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Columbia Small Cap Value Discovery Fund Class R: (MF: CSVRX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 05:20 PM ET

$43.49 USD

+0.25 (0.58%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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2-Buy of 5   2      

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 5.89 64
3 months 7.39 44
6 months 12.44 25
1 Year 24.51 19
3 Year 13.44 26
5 Year 9.89 12
10 Year 12.16 22

* 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 Feb 28, 2026

1 Year 8.29
5 Year 10.88
10 Year 10.27
Since Inception 9.65

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -7.82 6.04 12.26 4.16
2024 3.86 -4.75 7.39 2.01
2023 1.58 5.82 -1.92 14.80
2022 -1.84 -14.68 -3.25 12.28
2021 21.99 3.63 -1.69 3.32

Annual Return

20262025202420232022202120202019201820172016
% Total Return 5.8914.308.3721.04-9.0328.417.5420.66-18.4913.6132.01
% Total Return Rel to Index 3.67-3.91-16.64-5.209.17-0.26-10.85-10.82-14.10-8.1820.07
% Total Return Rel to Peer 0.487.00-3.554.9610.489.10-11.44-4.77-7.72-1.9816.06
% Perf Quintile vs Peer* 3.001.000.001.001.002.004.005.005.003.001.00
% Dividends 0.000.880.140.140.060.000.090.100.050.000.08
% Yield 0.001.740.301.780.140.000.220.270.150.000.18
Capital Gains ($) 0.005.162.672.992.175.880.031.142.964.834.62
Expense Ratio 0.001.441.501.491.511.561.571.571.581.621.61

* 1 = Top 20%, 5 = Bottom 20%