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Columbia Contrarian Core Inst3 (COFYX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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36.35-0.06 (-0.16%)
At close: 08:06AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return12.61%
5-year average return16.06%
Number of years up9
Number of years down2
Best 1-yr total return (15 May 2024)36.04%
Worst 1-yr total return (15 May 2024)N/A
Best 3-yr total return36.04%
Worst 3-yr total return6.53%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCOFYXCategory
YTD6.91%5.31%
1-month-3.25%-4.19%
3-month4.99%3.90%
1-year27.17%20.31%
3-year8.34%6.48%
5-year14.33%11.78%
10-year12.57%10.96%
Last bull market26.61%25.56%
Last bear market-16.27%-15.11%

Annual total return (%) history

Year
COFYXCategory
2024
N/AN/A
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
202410.50%N/AN/AN/A
20238.73%11.06%-2.96%12.83%
2022-2.96%-16.27%-5.67%6.41%
20217.13%8.36%-1.05%8.34%
2020-18.19%20.54%8.72%14.20%
201914.22%4.68%1.91%9.21%
2018-2.44%1.83%7.70%-14.78%
20176.83%3.89%4.18%5.41%
20160.61%1.72%4.30%1.91%
20151.28%1.80%-7.16%7.87%
20141.05%5.22%1.58%4.75%
201311.56%3.29%6.79%10.55%

Rank in category (by total return)

YTD21
1-month12
3-month21
1-year9
3-year18
5-year6

Load adjusted returns

1-year27.17%
3-year8.34%
5-year14.33%
10-year12.57%