Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CRRRX (COLUMBIA SMALL CAP VALUE FUND II COLUMBIA SMALL CAP VALUE FUND II CLASS R5) | 18.26% | 34.51% | 16.11% | 8.01% | 10.74% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 11/12/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CRRRX (COLUMBIA SMALL CAP VALUE FUND II COLUMBIA SMALL CAP VALUE FUND II CLASS R5) | 11/12/2012 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.58 | 34.51 | 16.11 | 8.01 | 10.74 | NA | NA | … | … | 18.26 | -4.57 | 11.44 | 14.28 | -13.56 | 34.40 | 10.33 | 20.78 | -17.33 | 11.06 | 23.84 | -2.73 | 1.50 | 24.93 | 4.44 |
| Sharpe Ratio | NA | 1.95 | 0.71 | 0.24 | 0.38 | NA | NA | … | … | 2.33 | -0.31 | 0.42 | 0.55 | -0.60 | 1.49 | 0.22 | 1.23 | -1.09 | 0.82 | 1.36 | -0.18 | 0.10 | 1.45 | 2.22 |
| Standard Deviation(%) | NA | 17.06 | 19.36 | 20.96 | 23.36 | NA | NA | … | … | 17.31 | 24.62 | 18.62 | 19.32 | 24.96 | 23.04 | 46.21 | 15.71 | 17.23 | 12.74 | 17.34 | 15.35 | 15.35 | 17.22 | 17.69 |
| Draw Down(%) | NA | 9.49 | 27.08 | 27.08 | 48.26 | NA | NA | … | … | 9.49 | 23.04 | 9.89 | 15.42 | 23.00 | 11.60 | 45.28 | 11.76 | 26.93 | 6.84 | 13.20 | 12.94 | 13.62 | 10.99 | 3.96 |
| Yield(%) | 0.00 | 14.87 | 14.80 | 10.31 | 10.45 | 9.23 | 6.92 | … | … | 0.00 | 14.20 | 24.51 | 7.29 | 5.12 | 16.30 | 0.98 | 4.31 | 10.68 | 9.42 | 6.45 | 10.96 | 6.42 | 0.00 | 0.00 |
Data as of 06/10/2026, Common starting date is 11/12/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CRRRX (COLUMBIA SMALL CAP VALUE FUND II COLUMBIA SMALL CAP VALUE FUND II CLASS R5) |
-10.84%
Mar 2017 – Mar 2020 |
-3.73%
Mar 2015 – Mar 2020 |
4.99%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CRRRX (COLUMBIA SMALL CAP VALUE FUND II COLUMBIA SMALL CAP VALUE FUND II CLASS R5) |
26.29%
Mar 2020 – Mar 2023 |
18.29%
Mar 2020 – Mar 2025 |
10.96%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart