CSMIX - Columbia Small Cap Value Fund I

Nasdaq - Nasdaq Delayed Price. Currency in USD

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return-2.43%
5-Year Average Return3.56%
Number of Years Up26
Number of Years Down10
Best 1 Yr Total Return (May 30, 2023)33.86%
Worst 1 Yr Total Return (May 30, 2023)N/A
Best 3-Yr Total Return33.86%
Worst 3-Yr Total Return2.13%

Trailing Returns (%) Vs. Benchmarks

ReturnCSMIXCategory
YTD-2.43%26.79%
1-Month-2.08%-1.77%
3-Month-10.34%4.45%
1-Year-4.54%71.02%
3-Year17.38%9.35%
5-Year3.56%12.17%
10-Year7.55%9.95%
Last Bull Market61.48%28.07%
Last Bear Market-14.63%-24.24%

Annual Total Return (%) History

Year
CSMIXCategory
2023
N/AN/A
2022
-8.83%N/A
2021
28.76%N/A
2020
7.83%4.02%
2019
20.96%21.43%
2018
-18.32%-15.46%
2017
13.91%8.54%
2016
32.32%25.99%
2015
-6.48%-6.71%
2014
2.84%3.34%
2013
33.86%36.22%
2012
11.11%16.00%
2011
-6.24%-4.45%
2010
25.72%26.17%
2009
24.44%31.32%
2008
-28.23%-32.24%
2007
-2.63%-6.08%
2006
19.28%16.27%
2005
5.27%6.40%
2004
22.81%21.14%
2003
39.41%42.38%
2002
-6.95%-10.12%
2001
6.86%15.92%
2000
18.96%18.64%
1999
4.13%6.78%
1998
-6.16%-6.93%
1997
23.88%27.89%
1996
18.35%22.50%
1995
37.55%22.49%
1994
6.30%-0.53%
1993
18.83%17.24%
1992
20.65%19.74%
1991
18.96%37.50%
1990
-23.65%-13.78%
1989
11.79%15.30%
1988
27.24%22.20%
1987
-10.76%-6.76%
1986
N/A9.89%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20231.65%N/AN/AN/A
2022-1.79%-14.63%-3.21%12.34%
202122.07%3.72%-1.65%3.40%
2020-36.05%23.34%2.46%33.43%
201912.39%0.20%-1.74%9.31%
2018-4.28%8.07%-0.95%-20.28%
20170.99%1.64%7.69%3.05%
20162.74%1.36%11.62%13.83%
20152.76%-0.14%-10.56%1.89%
20142.26%3.28%-8.09%5.95%
201310.24%3.65%8.16%8.32%
201210.15%-6.45%4.47%3.22%
20115.34%-2.01%-21.53%15.77%
20108.59%-8.55%8.57%16.61%
2009-15.81%19.36%20.59%2.70%
2008-5.39%-3.85%3.92%-24.09%
20072.49%4.07%-4.64%-4.27%
200612.79%-3.26%1.17%8.06%
2005-3.07%1.94%5.52%0.97%
20047.42%1.79%-1.16%13.65%
2003-7.74%19.22%8.98%16.30%
20029.78%-4.72%-16.70%6.79%
2001-5.43%11.05%-13.42%17.52%
20001.86%2.33%9.80%3.95%
1999-13.90%17.54%-7.11%10.78%
199813.70%-5.89%-26.10%18.67%
1997-5.61%18.08%14.52%-2.94%
19967.12%2.99%2.27%4.89%
19957.67%12.48%15.18%-1.40%
19941.16%-4.69%9.12%1.04%
19938.93%0.06%5.49%3.35%
199217.00%-12.62%0.73%17.15%
199119.88%-4.80%2.94%1.26%
1990-1.12%2.80%-23.54%-1.76%
198910.25%2.64%3.62%-4.67%
198822.10%9.13%-2.24%-2.32%
198721.72%-0.14%5.79%-30.60%
19860.80%N/AN/AN/A

Rank In Category (By Total Return)

YTD44
1-Month42
3-Month66
1-Year36
3-Year34
5-Year46

Load Adjusted Returns

1-Year-6.60%
3-Year17.42%
5-Year3.82%
10-Year7.56%