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Nasdaq - Delayed Quote USD

Columbia Small Cap Value I S (CSCQX)

46.75
+1.15
+(2.52%)
At close: 8:00:27 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -11.15%
5y Average Return 0.00%
Number of Years Up --
Number of Years Down --
Best 1Y Total Return (May 1, 2025) --
Worst 1Y Total Return (May 1, 2025) --
Best 3Y Total Return --
Worst 3Y Total Return --

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
CSCQX
Category
YTD
-7.72%
26.79%
1-Month
-5.15%
-1.77%
3-Month
-7.72%
4.45%
1-Year
-3.49%
71.02%
3-Year
4.16%
9.35%
5-Year
19.23%
12.17%
10-Year
7.64%
9.95%
Last Bull Market
19.89%
28.07%
Last Bear Market
-14.63%
-24.24%

Annual Total Return (%) History

Year
CSCQX
Category
2025
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -7.72% -- -- --

Rank in Category (By Total Return)

YTD 58
1-Month 40
3-Month 58
1-Year 53
3-Year 32
5-Year 29

Load Adjusted Returns

1-Year -3.49%
3-Year 4.16%
5-Year 19.23%
10-Year 7.64%

Performance & Risk

YTD Return -11.15%
5y Average Return 0.00%
Rank in Category (ytd) 58
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.12
Morningstar Risk Rating

Fund Overview

Category Small Value
Fund Family Columbia Threadneedle
Net Assets 1.52B
YTD Return -7.72%
Yield --
Morningstar Rating
Inception Date Jul 15, 2009

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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