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
CSSYX (COLUMBIA SELECT SMALLER-CAP VALUE FUND COLUMBIA SELECT SMALLER-CAP VALUE FUND-CLASS Y) 21.18% 37.54% 17.19% 7.23% 9.94% NA NA
Data as of 06/04/2026, Common starting date is 10/03/2014
More Performance Analytics Comparison
Name Start Date End Date
CSSYX (COLUMBIA SELECT SMALLER-CAP VALUE FUND COLUMBIA SELECT SMALLER-CAP VALUE FUND-CLASS Y) 10/03/2014 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
Annualized Return (%) 0.25 37.54 17.19 7.23 9.94 NA NA 21.18 5.80 12.85 12.88 -15.07 31.68 10.04 19.15 -13.32 13.04 13.28 -3.45 6.56
Sharpe Ratio NA 1.94 0.72 0.22 0.35 NA NA 3.01 0.13 0.51 0.48 -0.64 1.53 0.20 1.14 -0.85 1.12 0.68 -0.21 1.79
Standard Deviation(%) NA 17.29 19.76 21.17 23.67 NA NA 17.76 22.73 18.14 19.38 25.89 20.69 48.06 15.56 17.43 11.07 19.26 16.68 16.76
Draw Down(%) NA 7.89 29.11 29.11 48.55 NA NA 7.89 24.70 10.20 17.26 23.96 10.72 47.55 12.13 24.79 6.00 17.05 16.96 6.82
Yield(%) 0.00 8.72 10.12 6.59 7.49 5.59 4.19 0.00 8.18 15.48 5.81 3.26 7.09 5.75 0.50 5.19 11.33 5.81 9.45 9.81
Data as of 06/04/2026, Common starting date is 10/03/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CSSYX (COLUMBIA SELECT SMALLER-CAP VALUE FUND COLUMBIA SELECT SMALLER-CAP VALUE FUND-CLASS Y) -9.64%
Mar 2017 – Mar 2020
-5.24%
Mar 2015 – Mar 2020
5.31%
Apr 2015 – Apr 2025
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CSSYX (COLUMBIA SELECT SMALLER-CAP VALUE FUND COLUMBIA SELECT SMALLER-CAP VALUE FUND-CLASS Y) 25.42%
Mar 2020 – Mar 2023
17.38%
Mar 2020 – Mar 2025
10.34%
Feb 2016 – Feb 2026
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return