Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CCTRX (COLUMBIA SMALL CAP VALUE FUND II COLUMBIA SMALL CAP VALUE FUND II CLASS R) | -7.10% | -18.33% | -7.28% | 1.55% | 0.87% | 5.24% | NA | 3.94% |
Data as of 07/31/2025, AR inception is 01/27/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CCTRX (COLUMBIA SMALL CAP VALUE FUND II COLUMBIA SMALL CAP VALUE FUND II CLASS R) | 01/27/2006 | 07/31/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.88 | -18.33 | -7.28 | 1.55 | 0.87 | 5.24 | NA | 3.94 | -7.10 | -14.51 | 6.96 | -19.18 | 16.59 | 8.98 | 20.10 | -17.91 | 10.29 | 23.28 | -3.28 | 4.15 | 39.37 | 13.98 | -2.86 | 24.95 | 24.50 | -33.91 | 2.46 | 8.80 |
| Sharpe Ratio | NA | -0.70 | -0.37 | -0.01 | -0.01 | NA | NA | 0.11 | -0.50 | -0.78 | 0.14 | -0.81 | 0.67 | 0.19 | 1.19 | -1.12 | 0.77 | 1.27 | -0.22 | 0.28 | 2.68 | 0.83 | -0.09 | 0.96 | 0.65 | -0.77 | -0.03 | 0.39 |
| Standard Deviation(%) | NA | 26.55 | 24.20 | 24.66 | 24.63 | NA | NA | 25.47 | 25.72 | 27.12 | 19.88 | 25.48 | 24.73 | 46.19 | 15.75 | 17.25 | 12.67 | 18.19 | 15.39 | 14.80 | 14.67 | 16.94 | 31.98 | 25.78 | 37.42 | 45.14 | 19.75 | 15.92 |
| Draw Down(%) | NA | 35.75 | 35.75 | 49.31 | 49.31 | NA | NA | 59.56 | 23.15 | 20.42 | 18.20 | 26.17 | 19.50 | 45.36 | 11.90 | 27.08 | 6.95 | 13.23 | 13.10 | 12.44 | 5.57 | 12.49 | 30.59 | 22.08 | 33.89 | 49.04 | 12.65 | 13.54 |
| Yield(%) | 0.00 | 0.97 | 0.92 | 0.79 | 3.99 | 6.64 | 4.85 | 5.11 | 0.00 | 1.49 | 1.25 | 0.10 | 0.00 | 0.19 | 3.83 | 10.88 | 9.38 | 6.20 | 11.06 | 9.44 | 13.54 | 3.04 | 0.00 | 0.00 | 0.34 | 0.65 | 3.44 | 6.93 |
Data as of 07/31/2025, AR inception is 01/27/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CCTRX (COLUMBIA SMALL CAP VALUE FUND II COLUMBIA SMALL CAP VALUE FUND II CLASS R) |
-17.71%
Feb 2006 - Feb 2009 |
-4.31%
Mar 2015 - Mar 2020 |
0.42%
Apr 2015 - Apr 2025 |
4.17%
Apr 2010 - Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CCTRX (COLUMBIA SMALL CAP VALUE FUND II COLUMBIA SMALL CAP VALUE FUND II CLASS R) |
28.93%
Feb 2009 - Feb 2012 |
26.03%
Feb 2009 - Feb 2014 |
15.23%
Feb 2009 - Feb 2019 |
10.78%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart