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CGOAX: COLUMBIA SMALL CAP GROWTH FUND I COLUMBIA SMALL CAP GROWTH FUND I CLASS A (MUTUAL FUND)
Basic Info 35.7 1.72(4.60%) June 05
| Asset Class: | Small Growth |
| MyPlanIQ Rating: | (53%) |
| Start Date: | 11/03/2005 |
| Last Dividend Date: | 12/05/2025 |
| 12-Mo. Yield | 6.39% |
| Expenses | 1.49% |
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Performance Analytics (As of 06/02/2026)
Not up-to-date? Try| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.5 | 19.8 | 51.7 | 25.5 | 6.4 | 16.7 | 13.0 | 11.5 | 11.9 | 21.4 | 23.9 | 25.9 | -36.8 | -2.4 | 69.9 | 40.7 | -2.3 | 28.3 | 12.6 | 2.5 | -5.6 | 40.0 | 12.0 | -5.4 | 30.9 | 37.4 | -43.0 | 21.2 | 16.4 | 0.7 |
| Sharpe Ratio | NA | 2.2 | 2.29 | 1.02 | 0.17 | 0.59 | NA | NA | 0.42 | 0.67 | 0.97 | 1.19 | -1.01 | -0.09 | 1.76 | 2.13 | -0.16 | 2.31 | 0.65 | 0.14 | -0.29 | 2.48 | 0.68 | -0.17 | 1.28 | 1.24 | -1.09 | 0.94 | 0.74 | 0.1 |
| Draw Down(%) | NA | 17.7 | 17.7 | 28.5 | 49.9 | 52.6 | NA | NA | 55.8 | 27.2 | 11.6 | 15.5 | 42.5 | 22.7 | 37.5 | 9.6 | 26.5 | 5.1 | 17.9 | 14.7 | 25.2 | 6.1 | 15.1 | 32.3 | 17.9 | 21.8 | 53.5 | 11.5 | 17.5 | 5.6 |
| Standard Deviation(%) | NA | 28.6 | 24.4 | 24.0 | 27.0 | 26.0 | NA | NA | 25.3 | 27.8 | 20.9 | 18.9 | 38.1 | 26.3 | 39.4 | 18.4 | 22.6 | 12.0 | 19.0 | 18.1 | 19.6 | 16.1 | 17.7 | 32.8 | 24.0 | 30.1 | 40.3 | 19.2 | 17.6 | 16.2 |
| Treynor Ratio | NA | 0.51 | 0.47 | 0.23 | 0.04 | 0.14 | NA | NA | 0.1 | 0.17 | 0.19 | 0.24 | -0.34 | -0.02 | 0.68 | 0.35 | -0.03 | 0.26 | 0.12 | 0.02 | -0.05 | 0.37 | 0.12 | -0.05 | 0.31 | 0.41 | -0.48 | 0.18 | 0.13 | 0.01 |
| Alpha | NA | 0.01 | 0.05 | 0.03 | 0.01 | 0.02 | NA | NA | 0.01 | 0.05 | 0.02 | 0.02 | -0.03 | -0.03 | 0.09 | 0.01 | 0.02 | 0.02 | 0.01 | 0.02 | -0.04 | 0.0 | -0.02 | -0.02 | 0.0 | 0.0 | -0.04 | 0.04 | 0.02 | -0.08 |
| Beta | NA | 1.24 | 1.18 | 1.09 | 1.11 | 1.09 | NA | NA | 1.03 | 1.11 | 1.08 | 0.93 | 1.14 | 1.22 | 1.02 | 1.11 | 1.15 | 1.08 | 1.06 | 1.09 | 1.21 | 1.08 | 1.01 | 1.0 | 1.0 | 0.9 | 0.92 | 1.03 | 1.02 | 1.17 |
| RSquared | NA | 0.92 | 0.89 | 0.92 | 0.94 | 0.94 | NA | NA | 0.95 | 0.93 | 0.92 | 0.93 | 0.96 | 0.94 | 0.97 | 0.91 | 0.95 | 0.86 | 0.95 | 0.93 | 0.94 | 0.93 | 0.96 | 0.98 | 0.98 | 0.96 | 0.98 | 0.96 | 0.96 | 0.75 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 6.0 | 0.0 | 0.0 | 0.0 | 9.9 | 11.5 | 12.0 | 18.1 | 18.6 | 9.4 | 40.7 | 16.0 | 19.3 | 10.7 | 8.8 | 0.0 | 0.0 | 0.0 | 13.5 | 16.5 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | 32.4 | 23.7 | -46.5 | 5.4 | 111.3 | -85.5 | 99.8 | -4.4 | 84.6 | 3.5 | N/A | N/A | N/A | -100.0 | -19.7 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/01/2005
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