Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CSPYX (COLUMBIA SMALL CAP INDEX FUND COLUMBIA SMALL CAP INDEX FUND CLASS Y) | 16.80% | 33.62% | 15.58% | 5.84% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/02/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CSPYX (COLUMBIA SMALL CAP INDEX FUND COLUMBIA SMALL CAP INDEX FUND CLASS Y) | 03/02/2017 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.42 | 33.62 | 15.58 | 5.84 | NA | NA | NA | … | … | 16.80 | -4.14 | 8.50 | 15.78 | -16.21 | 26.32 | 11.22 | 22.60 | -8.71 | 11.12 |
| Sharpe Ratio | NA | 1.72 | 0.60 | 0.15 | NA | NA | NA | … | … | 2.27 | -0.29 | 0.25 | 0.61 | -0.69 | 1.23 | 0.24 | 1.30 | -0.57 | 1.07 |
| Standard Deviation(%) | NA | 17.60 | 20.51 | 21.46 | NA | NA | NA | … | … | 17.45 | 24.31 | 19.65 | 20.09 | 25.48 | 21.42 | 44.71 | 16.20 | 17.81 | 11.99 |
| Draw Down(%) | NA | 8.71 | 27.93 | 27.93 | NA | NA | NA | … | … | 8.71 | 24.21 | 8.98 | 17.84 | 24.71 | 9.86 | 42.63 | 10.04 | 27.13 | 6.63 |
| Yield(%) | 0.00 | 12.85 | 11.61 | 8.13 | 8.05 | 5.36 | 4.02 | … | … | 0.00 | 11.93 | 15.49 | 6.17 | 8.32 | 9.98 | 3.40 | 7.49 | 9.83 | 7.96 |
Data as of 06/04/2026, Common starting date is 03/02/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CSPYX (COLUMBIA SMALL CAP INDEX FUND COLUMBIA SMALL CAP INDEX FUND CLASS Y) |
-1.90%
Apr 2017 – Apr 2020 |
3.00%
Sep 2018 – Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CSPYX (COLUMBIA SMALL CAP INDEX FUND COLUMBIA SMALL CAP INDEX FUND CLASS Y) |
21.46%
Mar 2020 – Mar 2023 |
14.85%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart