- CUSIP
- 89834G596
- Issuer
- Column
- Inception Date
- Dec 11, 2023
- Category
- Mid Cap Blend Equities
- Leveraged
- 1x (No leverage)
- Index Tracked
- No Index (Active)
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Mid-Cap
- Asset Class Style
- Blend
Share Price Chart
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Performance
CFMSX Performance Chart
Column Mid Cap Select Fund (CFMSX) is up 6.3% since the beginning of the year. CFMSX is currently trading at $13 per share.
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Returns By Period
Column Mid Cap Select Fund (CFMSX) has returned 6.29% so far this year and 14.75% over the past 12 months.
Column Mid Cap Select Fund
- 1D
- -0.16%
- 1M
- -0.95%
- YTD
- 6.29%
- 6M
- 7.05%
- 1Y
- 14.75%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- 0.13%
- 1M
- 5.25%
- YTD
- 11.16%
- 6M
- 11.43%
- 1Y
- 28.20%
- 3Y*
- 21.12%
- 5Y*
- 12.66%
- 10Y*
- 13.75%
CFMSX Monthly Returns History
Based on dividend-adjusted daily data since Dec 16, 2024, CFMSX's average daily return is +0.03%, while the average monthly return is +0.58%. At this rate, an investment would double in approximately 10.0 years.
Historically, 58% of months were positive and 42% were negative. The best month was Apr 2026 with a return of +7.4%, while the worst month was Mar 2026 at -6.9%. The longest winning streak lasted 5 consecutive months, and the longest losing streak was 3 months.
On a daily basis, CFMSX closed higher 48% of trading days. The best single day was Apr 9, 2025 with a return of +8.0%, while the worst single day was Apr 3, 2025 at -5.2%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 4.59% | 3.25% | -6.85% | 7.35% | -1.42% | -0.16% | 6.29% | ||||||
| 2025 | 4.04% | -2.67% | -3.90% | -2.21% | 5.09% | 3.14% | 0.96% | 2.50% | 0.42% | -1.59% | 1.96% | 0.22% | 7.77% |
| 2024 | -3.71% | -3.71% |
Benchmark Metrics
Column Mid Cap Select Fund has an annualized alpha of -6.34%, beta of 0.87, and R2 of 0.76 versus S&P 500 Index. Calculated based on daily prices since December 17, 2024.
- This fund participated in 94.48% of S&P 500 Index downside but only 61.00% of its upside - more exposed to losses than it benefited from rallies.
- This fund had an annualized alpha of -6.34% versus S&P 500 Index - delivering less than market exposure alone would predict.
- With beta of 0.87 and R2 of 0.76, this fund moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.
- Alpha
- -6.34%
- Beta
- 0.87
- R²
- 0.76
- Upside Capture
- 61.00%
- Downside Capture
- 94.48%
Expense Ratio
CFMSX has an expense ratio of 0.52%, placing it in the medium range.
Return for Risk
Risk / Return Rank
CFMSX ranks 17 for risk / return — in the bottom 17% of mutual funds on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Column Mid Cap Select Fund (CFMSX) and compare them to S&P 500 Index.
| CFMSX | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.07 | 2.39 | -1.32 |
Sortino ratioReturn per unit of downside risk | 1.67 | 3.25 | -1.58 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.43 | -0.24 |
Calmar ratioReturn relative to maximum drawdown | 1.56 | 3.11 | -1.55 |
Martin ratioReturn relative to average drawdown | 5.62 | 14.38 | -8.76 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Dividends
Dividend History
Column Mid Cap Select Fund provided a 1.99% dividend yield over the last twelve months, with an annual payout of $0.25 per share.
| Period | TTM | 2025 | 2024 |
|---|---|---|---|
| Dividend | $0.25 | $0.25 | $0.09 |
Dividend yield | 1.99% | 2.12% | 0.80% |
Monthly Dividends
The table displays the monthly dividend distributions for Column Mid Cap Select Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | ||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.25 | $0.25 |
| 2024 | $0.09 | $0.09 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Column Mid Cap Select Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Column Mid Cap Select Fund was 18.02%, occurring on Apr 8, 2025. Recovery took 59 trading sessions.
The current Column Mid Cap Select Fund drawdown is 1.96%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
2025 selloff2025 | -18.02%Apr 2025 | 2mo 14d | 2mo 26d | 5mo 10dJan 2025 - Jul 2025 |
2026 pullback2026 | -9.33%Mar 2026 | 27d | 1mo 7d | 2mo 4dMar 2026 - May 2026 |
2025 pullback2025 | -5.96%Nov 2025 | 2mo 9d | 15d | 2mo 24dSep 2025 - Dec 2025 |
2025 pullback2025 | -4.66%Jan 2025 | 24d | 11d | 1mo 5dDec 2024 - Jan 2025 |
2026 pullback2026 | -4.00%May 2026 | 12d | — | 27d 23hMay 2026 - now |
Drawdown Indicators
| CFMSX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.02% | -56.78% | +38.76% |
Max Drawdown (1Y)Largest decline over 1 year | -9.33% | -9.10% | -0.23% |
Max Drawdown (3Y)Largest decline over 3 years | — | -18.90% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -25.43% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.92% | — |
Current DrawdownCurrent decline from peak | -1.96% | 0.00% | -1.96% |
Average DrawdownAverage peak-to-trough decline | -3.12% | -10.72% | +7.60% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.59% | 1.97% | +0.62% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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