Fund & Portfolio Comparison

Performance Comparison
Comparison Box

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

3-Year Annualized Rolling Return