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Columbia Small Cap Growth Fund Class R: (MF: CCRIX)
(NASDAQ Mutual Funds) As of Jun 16, 2025 08:00 PM ET
$24.26 USD
+0.44 (1.85%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of May 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -6.29 | 51 |
| 3 months | -2.60 | 27 |
| 6 months | -12.90 | 44 |
| 1 Year | 4.27 | 19 |
| 3 Year | 11.42 | 4 |
| 5 Year | 6.09 | 84 |
| 10 Year | 10.75 | 3 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of May 31, 2025
| 1 Year | -4.49 |
| 5 Year | 11.62 |
| 10 Year | 10.23 |
| Since Inception | 11.13 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -12.43 | NA | NA | NA |
| 2024 | 13.38 | -3.21 | 8.55 | 3.81 |
| 2023 | 10.72 | 8.94 | -5.24 | 9.87 |
| 2022 | -17.78 | -26.58 | 1.24 | 3.17 |
| 2021 | 2.17 | 5.66 | -3.41 | -7.14 |
| 2020 | -18.85 | 47.53 | 10.54 | 28.00 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -6.29 | 23.66 | 25.58 | -36.95 | -3.17 | 69.40 | 40.23 | -2.52 | 28.01 | 12.28 | 3.44 |
| % Total Return Rel to Index | -7.36 | -1.35 | -0.66 | -18.75 | -31.85 | 51.00 | 8.74 | 1.86 | 6.21 | 0.34 | 2.05 |
| % Total Return Rel to Peer | -0.28 | 11.74 | 9.50 | -17.43 | -22.48 | 50.41 | 14.80 | 8.24 | 12.41 | -3.66 | 8.16 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 1.00 | 5.00 | 5.00 | 1.00 | 1.00 | 1.00 | 1.00 | 4.00 | 1.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.00 | 2.83 | 2.13 | 1.72 | 3.25 | 3.08 | 1.44 | 10.21 |
| Expense Ratio | 1.47 | 1.50 | 1.53 | 1.49 | 1.46 | 1.54 | 1.58 | 1.59 | 1.59 | 1.62 | 1.61 |
* 1 = Top 20%, 5 = Bottom 20%