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CSCZX: COLUMBIA SMALL CAP VALUE FUND I COLUMBIA SMALL CAP VALUE FUND I CLASS Z (MUTUAL FUND)
Basic Info 58.83 0.75(1.26%) June 05
| Asset Class: | SMALL VALUE |
| MyPlanIQ Rating: | (89%) |
| Start Date: | 07/12/1999 |
| Last Dividend Date: | 12/05/2025 |
| 12-Mo. Yield | 13.00% |
| Expenses | 1.24% |
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Performance Analytics (As of 06/03/2026)
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 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.9 | 12.3 | 36.2 | 18.5 | 5.5 | 10.1 | 9.3 | 8.0 | 8.8 | 14.9 | 8.9 | 21.7 | -13.2 | 15.8 | 8.0 | 21.3 | -18.1 | 14.1 | 32.4 | -6.2 | 3.2 | 34.2 | 11.4 | -6.0 | 26.1 | 24.7 | -27.9 | -2.3 | 19.6 | 5.5 | 23.3 | 39.8 | -19.9 | 7.1 | 19.2 | 2.0 |
| Sharpe Ratio | NA | 1.9 | 1.97 | 0.83 | 0.16 | 0.35 | NA | NA | 0.32 | 0.54 | 0.27 | 0.89 | -0.57 | 0.7 | 0.16 | 1.12 | -1.12 | 0.98 | 1.66 | -0.38 | 0.22 | 2.51 | 0.69 | -0.19 | 1.09 | 0.65 | -0.66 | -0.28 | 1.02 | 0.21 | 1.51 | 2.46 | -0.85 | 0.26 | 0.7 | 0.05 |
| Draw Down(%) | NA | 11.9 | 11.9 | 25.9 | 33.4 | 48.2 | NA | NA | 56.7 | 23.6 | 10.0 | 16.2 | 25.0 | 17.8 | 44.2 | 15.0 | 27.6 | 6.9 | 13.4 | 14.2 | 12.8 | 5.2 | 13.4 | 27.8 | 18.2 | 34.8 | 46.0 | 14.0 | 12.6 | 10.1 | 10.7 | 13.4 | 33.2 | 20.6 | 9.3 | 12.6 |
| Standard Deviation(%) | NA | 17.6 | 18.1 | 20.6 | 21.8 | 24.2 | NA | NA | 23.4 | 22.6 | 19.8 | 20.5 | 25.9 | 22.5 | 47.2 | 17.7 | 17.5 | 13.7 | 19.4 | 16.2 | 14.3 | 13.6 | 16.7 | 32.1 | 23.8 | 37.7 | 43.8 | 19.8 | 15.9 | 15.0 | 14.8 | 15.9 | 24.7 | 17.9 | 21.3 | 13.9 |
| Treynor Ratio | NA | 0.32 | 0.32 | 0.16 | 0.03 | 0.08 | NA | NA | 0.08 | 0.12 | 0.05 | 0.17 | -0.15 | 0.15 | 0.08 | 0.17 | -0.18 | 0.11 | 0.28 | -0.06 | 0.03 | 0.34 | 0.11 | -0.06 | 0.26 | 0.26 | -0.31 | -0.05 | 0.14 | 0.03 | 0.22 | 0.41 | -0.27 | 0.06 | 0.15 | 0.01 |
| Alpha | NA | 0.01 | 0.03 | 0.01 | -0.01 | 0.0 | NA | NA | 0.0 | 0.02 | -0.02 | 0.02 | -0.02 | -0.04 | 0.01 | -0.02 | -0.02 | 0.0 | 0.01 | 0.0 | -0.03 | -0.01 | -0.03 | -0.01 | 0.01 | -0.01 | 0.01 | 0.02 | -0.01 | 0.0 | 0.0 | 0.01 | -0.04 | -0.01 | -0.01 | 0.08 |
| Beta | NA | 1.06 | 1.12 | 1.1 | 1.05 | 1.04 | NA | NA | 0.98 | 1.05 | 1.17 | 1.07 | 1.01 | 1.03 | 0.98 | 1.18 | 1.08 | 1.2 | 1.13 | 1.02 | 1.01 | 1.0 | 1.05 | 1.03 | 0.98 | 0.95 | 0.94 | 1.03 | 1.13 | 1.03 | 0.99 | 0.95 | 0.78 | 0.75 | 1.0 | 1.19 |
| RSquared | NA | 0.87 | 0.89 | 0.93 | 0.9 | 0.88 | NA | NA | 0.91 | 0.93 | 0.94 | 0.95 | 0.92 | 0.81 | 0.85 | 0.93 | 0.94 | 0.87 | 0.93 | 0.91 | 0.9 | 0.94 | 0.97 | 0.99 | 0.98 | 0.98 | 0.99 | 0.98 | 0.97 | 0.96 | 0.94 | 0.94 | 0.63 | 0.81 | 0.81 | 0.77 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 12.2 | 6.0 | 7.6 | 0.4 | 0.5 | 0.6 | 3.8 | 6.7 | 10.7 | 12.9 | 10.1 | 13.5 | 17.0 | 4.7 | 6.3 | 1.8 | 0.7 | 4.5 | 8.8 | 8.0 | 4.5 | 9.3 | 4.1 | 0.0 | 6.0 | 4.5 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 110.5 | -10.8 | 1543.1 | 1.0 | -19.5 | -81.7 | -56.5 | -35.7 | 1.0 | 6.0 | -32.3 | -11.6 | 286.3 | -33.8 | 334.2 | 219.4 | -89.2 | -55.4 | 20.1 | 88.3 | -46.9 | 202.8 | N/A | -100.0 | 55.3 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/10/1999
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