Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ISGDX (Columbia Integrated Small Cap Growth Fund Class A) | 12.68% | 32.89% | 18.83% | 7.15% | NA | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 06/02/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ISGDX (Columbia Integrated Small Cap Growth Fund Class A) | 06/02/2017 | 06/08/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.20 | 32.89 | 18.83 | 7.15 | NA | NA | NA | … | … | 12.68 | 19.28 | 19.14 | 17.72 | -26.00 | 15.34 | 24.02 | 23.56 | -8.89 | 9.91 |
| Sharpe Ratio | NA | 1.51 | 0.77 | 0.21 | NA | NA | NA | … | … | 1.25 | 0.67 | 0.75 | 0.72 | -0.86 | 0.67 | 0.60 | 1.27 | -0.50 | 1.43 |
| Standard Deviation(%) | NA | 20.99 | 22.04 | 24.09 | NA | NA | NA | … | … | 22.98 | 24.72 | 20.80 | 19.60 | 32.04 | 22.72 | 39.77 | 17.37 | 20.50 | 11.85 |
| Draw Down(%) | NA | 13.31 | 27.68 | 36.86 | NA | NA | NA | … | … | 13.31 | 26.79 | 9.56 | 18.33 | 32.77 | 11.84 | 40.84 | 10.45 | 29.68 | 5.25 |
| Yield(%) | 0.00 | 19.63 | 12.79 | 10.99 | 10.08 | 6.72 | 5.04 | … | … | 0.00 | 19.74 | 16.12 | 0.00 | 18.57 | 22.30 | 4.34 | 2.14 | 15.15 | 11.38 |
Data as of 06/08/2026, Common starting date is 06/02/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ISGDX (Columbia Integrated Small Cap Growth Fund Class A) |
-3.92%
Apr 2021 – Apr 2024 |
1.37%
Sep 2018 – Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ISGDX (Columbia Integrated Small Cap Growth Fund Class A) |
23.28%
May 2023 – May 2026 |
12.47%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart