SMGIX
Columbia Contrarian Core-Inst
$37.36
0.02 (0.05%)
Currency in USD / Last Updated: 7/9/2024
| Category | Large Cap |
|---|---|
| Market Cap | 14701.123M |
| 52 Week High | 37.36 |
| 52 Week Low | 26.911 |
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Key Data
| Symbol | SMGIX |
|---|---|
| Type | Mutual Fund |
| Category | Large Cap |
| Price | 37.36 |
| Price Yesterday | 37.34 |
| Market Cap | 14,701.12 |
| YTD Return | 18.87% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 2000 |
| Redeption Fee | 0 |
| Prospectus | 0.0072 |
Overview
| 52 Week High | 37.36 |
|---|---|
| 52 Week Low | 26.91 |
| Market Cap | 14,701.12M |
| Shares Outstanding | 393.50M |
| Income Dividend Yield | 0.49% |
| Long Term Dividend Yield | 2.10% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 2.59% |
Returns Annualized
| One Day | 14.46% |
|---|---|
| Five Days | 149.17% |
| One Months | 61.88% |
| Three Months | 36.65% |
| Six Months | 43.15% |
| Nine Months | 45.61% |
| One Year | 31.61% |
| Three Years | 10.55% |
| Five Years | 16.42% |
| Ten Years | 12.98% |
| YTD | 39.85% |
| Since Inception | 10.60% |
Returns Total
| One Day | 0.05% |
|---|---|
| Five Days | 1.83% |
| One Month | 3.89% |
| Three Months | 7.98% |
| Six Months | 19.28% |
| Nine Months | 32.12% |
| One Year | 31.58% |
| Three Years | 34.92% |
| Five Years | 113.47% |
| Ten Years | 237.67% |
| YTD | 18.87% |
| Since Inception | 2287.22% |
Yearly Returns
| 2024 | 18.87% |
|---|---|
| 2023 | 32.11% |
| 2022 | -18.57% |
| 2021 | 24.29% |
| 2020 | 22.28% |
| 2019 | 32.96% |
| 2018 | -8.98% |
| 2017 | 21.70% |
| 2016 | 8.64% |
| 2015 | 3.02% |
Risk against SP-DA
| Alpha | 2.70% |
|---|---|
| Beta | 1.01 |
| Correlation | 99.05% |
| Downside Deviation | 2.64% |
| Coefficient of determination | 98.11% |
| Standard Deviation | 3.27% |
| Sharpe Ratio | 0.26 |
| Sortino | 1.1 |
| Treynor | 26.02 |
| Ulcer Index | 2.64 |
| Ulcer Performance Index | 1.1 |