Nasdaq - Delayed Quote • USD
Columbia Select Small Cap Value R (SSVRX)
At close: April 19 at 8:00 PM EDT
Fund Summary
Under normal circumstances, the fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in equity securities of small capitalization issuers. These companies have market capitalizations in the range of companies in the Russell 2000® Value Index (the index) at the time of purchase.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 47.80% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 14 |
| Number of Years Down | 6 |
Performance & Risk
| YTD Return | -1.01% |
| 5y Average Return | 6.28% |
| Rank in Category (ytd) | 34 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.00 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| SSVRX | Category Average | SSVRX | Category Average | SSVRX | Category Average | |
| Alpha | -7.03 | -0.12 | -7.06 | -0.08 | -7.3 | -0.07 |
| BETA | 1 | 0.01 | 1.2 | 0.01 | 1.19 | 0.01 |
| Mean Annual Return | 0.45 | 0.01 | 0.95 | 0.01 | 0.7 | 0.01 |
| R-squared | 69.99 | 0.78 | 76.4 | 0.72 | 75.12 | 0.73 |
| Standard Deviation | 20.97 | 0.28 | 25.1 | 0.23 | 20.82 | 0.2 |
| Sharpe Ratio | 0.12 | 0 | 0.37 | 0.01 | 0.33 | 0.01 |
| Treynor Ratio | 0.37 | 0.06 | 5.29 | 0.09 | 4.09 | 0.08 |
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