SMGIX
Columbia Contrarian Core-Inst
$34.72
0.01 (0.03%)
Currency in USD / Last Updated: 3/28/2024
Category | Large Cap |
---|---|
Market Cap | 13807.033M |
52 Week High | 34.75 |
52 Week Low | 25.012 |
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Key Data
Symbol | SMGIX |
---|---|
Type | Mutual Fund |
Category | Large Cap |
Price | 34.72 |
Price Yesterday | 34.71 |
Market Cap | 13,807.03 |
YTD Return | 10.47% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 2000 |
Redeption Fee | 0 |
Prospectus | 0.0072 |
Overview
52 Week High | 34.75 |
---|---|
52 Week Low | 25.01 |
Market Cap | 13,807.03M |
Shares Outstanding | 397.67M |
Income Dividend Yield | 0.53% |
Long Term Dividend Yield | 2.26% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 2.79% |
Returns Annualized
One Day | 7.54% |
---|---|
Five Days | -4.26% |
One Months | 33.19% |
Three Months | 50.93% |
Six Months | 56.47% |
Nine Months | 29.15% |
One Year | 34.76% |
Three Years | 11.36% |
Five Years | 16.06% |
Ten Years | 12.81% |
YTD | 50.93% |
Since Inception | 10.44% |
Returns Total
One Day | 0.03% |
---|---|
Five Days | -0.09% |
One Month | 2.30% |
Three Months | 10.47% |
Six Months | 24.62% |
Nine Months | 20.88% |
One Year | 34.24% |
Three Years | 37.89% |
Five Years | 110.19% |
Ten Years | 232.79% |
YTD | 10.47% |
Since Inception | 2,117.11% |
Yearly Returns
2024 | 10.47% |
---|---|
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 | 4.00% |
---|---|
Beta | 1.01 |
Correlation | 99.29% |
Downside Deviation | 2.75% |
Coefficient of determination | 98.58% |
Standard Deviation | 3.43% |
Sharpe Ratio | 0.37 |
Sortino | 1.6 |
Treynor | 33.14 |
Ulcer Index | 2.55 |
Ulcer Performance Index | 1.72 |