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CBSAX: COLUMBIA MID CAP GROWTH FUND COLUMBIA MID CAP GROWTH FUND CLASS A (MUTUAL FUND)
Basic Info 26.94 1.02(3.65%) June 05
| Asset Class: | Mid-Cap Growth |
| MyPlanIQ Rating: | (51%) |
| Start Date: | 11/05/2002 |
| Last Dividend Date: | 12/10/2025 |
| 12-Mo. Yield | 13.44% |
| Expenses | 0.88% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.5 | 13.8 | 24.0 | 21.1 | 8.8 | 13.3 | 11.2 | 10.3 | 10.9 | 14.9 | 23.7 | 24.9 | -31.4 | 16.1 | 35.1 | 34.9 | -5.5 | 22.6 | 1.9 | 4.7 | 7.0 | 30.9 | 10.8 | -4.7 | 29.8 | 43.5 | -44.1 | 19.9 | 11.7 | 16.1 | 6.9 | 29.9 | -4.4 |
| Sharpe Ratio | NA | 1.27 | 0.99 | 0.81 | 0.25 | 0.51 | NA | NA | 0.43 | 0.46 | 1.1 | 1.24 | -0.91 | 0.74 | 1.04 | 2.3 | -0.37 | 2.53 | 0.11 | 0.3 | 0.46 | 2.34 | 0.69 | -0.16 | 1.38 | 1.47 | -1.03 | 0.91 | 0.55 | 1.02 | 0.36 | 1.62 | -1.25 |
| Draw Down(%) | NA | 13.7 | 13.7 | 27.4 | 43.4 | 43.4 | NA | NA | 56.7 | 27.4 | 10.8 | 16.6 | 38.4 | 13.6 | 34.5 | 8.1 | 22.7 | 3.6 | 15.9 | 12.0 | 11.2 | 6.6 | 13.1 | 27.0 | 15.8 | 20.2 | 56.0 | 12.4 | 15.7 | 10.5 | 20.3 | 10.2 | 6.4 |
| Standard Deviation(%) | NA | 25.7 | 21.5 | 21.9 | 25.1 | 22.9 | NA | NA | 22.4 | 26.3 | 18.3 | 17.3 | 36.3 | 21.8 | 33.4 | 14.5 | 18.7 | 8.7 | 15.8 | 15.6 | 15.2 | 13.2 | 15.7 | 29.0 | 21.5 | 29.5 | 43.7 | 18.5 | 15.0 | 13.6 | 16.2 | 18.0 | 21.3 |
| Treynor Ratio | NA | 0.26 | 0.18 | 0.15 | 0.06 | 0.11 | NA | NA | 0.1 | 0.1 | 0.18 | 0.22 | -0.3 | 0.14 | 0.38 | 0.33 | -0.07 | 0.22 | 0.02 | 0.05 | 0.06 | 0.32 | 0.11 | -0.05 | 0.31 | 0.45 | -0.48 | 0.16 | 0.08 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | 0.07 | 0.05 | 0.02 | 0.01 | 0.0 | NA | NA | 0.01 | 0.01 | 0.02 | 0.01 | 0.01 | -0.02 | 0.01 | 0.0 | 0.0 | 0.0 | -0.02 | 0.02 | -0.03 | 0.0 | -0.02 | 0.0 | 0.0 | 0.01 | 0.0 | 0.01 | 0.01 | NA | NA | NA | NA |
| Beta | NA | 1.25 | 1.21 | 1.16 | 1.13 | 1.05 | NA | NA | 1.0 | 1.18 | 1.14 | 1.0 | 1.12 | 1.15 | 0.92 | 1.01 | 1.01 | 1.01 | 0.98 | 0.97 | 1.09 | 0.98 | 0.96 | 1.02 | 0.97 | 0.97 | 0.93 | 1.06 | 0.99 | NA | NA | NA | NA |
| RSquared | NA | 0.88 | 0.84 | 0.89 | 0.93 | 0.93 | NA | NA | 0.87 | 0.9 | 0.89 | 0.94 | 0.98 | 0.92 | 0.96 | 0.93 | 0.96 | 0.9 | 0.97 | 0.96 | 0.96 | 0.97 | 0.97 | 0.99 | 0.98 | 0.97 | 0.99 | 0.97 | 0.19 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 14.0 | 16.3 | 0.0 | 0.0 | 22.8 | 19.2 | 11.3 | 21.1 | 14.7 | 6.3 | 15.8 | 16.5 | 11.7 | 3.2 | 3.1 | 0.2 | 0.0 | 1.9 | 15.6 | 6.1 | 1.5 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -4.3 | N/A | N/A | -100.0 | 32.5 | 113.1 | -60.5 | 54.4 | 130.7 | -65.3 | -12.3 | 62.2 | 301.4 | -7.3 | 1914.6 | N/A | -100.0 | -87.3 | 163.7 | 371.9 | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/31/2002
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