Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CSVRX (COLUMBIA SMALL CAP VALUE FUND I COLUMBIA SMALL CAP VALUE FUND I CLASS R) | 13.48% | 37.20% | 18.95% | 4.68% | 9.21% | 8.72% | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/28/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CSVRX (COLUMBIA SMALL CAP VALUE FUND I COLUMBIA SMALL CAP VALUE FUND I CLASS R) | 09/28/2010 | 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 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.02 | 37.20 | 18.95 | 4.68 | 9.21 | 8.72 | NA | … | … | 13.48 | 14.36 | 8.40 | 21.10 | -14.35 | 13.38 | 7.43 | 20.72 | -18.56 | 13.48 | 31.71 | -6.64 | 2.73 | 33.55 | 10.84 | -6.37 | 15.19 |
| Sharpe Ratio | NA | 1.93 | 0.80 | 0.11 | 0.32 | NA | NA | … | … | 1.86 | 0.51 | 0.24 | 0.86 | -0.61 | 0.58 | 0.15 | 1.09 | -1.15 | 0.95 | 1.62 | -0.41 | 0.19 | 2.46 | 0.65 | -0.20 | 4.44 |
| Standard Deviation(%) | NA | 18.07 | 20.59 | 21.98 | 24.25 | NA | NA | … | … | 17.61 | 22.57 | 19.84 | 20.53 | 26.14 | 22.91 | 47.16 | 17.69 | 17.46 | 13.59 | 19.39 | 16.24 | 14.30 | 13.63 | 16.66 | 32.09 | 16.11 |
| Draw Down(%) | NA | 11.95 | 26.05 | 35.42 | 48.62 | NA | NA | … | … | 11.95 | 23.71 | 9.99 | 16.31 | 25.88 | 19.25 | 44.24 | 15.25 | 27.75 | 6.90 | 13.44 | 14.28 | 12.98 | 5.23 | 13.44 | 27.88 | 3.68 |
| Yield(%) | 0.00 | 14.84 | 10.42 | 4.69 | 6.76 | 7.34 | 6.29 | … | … | 0.00 | 14.02 | 6.66 | 8.31 | 0.14 | 0.00 | 0.26 | 3.92 | 7.13 | 11.59 | 13.58 | 10.51 | 13.81 | 17.38 | 4.43 | 6.14 | 0.00 |
Data as of 06/04/2026, Common starting date is 09/28/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CSVRX (COLUMBIA SMALL CAP VALUE FUND I COLUMBIA SMALL CAP VALUE FUND I CLASS R) |
-10.94%
Mar 2017 – Mar 2020 |
-3.11%
Mar 2015 – Mar 2020 |
4.39%
Oct 2013 – Oct 2023 |
7.41%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CSVRX (COLUMBIA SMALL CAP VALUE FUND I COLUMBIA SMALL CAP VALUE FUND I CLASS R) |
20.34%
May 2023 – May 2026 |
14.87%
Nov 2012 – Nov 2017 |
11.99%
Sep 2011 – Sep 2021 |
8.27%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart