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Columbia Contrarian Core Inst (SMGIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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35.380.00 (0.00%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return12.57%
5-year average return15.91%
Number of years up25
Number of years down6
Best 1-yr total return (15 May 2024)37.25%
Worst 1-yr total return (15 May 2024)N/A
Best 3-yr total return37.25%
Worst 3-yr total return6.37%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSMGIXCategory
YTD6.87%5.31%
1-month-3.25%-4.19%
3-month4.97%3.90%
1-year27.01%20.31%
3-year8.21%6.48%
5-year14.18%11.78%
10-year12.41%10.96%
Last bull market26.56%25.56%
Last bear market-16.32%-15.11%

Annual total return (%) history

Year
SMGIXCategory
2024
N/AN/A
2023
32.11%22.32%
2022
-18.57%-16.96%
2021
24.29%26.07%
2020
22.28%15.83%
2019
32.96%28.78%
2018
-8.97%-6.27%
2017
21.70%20.44%
2016
8.64%10.37%
2015
3.02%-1.07%
2014
12.92%10.96%
2013
35.73%31.50%
2012
18.67%14.96%
2011
-0.93%-1.27%
2010
16.21%14.01%
2009
37.25%28.17%
2008
-35.42%-37.79%
2007
12.53%6.16%
2006
14.64%14.17%
2005
11.32%5.88%
2004
5.94%10.02%
2003
22.83%27.05%
2002
-24.86%-22.25%
2001
-5.56%-13.50%
2000
3.95%-6.31%
1999
7.09%20.16%
1998
15.96%22.39%
1997
29.66%28.37%
1996
20.20%20.76%
1995
29.67%32.35%
1994
5.12%-0.93%
1993
9.56%N/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.47%N/AN/AN/A
20238.72%11.05%-3.00%12.81%
2022-2.97%-16.32%-5.70%6.36%
20217.11%8.32%-1.10%8.31%
2020-18.24%20.49%8.71%14.18%
201914.25%4.65%1.87%9.17%
2018-2.44%1.74%7.67%-14.84%
20176.80%3.83%4.17%5.36%
20160.62%1.65%4.27%1.87%
20151.20%1.78%-7.22%7.80%
20141.02%5.14%1.55%4.69%
201311.44%3.27%6.72%10.51%
201214.59%-4.43%7.89%0.45%
20114.95%0.60%-15.99%11.70%
20105.65%-13.45%11.92%13.56%
2009-6.93%20.69%15.87%5.46%
2008-7.23%-1.06%-8.42%-23.17%
20070.86%6.37%3.86%0.99%
20064.07%-3.48%5.86%7.81%
2005-1.43%2.09%7.47%2.93%
20041.14%0.88%-4.21%8.41%
2003-3.38%13.64%1.91%9.77%
2002-2.01%-11.94%-18.91%7.39%
2001-7.30%5.78%-13.65%11.54%
20004.43%-2.88%2.31%0.18%
19993.18%9.80%-10.54%5.66%
199812.14%-1.03%-13.49%20.76%
19972.14%14.28%7.99%2.87%
19965.70%3.11%2.63%7.45%
19958.41%7.71%5.41%5.35%
1994-2.27%3.09%4.71%-0.35%
19932.95%0.76%1.43%4.13%

Rank in category (by total return)

YTD22
1-month12
3-month21
1-year9
3-year20
5-year7

Load adjusted returns

1-year27.01%
3-year8.21%
5-year14.18%
10-year12.41%