Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CMSCX (COLUMBIA SMALL CAP GROWTH FUND I COLUMBIA SMALL CAP GROWTH FUND I CLASS Z) | 1.96% | 16.23% | 16.84% | 7.87% | 11.78% | 12.87% | 11.11% | 11.14% |
Data as of 06/26/2025, AR inception is 11/11/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CMSCX (COLUMBIA SMALL CAP GROWTH FUND I COLUMBIA SMALL CAP GROWTH FUND I CLASS Z) | 11/11/1998 | 06/26/2025 |
| 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 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.71 | 16.23 | 16.84 | 7.87 | 11.78 | 12.87 | 11.11 | 11.14 | 1.96 | 24.27 | 26.17 | -36.62 | -11.64 | 58.59 | 40.98 | -1.99 | 28.68 | 12.80 | 2.86 | -5.44 | 40.37 | 12.24 | -5.20 | 31.23 | 37.68 | -42.79 | 21.59 | 16.73 | 13.12 | 9.61 | 44.29 | -26.35 | -14.19 | 6.44 | 63.46 | 9.70 |
| Sharpe Ratio | NA | 0.35 | 0.61 | 0.17 | 0.39 | NA | NA | 0.38 | -0.20 | 0.84 | 1.17 | -1.00 | -0.44 | 1.46 | 2.15 | -0.15 | 2.37 | 0.66 | 0.16 | -0.28 | 2.50 | 0.69 | -0.16 | 1.30 | 1.25 | -1.08 | 0.97 | 0.77 | 0.69 | 0.46 | 2.31 | -1.14 | -0.62 | 0.07 | 3.36 | 6.41 |
| Standard Deviation(%) | NA | 28.01 | 24.80 | 27.29 | 25.67 | NA | NA | 24.80 | 33.35 | 20.94 | 18.90 | 38.17 | 26.38 | 39.82 | 18.37 | 22.61 | 11.89 | 18.98 | 18.07 | 19.62 | 16.14 | 17.71 | 32.79 | 23.99 | 30.10 | 40.23 | 19.25 | 17.59 | 15.84 | 19.00 | 18.84 | 24.13 | 26.90 | 34.94 | 17.95 | 14.91 |
| Draw Down(%) | NA | 28.41 | 28.41 | 52.44 | 52.44 | NA | NA | 56.34 | 27.19 | 11.65 | 15.42 | 42.38 | 30.03 | 37.46 | 9.56 | 26.43 | 5.09 | 17.97 | 14.68 | 25.04 | 6.06 | 15.05 | 32.20 | 17.82 | 21.72 | 53.39 | 11.45 | 17.44 | 10.90 | 22.27 | 8.67 | 34.03 | 35.20 | 30.08 | 16.13 | 4.19 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 4.39 | 8.54 | 10.98 | 9.99 | 13.60 | 0.00 | 0.00 | 0.00 | 0.00 | 9.26 | 10.90 | 11.54 | 17.29 | 17.96 | 9.24 | 39.66 | 15.70 | 19.32 | 10.66 | 8.95 | 0.00 | 0.00 | 0.00 | 13.74 | 16.46 | 3.53 | 0.00 | 0.00 | 0.25 | 0.00 | 11.23 | 2.83 | 0.01 |
Data as of 06/26/2025, AR inception is 11/11/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMSCX (COLUMBIA SMALL CAP GROWTH FUND I COLUMBIA SMALL CAP GROWTH FUND I CLASS Z) |
-19.81%
Feb 2000 - Feb 2003 |
-4.14%
Feb 2000 - Feb 2005 |
0.56%
Feb 2000 - Feb 2010 |
4.94%
Feb 2000 - Feb 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMSCX (COLUMBIA SMALL CAP GROWTH FUND I COLUMBIA SMALL CAP GROWTH FUND I CLASS Z) |
36.40%
Feb 2018 - Feb 2021 |
32.93%
Feb 2016 - Feb 2021 |
20.01%
Sep 2011 - Sep 2021 |
15.45%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart