Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CCTRX (COLUMBIA SMALL CAP VALUE FUND II COLUMBIA SMALL CAP VALUE FUND II CLASS R) | 16.16% | 35.08% | 16.16% | 2.64% | 7.57% | 8.17% | 6.91% | … | … |
Data as of 06/05/2026, Common starting date 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 | 06/05/2026 |
| 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 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.49 | 35.08 | 16.16 | 2.64 | 7.57 | 8.17 | 6.91 | … | … | 16.16 | 7.59 | 10.71 | 13.51 | -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 | 1.90 | 0.68 | 0.02 | 0.26 | NA | NA | … | … | 2.30 | 0.22 | 0.38 | 0.51 | -0.81 | 0.67 | 0.19 | 1.18 | -1.12 | 0.76 | 1.27 | -0.22 | 0.28 | 2.68 | 0.83 | -0.09 | 0.96 | 0.65 | -0.77 | -0.03 | 0.38 |
| Standard Deviation(%) | NA | 17.02 | 19.46 | 21.44 | 23.65 | NA | NA | … | … | 17.44 | 21.47 | 18.59 | 19.36 | 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 | 9.57 | 27.24 | 35.22 | 48.78 | NA | NA | … | … | 9.57 | 23.15 | 9.89 | 15.68 | 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 | 16.66 | 16.12 | 7.04 | 7.91 | 8.66 | 7.32 | … | … | 0.00 | 15.46 | 26.20 | 7.24 | 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 06/05/2026, Common starting date 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 |
3.47%
Oct 2013 – Oct 2023 |
4.59%
Sep 2007 – Sep 2022 |
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 |
11.22%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart