	7.0	16.0	29.7	20.2	22.3	0.4	6.7	-0.0
Sharpe Ratio	NA	2.05	2.28	0.37	0.61	0.65	NA	NA	0.45	2.1	-0.83	1.77	0.65	2.5	-0.6	3.15	0.63	0.19	1.09	3.12	1.43	-0.04	0.84	1.27	-0.9	0.64	1.18	0.91	0.42	1.31	-1.0	-0.42	-0.01	0.26	0.73	1.89	1.74	2.1	-0.28	0.64	NA
Draw Down(%)	NA	4.7	9.4	24.3	32.5	32.5	NA	NA	50.7	9.4	24.3	5.4	32.5	7.0	20.3	2.2	10.3	12.3	8.1	5.5	10.4	20.6	17.7	24.8	46.6	8.7	7.6	7.1	10.2	13.9	34.1	25.3	10.5	16.2	21.2	8.6	7.2	5.8	7.5	3.9	0.0
Standard Deviation(%)	NA	12.2	12.0	17.5	21.3	17.8	NA	NA	18.1	13.4	24.2	13.7	33.9	12.6	17.1	6.7	13.4	15.8	11.7	11.4	13.1	24.5	19.3	29.4	40.3	15.2	9.7	10.0	11.9	16.9	26.0	19.3	18.6	14.8	17.3	13.7	9.5	8.8	9.2	7.1	0.0
Treynor Ratio	NA	0.25	0.27	0.07	0.13	0.12	NA	NA	0.08	0.29	-0.21	0.24	0.22	0.31	-0.1	0.22	0.08	0.03	0.13	0.35	0.19	-0.01	0.15	0.35	-0.37	0.1	0.13	0.1	0.05	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0
Alpha	NA	0.01	0.01	0.0	0.01	0.0	NA	NA	0.02	0.02	0.0	-0.01	0.01	0.01	-0.02	0.0	-0.01	0.01	0.0	0.01	0.01	-0.01	0.0	0.03	0.01	0.02	0.0	0.02	-0.01	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
Beta	NA	1.01	1.0	0.98	0.98	0.98	NA	NA	1.0	0.98	0.97	1.0	0.97	1.0	0.99	0.96	1.01	1.01	1.01	1.02	1.01	1.03	1.05	1.05	0.98	0.95	0.9	0.95	1.05	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
RSquare	NA	0.99	0.98	0.98	0.99	0.98	NA	NA	0.72	0.95	0.99	0.96	0.99	0.98	0.99	0.91	0.98	0.97	0.98	0.98	0.98	0.99	0.99	0.95	0.99	0.98	0.91	0.95	0.89	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0
Yield(%)	N/A	0.0	3.5	7.8	9.6	9.1	14.2	10.4	N/A	4.0	7.8	15.2	8.6	7.3	8.3	6.7	1.8	5.7	7.7	7.7	1.3	2.9	0.6	0.9	0.7	11.1	8.9	6.4	3.5	0.8	0.5	3.3	8.7	6.6	7.4	21.6	11.5	2.7	2.3	2.4	0.1
Dividend Growth(%)	N/A	-100.0	-62.8	33.1	75.3	209.0	N/A	N/A	N/A	-62.8	-42.8	94.0	48.7	-27.5	44.4	297.4	-69.1	-22.2	23.4	611.1	-57.1	500.0	-12.5	-20.0	-93.6	30.0	50.0	86.0	437.5	14.3	-85.7	-63.4	30.1	-3.7	-62.8	101.4	410.7	16.7	0.0	2300.0	N/A

Return Calculator for COLUMBIA CONTRARIAN CORE FUND COLUMBIA CONTRARIAN CORE FUND CLASS Z (SMGIX)

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COLUMBIA CONTRARIAN CORE FUND COLUMBIA CONTRARIAN CORE FUND CLASS Z (SMGIX) Historical Return Chart

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COLUMBIA CONTRARIAN CORE FUND COLUMBIA CONTRARIAN CORE FUND CLASS Z (SMGIX) Rolling Returns Charts

A rolling return for a period such as 5-year, as of a specific date, represents the investment’s performance over the preceding five years leading up to that date. In the 5-year rolling chart, the value on any given date corresponds to the annualized return for the preceding 5 years up to that very date. Thus, for instance, the chart value on 8/28/2015 reflects the annualized return from 8/28/2010 to 8/28/2015. A 5-year rolling return chart for an investment (stock, fund or portfolio) depicts the return sequence of 5-year trailing returns for the dates in the chart.

These rolling returns contrast with the most recent 3, 5, 10, and 15-year returns, as they solely depict the returns for those respective periods leading up to the most recent date, without encompassing every date in the historical record.

Rolling return charts offer a more precise insight into a portfolio’s risk and return stability (including funds or individual stocks). This is particularly true when focusing on the minimal return points within a rolling return chart as a measure of a fund or a portfolio's risk. A well-known observation, often attributed to ‘Murphy’s law’, is that it tends to perform poorly when investors decide to follow an investment due to its recent strong returns. Sound familiar? Information regarding minimum rolling returns could help mitigate this predicament. Investors can opt for an investment showcasing high minimum rolling returns within their preferred holding durations. In fact, merely possessing knowledge of such minimum rolling period returns can anchor investors’ expectations.

For instance, let’s consider an investor who follows a model portfolio (or even simply purchases and holds a fund like VFINX or SPY) for 10 years. Armed with knowledge of this portfolio’s minimum 10-year rolling return since its inception date or the fund’s inception (in the case of VFINX, recognizing that the minimum 10-year rolling return since 1987 could be as low as -2.24%), the investor should reasonably anticipate the potential for the portfolio to incur losses over the forthcoming 10 years.

Minimum rolling return for a period such as 10-year offers a different and often better historical risk and return metric than other popular risk and return metrics such as Sharpe ratio, standard deviation (volatility) or maximum drawdown.

See Portfolio Calculator and Rolling Returns for more detailed description.

From 06/21/1996 to 05/07/2024, the worst annualized return of 3-year rolling returns for COLUMBIA CONTRARIAN CORE FUND COLUMBIA CONTRARIAN CORE FUND CLASS Z (SMGIX) is -13.41%.

From 06/21/1996 to 05/07/2024, the worst annualized return of 5-year rolling returns for COLUMBIA CONTRARIAN CORE FUND COLUMBIA CONTRARIAN CORE FUND CLASS Z (SMGIX) is -2.61%.

From 06/21/1996 to 05/07/2024, the worst annualized return of 10-year rolling returns for COLUMBIA CONTRARIAN CORE FUND COLUMBIA CONTRARIAN CORE FUND CLASS Z (SMGIX) is -1.63%.

From 06/21/1996 to 05/07/2024, the worst annualized return of 20-year rolling returns for COLUMBIA CONTRARIAN CORE FUND COLUMBIA CONTRARIAN CORE FUND CLASS Z (SMGIX) is 7.01%.

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