Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CSCZX (COLUMBIA SMALL CAP VALUE FUND I COLUMBIA SMALL CAP VALUE FUND I CLASS Z) | 13.72% | 37.85% | 19.54% | 5.70% | 10.02% | 9.44% | 8.05% | … | … |
Data as of 06/04/2026, Common starting date is 07/12/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CSCZX (COLUMBIA SMALL CAP VALUE FUND I COLUMBIA SMALL CAP VALUE FUND I CLASS Z) | 07/12/1999 | 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 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.02 | 37.85 | 19.54 | 5.70 | 10.02 | 9.44 | 8.05 | … | … | 13.72 | 14.93 | 8.93 | 21.72 | -13.23 | 15.75 | 7.97 | 21.31 | -18.14 | 14.05 | 32.41 | -6.17 | 3.23 | 34.23 | 11.39 | -5.99 | 26.07 | 24.74 | -27.85 | -2.31 | 19.58 | 5.48 | 23.33 | 39.79 | -19.89 | 7.06 | 19.19 | 2.00 |
| Sharpe Ratio | NA | 1.97 | 0.83 | 0.16 | 0.35 | NA | NA | … | … | 1.90 | 0.54 | 0.27 | 0.89 | -0.57 | 0.70 | 0.16 | 1.12 | -1.12 | 0.98 | 1.66 | -0.38 | 0.22 | 2.51 | 0.69 | -0.19 | 1.09 | 0.65 | -0.66 | -0.28 | 1.02 | 0.21 | 1.51 | 2.46 | -0.85 | 0.26 | 0.70 | 0.05 |
| Standard Deviation(%) | NA | 18.06 | 20.58 | 21.84 | 24.19 | NA | NA | … | … | 17.60 | 22.58 | 19.83 | 20.50 | 25.94 | 22.52 | 47.16 | 17.69 | 17.45 | 13.69 | 19.43 | 16.24 | 14.30 | 13.64 | 16.65 | 32.06 | 23.83 | 37.73 | 43.84 | 19.79 | 15.91 | 15.01 | 14.76 | 15.85 | 24.67 | 17.91 | 21.26 | 13.93 |
| Draw Down(%) | NA | 11.90 | 25.92 | 33.45 | 48.20 | NA | NA | … | … | 11.90 | 23.64 | 9.98 | 16.21 | 25.00 | 17.79 | 44.20 | 15.02 | 27.58 | 6.86 | 13.40 | 14.22 | 12.83 | 5.17 | 13.36 | 27.79 | 18.18 | 34.81 | 46.04 | 14.04 | 12.64 | 10.06 | 10.67 | 13.38 | 33.19 | 20.61 | 9.25 | 12.58 |
| Yield(%) | 0.00 | 12.93 | 9.41 | 4.46 | 6.62 | 7.38 | 6.36 | … | … | 0.00 | 12.24 | 6.00 | 7.62 | 0.39 | 0.46 | 0.61 | 3.83 | 6.73 | 10.73 | 12.92 | 10.13 | 13.49 | 17.05 | 4.72 | 6.26 | 1.79 | 0.70 | 4.48 | 8.79 | 8.05 | 4.47 | 9.33 | 4.12 | 0.00 | 5.97 | 4.51 | 0.00 |
Data as of 06/04/2026, Common starting date is 07/12/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CSCZX (COLUMBIA SMALL CAP VALUE FUND I COLUMBIA SMALL CAP VALUE FUND I CLASS Z) |
-15.55%
Feb 2006 – Feb 2009 |
-4.31%
Feb 2004 – Feb 2009 |
4.24%
Mar 2010 – Mar 2020 |
4.31%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CSCZX (COLUMBIA SMALL CAP VALUE FUND I COLUMBIA SMALL CAP VALUE FUND I CLASS Z) |
30.51%
Mar 2003 – Mar 2006 |
23.50%
Feb 2009 – Feb 2014 |
14.91%
Feb 2009 – Feb 2019 |
11.94%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart