Nasdaq - Delayed Quote USD

Columbia Small Cap Growth S (CMSHX)

25.71
+0.59
+(2.35%)
As of 8:05:26 AM EDT. Market Open.

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.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return --
Worst 1Y Total Return --
Number of Years Up --
Number of Years Down --

Performance & Risk

YTD Return -9.85%
5y Average Return 0.00%
Rank in Category (ytd) 59
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.24
Morningstar Risk Rating

Risk Statistics

3 Years 5 Years 10 Years
CMSHXCategory AverageCMSHXCategory AverageCMSHXCategory Average
Alpha -8.13 -0.02 -7.91 0.01 -1.91 -0.02
BETA 1.24 0.01 1.27 0.01 1.21 0.01
Mean Annual Return 0.61 0.02 1.1 0.02 1.16 0.01
R-squared 77.44 0.78 69.79 0.73 68.11 0.73
Standard Deviation 23.82 0.26 26.9 0.21 22.35 0.19
Sharpe Ratio 0.12 0.01 0.39 0.01 0.54 0.01
Treynor Ratio 0.08 0.15 5.81 0.17 8.37 0.11

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