Columbia Small Cap Value Discovery Fund Class C: (MF: CSSCX)
(NASDAQ Mutual Funds) As of Feb 6, 2026 05:08 PM ET
$19.57 USD
+0.41 (2.14%)
Latest Performance as of Dec 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 12.43 | 20 |
| 3 months | 2.83 | 30 |
| 6 months | 15.33 | 12 |
| 1 Year | 12.44 | 20 |
| 3 Year | 13.47 | 30 |
| 5 Year | 11.06 | 10 |
| 10 Year | 10.08 | 30 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 130.18 |
| Bear Market (10/07 - 2/09) | -48.82 |
| Bull Market (2/09 - 3/21) | 576.02 |
Load Adjusted Returns as of Dec 31, 2025
| 1 Year | 11.31 |
| 5 Year | 11.05 |
| 10 Year | 10.08 |
| Since Inception | 8.67 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -7.93 | 5.89 | 12.15 | 2.83 |
| 2024 | 3.70 | -4.88 | 7.26 | 1.90 |
| 2023 | 1.46 | 5.72 | -2.05 | 14.67 |
| 2022 | -1.96 | -14.78 | -3.38 | 12.11 |
| 2021 | 21.86 | 3.52 | -1.82 | 3.20 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 12.43 | 7.83 | 20.49 | -9.51 | 27.81 | 7.00 | 20.01 | -18.90 | 13.08 | 31.36 |
| % Total Return Rel to Index | -5.78 | -17.19 | -5.75 | 8.68 | -0.86 | -11.39 | -11.47 | -14.50 | -8.70 | 19.42 |
| % Total Return Rel to Peer | 5.13 | -4.09 | 4.41 | 10.00 | 8.50 | -11.99 | -5.42 | -8.12 | -2.51 | 15.41 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 1.00 | 1.00 | 2.00 | 4.00 | 5.00 | 5.00 | 3.00 | 1.00 |
| % Dividends | 1.19 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 4.93 | 0.00 | 0.30 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 5.16 | 2.67 | 2.99 | 2.17 | 5.88 | 0.03 | 1.14 | 2.96 | 4.84 | 4.63 |
| Expense Ratio | 1.96 | 2.00 | 1.99 | 2.01 | 2.05 | 2.07 | 2.07 | 2.08 | 2.12 | 2.11 |
* 1 = Top 20%, 5 = Bottom 20%
