Nasdaq - Delayed Quote USD

Columbia Small Cap Value I Inst (CSCZX)

47.29
+0.95
+(2.05%)
At close: 8:04:12 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -9.70%
5y Average Return 16.99%
Number of Years Up 21
Number of Years Down 8
Best 1Y Total Return (May 7, 2025) 34.20%
Worst 1Y Total Return (May 7, 2025) --
Best 3Y Total Return 34.20%
Worst 3Y Total Return 2.39%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
CSCZX
Category
YTD
-11.42%
26.79%
1-Month
-4.03%
-1.77%
3-Month
-13.84%
4.45%
1-Year
-0.77%
71.02%
3-Year
5.35%
9.35%
5-Year
15.29%
12.17%
10-Year
7.58%
9.95%
Last Bull Market
20.04%
28.07%
Last Bear Market
-14.60%
-24.24%

Annual Total Return (%) History

Year
CSCZX
Category
2025
--
--
2024
8.91%
--
2023
21.66%
--
2022
-8.60%
--
2021
29.08%
--
2020
8.08%
4.02%
2019
21.27%
21.43%
2018
-18.10%
-15.46%

2017
14.17%
8.54%
2016
32.69%
25.99%
2015
-6.25%
-6.71%
2014
3.10%
3.34%
2013
34.20%
36.22%
2012
11.38%
16.00%
2011
-6.00%
-4.45%
2010
26.06%
26.17%
2009
24.74%
31.32%
2008
-28.07%
-32.24%
2007
-2.37%
-6.08%
2006
19.58%
16.27%
2005
5.54%
6.40%
2004
23.18%
21.14%
2003
39.79%
42.38%
2002
-6.64%
-10.12%
2001
7.06%
15.92%
2000
19.27%
18.64%
1999
4.42%
6.78%
1998
-5.96%
-6.93%
1997
24.22%
27.89%
1996
18.70%
22.50%
1995
--
22.49%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -7.70% -- -- --
2024 4.00% -4.66% 7.53% 2.15%
2023 1.70% 5.99% -1.82% 14.95%
2022 -1.72% -14.60% -3.12% 12.41%
2021 22.14% 3.78% -1.58% 3.47%
2020 -36.02% 23.38% 2.52% 33.55%
2019 12.45% 0.26% -1.68% 9.40%
2018 -4.22% 8.14% -0.89% -20.21%
2017 1.06% 1.69% 7.76% 3.10%
2016 2.81% 1.41% 11.71% 13.92%

2015 2.81% -0.06% -10.50% 1.95%
2014 2.32% 3.35% -8.04% 6.02%
2013 10.30% 3.73% 8.20% 8.41%
2012 10.23% -6.41% 4.52% 3.30%
2011 5.39% -1.94% -21.49% 15.86%
2010 8.67% -8.49% 8.62% 16.71%
2009 -15.74% 19.42% 20.63% 2.76%
2008 -5.35% -3.78% 3.98% -24.04%
2007 2.56% 4.13% -4.57% -4.20%
2006 12.88% -3.23% 1.25% 8.12%
2005 -3.00% 2.02% 5.57% 1.03%
2004 7.49% 1.85% -1.06% 13.72%
2003 -7.65% 19.27% 9.06% 16.37%
2002 9.82% -4.71% -16.60% 6.96%
2001 -5.35% 10.98% -13.39% 17.67%
2000 1.96% 2.36% 9.88% 4.01%
1999 -13.83% 17.62% -7.04% 10.83%
1998 13.75% -5.87% -26.04% 18.74%
1997 -5.55% 18.14% 14.61% -2.86%
1996 7.16% 3.11% 2.37% 4.94%
1995 -1.22% -- -- --

Rank in Category (By Total Return)

YTD 51
1-Month 37
3-Month 53
1-Year 42
3-Year 26
5-Year 26

Load Adjusted Returns

1-Year -0.77%
3-Year 5.35%
5-Year 15.29%
10-Year 7.58%

Performance & Risk

YTD Return -9.70%
5y Average Return 16.99%
Rank in Category (ytd) 51
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.17
Morningstar Risk Rating

Fund Overview

Category Small Value
Fund Family Columbia Threadneedle
Net Assets 1.44B
YTD Return -11.42%
Yield 0.66%
Morningstar Rating
Inception Date Jul 31, 1995

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 companies that have market capitalizations in the range of the companies in the Russell 2000 Value Index (the index) at the time of purchase, that the fund's investment manager believes are undervalued. It may invest up to 20% of its total assets in foreign securities.

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