Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CXXRX (COLUMBIA SMALL CAP INDEX FUND COLUMBIA SMALL CAP INDEX FUND CLASS R5) | 14.65% | 31.18% | 14.86% | 2.04% | 8.40% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 11/09/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CXXRX (COLUMBIA SMALL CAP INDEX FUND COLUMBIA SMALL CAP INDEX FUND CLASS R5) | 11/09/2012 | 06/05/2026 |
| 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 (%) | -0.69 | 31.18 | 14.86 | 2.04 | 8.40 | NA | NA | … | … | 14.65 | 5.97 | 8.49 | 15.78 | -23.16 | 18.10 | 8.67 | 22.61 | -8.72 | 13.10 | 26.25 | -2.27 | 2.45 | 32.57 | 3.09 |
| Sharpe Ratio | NA | 1.61 | 0.57 | -0.01 | 0.29 | NA | NA | … | … | 2.00 | 0.14 | 0.25 | 0.61 | -0.95 | 0.82 | 0.19 | 1.31 | -0.57 | 0.99 | 1.48 | -0.14 | 0.16 | 2.19 | 1.45 |
| Standard Deviation(%) | NA | 17.68 | 20.37 | 21.74 | 23.47 | NA | NA | … | … | 17.51 | 22.74 | 19.66 | 20.11 | 26.04 | 22.08 | 44.84 | 16.19 | 17.79 | 12.66 | 17.59 | 15.94 | 15.68 | 14.87 | 17.40 |
| Draw Down(%) | NA | 8.73 | 27.94 | 34.37 | 44.32 | NA | NA | … | … | 8.73 | 24.24 | 9.00 | 17.82 | 27.01 | 13.69 | 42.62 | 10.04 | 27.12 | 6.67 | 12.35 | 13.34 | 12.87 | 7.38 | 4.70 |
| Yield(%) | 0.00 | 11.86 | 10.88 | 5.06 | 7.26 | 7.44 | 5.58 | … | … | 0.00 | 11.01 | 14.45 | 5.78 | 1.07 | 1.30 | 1.10 | 7.13 | 9.40 | 7.73 | 8.68 | 9.84 | 5.14 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 11/09/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CXXRX (COLUMBIA SMALL CAP INDEX FUND COLUMBIA SMALL CAP INDEX FUND CLASS R5) |
-5.53%
Apr 2021 – Apr 2024 |
-0.58%
Sep 2018 – Sep 2023 |
4.30%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CXXRX (COLUMBIA SMALL CAP INDEX FUND COLUMBIA SMALL CAP INDEX FUND CLASS R5) |
19.16%
Sep 2015 – Sep 2018 |
15.93%
Feb 2016 – Feb 2021 |
9.09%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart