Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CSVYX (COLUMBIA SMALL CAP VALUE FUND I COLUMBIA SMALL CAP VALUE FUND I CLASS Y) | 13.78% | 38.04% | 19.71% | 5.88% | 10.22% | 9.64% | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/21/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CSVYX (COLUMBIA SMALL CAP VALUE FUND I COLUMBIA SMALL CAP VALUE FUND I CLASS Y) | 07/21/2009 | 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 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.02 | 38.04 | 19.71 | 5.88 | 10.22 | 9.64 | NA | … | … | 13.78 | 15.09 | 9.09 | 21.88 | -13.07 | 16.02 | 8.18 | 21.51 | -17.98 | 14.27 | 32.70 | -5.99 | 3.46 | 34.48 | 11.59 | -5.80 | 26.37 | 18.53 |
| Sharpe Ratio | NA | 1.98 | 0.84 | 0.16 | 0.36 | NA | NA | … | … | 1.91 | 0.54 | 0.28 | 0.90 | -0.56 | 0.71 | 0.17 | 1.13 | -1.11 | 1.01 | 1.67 | -0.37 | 0.24 | 2.53 | 0.70 | -0.18 | 1.10 | 1.99 |
| Standard Deviation(%) | NA | 18.06 | 20.58 | 21.83 | 24.18 | NA | NA | … | … | 17.59 | 22.56 | 19.82 | 20.53 | 25.92 | 22.52 | 47.16 | 17.70 | 17.46 | 13.57 | 19.41 | 16.25 | 14.30 | 13.61 | 16.67 | 32.06 | 23.82 | 22.86 |
| Draw Down(%) | NA | 11.89 | 25.88 | 33.24 | 48.03 | NA | NA | … | … | 11.89 | 23.62 | 9.96 | 16.17 | 24.89 | 17.66 | 44.18 | 14.95 | 27.51 | 6.86 | 13.37 | 14.18 | 12.79 | 5.16 | 13.35 | 27.77 | 18.07 | 8.80 |
| Yield(%) | 0.00 | 12.94 | 9.47 | 4.54 | 6.74 | 7.52 | 8.35 | … | … | 0.00 | 12.26 | 6.09 | 7.70 | 0.47 | 0.64 | 0.75 | 3.94 | 6.81 | 10.80 | 13.09 | 10.25 | 13.67 | 17.23 | 4.92 | 6.44 | 2.06 | 0.76 |
Data as of 06/04/2026, Common starting date is 07/21/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CSVYX (COLUMBIA SMALL CAP VALUE FUND I COLUMBIA SMALL CAP VALUE FUND I CLASS Y) |
-10.33%
Mar 2017 – Mar 2020 |
-2.43%
Mar 2015 – Mar 2020 |
4.45%
Mar 2010 – Mar 2020 |
7.43%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CSVYX (COLUMBIA SMALL CAP VALUE FUND I COLUMBIA SMALL CAP VALUE FUND I CLASS Y) |
21.11%
May 2023 – May 2026 |
15.91%
Mar 2020 – Mar 2025 |
12.83%
Sep 2011 – Sep 2021 |
10.35%
Nov 2009 – Nov 2024 |
Annualized Rolling Returns Comparison Chart