Back to top
more

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

(NASDAQ Mutual Funds) As of May 29, 2026 05:17 PM ET

$60.07 USD

-0.20 (-0.33%)

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

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

3-Hold of 5     3    

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Apr 30, 2026

Total Return %* Percentile Rank Objective
YTD 10.61 62
3 months 5.17 67
6 months 16.15 35
1 Year 43.57 21
3 Year 19.23 17
5 Year 9.75 9
10 Year 11.26 29

* 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 Apr 30, 2026

1 Year 25.57
5 Year 8.32
10 Year 10.56
Since Inception 10.73

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 0.77 NA NA NA
2025 -7.68 6.23 12.45 4.30
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

Annual Return

20262025202420232022202120202019201820172016
% Total Return 10.6115.049.0721.82-8.4729.298.2821.45-17.9314.3824.75
% Total Return Rel to Index 5.10-3.17-15.95-4.419.720.60-10.11-10.03-13.54-7.4012.81
% Total Return Rel to Peer 0.067.73-2.855.7411.039.97-10.70-3.97-7.16-1.218.80
% Perf Quintile vs Peer* 3.001.004.001.001.002.004.005.005.003.002.00
% Dividends 0.001.190.380.410.240.280.300.270.250.110.30
% Yield 1.981.990.682.060.500.470.670.620.640.220.62
Capital Gains ($) 0.005.162.672.992.165.880.031.142.954.842.28
Expense Ratio 0.000.810.860.850.860.880.890.890.910.920.91

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