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Columbia Small Cap Growth Fund Class I3: (MF: CSGYX)
(NASDAQ Mutual Funds) As of Nov 1, 2024 08:00 PM ET
$28.83 USD
+0.21 (0.73%)
Zacks MF Rank
4-Sell of 5 4
Latest Performance as of Sep 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 19.66 | 5 |
| 3 months | 8.70 | 35 |
| 6 months | 5.40 | 38 |
| 1 Year | 31.73 | 12 |
| 3 Year | -3.70 | 86 |
| 5 Year | 11.88 | 20 |
| 10 Year | 13.90 | 1 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Sep 30, 2024
| 1 Year | 31.73 |
| 5 Year | 11.88 |
| 10 Year | 13.90 |
| Since Inception | 14.01 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 13.52 | -3.03 | 8.70 | NA |
| 2023 | 10.88 | 9.14 | -5.13 | 10.08 |
| 2022 | -17.66 | -26.45 | 1.44 | 3.34 |
| 2021 | 2.36 | 5.81 | -3.25 | -6.98 |
| 2020 | -18.72 | 47.71 | 10.76 | 28.13 |
| 2019 | 22.61 | 9.04 | -3.96 | 9.93 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 19.66 | 26.39 | -36.51 | -2.53 | 70.39 | 41.16 | -1.94 | 28.93 | 13.00 | 4.16 | -5.19 |
| % Total Return Rel to Index | -2.44 | 0.14 | -18.30 | -31.22 | 51.99 | 9.67 | 2.45 | 7.14 | 1.06 | 2.77 | -18.83 |
| % Total Return Rel to Peer | 8.24 | 10.31 | -16.99 | -21.85 | 51.40 | 15.73 | 8.83 | 13.33 | -2.94 | 8.88 | -7.86 |
| % Perf Quintile vs Peer* | 0.00 | 1.00 | 5.00 | 5.00 | 1.00 | 1.00 | 1.00 | 1.00 | 4.00 | 1.00 | 5.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 2.98 | 2.27 | 1.84 | 3.38 | 3.21 | 1.55 | 10.21 | 5.11 |
| Expense Ratio | 0.85 | 0.86 | 0.84 | 0.83 | 0.90 | 0.92 | 0.93 | 0.94 | 0.94 | 0.90 | 0.86 |
* 1 = Top 20%, 5 = Bottom 20%