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CMSCX: COLUMBIA SMALL CAP GROWTH FUND I COLUMBIA SMALL CAP GROWTH FUND I CLASS Z (MUTUAL FUND)
Basic Info 39.72 1.91(4.59%) June 05
| Asset Class: | Small Growth |
| MyPlanIQ Rating: | (95%) |
| Start Date: | 11/11/1998 |
| Last Dividend Date: | 12/05/2025 |
| 12-Mo. Yield | 6.08% |
| Expenses | 1.24% |
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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 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.5 | 19.9 | 52.1 | 25.8 | 6.8 | 16.9 | 13.3 | 11.8 | 11.9 | 21.7 | 24.3 | 26.2 | -36.6 | -2.2 | 70.3 | 41.0 | -2.0 | 28.7 | 12.8 | 2.9 | -5.4 | 40.4 | 12.2 | -5.2 | 31.2 | 37.7 | -42.8 | 21.6 | 16.7 | 13.1 | 9.6 | 44.3 | -26.4 | -14.2 | 6.4 | 63.5 | 9.7 |
| Sharpe Ratio | NA | 1.73 | 1.97 | 0.94 | 0.16 | 0.59 | NA | NA | 0.42 | 0.68 | 0.99 | 1.2 | -1.0 | -0.09 | 1.77 | 2.15 | -0.15 | 2.37 | 0.66 | 0.16 | -0.28 | 2.5 | 0.69 | -0.16 | 1.3 | 1.25 | -1.08 | 0.96 | 0.76 | 0.69 | 0.45 | 2.31 | -1.14 | -0.63 | 0.06 | 3.35 | 6.4 |
| Draw Down(%) | NA | 17.6 | 17.6 | 28.4 | 49.8 | 52.4 | NA | NA | 56.3 | 27.2 | 11.7 | 15.4 | 42.4 | 22.6 | 37.5 | 9.6 | 26.4 | 5.1 | 18.0 | 14.7 | 25.0 | 6.1 | 15.1 | 32.2 | 17.8 | 21.7 | 53.4 | 11.4 | 17.4 | 10.9 | 22.3 | 8.7 | 34.0 | 35.2 | 30.1 | 16.1 | 4.2 |
| Standard Deviation(%) | NA | 29.1 | 25.1 | 24.1 | 27.1 | 26.0 | NA | NA | 24.8 | 27.8 | 20.9 | 18.9 | 38.2 | 26.3 | 39.3 | 18.4 | 22.6 | 11.9 | 19.0 | 18.1 | 19.6 | 16.1 | 17.7 | 32.8 | 24.0 | 30.1 | 40.2 | 19.3 | 17.6 | 15.8 | 19.0 | 18.8 | 24.1 | 26.9 | 34.9 | 17.9 | 14.9 |
| Treynor Ratio | NA | 0.41 | 0.41 | 0.21 | 0.04 | 0.14 | NA | NA | 0.1 | 0.17 | 0.19 | 0.24 | -0.33 | -0.02 | 0.68 | 0.36 | -0.03 | 0.26 | 0.12 | 0.03 | -0.05 | 0.37 | 0.12 | -0.05 | 0.31 | 0.42 | -0.47 | 0.18 | 0.13 | 0.11 | 0.09 | 0.47 | -0.29 | -0.17 | 0.02 | 0.6 | 1.46 |
| Alpha | NA | 0.03 | 0.06 | 0.03 | 0.01 | 0.02 | NA | NA | 0.01 | 0.05 | 0.02 | 0.02 | -0.02 | -0.03 | 0.09 | 0.01 | 0.02 | 0.02 | 0.01 | 0.02 | -0.04 | 0.0 | -0.02 | -0.01 | 0.0 | 0.0 | -0.04 | 0.04 | 0.02 | 0.02 | -0.02 | 0.01 | -0.06 | -0.06 | 0.04 | 0.13 | 0.05 |
| Beta | NA | 1.23 | 1.2 | 1.1 | 1.11 | 1.09 | NA | NA | 1.01 | 1.12 | 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 | 0.99 | 0.9 | 0.92 | 1.03 | 1.02 | 1.03 | 1.01 | 0.93 | 0.93 | 1.01 | 0.91 | 1.0 | 0.65 |
| RSquared | NA | 0.92 | 0.91 | 0.93 | 0.94 | 0.94 | NA | NA | 0.93 | 0.94 | 0.92 | 0.93 | 0.96 | 0.94 | 0.97 | 0.91 | 0.96 | 0.87 | 0.96 | 0.93 | 0.94 | 0.93 | 0.97 | 0.98 | 0.98 | 0.96 | 0.98 | 0.96 | 0.96 | 0.94 | 0.96 | 0.93 | 0.93 | 0.9 | 0.86 | 0.74 | 0.56 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 5.7 | 0.0 | 0.0 | 0.0 | 9.3 | 10.9 | 11.5 | 17.3 | 18.0 | 9.2 | 39.7 | 15.7 | 19.3 | 10.7 | 9.0 | 0.0 | 0.0 | 0.0 | 13.7 | 16.5 | 3.5 | 0.0 | 0.0 | 0.2 | 0.0 | 11.2 | 2.8 | 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 | 31.6 | 23.5 | -45.9 | 5.4 | 108.7 | -85.1 | 99.8 | -5.9 | 86.0 | 1.5 | N/A | N/A | N/A | -100.0 | -18.0 | 431.6 | N/A | N/A | -100.0 | N/A | -100.0 | 533.3 | 47900.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/11/1996
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