Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/08/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CSCZX (COLUMBIA SMALL CAP VALUE FUND I COLUMBIA SMALL CAP VALUE FUND I CLASS Z) | -7.85% | -6.00% | 1.83% | 10.02% | 4.99% | 6.92% | 6.56% | 7.46% |
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 | 05/08/2025 |
The return data shown below all have the same latest date: 05/08/2025.
AR inception is since 07/12/1999.
AR inception is since 07/12/1999.
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.71 | -6.00 | 1.83 | 10.02 | 4.99 | 6.92 | 6.56 | 7.46 | -7.85 | 3.25 | 14.12 | -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 | -0.49 | -0.18 | 0.32 | 0.13 | NA | NA | 0.24 | -0.95 | -0.17 | 0.47 | -0.57 | 0.70 | 0.16 | 1.13 | -1.12 | 0.99 | 1.66 | -0.38 | 0.23 | 2.51 | 0.69 | -0.19 | 1.09 | 0.65 | -0.65 | -0.27 | 1.03 | 0.22 | 1.52 | 2.47 | -0.85 | 0.27 | 0.71 | 0.06 |
| Standard Deviation(%) | NA | 23.63 | 23.30 | 24.95 | 24.27 | NA | NA | 23.61 | 28.64 | 20.16 | 20.98 | 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 | 27.01 | 27.01 | 33.45 | 48.20 | NA | NA | 56.71 | 23.64 | 10.33 | 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 | 0.63 | 0.64 | 0.88 | 4.36 | 6.40 | 6.20 | 7.89 | 0.00 | 0.64 | 0.81 | 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 |
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 |
11.55%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart