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

(NASDAQ Mutual Funds) As of Oct 23, 2026 05:31 PM ET

$57.89 USD

-0.22 (-0.38%)

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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3-Hold of 5     3    

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Sep 30, 2026

Total Return %* Percentile Rank Objective
YTD 11.34 55
3 months -6.84 36
6 months 10.48 50
1 Year 16.14 34
3 Year 17.12 27
5 Year 10.03 9
10 Year 10.97 21

* 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 Sep 30, 2026

1 Year 16.14
5 Year 10.02
10 Year 10.97
Since Inception 11.04

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 0.77 18.60 -6.84 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 11.3415.049.0721.82-8.4729.298.2821.45-17.9314.3824.75
% Total Return Rel to Index -1.40-3.17-15.95-4.419.720.60-10.11-10.03-13.54-7.4012.81
% Total Return Rel to Peer -0.177.73-2.855.7411.039.97-10.70-3.97-7.16-1.218.80
% Perf Quintile vs Peer* 2.001.004.001.001.002.004.004.005.003.002.00
% Dividends 0.001.190.380.410.240.280.300.270.250.110.30
% Yield 1.441.990.681.590.500.470.670.620.640.220.62
Capital Gains ($) 2.945.162.672.992.165.880.031.142.954.842.28
Expense Ratio 0.810.820.860.850.860.880.890.890.910.920.91

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