Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SSVIX (COLUMBIA SELECT SMALLER-CAP VALUE FUND COLUMBIA SELECT SMALLER-CAP VALUE FUND-CLASS R5) | 21.16% | 37.46% | 17.12% | 5.37% | 8.36% | 8.97% | 7.98% | … | … |
Data as of 06/04/2026, Common starting date is 01/11/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SSVIX (COLUMBIA SELECT SMALLER-CAP VALUE FUND COLUMBIA SELECT SMALLER-CAP VALUE FUND-CLASS R5) | 01/11/2002 | 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 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.27 | 37.46 | 17.12 | 5.37 | 8.36 | 8.97 | 7.98 | … | … | 21.16 | 5.73 | 12.74 | 12.85 | -17.62 | 24.61 | 4.17 | 19.12 | -13.39 | 12.97 | 13.22 | -3.53 | 5.61 | 48.64 | 15.89 | -8.83 | 27.42 | 37.35 | -40.80 | 7.17 | 20.66 | -5.15 | 18.02 | 49.90 | -15.93 |
| Sharpe Ratio | NA | 1.93 | 0.72 | 0.13 | 0.28 | NA | NA | … | … | 3.01 | 0.13 | 0.50 | 0.48 | -0.74 | 1.16 | 0.08 | 1.14 | -0.85 | 1.13 | 0.67 | -0.21 | 0.37 | 3.26 | 0.91 | -0.27 | 1.14 | 1.02 | -0.93 | 0.21 | 1.09 | -0.50 | 0.97 | 2.43 | -0.68 |
| Standard Deviation(%) | NA | 17.30 | 19.76 | 21.31 | 23.76 | NA | NA | … | … | 17.76 | 22.74 | 18.15 | 19.39 | 26.01 | 21.17 | 48.21 | 15.50 | 17.43 | 10.93 | 19.31 | 16.69 | 15.00 | 14.92 | 17.62 | 33.17 | 24.04 | 36.42 | 44.58 | 18.80 | 15.90 | 14.95 | 17.55 | 20.20 | 25.68 |
| Draw Down(%) | NA | 7.93 | 29.15 | 29.15 | 48.61 | NA | NA | … | … | 7.93 | 24.71 | 10.23 | 17.28 | 23.98 | 12.75 | 47.58 | 12.12 | 24.79 | 5.99 | 17.04 | 16.99 | 14.06 | 6.19 | 15.38 | 32.94 | 19.17 | 35.83 | 57.73 | 13.78 | 16.55 | 14.28 | 15.02 | 17.00 | 35.31 |
| Yield(%) | 0.00 | 9.12 | 10.49 | 5.24 | 6.01 | 7.34 | 6.80 | … | … | 0.00 | 8.54 | 16.10 | 6.01 | 0.82 | 0.33 | 0.28 | 0.46 | 5.34 | 11.65 | 5.96 | 9.67 | 10.07 | 8.45 | 2.93 | 4.44 | 0.00 | 0.00 | 1.16 | 16.32 | 7.58 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 01/11/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SSVIX (COLUMBIA SELECT SMALLER-CAP VALUE FUND COLUMBIA SELECT SMALLER-CAP VALUE FUND-CLASS R5) |
-18.21%
Feb 2006 – Feb 2009 |
-9.39%
Feb 2004 – Feb 2009 |
3.80%
Apr 2015 – Apr 2025 |
4.04%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SSVIX (COLUMBIA SELECT SMALLER-CAP VALUE FUND COLUMBIA SELECT SMALLER-CAP VALUE FUND-CLASS R5) |
33.06%
Feb 2009 – Feb 2012 |
29.05%
Feb 2009 – Feb 2014 |
16.63%
Feb 2009 – Feb 2019 |
12.39%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart