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Nasdaq - Delayed Quote USD

Columbia Contrarian Core Inst3 (COFYX)

34.47
+0.03
+(0.09%)
At close: 8:04:09 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -5.62%
5y Average Return 15.44%
Number of Years Up 10
Number of Years Down 2
Best 1Y Total Return (Apr 29, 2025) 36.04%
Worst 1Y Total Return (Apr 29, 2025) --
Best 3Y Total Return 36.04%
Worst 3Y Total Return 6.53%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
COFYX
Category
YTD
-4.71%
5.31%
1-Month
-6.03%
-4.19%
3-Month
-4.71%
3.90%
1-Year
6.50%
20.31%
3-Year
9.35%
6.48%
5-Year
18.77%
11.78%
10-Year
12.24%
10.96%
Last Bull Market
17.73%
25.56%
Last Bear Market
-16.27%
-15.11%

Annual Total Return (%) History

Year
COFYX
Category
2025
--
--
2024
23.51%
--
2023
32.21%
22.32%
2022
-18.45%
-16.96%
2021
24.45%
26.07%
2020
22.44%
15.83%
2019
33.08%
28.78%
2018
-8.81%
-6.27%

2017
21.89%
20.44%
2016
8.77%
10.37%
2015
3.25%
-1.07%
2014
13.14%
10.96%
2013
36.04%
31.50%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -4.71% -- -- --
2024 10.50% 5.44% 3.54% 2.38%
2023 8.73% 11.06% -2.96% 12.83%
2022 -2.96% -16.27% -5.67% 6.41%
2021 7.13% 8.36% -1.05% 8.34%
2020 -18.19% 20.54% 8.72% 14.20%
2019 14.22% 4.68% 1.91% 9.21%
2018 -2.44% 1.83% 7.70% -14.78%
2017 6.83% 3.89% 4.18% 5.41%
2016 0.61% 1.72% 4.30% 1.91%

2015 1.28% 1.80% -7.16% 7.87%
2014 1.05% 5.22% 1.58% 4.75%
2013 11.56% 3.29% 6.79% 10.55%

Rank in Category (By Total Return)

YTD 65
1-Month 73
3-Month 65
1-Year 49
3-Year 19
5-Year 19

Load Adjusted Returns

1-Year 6.50%
3-Year 9.35%
5-Year 18.77%
10-Year 12.24%

Performance & Risk

YTD Return -5.62%
5y Average Return 15.44%
Rank in Category (ytd) 65
% 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 -4.71%
Yield 0.67%
Morningstar Rating
Inception Date Dec 14, 1992

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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