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CSGYX: COLUMBIA SMALL CAP GROWTH FUND I COLUMBIA SMALL CAP GROWTH FUND I CLASS Y (MUTUAL FUND)
Basic Info 30.49 0.37(1.23%) July 03
| Asset Class: | Small Growth |
| MyPlanIQ Rating: | (6%) |
| Start Date: | 07/21/2009 |
| Last Dividend Date: | 12/07/2021 |
| 12-Mo. Yield | 0.00% |
| Expenses | 1.49% |
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Performance Analytics (As of 07/03/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 07/21/2009 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.9 | 2.9 | 16.4 | 18.7 | 7.1 | 12.3 | 13.6 | 14.1 | 24.5 | 26.4 | -36.5 | -11.3 | 59.0 | 41.2 | -1.8 | 28.9 | 13.1 | 3.0 | -5.3 | 40.6 | 12.4 | -5.0 | 31.4 | 22.5 |
| Sharpe Ratio | NA | 0.09 | 0.47 | 0.63 | 0.18 | 0.42 | NA | 0.54 | 0.85 | 1.18 | -1.0 | -0.43 | 1.47 | 2.17 | -0.14 | 2.39 | 0.68 | 0.17 | -0.27 | 2.52 | 0.7 | -0.15 | 1.31 | 2.61 |
| Draw Down(%) | NA | 27.2 | 28.4 | 28.4 | 52.4 | 52.4 | NA | 52.4 | 11.6 | 15.4 | 42.4 | 29.8 | 37.5 | 9.5 | 26.4 | 5.1 | 17.9 | 14.6 | 25.0 | 6.1 | 15.0 | 32.2 | 17.8 | 9.4 |
| Standard Deviation(%) | NA | 32.4 | 28.1 | 24.6 | 27.2 | 25.7 | NA | 24.4 | 20.9 | 18.9 | 38.1 | 26.4 | 39.8 | 18.3 | 22.6 | 11.9 | 19.0 | 18.1 | 19.6 | 16.1 | 17.7 | 32.8 | 24.0 | 21.6 |
| Treynor Ratio | NA | 0.03 | 0.12 | 0.15 | 0.05 | 0.1 | NA | 0.12 | 0.17 | 0.24 | -0.33 | -0.1 | 0.57 | 0.36 | -0.03 | 0.26 | 0.12 | 0.03 | -0.04 | 0.38 | 0.12 | -0.05 | 0.32 | 0.56 |
| Alpha | NA | 0.02 | 0.01 | 0.02 | 0.0 | 0.01 | NA | 0.01 | 0.03 | 0.02 | -0.02 | -0.07 | 0.06 | 0.01 | 0.02 | 0.02 | 0.01 | 0.02 | -0.04 | 0.0 | -0.02 | -0.01 | 0.0 | 0.01 |
| Beta | NA | 1.1 | 1.1 | 1.04 | 1.11 | 1.08 | NA | 1.07 | 1.08 | 0.93 | 1.14 | 1.15 | 1.02 | 1.11 | 1.15 | 1.08 | 1.06 | 1.09 | 1.21 | 1.08 | 1.01 | 1.0 | 0.99 | 1.01 |
| RSquared | NA | 0.96 | 0.95 | 0.94 | 0.94 | 0.95 | NA | 0.95 | 0.92 | 0.93 | 0.96 | 0.84 | 0.95 | 0.91 | 0.96 | 0.87 | 0.95 | 0.93 | 0.93 | 0.93 | 0.97 | 0.98 | 0.98 | 0.98 |
| Yield(%) | N/A | 0.0 | 0.0 | 0.0 | 4.1 | 8.7 | 11.9 | N/A | 0.0 | 0.0 | 0.0 | 9.1 | 10.8 | 11.4 | 17.1 | 17.8 | 9.3 | 39.3 | 15.6 | 19.5 | 10.7 | 9.1 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | N/A | N/A | -100.0 | -74.0 | N/A | N/A | N/A | N/A | N/A | -100.0 | 31.2 | 23.3 | -45.6 | 5.5 | 107.0 | -84.8 | 99.8 | -6.9 | 86.9 | 0.2 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/21/2009
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