Nasdaq - Delayed Quote USD

Columbia Small Cap Growth Adv (CHHRX)

29.06 +0.78 (+2.76%)
At close: 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 17.46%
5y Average Return 10.81%
Number of Years Up 7
Number of Years Down 4
Best 1Y Total Return (Aug 23, 2024) 70.23%
Worst 1Y Total Return (Aug 23, 2024) --
Best 3Y Total Return 70.23%
Worst 3Y Total Return -8.03%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
CHHRX
Category
YTD
16.21%
12.40%
1-Month
5.62%
3.37%
3-Month
9.48%
4.88%
1-Year
17.68%
55.69%
3-Year
-5.38%
19.34%
5-Year
9.75%
20.72%
10-Year
13.26%
13.98%
Last Bull Market
33.25%
27.85%
Last Bear Market
-26.50%
-24.06%

Annual Total Return (%) History

Year
CHHRX
Category
2024
--
--
2023
26.16%
--
2022
-36.62%
--
2021
-2.70%
--
2020
70.23%
38.62%
2019
40.92%
27.68%
2018
-2.06%
-5.76%
2017
28.70%
21.50%

2016
12.77%
11.20%
2015
4.06%
-2.41%
2014
-5.40%
2.44%
2013
40.35%
40.91%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 13.54% -3.10% -- --
2023 10.86% 9.06% -5.15% 10.00%
2022 -17.68% -26.50% 1.39% 3.32%
2021 2.33% 5.79% -3.29% -7.05%
2020 -18.74% 47.69% 10.69% 28.14%
2019 22.56% 8.98% -3.97% 9.86%
2018 2.81% 6.18% 11.24% -19.35%
2017 6.65% 6.85% 7.27% 5.28%
2016 -2.95% 4.16% 8.15% 3.16%
2015 8.10% 4.36% -9.85% 2.33%

2014 -1.13% -5.27% -7.88% 9.64%
2013 12.02% 2.65% 15.84% 5.36%

Rank in Category (By Total Return)

YTD 17
1-Month 52
3-Month 61
1-Year 20
3-Year 73
5-Year 33

Load Adjusted Returns

1-Year 17.68%
3-Year -5.38%
5-Year 9.75%
10-Year 13.26%

Performance & Risk

YTD Return 17.46%
5y Average Return 10.81%
Rank in Category (ytd) 17
% 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 16.21%
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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