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CXXRX: COLUMBIA SMALL CAP INDEX FUND COLUMBIA SMALL CAP INDEX FUND CLASS R5 (MUTUAL FUND)
Basic Info 22.8 0.21(0.93%) July 10
| Asset Class: | SMALL BLEND |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 11/09/2012 |
| Last Dividend Date: | 12/11/2024 |
| 12-Mo. Yield | 1.50% |
| Expenses | 0.45% |
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Performance Analytics (As of 07/03/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 11/09/2012 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.4 | -4.3 | -3.0 | -0.1 | 4.4 | 4.2 | 6.4 | -4.3 | 11.2 | -23.2 | 18.1 | 8.7 | 22.6 | -8.7 | 13.1 | 26.3 | -2.3 | 2.5 | 32.6 | 3.1 |
| Sharpe Ratio | NA | -0.46 | -0.29 | -0.17 | 0.1 | 0.11 | 0.24 | -0.5 | 0.34 | -0.95 | 0.82 | 0.19 | 1.31 | -0.57 | 0.99 | 1.48 | -0.14 | 0.16 | 2.19 | 1.45 |
| Draw Down(%) | NA | 24.2 | 34.0 | 34.0 | 41.1 | 44.3 | 44.3 | 16.5 | 19.3 | 27.0 | 13.7 | 42.6 | 10.0 | 27.1 | 6.7 | 12.4 | 13.3 | 12.9 | 7.4 | 4.7 |
| Standard Deviation(%) | NA | 27.7 | 26.4 | 23.1 | 23.3 | 23.8 | 22.3 | 21.9 | 20.4 | 26.0 | 22.1 | 44.8 | 16.2 | 17.8 | 12.7 | 17.6 | 15.9 | 15.7 | 14.9 | 17.4 |
| Treynor Ratio | NA | -0.13 | -0.07 | -0.04 | 0.02 | 0.03 | 0.05 | -0.1 | 0.06 | -0.26 | 0.17 | 0.08 | 0.19 | -0.11 | 0.09 | 0.22 | -0.03 | 0.02 | 0.29 | 0.23 |
| Alpha | NA | -0.1 | -0.07 | -0.07 | -0.04 | -0.03 | -0.03 | -0.1 | -0.06 | -0.03 | -0.04 | -0.03 | -0.04 | -0.02 | -0.06 | 0.04 | -0.01 | -0.05 | -0.01 | -0.03 |
| Beta | NA | 1.02 | 1.03 | 1.04 | 1.02 | 1.05 | 1.05 | 1.06 | 1.16 | 0.96 | 1.09 | 1.09 | 1.11 | 0.91 | 1.45 | 1.17 | 0.91 | 1.13 | 1.13 | 1.12 |
| RSquared | NA | 0.8 | 0.61 | 0.61 | 0.58 | 0.66 | 0.67 | 0.38 | 0.55 | 0.8 | 0.41 | 0.72 | 0.73 | 0.77 | 0.59 | 0.76 | 0.79 | 0.68 | 0.71 | 0.6 |
| Yield(%) | N/A | 0.0 | 1.5 | 1.5 | 1.7 | 4.6 | N/A | 1.5 | 1.6 | 1.1 | 1.3 | 1.1 | 7.1 | 9.4 | 7.7 | 8.7 | 9.8 | 5.1 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | -0.3 | -32.7 | -82.1 | N/A | N/A | 2.8 | 10.1 | -2.1 | 25.5 | -82.2 | -37.4 | 27.9 | 7.7 | -23.2 | 87.4 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/09/2012
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