Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CSSCX (COLUMBIA SMALL CAP VALUE FUND I COLUMBIA SMALL CAP VALUE FUND I CLASS C) | 11.85% | 34.93% | 17.91% | 7.77% | 10.58% | 9.44% | 7.80% | … | … |
Data as of 06/05/2026, Common starting date is 03/11/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CSSCX (COLUMBIA SMALL CAP VALUE FUND I COLUMBIA SMALL CAP VALUE FUND I CLASS C) | 03/11/1998 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.94 | 34.93 | 17.91 | 7.77 | 10.58 | 9.44 | 7.80 | … | … | 11.85 | -13.74 | -4.88 | 4.83 | -18.60 | 4.18 | 6.83 | 20.10 | -19.00 | 12.87 | 30.95 | -7.09 | 2.27 | 32.90 | 10.27 | -6.95 | 24.94 | 23.49 | -28.52 | -3.29 | 18.40 | 4.46 | 22.00 | 38.44 | -21.85 | 6.00 | 17.99 | 3.41 | -15.20 |
| Sharpe Ratio | NA | 1.89 | 0.77 | 0.27 | 0.38 | NA | NA | … | … | 1.82 | -0.52 | -0.53 | 0.03 | -0.72 | 0.16 | 0.14 | 1.05 | -1.17 | 0.90 | 1.58 | -0.44 | 0.16 | 2.41 | 0.62 | -0.22 | 1.04 | 0.62 | -0.67 | -0.32 | 0.96 | 0.15 | 1.43 | 2.38 | -0.90 | 0.21 | 0.65 | 0.01 | -0.92 |
| Standard Deviation(%) | NA | 18.09 | 20.59 | 21.49 | 24.04 | NA | NA | … | … | 17.67 | 32.66 | 21.84 | 23.09 | 27.70 | 25.72 | 47.19 | 17.74 | 17.47 | 13.59 | 19.46 | 16.25 | 14.33 | 13.63 | 16.67 | 32.07 | 23.80 | 37.76 | 43.85 | 19.79 | 15.90 | 15.00 | 14.74 | 15.86 | 25.47 | 17.93 | 21.23 | 14.10 | 23.48 |
| Draw Down(%) | NA | 12.00 | 26.18 | 26.18 | 49.07 | NA | NA | … | … | 12.00 | 23.78 | 14.56 | 17.73 | 29.42 | 25.67 | 44.29 | 15.45 | 27.93 | 6.94 | 13.50 | 14.38 | 13.09 | 5.28 | 13.53 | 28.06 | 18.25 | 34.92 | 46.14 | 14.37 | 12.82 | 10.19 | 10.77 | 13.53 | 34.46 | 20.86 | 9.32 | 18.58 | 42.81 |
| Yield(%) | 0.00 | 29.21 | 17.93 | 11.89 | 11.47 | 9.70 | 7.61 | … | … | 0.00 | 27.52 | 12.13 | 14.25 | 8.25 | 23.92 | 0.13 | 5.51 | 10.30 | 16.13 | 17.68 | 13.30 | 16.82 | 20.17 | 4.84 | 6.90 | 1.05 | 0.26 | 5.14 | 9.58 | 8.82 | 4.99 | 9.38 | 3.84 | 0.00 | 6.30 | 4.70 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 03/11/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CSSCX (COLUMBIA SMALL CAP VALUE FUND I COLUMBIA SMALL CAP VALUE FUND I CLASS C) |
-16.37%
Feb 2006 – Feb 2009 |
-5.25%
Feb 2004 – Feb 2009 |
2.52%
Feb 1999 – Feb 2009 |
3.28%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CSSCX (COLUMBIA SMALL CAP VALUE FUND I COLUMBIA SMALL CAP VALUE FUND I CLASS C) |
29.19%
Mar 2003 – Mar 2006 |
22.30%
Feb 2009 – Feb 2014 |
13.76%
Feb 2009 – Feb 2019 |
12.04%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart