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SSVIX: COLUMBIA SELECT SMALLER-CAP VALUE FUND COLUMBIA SELECT SMALLER-CAP VALUE FUND-CLASS R5 (MUTUAL FUND)
Basic Info 25.7 0.47(1.80%) June 05
| Asset Class: | SMALL BLEND |
| MyPlanIQ Rating: | (91%) |
| Start Date: | 01/11/2002 |
| Last Dividend Date: | 12/08/2025 |
| 12-Mo. Yield | 9.12% |
| Expenses | 1.53% |
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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(%) | -0.8 | 19.0 | 34.9 | 16.4 | 5.0 | 8.3 | 8.7 | 7.9 | 8.2 | 5.7 | 12.7 | 12.8 | -17.6 | 24.6 | 4.2 | 19.1 | -13.4 | 13.0 | 13.2 | -3.5 | 5.6 | 48.6 | 15.9 | -8.8 | 27.4 | 37.3 | -40.8 | 7.2 | 20.7 | -5.1 | 18.0 | 49.9 | -15.9 |
| Sharpe Ratio | NA | 2.65 | 1.85 | 0.67 | 0.12 | 0.28 | NA | NA | 0.29 | 0.13 | 0.5 | 0.48 | -0.74 | 1.16 | 0.08 | 1.14 | -0.85 | 1.13 | 0.67 | -0.21 | 0.37 | 3.26 | 0.91 | -0.27 | 1.14 | 1.02 | -0.93 | 0.21 | 1.09 | -0.5 | 0.97 | 2.43 | -0.68 |
| Draw Down(%) | NA | 7.9 | 7.9 | 29.2 | 29.2 | 48.6 | NA | NA | 63.6 | 24.7 | 10.2 | 17.3 | 24.0 | 12.8 | 47.6 | 12.1 | 24.8 | 6.0 | 17.0 | 17.0 | 14.1 | 6.2 | 15.4 | 32.9 | 19.2 | 35.8 | 57.7 | 13.8 | 16.6 | 14.3 | 15.0 | 17.0 | 35.3 |
| Standard Deviation(%) | NA | 17.9 | 17.5 | 19.7 | 21.3 | 23.8 | NA | NA | 24.0 | 22.7 | 18.2 | 19.4 | 26.0 | 21.2 | 48.2 | 15.5 | 17.4 | 10.9 | 19.3 | 16.7 | 15.0 | 14.9 | 17.6 | 33.2 | 24.0 | 36.4 | 44.6 | 18.8 | 15.9 | 14.9 | 17.6 | 20.2 | 25.7 |
| Treynor Ratio | NA | 0.54 | 0.34 | 0.13 | 0.03 | 0.06 | NA | NA | 0.07 | 0.03 | 0.09 | 0.09 | -0.21 | 0.24 | 0.03 | 0.17 | -0.15 | 0.13 | 0.12 | -0.03 | 0.06 | 0.46 | 0.15 | -0.09 | 0.28 | 0.38 | -0.43 | 0.04 | 0.18 | -0.08 | 0.17 | 0.45 | -0.18 |
| Alpha | NA | 0.07 | 0.03 | 0.0 | -0.01 | -0.01 | NA | NA | 0.0 | -0.01 | 0.0 | -0.02 | -0.01 | 0.02 | -0.06 | -0.03 | -0.02 | -0.01 | -0.02 | 0.0 | -0.01 | 0.02 | -0.01 | -0.02 | 0.0 | 0.01 | -0.03 | 0.02 | 0.02 | -0.05 | -0.01 | 0.0 | 0.02 |
| Beta | NA | 0.88 | 0.95 | 0.99 | 0.98 | 1.03 | NA | NA | 1.01 | 1.01 | 1.02 | 1.01 | 0.92 | 1.03 | 1.16 | 1.01 | 0.98 | 0.97 | 1.1 | 1.04 | 0.99 | 1.05 | 1.03 | 1.04 | 0.98 | 0.99 | 0.98 | 0.98 | 0.98 | 0.95 | 1.03 | 1.08 | 0.95 |
| RSquared | NA | 0.75 | 0.8 | 0.9 | 0.9 | 0.88 | NA | NA | 0.91 | 0.93 | 0.9 | 0.93 | 0.93 | 0.83 | 0.95 | 0.91 | 0.91 | 0.81 | 0.92 | 0.92 | 0.88 | 0.92 | 0.9 | 0.97 | 0.95 | 0.95 | 0.95 | 0.92 | 0.89 | 0.85 | 0.88 | 0.9 | 0.88 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 8.5 | 16.1 | 6.0 | 0.8 | 0.3 | 0.3 | 0.5 | 5.3 | 11.6 | 6.0 | 9.7 | 10.1 | 8.5 | 2.9 | 4.4 | 0.0 | 0.0 | 1.2 | 16.3 | 7.6 | 0.0 | 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 | -48.3 | 184.9 | 495.3 | 216.2 | 21.4 | -29.1 | -93.0 | -53.6 | 116.4 | -47.2 | -7.4 | 59.9 | 229.5 | -42.8 | N/A | N/A | -100.0 | -93.6 | 138.8 | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/09/2002
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