Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CCRIX (COLUMBIA SMALL CAP GROWTH FUND I COLUMBIA SMALL CAP GROWTH FUND I CLASS R) | 25.41% | 58.16% | 27.19% | 7.23% | 16.70% | 13.25% | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/28/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CCRIX (COLUMBIA SMALL CAP GROWTH FUND I COLUMBIA SMALL CAP GROWTH FUND I CLASS R) | 09/28/2010 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.53 | 58.16 | 27.19 | 7.23 | 16.70 | 13.25 | NA | … | … | 25.41 | 21.08 | 23.66 | 25.58 | -36.96 | -2.68 | 69.53 | 40.26 | -2.46 | 27.97 | 12.34 | 2.20 | -5.91 | 39.61 | 11.68 | -5.66 | 16.63 |
| Sharpe Ratio | NA | 2.27 | 1.01 | 0.16 | 0.58 | NA | NA | … | … | 2.19 | 0.66 | 0.96 | 1.17 | -1.01 | -0.10 | 1.75 | 2.11 | -0.17 | 2.31 | 0.64 | 0.12 | -0.30 | 2.45 | 0.66 | -0.17 | 4.84 |
| Standard Deviation(%) | NA | 24.52 | 23.98 | 27.05 | 25.97 | NA | NA | … | … | 28.53 | 27.80 | 20.93 | 18.94 | 38.13 | 26.33 | 39.35 | 18.37 | 22.57 | 11.87 | 19.00 | 18.09 | 19.62 | 16.15 | 17.70 | 32.78 | 16.49 |
| Draw Down(%) | NA | 17.66 | 28.53 | 50.04 | 52.75 | NA | NA | … | … | 17.66 | 27.25 | 11.66 | 15.49 | 42.54 | 22.87 | 37.49 | 9.63 | 26.53 | 5.15 | 17.98 | 14.74 | 25.28 | 6.09 | 15.12 | 32.37 | 3.71 |
| Yield(%) | 0.00 | 6.16 | 2.67 | 2.91 | 9.72 | 8.52 | 7.87 | … | … | 0.00 | 5.89 | 0.00 | 0.00 | 0.00 | 9.97 | 11.47 | 12.00 | 18.15 | 18.63 | 9.28 | 41.00 | 16.05 | 19.09 | 10.61 | 8.59 | 0.00 |
Data as of 06/04/2026, Common starting date is 09/28/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CCRIX (COLUMBIA SMALL CAP GROWTH FUND I COLUMBIA SMALL CAP GROWTH FUND I CLASS R) |
-10.37%
Jan 2021 – Jan 2024 |
1.63%
Mar 2021 – Mar 2026 |
8.22%
Oct 2013 – Oct 2023 |
10.88%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CCRIX (COLUMBIA SMALL CAP GROWTH FUND I COLUMBIA SMALL CAP GROWTH FUND I CLASS R) |
35.71%
Feb 2018 – Feb 2021 |
32.26%
Feb 2016 – Feb 2021 |
19.40%
Sep 2011 – Sep 2021 |
12.92%
Oct 2010 – Oct 2025 |
Annualized Rolling Returns Comparison Chart