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Columbia Small Cap Value Discovery Fund Class I3: (MF: CSVYX)

(NASDAQ Mutual Funds) As of Nov 14, 2025 05:29 PM ET

$53.89 USD

-0.08 (-0.15%)

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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1-Strong Buy of 5 1        

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Oct 31, 2025

Total Return %* Percentile Rank Objective
YTD 9.55 27
3 months 9.90 21
6 months 23.60 25
1 Year 13.78 19
3 Year 13.46 18
5 Year 17.20 5
10 Year 9.75 27

* 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 Oct 31, 2025

1 Year 12.68
5 Year 18.29
10 Year 10.61
Since Inception 10.73

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -7.68 6.23 12.45 NA
2024 4.04 -4.63 7.58 2.17
2023 1.73 6.03 -1.77 14.98
2022 -1.71 -14.55 -3.09 12.45
2021 22.18 3.82 -1.55 3.52
2020 -35.98 23.45 2.56 33.58

Annual Return

20252024202320222021202020192018201720162015
% Total Return 9.559.0721.82-8.4729.298.2821.45-17.9314.3824.75-5.48
% Total Return Rel to Index -7.65-15.95-4.419.720.60-10.11-10.03-13.54-7.4012.81-6.87
% Total Return Rel to Peer 4.02-2.855.7411.039.97-10.70-3.97-7.16-1.218.80-0.76
% Perf Quintile vs Peer* 0.000.001.001.002.004.005.005.003.002.004.00
% Dividends 0.250.380.410.240.280.300.270.250.110.300.51
% Yield 0.440.681.130.500.470.670.620.640.220.621.16
Capital Gains ($) 1.172.672.992.165.880.031.142.954.842.284.39
Expense Ratio 0.820.860.850.860.880.890.890.910.920.910.88

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