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CCCRX: COLUMBIA CONTRARIAN CORE FUND COLUMBIA CONTRARIAN CORE FUND CLASS R (MUTUAL FUND)
Basic Info 40.64 1.19(2.84%) June 05
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: | (11%) |
| Start Date: | 09/28/2010 |
| Last Dividend Date: | 12/09/2025 |
| 12-Mo. Yield | 7.75% |
| Expenses | 0.72% |
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Performance Analytics (As of 05/29/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.6 | 6.6 | 22.7 | 20.1 | 7.2 | 10.8 | 11.3 | 12.2 | 16.8 | 22.7 | 31.4 | -26.3 | 8.9 | 13.6 | 32.3 | -9.4 | 21.1 | 8.0 | 2.6 | 12.2 | 35.0 | 18.1 | -1.4 | 12.8 |
| Sharpe Ratio | NA | 1.63 | 2.0 | 1.23 | 0.28 | 0.5 | NA | 0.62 | 0.73 | 1.5 | 2.09 | -1.06 | 0.46 | 0.38 | 2.44 | -0.63 | 3.04 | 0.58 | 0.16 | 1.04 | 3.06 | 1.39 | -0.06 | 4.42 |
| Draw Down(%) | NA | 10.1 | 10.1 | 20.0 | 35.8 | 35.8 | NA | 35.8 | 20.0 | 8.9 | 9.5 | 28.1 | 15.0 | 32.5 | 7.1 | 20.6 | 2.2 | 10.4 | 12.3 | 8.1 | 5.6 | 10.5 | 20.7 | 4.1 |
| Standard Deviation(%) | NA | 13.7 | 12.2 | 15.1 | 18.7 | 19.0 | NA | 18.0 | 19.1 | 12.7 | 13.4 | 26.2 | 19.2 | 34.6 | 12.7 | 17.1 | 6.8 | 13.4 | 15.8 | 11.7 | 11.4 | 13.1 | 24.5 | 13.2 |
| Treynor Ratio | NA | 0.22 | 0.24 | 0.19 | 0.05 | 0.09 | NA | 0.11 | 0.14 | 0.19 | 0.28 | -0.28 | 0.08 | 0.14 | 0.31 | -0.11 | 0.21 | 0.08 | 0.03 | 0.12 | 0.34 | 0.18 | -0.01 | 0.52 |
| Alpha | NA | -0.01 | -0.01 | -0.01 | -0.02 | -0.01 | NA | -0.01 | 0.0 | -0.01 | 0.01 | -0.03 | -0.06 | -0.02 | 0.0 | -0.02 | 0.0 | -0.01 | 0.01 | 0.0 | 0.01 | 0.01 | -0.01 | 0.01 |
| Beta | NA | 0.99 | 1.01 | 1.0 | 1.0 | 0.99 | NA | 1.0 | 1.01 | 0.98 | 1.0 | 0.98 | 1.07 | 0.98 | 1.0 | 0.99 | 0.97 | 1.01 | 1.01 | 1.01 | 1.02 | 1.01 | 1.03 | 1.12 |
| RSquared | NA | 0.97 | 0.97 | 0.98 | 0.86 | 0.91 | NA | 0.93 | 0.99 | 0.98 | 0.98 | 0.87 | 0.59 | 0.96 | 0.98 | 0.99 | 0.91 | 0.98 | 0.97 | 0.98 | 0.98 | 0.98 | 0.99 | 0.98 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | 7.8 | 10.5 | 3.4 | 0.0 | 0.0 | 0.4 | 6.8 | 7.9 | 6.1 | 1.3 | 5.2 | 7.2 | 7.2 | 0.7 | 2.4 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | -16.2 | 292.9 | N/A | N/A | -100.0 | -93.0 | -29.2 | 47.8 | 416.4 | -76.1 | -23.3 | 23.2 | 1034.3 | -70.3 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/27/2010
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