Nasdaq - Delayed Quote USD

Columbia Small Cap Growth R (CCRIX)

21.43 +0.19 (+0.89%)
At close: April 26 at 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 6.99%
5y Average Return 9.06%
Number of Years Up 8
Number of Years Down 5
Best 1Y Total Return (Apr 26, 2024) 69.38%
Worst 1Y Total Return (Apr 26, 2024) --
Best 3Y Total Return 69.38%
Worst 3Y Total Return -8.48%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
CCRIX
Category
YTD
13.38%
12.40%
1-Month
3.89%
3.37%
3-Month
13.38%
4.88%
1-Year
28.60%
55.69%
3-Year
-5.25%
19.34%
5-Year
11.02%
20.72%
10-Year
11.06%
13.98%
Last Bull Market
38.51%
27.85%
Last Bear Market
-26.59%
-24.06%

Annual Total Return (%) History

Year
CCRIX
Category
2024
--
--
2023
25.58%
--
2022
-36.96%
--
2021
-3.17%
--
2020
69.38%
38.62%
2019
40.22%
27.68%
2018
-2.52%
-5.76%
2017
28.05%
21.50%

2016
12.29%
11.20%
2015
3.47%
-2.41%
2014
-5.86%
2.44%
2013
39.61%
40.91%
2012
11.68%
13.15%
2011
-5.66%
-3.55%
2010
--
26.98%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 13.38% -- -- --
2023 10.72% 8.95% -5.25% 9.87%
2022 -17.79% -26.59% 1.24% 3.17%
2021 2.17% 5.67% -3.42% -7.14%
2020 -18.85% 47.53% 10.54% 27.99%
2019 22.41% 8.84% -4.11% 9.75%
2018 2.63% 6.12% 11.12% -19.45%
2017 6.51% 6.74% 7.17% 5.10%
2016 -3.02% 4.02% 8.04% 3.03%
2015 7.94% 4.25% -10.00% 2.17%

2014 -1.27% -5.38% -7.95% 9.48%
2013 11.87% 2.52% 15.65% 5.26%
2012 13.71% -5.03% 4.84% -1.36%
2011 11.02% 0.46% -25.14% 12.98%
2010 16.85% -- -- --

Rank in Category (By Total Return)

YTD 9
1-Month 12
3-Month 9
1-Year 8
3-Year 76
5-Year 25

Load Adjusted Returns

1-Year 28.60%
3-Year -5.25%
5-Year 11.02%
10-Year 11.06%

Performance & Risk

YTD Return 6.99%
5y Average Return 9.06%
Rank in Category (ytd) 9
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.18
Morningstar Risk Rating

Fund Overview

Category Small Growth
Fund Family Columbia Threadneedle
Net Assets 1.99B
YTD Return 13.38%
Yield 0.00%
Morningstar Rating
Inception Date Nov 01, 2005

Fund Summary

The fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in equity securities (including, but not limited to, common stocks, preferred stocks and securities convertible into common or preferred stocks) of companies that have market capitalizations in the range of the companies in the Russell 2000 Growth Index (the index) at the time of purchase. It invests typically in common stocks of companies believed to have the potential for long-term, above-average earnings growth but may invest in companies for their short, medium or long-term prospects.

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