Nasdaq - Delayed Quote USD
Columbia Contrarian Core Inst3 (COFYX)
34.47
+0.03
+(0.09%)
At close: 8:04:09 PM EDT
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 36.04% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 10 |
| Number of Years Down | 2 |
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 |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| COFYX | Category Average | COFYX | Category Average | COFYX | Category Average | |
| Alpha | 0.31 | -0.01 | 0.14 | -0.01 | -0.2 | -0.01 |
| BETA | 0.99 | 0.01 | 1 | 0.01 | 1 | 0.01 |
| Mean Annual Return | 0.87 | 0.01 | 1.56 | 0.01 | 1.07 | 0.01 |
| R-squared | 98.42 | 0.94 | 97.75 | 0.95 | 97.84 | 0.95 |
| Standard Deviation | 17.36 | 0.17 | 17.15 | 0.19 | 15.52 | 0.15 |
| Sharpe Ratio | 0.34 | 0 | 0.93 | 0.01 | 0.7 | 0.01 |
| Treynor Ratio | 4.77 | 0.03 | 15.94 | 0.1 | 10.29 | 0.1 |
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