Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SVMCX (COLUMBIA SELECT SMALLER-CAP VALUE FUND COLUMBIA SELECT SMALLER-CAP VALUE FUND-CLASS C) | NA | 8.47% | -0.35% | 5.69% | 5.19% | 10.71% | 5.96% | … | … |
Data as of 04/19/2024, Common starting date is 06/28/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SVMCX (COLUMBIA SELECT SMALLER-CAP VALUE FUND COLUMBIA SELECT SMALLER-CAP VALUE FUND-CLASS C) | 06/28/2001 | 04/19/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.50 | 8.47 | -0.35 | 5.69 | 5.19 | 10.71 | 5.96 | … | … | -1.15 | 11.70 | -16.00 | 30.34 | 8.79 | 17.79 | -14.40 | 11.81 | 11.95 | -4.56 | 4.30 | 46.92 | 14.64 | -9.91 | 25.87 | 35.56 | -41.59 | 5.85 | 18.90 | -6.57 | 16.21 | 47.83 | -18.12 | 8.17 |
| Sharpe Ratio | NA | 0.26 | -0.12 | 0.15 | 0.18 | NA | NA | … | … | -0.45 | 0.39 | -0.67 | 1.47 | 0.18 | 1.05 | -0.91 | 1.02 | 0.61 | -0.27 | 0.29 | 3.14 | 0.83 | -0.30 | 1.07 | 0.97 | -0.95 | 0.15 | 0.98 | -0.58 | 0.87 | 2.34 | -0.76 | 0.69 |
| Standard Deviation(%) | NA | 17.92 | 21.51 | 28.39 | 23.05 | NA | NA | … | … | 16.42 | 19.37 | 25.95 | 20.66 | 48.06 | 15.54 | 17.41 | 10.97 | 19.26 | 16.73 | 15.00 | 14.92 | 17.62 | 33.13 | 24.11 | 36.42 | 44.59 | 18.87 | 15.97 | 14.93 | 17.55 | 20.12 | 25.42 | 22.35 |
| Draw Down(%) | NA | 17.51 | 24.35 | 47.66 | 49.53 | NA | NA | … | … | 7.14 | 17.77 | 24.35 | 10.84 | 47.66 | 12.44 | 25.11 | 6.06 | 17.21 | 17.25 | 14.38 | 6.30 | 15.54 | 33.29 | 19.36 | 35.98 | 58.25 | 13.87 | 16.95 | 14.65 | 15.42 | 17.18 | 35.60 | 21.37 |
| Yield(%) | 0.00 | 9.51 | 7.31 | 7.23 | 7.54 | 13.98 | 7.00 | … | … | 0.00 | 9.69 | 4.72 | 12.31 | 9.50 | 0.04 | 8.23 | 17.33 | 8.56 | 13.16 | 13.09 | 10.66 | 3.63 | 5.38 | 0.00 | 0.00 | 1.35 | 18.27 | 8.30 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 04/19/2024, Common starting date is 06/28/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SVMCX (COLUMBIA SELECT SMALLER-CAP VALUE FUND COLUMBIA SELECT SMALLER-CAP VALUE FUND-CLASS C) |
-19.31%
Feb 2006 – Feb 2009 |
-10.68%
Feb 2004 – Feb 2009 |
3.46%
Mar 2010 – Mar 2020 |
2.78%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SVMCX (COLUMBIA SELECT SMALLER-CAP VALUE FUND COLUMBIA SELECT SMALLER-CAP VALUE FUND-CLASS C) |
31.47%
Feb 2009 – Feb 2012 |
27.54%
Feb 2009 – Feb 2014 |
15.29%
Feb 2009 – Feb 2019 |
12.18%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart