Nasdaq - Delayed Quote USD

Columbia Small Cap Growth C (CGOCX)

17.14 +0.46 (+2.76%)
At close: 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 16.68%
5y Average Return 9.70%
Number of Years Up 12
Number of Years Down 6
Best 1Y Total Return (Aug 23, 2024) 68.51%
Worst 1Y Total Return (Aug 23, 2024) --
Best 3Y Total Return 68.51%
Worst 3Y Total Return -8.93%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
CGOCX
Category
YTD
15.52%
12.40%
1-Month
5.53%
3.37%
3-Month
9.20%
4.88%
1-Year
16.47%
55.69%
3-Year
-6.32%
19.34%
5-Year
8.66%
20.72%
10-Year
12.13%
13.98%
Last Bull Market
32.70%
27.85%
Last Bear Market
-26.71%
-24.06%

Annual Total Return (%) History

Year
CGOCX
Category
2024
--
--
2023
24.91%
--
2022
-37.25%
--
2021
-3.66%
--
2020
68.51%
38.62%
2019
39.56%
27.68%
2018
-3.07%
-5.76%
2017
27.40%
21.50%

2016
11.73%
11.20%
2015
2.97%
-2.41%
2014
-6.32%
2.44%
2013
38.92%
40.91%
2012
11.10%
13.15%
2011
-6.12%
-3.55%
2010
29.99%
26.98%
2009
36.23%
35.46%
2008
-43.32%
-41.55%
2007
20.20%
7.59%
2006
15.56%
10.81%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 13.27% -3.37% -- --
2023 10.54% 8.85% -5.37% 9.71%
2022 -17.88% -26.71% 1.15% 3.07%
2021 2.07% 5.55% -3.55% -7.28%
2020 -18.95% 47.35% 10.42% 27.77%
2019 22.27% 8.72% -4.24% 9.64%
2018 2.55% 5.90% 11.01% -19.60%
2017 6.37% 6.59% 7.00% 5.02%
2016 -3.18% 3.88% 7.97% 2.89%
2015 7.82% 4.12% -10.12% 2.04%

2014 -1.38% -5.48% -8.10% 9.36%
2013 11.74% 2.37% 15.52% 5.13%
2012 13.55% -5.14% 4.70% -1.48%
2011 10.89% 0.33% -25.23% 12.86%
2010 10.11% -9.30% 11.55% 16.69%
2009 -5.51% 16.87% 15.61% 6.70%
2008 -14.88% 7.81% -13.43% -28.65%
2007 3.79% 8.51% 4.92% 1.73%
2006 16.74% -5.03% -3.96% 8.53%

Rank in Category (By Total Return)

YTD 20
1-Month 54
3-Month 64
1-Year 24
3-Year 77
5-Year 42

Load Adjusted Returns

1-Year 15.47%
3-Year -6.32%
5-Year 8.66%
10-Year 12.13%

Performance & Risk

YTD Return 16.68%
5y Average Return 9.70%
Rank in Category (ytd) 20
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.18
Morningstar Risk Rating

Fund Overview

Category Small Growth
Fund Family Columbia Threadneedle
Net Assets 2.08B
YTD Return 15.52%
Yield 0.00%
Morningstar Rating
Inception Date Oct 01, 1996

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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