Nasdaq - Delayed Quote USD

Columbia Small/Mid Cap Value Fund Institutional 2 Class (RSCMX)

7.79 +0.14 (+1.83%)
At close: July 10 at 8:01 PM EDT

Performance Overview

Morningstar Return Rating 4
YTD Return 12.99%
5y Average Return 5.67%
Number of Years Up 9
Number of Years Down 4
Best 1Y Total Return (Feb 4, 2019) 40.41%
Worst 1Y Total Return (Feb 4, 2019) -44.08%
Best 3Y Total Return 40.41%
Worst 3Y Total Return -4.60%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
RSCMX
Category
YTD
-16.56%
26.79%
1-Month
0.90%
-1.77%
3-Month
23.00%
4.45%
1-Year
-12.31%
71.02%
3-Year
-1.80%
9.35%
5-Year
0.83%
12.17%
10-Year
8.37%
9.95%
Last Bull Market
26.46%
28.07%
Last Bear Market
-25.20%
-24.24%

Annual Total Return (%) History

Year
RSCMX
Category
2020
--
4.02%
2019
23.91%
21.43%
2018
-16.55%
-15.46%
2017
13.16%
8.54%
2016
17.72%
25.99%
2015
-6.02%
-6.71%
2014
6.87%
3.34%
2013
35.40%
36.22%

2012
18.69%
16.00%
2011
-8.02%
-4.45%
2010
23.22%
26.17%
2009
40.41%
31.32%
2008
-44.08%
-32.24%
2007
10.59%
-6.08%

Past Quarterly Returns

YearQ1Q2Q3Q4
2020 -32.17% 23.00% -- --
2019 16.39% 1.30% -1.07% 6.22%
2018 -1.16% 2.45% 1.24% -18.60%
2017 3.30% -0.19% 6.01% 3.53%
2016 0.12% 1.29% 6.00% 9.52%
2015 4.97% -1.28% -10.79% 1.67%
2014 3.21% 3.48% -5.84% 6.27%
2013 13.36% 4.24% 5.36% 8.76%
2012 13.38% -4.99% 4.94% 4.99%
2011 7.20% -0.71% -22.89% 12.08%

2010 7.86% -12.71% 14.73% 14.08%
2009 -10.85% 21.24% 22.05% 6.44%
2008 -10.73% 0.24% -13.55% -27.72%
2007 4.70% 10.36% -0.97% -3.35%

Rank in Category (By Total Return)

YTD 10
1-Month 89
3-Month 35
1-Year 16
3-Year 12
5-Year 27

Load Adjusted Returns

1-Year -12.31%
3-Year -1.80%
5-Year 0.83%
10-Year 8.37%

Performance & Risk

YTD Return 12.99%
5y Average Return 5.67%
Rank in Category (ytd) 10
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.28
Morningstar Risk Rating

Fund Overview

Category Small Value
Fund Family Columbia
Net Assets 674.54M
YTD Return -16.56%
Yield 1.07%
Morningstar Rating
Inception Date Dec 11, 2006

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- and medium-sized companies. These equity securities generally include common stocks and may also include real estate investment trusts. Small- and medium-sized companies are those whose market capitalizations at the time of purchase fall within the market capitalization range of the Russell 2500® Value Index.

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