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
CSPRX (COLUMBIA SELECT SMALLER-CAP VALUE FUND COLUMBIA SELECT SMALLER-CAP VALUE FUND CLASS R4) NA 35.26% 6.99% 12.00% 8.14% NA NA
Data as of 11/25/2024, Common starting date is 11/12/2012
More Performance Analytics Comparison
Name Start Date End Date
CSPRX (COLUMBIA SELECT SMALLER-CAP VALUE FUND COLUMBIA SELECT SMALLER-CAP VALUE FUND CLASS R4) 11/12/2012 11/25/2024
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Annualized Return (%) 3.25 35.26 6.99 12.00 8.14 NA NA 22.99 12.70 -15.14 31.58 9.87 19.50 -13.47 12.94 13.05 -3.69 5.45 39.65 5.16
Sharpe Ratio NA 1.57 0.08 0.34 0.28 NA NA 1.03 0.44 -0.64 1.53 0.20 1.17 -0.85 1.12 0.67 -0.22 0.36 2.42 3.00
Standard Deviation(%) NA 18.27 21.69 28.46 23.20 NA NA 18.26 19.36 25.89 20.69 47.62 15.49 17.43 11.05 19.28 16.69 15.00 16.37 15.61
Draw Down(%) NA 8.90 24.00 47.56 48.45 NA NA 8.90 17.28 24.00 10.74 47.56 12.14 24.80 5.97 17.07 17.00 14.10 6.74 5.12
Yield(%) 0.00 5.78 4.55 4.98 5.78 5.90 4.43 0.00 5.93 3.29 7.22 5.84 0.81 5.29 11.62 5.94 9.62 10.01 0.00 0.00
Data as of 11/25/2024, Common starting date is 11/12/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CSPRX (COLUMBIA SELECT SMALLER-CAP VALUE FUND COLUMBIA SELECT SMALLER-CAP VALUE FUND CLASS R4) -9.64%
Mar 2017 – Mar 2020
-5.31%
Mar 2015 – Mar 2020
4.64%
Oct 2013 – Oct 2023
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CSPRX (COLUMBIA SELECT SMALLER-CAP VALUE FUND COLUMBIA SELECT SMALLER-CAP VALUE FUND CLASS R4) 25.28%
Mar 2020 – Mar 2023
12.99%
Oct 2016 – Oct 2021
8.92%
Jan 2013 – Jan 2023
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return