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Nasdaq - Delayed Quote USD
Columbia Contrarian Core R (CCCRX)
29.94
-1.90
(-5.97%)
At close: 8:03:45 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -3.97% |
| 5y Average Return | 18.67% |
| Number of Years Up | 11 |
| Number of Years Down | 3 |
| Best 1Y Total Return (Apr 2, 2025) | 35.04% |
| Worst 1Y Total Return (Apr 2, 2025) | -- |
| Best 3Y Total Return | 35.04% |
| Worst 3Y Total Return | 5.83% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
CCCRX
Category
- YTD
- -4.86%
- 5.31%
- 1-Month
- -6.07%
- -4.19%
- 3-Month
- -4.86%
- 3.90%
- 1-Year
- 5.83%
- 20.31%
- 3-Year
- 8.68%
- 6.48%
- 5-Year
- 18.03%
- 11.78%
- 10-Year
- 11.52%
- 10.96%
- Last Bull Market
- 17.31%
- 25.56%
- Last Bear Market
- -16.41%
- -15.11%
Annual Total Return (%) History
Year
CCCRX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -4.86% | -- | -- | -- |
| 2024 | 10.36% | 5.25% | 3.38% | 2.23% |
| 2023 | 8.60% | 10.88% | -3.11% | 12.65% |
| 2022 | -3.12% | -16.41% | -5.81% | 6.21% |
| 2021 | 6.97% | 8.18% | -1.23% | 8.18% |
| 2020 | -18.32% | 20.32% | 8.56% | 14.05% |
| 2019 | 14.09% | 4.51% | 1.77% | 9.02% |
| 2018 | -2.57% | 1.64% | 7.54% | -14.95% |
| 2017 | 6.70% | 3.73% | 4.00% | 5.23% |
| 2016 | 0.43% | 1.57% | 4.11% | 1.73% |
| 2015 | 1.11% | 1.65% | -7.36% | 7.71% |
| 2014 | 0.93% | 5.02% | 1.42% | 4.53% |
| 2013 | 11.35% | 3.12% | 6.59% | 10.33% |
| 2012 | 14.48% | -4.51% | 7.72% | 0.28% |
| 2011 | 4.90% | 0.47% | -16.14% | 11.59% |
| 2010 | 13.32% | -- | -- | -- |
Rank in Category (By Total Return)
| YTD | 68 |
| 1-Month | 75 |
| 3-Month | 68 |
| 1-Year | 59 |
| 3-Year | 36 |
| 5-Year | 43 |
Load Adjusted Returns
| 1-Year | 5.83% |
| 3-Year | 8.68% |
| 5-Year | 18.03% |
| 10-Year | 11.52% |
Performance & Risk
| YTD Return | -3.97% |
| 5y Average Return | 18.67% |
| Rank in Category (ytd) | 68 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.99 |
| Morningstar Risk Rating |
Fund Overview
| Category | Large Blend |
| Fund Family | Columbia Threadneedle |
| Net Assets | 13.72B |
| YTD Return | -4.86% |
| Yield | 0.09% |
| Morningstar Rating | |
| Inception Date | Sep 27, 2010 |
Fund Summary
Under normal circumstances, the fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in common stocks. In addition, under normal circumstances, it invests at least 80% of its net assets in equity securities of U.S. companies that have large market capitalizations (generally over $2 billion) that the fund's investment manager believes are undervalued and have the potential for long-term growth and current income. The fund may also invest up to 20% of its net assets in foreign securities.
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