Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CRRYX (COLUMBIA SMALL CAP VALUE FUND II COLUMBIA SMALL CAP VALUE FUND II CLASS Y) | -5.00% | -13.65% | -2.45% | 3.81% | 2.14% | NA | NA | 4.65% |
Data as of 07/17/2025, AR inception is 11/12/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CRRYX (COLUMBIA SMALL CAP VALUE FUND II COLUMBIA SMALL CAP VALUE FUND II CLASS Y) | 11/12/2012 | 07/17/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.30 | -13.65 | -2.45 | 3.81 | 2.14 | NA | NA | 4.65 | -5.00 | -11.49 | 8.26 | -18.20 | 18.65 | 9.82 | 20.86 | -17.30 | 11.10 | 24.03 | -2.58 | 1.53 | 24.97 | 4.44 |
| Sharpe Ratio | NA | -0.48 | -0.24 | 0.10 | 0.03 | NA | NA | 0.14 | -0.46 | -0.70 | 0.20 | -0.77 | 0.76 | 0.21 | 1.24 | -1.09 | 0.83 | 1.30 | -0.17 | 0.10 | 1.45 | 2.21 |
| Standard Deviation(%) | NA | 26.03 | 23.62 | 24.29 | 24.41 | NA | NA | 22.88 | 26.04 | 25.68 | 19.74 | 25.44 | 24.48 | 46.17 | 15.75 | 17.21 | 12.68 | 18.32 | 15.36 | 15.34 | 17.24 | 17.78 |
| Draw Down(%) | NA | 34.66 | 34.66 | 45.62 | 48.18 | NA | NA | 48.18 | 23.02 | 19.31 | 17.55 | 25.54 | 18.83 | 45.23 | 11.69 | 26.91 | 6.82 | 13.27 | 12.91 | 13.60 | 10.98 | 4.02 |
| Yield(%) | 0.00 | 1.46 | 1.59 | 1.55 | 4.29 | 4.36 | 3.27 | 5.45 | 0.00 | 2.03 | 1.84 | 0.58 | 0.63 | 0.64 | 4.34 | 10.69 | 9.43 | 6.49 | 10.98 | 6.44 | 0.00 | 0.00 |
Data as of 07/17/2025, AR inception is 11/12/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CRRYX (COLUMBIA SMALL CAP VALUE FUND II COLUMBIA SMALL CAP VALUE FUND II CLASS Y) |
-10.81%
Mar 2017 - Mar 2020 |
-3.65%
Mar 2015 - Mar 2020 |
1.61%
Apr 2015 - Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CRRYX (COLUMBIA SMALL CAP VALUE FUND II COLUMBIA SMALL CAP VALUE FUND II CLASS Y) |
18.73%
Mar 2020 - Mar 2023 |
13.43%
May 2016 - May 2021 |
6.25%
Jan 2013 - Jan 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart