Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CSMIX (COLUMBIA SMALL CAP VALUE FUND I COLUMBIA SMALL CAP VALUE FUND I CLASS A) | 12.32% | 35.44% | 18.80% | 4.82% | 9.51% | 8.82% | 7.60% | … | … |
Data as of 06/03/2026, Common starting date is 10/14/1986
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CSMIX (COLUMBIA SMALL CAP VALUE FUND I COLUMBIA SMALL CAP VALUE FUND I CLASS A) | 10/14/1986 | 06/03/2026 |
| 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 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.51 | 35.44 | 18.80 | 4.82 | 9.51 | 8.82 | 7.60 | … | … | 12.32 | 14.65 | 8.66 | 21.42 | -14.11 | 13.76 | 7.71 | 21.01 | -18.37 | 13.78 | 32.02 | -6.39 | 2.98 | 33.89 | 11.11 | -6.24 | 25.73 | 24.44 | -28.01 | -2.56 | 19.28 | 5.23 | 22.94 | 39.41 | -20.43 | 6.86 | 18.88 | 4.13 | -6.16 | 23.88 | 18.35 | 30.62 | 6.30 | 18.83 | 20.65 | 18.96 | -23.65 | 11.79 | 23.77 | -13.93 | -0.18 |
| Sharpe Ratio | NA | 1.89 | 0.81 | 0.12 | 0.33 | NA | NA | … | … | 1.87 | 0.51 | 0.25 | 0.87 | -0.60 | 0.60 | 0.16 | 1.10 | -1.14 | 0.97 | 1.64 | -0.40 | 0.21 | 2.48 | 0.67 | -0.20 | 1.08 | 0.65 | -0.66 | -0.29 | 1.00 | 0.20 | 1.49 | 2.44 | -0.87 | 0.25 | 0.69 | 0.05 | -0.44 | 1.49 | 1.12 | 2.26 | 0.33 | 1.77 | 1.55 | 1.21 | -2.13 | 0.63 | 1.68 | -0.63 | -0.48 |
| Standard Deviation(%) | NA | 18.60 | 20.74 | 22.05 | 24.28 | NA | NA | … | … | 17.62 | 22.99 | 19.84 | 20.51 | 26.12 | 22.89 | 47.17 | 17.71 | 17.46 | 13.59 | 19.45 | 16.24 | 14.31 | 13.63 | 16.64 | 32.08 | 23.82 | 37.71 | 43.82 | 19.81 | 15.90 | 15.00 | 14.76 | 15.84 | 24.88 | 17.89 | 21.25 | 14.10 | 22.07 | 13.51 | 12.97 | 11.78 | 9.68 | 9.35 | 11.64 | 12.43 | 13.62 | 9.24 | 11.16 | 28.70 | 10.00 |
| Draw Down(%) | NA | 11.94 | 25.98 | 35.14 | 48.42 | NA | NA | … | … | 11.94 | 23.68 | 9.97 | 16.24 | 25.72 | 19.10 | 44.23 | 15.16 | 27.68 | 6.88 | 13.43 | 14.27 | 12.91 | 5.21 | 13.39 | 27.85 | 18.20 | 34.82 | 46.06 | 14.13 | 12.68 | 10.08 | 10.70 | 13.46 | 33.56 | 20.67 | 9.28 | 18.47 | 42.59 | 9.37 | 15.94 | 11.34 | 11.00 | 7.13 | 17.56 | 11.64 | 28.82 | 7.38 | 9.70 | 39.04 | 3.73 |
| Yield(%) | 0.00 | 14.93 | 10.60 | 4.85 | 7.04 | 7.44 | 6.40 | … | … | 0.00 | 14.17 | 6.80 | 8.50 | 0.29 | 0.18 | 0.45 | 4.11 | 7.29 | 11.61 | 13.79 | 10.71 | 14.09 | 17.70 | 4.70 | 6.31 | 1.61 | 0.60 | 4.55 | 8.87 | 8.07 | 4.60 | 9.34 | 4.07 | 0.00 | 6.06 | 4.56 | 0.00 | 0.00 | 7.58 | 4.09 | 0.04 | 0.00 | 0.00 | 0.00 | 0.25 | 0.28 | 0.54 | 0.44 | 0.61 | 0.09 |
Data as of 06/03/2026, Common starting date is 10/14/1986
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CSMIX (COLUMBIA SMALL CAP VALUE FUND I COLUMBIA SMALL CAP VALUE FUND I CLASS A) |
-15.76%
Feb 2006 – Feb 2009 |
-4.56%
Feb 2004 – Feb 2009 |
3.39%
Feb 1999 – Feb 2009 |
4.05%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CSMIX (COLUMBIA SMALL CAP VALUE FUND I COLUMBIA SMALL CAP VALUE FUND I CLASS A) |
30.16%
Mar 2003 – Mar 2006 |
23.90%
Sep 1992 – Sep 1997 |
15.00%
Oct 1990 – Oct 2000 |
13.26%
Jun 1992 – Jun 2007 |
Annualized Rolling Returns Comparison Chart