Nasdaq - Delayed Quote USD

Columbia Small Cap Growth Inst (CMSCX)

25.71
+0.60
+(2.39%)
As of 8:08:43 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return -9.85%
5y Average Return 14.15%
Number of Years Up 20
Number of Years Down 8
Best 1Y Total Return (Apr 2, 2025) 70.18%
Worst 1Y Total Return (Apr 2, 2025) --
Best 3Y Total Return 70.18%
Worst 3Y Total Return -8.02%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
CMSCX
Category
YTD
-3.68%
12.40%
1-Month
-7.54%
3.37%
3-Month
-10.43%
4.88%
1-Year
9.62%
55.69%
3-Year
4.60%
19.34%
5-Year
10.08%
20.72%
10-Year
12.06%
13.98%
Last Bull Market
25.95%
27.85%
Last Bear Market
-26.50%
-24.06%

Annual Total Return (%) History

Year
CMSCX
Category
2024
24.27%
--
2023
26.17%
--
2022
-36.62%
--
2021
-2.67%
--
2020
70.18%
38.62%
2019
40.94%
27.68%
2018
-2.05%
-5.76%
2017
28.76%
21.50%

2016
12.75%
11.20%
2015
4.04%
-2.41%
2014
-5.39%
2.44%
2013
40.30%
40.91%
2012
12.23%
13.15%
2011
-5.18%
-3.55%
2010
31.23%
26.98%
2009
37.68%
35.46%
2008
-42.79%
-41.55%
2007
21.49%
7.59%
2006
16.72%
10.81%
2005
13.14%
6.02%
2004
9.61%
12.41%
2003
44.29%
45.54%
2002
-26.58%
-27.88%
2001
-14.19%
-8.91%
2000
5.85%
-3.85%
1999
59.32%
64.77%
1998
4.69%
5.23%
1997
34.10%
17.41%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 13.51% -3.11% 8.72% 3.94%
2023 10.83% 9.08% -5.14% 10.02%
2022 -17.70% -26.50% 1.38% 3.35%
2021 2.34% 5.78% -3.30% -7.02%
2020 -18.75% 47.66% 10.74% 28.09%
2019 22.54% 9.02% -4.02% 9.92%
2018 2.74% 6.25% 11.24% -19.35%
2017 6.66% 6.88% 7.29% 5.27%
2016 -2.96% 4.14% 8.19% 3.12%
2015 8.07% 4.40% -9.89% 2.34%

2014 -1.12% -5.28% -7.85% 9.63%
2013 12.01% 2.63% 15.80% 5.39%
2012 13.82% -4.89% 4.94% -1.20%
2011 11.14% 0.60% -25.02% 13.12%
2010 10.30% -9.07% 11.84% 16.99%
2009 -5.26% 17.14% 15.97% 6.97%
2008 -14.65% 8.05% -13.20% -28.52%
2007 4.06% 8.79% 5.14% 2.07%
2006 17.04% -4.77% -3.74% 8.80%
2005 -4.42% 6.74% 7.49% 3.18%
2004 4.29% -0.45% -7.45% 14.07%
2003 0.12% 20.96% 6.18% 12.21%
2002 -1.40% -12.97% -15.96% 1.81%
2001 -17.51% 14.25% -25.64% 22.45%
2000 22.93% -3.97% -1.12% -9.32%
1999 -9.47% 14.64% 2.05% 50.43%
1998 12.67% -3.36% -18.20% 17.54%
1997 -5.00% 19.77% 22.67% -3.92%

Rank in Category (By Total Return)

YTD 59
1-Month 67
3-Month 48
1-Year 18
3-Year 23
5-Year 36

Load Adjusted Returns

1-Year 9.62%
3-Year 4.60%
5-Year 10.08%
10-Year 12.06%

Performance & Risk

YTD Return -9.85%
5y Average Return 14.15%
Rank in Category (ytd) 59
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.24
Morningstar Risk Rating

Fund Overview

Category Small Growth
Fund Family Columbia Threadneedle
Net Assets 2.29B
YTD Return -3.68%
Yield 0.00%
Morningstar Rating
Inception Date Nov 01, 2005

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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