Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CSGYX (COLUMBIA SMALL CAP GROWTH FUND I COLUMBIA SMALL CAP GROWTH FUND I CLASS Y) | 25.77% | 59.12% | 28.00% | 7.92% | 17.46% | 14.01% | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/21/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CSGYX (COLUMBIA SMALL CAP GROWTH FUND I COLUMBIA SMALL CAP GROWTH FUND I CLASS Y) | 07/21/2009 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.55 | 59.12 | 28.00 | 7.92 | 17.46 | 14.01 | NA | … | … | 25.77 | 19.18 | 24.45 | 26.39 | -36.51 | -11.33 | 58.98 | 41.21 | -1.85 | 28.86 | 13.06 | 3.04 | -5.27 | 40.64 | 12.42 | -5.00 | 31.42 | 22.47 |
| Sharpe Ratio | NA | 2.31 | 1.04 | 0.18 | 0.61 | NA | NA | … | … | 2.23 | 0.58 | 0.85 | 1.18 | -1.00 | -0.43 | 1.47 | 2.17 | -0.14 | 2.39 | 0.68 | 0.17 | -0.27 | 2.52 | 0.70 | -0.15 | 1.31 | 2.61 |
| Standard Deviation(%) | NA | 24.50 | 23.98 | 27.05 | 25.98 | NA | NA | … | … | 28.55 | 28.42 | 20.95 | 18.89 | 38.14 | 26.36 | 39.82 | 18.35 | 22.61 | 11.88 | 18.98 | 18.07 | 19.63 | 16.11 | 17.71 | 32.79 | 23.98 | 21.65 |
| Draw Down(%) | NA | 17.59 | 28.40 | 49.81 | 52.37 | NA | NA | … | … | 17.59 | 27.19 | 11.62 | 15.42 | 42.36 | 29.81 | 37.45 | 9.55 | 26.36 | 5.10 | 17.93 | 14.64 | 25.01 | 6.05 | 15.01 | 32.17 | 17.81 | 9.40 |
| Yield(%) | 0.00 | 5.87 | 2.58 | 2.72 | 9.54 | 8.67 | 11.09 | … | … | 0.00 | 5.62 | 0.00 | 0.00 | 0.00 | 9.08 | 10.75 | 11.42 | 17.11 | 17.82 | 9.25 | 39.34 | 15.62 | 19.48 | 10.70 | 9.11 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 07/21/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CSGYX (COLUMBIA SMALL CAP GROWTH FUND I COLUMBIA SMALL CAP GROWTH FUND I CLASS Y) |
-9.79%
Jan 2021 – Jan 2024 |
2.28%
Mar 2021 – Mar 2026 |
8.94%
Oct 2013 – Oct 2023 |
11.22%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CSGYX (COLUMBIA SMALL CAP GROWTH FUND I COLUMBIA SMALL CAP GROWTH FUND I CLASS Y) |
36.58%
Feb 2018 – Feb 2021 |
33.13%
Feb 2016 – Feb 2021 |
20.21%
Sep 2011 – Sep 2021 |
14.46%
Nov 2009 – Nov 2024 |
Annualized Rolling Returns Comparison Chart
