Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CUURX (COLUMBIA SMALL CAP VALUE FUND I COLUMBIA SMALL CAP VALUE FUND I CLASS R5) | 13.76% | 33.84% | 17.91% | 9.44% | 12.14% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 11/12/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CUURX (COLUMBIA SMALL CAP VALUE FUND I COLUMBIA SMALL CAP VALUE FUND I 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 (%) | 1.13 | 33.84 | 17.91 | 9.44 | 12.14 | NA | NA | … | … | 13.76 | 4.15 | 9.05 | 21.81 | -8.56 | 29.38 | 8.23 | 21.63 | -18.04 | 14.23 | 32.64 | -6.04 | 3.41 | 16.32 | 2.51 |
| Sharpe Ratio | NA | 1.86 | 0.78 | 0.30 | 0.43 | NA | NA | … | … | 1.63 | 0.05 | 0.27 | 0.89 | -0.40 | 1.37 | 0.17 | 1.14 | -1.12 | 1.01 | 1.67 | -0.37 | 0.24 | 0.82 | 1.15 |
| Standard Deviation(%) | NA | 18.09 | 20.47 | 21.49 | 24.03 | NA | NA | … | … | 17.57 | 24.30 | 19.85 | 20.55 | 25.26 | 21.50 | 47.14 | 17.72 | 17.47 | 13.56 | 19.41 | 16.25 | 14.31 | 19.86 | 18.06 |
| Draw Down(%) | NA | 11.90 | 25.89 | 25.89 | 48.01 | NA | NA | … | … | 11.90 | 23.62 | 9.96 | 16.18 | 20.99 | 12.14 | 44.19 | 14.86 | 27.54 | 6.85 | 13.39 | 14.20 | 12.81 | 15.87 | 4.18 |
| Yield(%) | 0.00 | 12.07 | 8.74 | 7.10 | 8.61 | 7.32 | 5.49 | … | … | 0.00 | 11.77 | 5.83 | 7.41 | 4.46 | 13.56 | 0.76 | 3.96 | 6.62 | 10.54 | 12.78 | 10.03 | 13.41 | 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 |
|---|---|---|---|---|
| CUURX (COLUMBIA SMALL CAP VALUE FUND I COLUMBIA SMALL CAP VALUE FUND I CLASS R5) |
-10.33%
Mar 2017 – Mar 2020 |
-2.45%
Mar 2015 – Mar 2020 |
5.51%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CUURX (COLUMBIA SMALL CAP VALUE FUND I COLUMBIA SMALL CAP VALUE FUND I CLASS R5) |
26.72%
Mar 2020 – Mar 2023 |
19.65%
Mar 2020 – Mar 2025 |
12.86%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart