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Columbia Contrarian Core V (SGIEX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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30.42+0.11 (+0.36%)
At close: 09:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return27.17%
5-year average return14.39%
Number of years up23
Number of years down6
Best 1-yr total return (7 Dec 2023)36.87%
Worst 1-yr total return (7 Dec 2023)N/A
Best 3-yr total return36.87%
Worst 3-yr total return0.68%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSGIEXCategory
YTD26.17%14.84%
1-month9.67%1.65%
3-month2.62%7.55%
1-year18.36%40.47%
3-year9.85%16.77%
5-year13.11%16.15%
10-year11.31%13.21%
Last bull market42.24%24.09%
Last bear market-16.35%-17.61%

Annual total return (%) history

Year
SGIEXCategory
2023
N/AN/A
2022
-18.75%N/A
2021
23.97%N/A
2020
22.00%15.83%
2019
32.56%28.78%
2018
-9.17%-6.27%
2017
21.40%20.44%
2016
8.37%10.37%
2015
2.79%-1.07%
2014
12.56%10.96%
2013
35.28%31.50%
2012
18.33%14.96%
2011
-1.18%-1.27%
2010
15.81%14.01%
2009
36.87%28.17%
2008
-35.62%-37.79%
2007
12.12%6.16%
2006
14.38%14.17%
2005
11.04%5.88%
2004
5.66%10.02%
2003
22.18%27.05%
2002
-25.11%-22.25%
2001
-5.95%-13.50%
2000
3.65%-6.31%
1999
6.86%20.16%
1998
15.71%22.39%
1997
29.19%28.37%
1996
19.85%20.76%
1995
29.34%32.35%
1994
4.83%-0.93%
1993
N/A10.21%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20238.61%10.97%-3.05%N/A
2022-3.05%-16.35%-5.77%6.32%
20217.03%8.26%-1.16%8.24%
2020-18.25%20.38%8.66%14.09%
201914.12%4.57%1.83%9.10%
2018-2.52%1.69%7.61%-14.86%
20176.72%3.81%4.03%5.33%
20160.53%1.63%4.15%1.84%
20151.17%1.71%-7.29%7.73%
20140.98%5.01%1.48%4.59%
201311.33%3.20%6.64%10.41%
201214.54%-4.55%7.79%0.42%
20114.94%0.54%-16.06%11.59%
20105.63%-13.52%11.80%13.40%
2009-7.01%20.69%15.66%5.44%
2008-7.25%-1.23%-8.46%-23.24%
20070.72%6.23%3.84%0.91%
20064.03%-3.58%5.84%7.73%
2005-1.44%1.94%7.47%2.82%
20041.14%0.81%-4.32%8.31%
2003-3.57%13.62%1.74%9.60%
2002-2.10%-11.91%-19.07%7.30%
2001-7.40%5.62%-13.68%11.40%
20004.34%-2.89%2.16%0.13%
19993.08%9.75%-10.56%5.61%
199812.10%-1.10%-13.50%20.66%
19972.03%14.24%7.88%2.75%
19965.53%3.03%2.59%7.44%
19958.33%7.67%5.34%5.27%
1994-2.34%3.01%4.64%-0.42%
19930.74%1.41%4.04%N/A

Rank in category (by total return)

YTD4
1-month16
3-month12
1-year4
3-year23
5-year8

Load adjusted returns

1-year11.56%
3-year7.70%
5-year11.78%
10-year10.66%