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
| ISIN | US19765P5961 |
|---|---|
| Issuer | Columbia Threadneedle |
| Inception Date | Oct 1, 1996 |
| Category | Small Cap Growth Equities |
| Min. Investment | $2,000 |
| Asset Class | Equity |
Asset Class Size | Small-Cap |
Asset Class Style | Growth |
Expense Ratio
CMSCX has a high expense ratio of 0.96%, indicating higher-than-average management fees.
Share Price Chart
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Popular comparisons: CMSCX vs. FXAIX
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Columbia Small Cap Growth Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Columbia Small Cap Growth Fund had a return of 8.10% year-to-date (YTD) and 23.56% in the last 12 months. Over the past 10 years, Columbia Small Cap Growth Fund had an annualized return of 12.52%, outperforming the S&P 500 benchmark which had an annualized return of 10.55%.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 8.10% | 7.26% |
| 1 month | -4.76% | -2.63% |
| 6 months | 27.89% | 22.78% |
| 1 year | 23.56% | 22.71% |
| 5 years (annualized) | 10.27% | 11.87% |
| 10 years (annualized) | 12.52% | 10.55% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -1.79% | 11.22% | 3.91% | |||||||||
| 2023 | -7.78% | -6.28% | 6.24% | 10.50% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of CMSCX is 52, suggesting that the investment has average results relative to the market in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Columbia Small Cap Growth Fund(CMSCX)
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.
Dividends
Dividend History
Columbia Small Cap Growth Fund granted a 0.00% dividend yield in the last twelve months. The annual payout for that period amounted to $0.00 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.00 | $0.00 | $0.00 | $2.95 | $2.24 | $1.81 | $3.35 | $3.18 | $1.52 | $10.22 | $5.11 | $5.43 |
Dividend yield | 0.00% | 0.00% | 0.00% | 10.28% | 6.90% | 8.86% | 21.17% | 16.48% | 8.67% | 60.38% | 19.75% | 16.50% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $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 |
| 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 |
| 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 |
| 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 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.81 |
| 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 |
| 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 |
| 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 |
| 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 |
| 2014 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $5.11 |
| 2013 | $5.43 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
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 61.07%, occurring on Oct 9, 2002. Recovery took 1169 trading sessions.
The current Columbia Small Cap Growth Fund drawdown is 28.75%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -61.07% | Mar 13, 2000 | 647 | Oct 9, 2002 | 1169 | Jun 4, 2007 | 1816 |
| -55.64% | Nov 1, 2007 | 339 | Mar 9, 2009 | 452 | Dec 21, 2010 | 791 |
| -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 | 119 | Oct 8, 1998 | 266 | Oct 28, 1999 | 385 |
Volatility
Volatility Chart
The current Columbia Small Cap Growth Fund volatility is 5.55%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.