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Columbia Small Cap Growth Fund Class I: (MF: CMSCX)
(NASDAQ Mutual Funds) As of Sep 18, 2024 08:00 PM ET
$26.71 USD
+0.05 (0.19%)
Zacks MF Rank
5-Strong Sell of 5 5
Latest Performance as of Aug 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 16.90 | 8 |
| 3 months | 4.96 | 70 |
| 6 months | 7.02 | 60 |
| 1 Year | 18.61 | 34 |
| 3 Year | -6.03 | 88 |
| 5 Year | 10.28 | 47 |
| 10 Year | 12.85 | 1 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 170.75 |
| Bear Market (10/07 - 2/09) | -51.52 |
| Bull Market (2/09 - 3/21) | 827.50 |
Load Adjusted Returns as of Aug 31, 2024
| 1 Year | 14.77 |
| 5 Year | 8.98 |
| 10 Year | 11.85 |
| Since Inception | 10.95 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 13.50 | -3.10 | NA | NA |
| 2023 | 10.83 | 9.07 | -5.13 | 10.01 |
| 2022 | -17.70 | -26.50 | 1.38 | 3.35 |
| 2021 | 2.34 | 5.77 | -3.29 | -7.02 |
| 2020 | -18.75 | 47.65 | 10.74 | 28.07 |
| 2019 | 22.53 | 9.01 | -4.01 | 9.94 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 16.90 | 26.16 | -36.62 | -2.67 | 70.16 | 40.97 | -2.06 | 28.75 | 12.72 | 4.01 | -5.40 |
| % Total Return Rel to Index | -2.64 | -0.07 | -18.41 | -31.35 | 51.76 | 9.48 | 2.32 | 6.95 | 0.79 | 2.62 | -19.04 |
| % Total Return Rel to Peer | 6.34 | 10.08 | -17.10 | -21.98 | 51.17 | 15.54 | 8.70 | 13.15 | -3.22 | 8.73 | -8.07 |
| % Perf Quintile vs Peer* | 0.00 | 1.00 | 5.00 | 5.00 | 1.00 | 1.00 | 1.00 | 1.00 | 4.00 | 1.00 | 5.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 2.95 | 2.24 | 1.82 | 3.35 | 3.18 | 1.52 | 10.21 | 5.11 |
| Expense Ratio | 1.01 | 1.03 | 0.99 | 0.96 | 1.04 | 1.08 | 1.09 | 1.09 | 1.12 | 1.11 | 1.05 |
* 1 = Top 20%, 5 = Bottom 20%