Columbia Small Cap Growth Fund (CMSCX)
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.
Fund Info
US19765P5961
Oct 1, 1996
$2,000
Small-Cap
Growth
Expense Ratio
CMSCX has a high expense ratio of 0.96%, indicating above-average management fees.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
Columbia Small Cap Growth Fund (CMSCX) returned -6.10% year-to-date (YTD) and 4.77% over the past 12 months. Over the past 10 years, CMSCX delivered an annualized return of 11.65%, outperforming the S&P 500 benchmark at 10.85%.
CMSCX
-6.10%
4.36%
-12.68%
4.77%
11.96%
6.73%
11.65%
^GSPC (Benchmark)
0.51%
3.96%
-2.00%
12.02%
12.68%
14.19%
10.85%
Monthly Returns
The table below presents the monthly returns of CMSCX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 4.17% | -7.54% | -8.96% | -1.28% | 8.46% | -6.10% | |||||||
| 2024 | -1.79% | 11.22% | 3.91% | -6.53% | 4.97% | -1.25% | 5.63% | 0.64% | 2.27% | 0.47% | 11.24% | -7.01% | 24.27% |
| 2023 | 10.89% | -2.13% | 2.13% | -0.40% | 0.50% | 8.97% | 3.05% | -0.18% | -7.78% | -6.28% | 6.24% | 10.50% | 26.17% |
| 2022 | -16.55% | 0.21% | -1.58% | -14.90% | -5.07% | -9.01% | 13.59% | -1.57% | -9.33% | 6.02% | 4.13% | -6.38% | -36.62% |
| 2021 | 5.08% | 4.16% | -6.50% | 3.55% | -3.34% | 5.68% | -1.39% | 2.71% | -4.52% | 3.59% | -10.16% | 0.38% | -2.22% |
| 2020 | 2.15% | -4.02% | -17.13% | 20.91% | 14.21% | 6.92% | 5.82% | 4.23% | 0.41% | 0.96% | 17.26% | 8.29% | 70.31% |
| 2019 | 15.34% | 6.35% | -0.10% | 3.40% | -3.74% | 9.52% | 1.94% | -1.72% | -4.20% | 1.53% | 7.86% | 0.41% | 40.98% |
| 2018 | 3.83% | -2.24% | 1.22% | -1.06% | 6.06% | 1.25% | 0.85% | 10.16% | 0.13% | -12.79% | 3.57% | -7.21% | 1.78% |
| 2017 | 3.42% | 2.37% | 0.75% | 3.57% | 1.03% | 2.14% | 1.65% | 0.64% | 4.88% | 3.07% | 0.50% | 1.57% | 28.68% |
| 2016 | -10.52% | 0.66% | 7.74% | 1.28% | 2.83% | -0.00% | 4.50% | 1.45% | 2.04% | -5.03% | 8.37% | 0.24% | 12.80% |
| 2015 | -1.78% | 7.79% | 2.08% | -1.36% | 3.55% | 2.20% | 3.18% | -7.17% | -5.93% | 3.80% | 2.34% | -4.76% | 2.86% |
| 2014 | -1.28% | 5.82% | -5.35% | -9.49% | -0.85% | 5.55% | -6.68% | 4.31% | -5.33% | 4.96% | 1.88% | 2.47% | -5.44% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of CMSCX is 18, meaning it’s performing worse than 82% of other mutual funds on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Columbia Small Cap Growth Fund (CMSCX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
Columbia Small Cap Growth Fund provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.00 | $0.00 | $0.00 | $0.00 | $2.95 | $2.24 | $1.82 | $3.35 | $3.18 | $1.52 | $10.22 | $5.11 |
Dividend yield | 0.00% | 0.00% | 0.00% | 0.00% | 10.28% | 6.90% | 8.86% | 21.17% | 16.47% | 8.67% | 60.38% | 19.75% |
Monthly Dividends
The table displays the monthly dividend distributions for Columbia Small Cap Growth 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.95 | $2.95 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.24 | $2.24 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.82 | $1.82 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.35 | $3.35 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.18 | $3.18 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.52 | $1.52 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $10.22 | $10.22 |
| 2014 | $5.11 | $5.11 |
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 Columbia Small Cap Growth 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 Columbia Small Cap Growth Fund was 56.34%, occurring on Oct 9, 2002. Recovery took 872 trading sessions.
The current Columbia Small Cap Growth Fund drawdown is 23.09%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -56.34% | Mar 13, 2000 | 644 | Oct 9, 2002 | 872 | Mar 29, 2006 | 1516 |
| -55.64% | Nov 1, 2007 | 338 | Mar 9, 2009 | 452 | Dec 21, 2010 | 790 |
| -52.44% | Feb 16, 2021 | 338 | Jun 16, 2022 | — | — | — |
| -37.46% | Feb 21, 2020 | 19 | Mar 18, 2020 | 47 | May 26, 2020 | 66 |
| -36.98% | Apr 22, 1998 | 122 | Oct 8, 1998 | 275 | Oct 28, 1999 | 397 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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