Nasdaq - Delayed Quote USD

Columbia Small Cap Index Inst2 (CXXRX)

21.86
-0.07
(-0.32%)
At close: May 30 at 8:04:08 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -7.93%
5y Average Return 11.45%
Number of Years Up 9
Number of Years Down 3
Best 1Y Total Return (May 29, 2025) 41.01%
Worst 1Y Total Return (May 29, 2025) --
Best 3Y Total Return 41.01%
Worst 3Y Total Return 1.70%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
CXXRX
Category
YTD
-12.80%
20.19%
1-Month
-4.20%
0.02%
3-Month
-15.26%
4.36%
1-Year
-2.11%
60.18%
3-Year
1.81%
11.32%
5-Year
11.18%
13.88%
10-Year
7.09%
11.19%
Last Bull Market
22.01%
27.98%
Last Bear Market
-14.19%
-24.08%

Annual Total Return (%) History

Year
CXXRX
Category
2025
--
--
2024
8.48%
--
2023
15.81%
--
2022
-16.28%
--
2021
26.36%
--
2020
11.22%
10.99%
2019
22.61%
23.75%
2018
-8.72%
-12.72%

2017
13.09%
12.28%
2016
26.25%
20.78%
2015
-2.27%
-5.38%
2014
5.49%
3.79%
2013
41.01%
37.39%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -8.98% -- -- --
2024 2.42% -3.18% 10.09% -0.63%
2023 2.47% 3.34% -4.97% 15.08%
2022 -5.69% -14.19% -5.20% 9.13%
2021 18.04% 4.45% -2.90% 5.54%
2020 -32.63% 21.98% 3.11% 31.26%
2019 11.62% 1.84% -0.30% 8.19%
2018 0.51% 8.69% 4.65% -20.17%
2017 1.08% 1.67% 5.93% 3.89%
2016 2.53% 3.45% 7.18% 11.06%

2015 3.96% 0.11% -9.40% 3.65%
2014 1.09% 1.98% -6.81% 9.81%
2013 11.82% 3.83% 10.69% 9.72%

Rank in Category (By Total Return)

YTD 80
1-Month 86
3-Month 82
1-Year 69
3-Year 83
5-Year 58

Load Adjusted Returns

1-Year -2.11%
3-Year 1.81%
5-Year 11.18%
10-Year 7.09%

Performance & Risk

YTD Return -7.93%
5y Average Return 11.45%
Rank in Category (ytd) 80
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.18
Morningstar Risk Rating

Fund Overview

Category Small Blend
Fund Family Columbia Threadneedle
Net Assets 2.47B
YTD Return -12.80%
Yield 1.55%
Morningstar Rating
Inception Date Oct 15, 1996

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 common stocks that comprise the S&P SmallCap 600 Index. The Investment Manager attempts to achieve at least a 95% correlation between the performance of the index and the fund's investment results, before fees and expenses. The fund may invest in derivatives, such as futures (including equity index futures), for cash equitization purposes.

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