- ISIN
- US19765P5961
- Issuer
- Columbia
- Inception Date
- Oct 1, 1996
- Category
- Small Cap Growth Equities
- Min. Investment
- $2,000
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Small-Cap
- Asset Class Style
- Growth
Share Price Chart
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Performance
CMSCX Performance Chart
Columbia Small Cap Growth Fund (CMSCX) is up 18.6% since the beginning of the year. CMSCX is currently trading at $39 per share. Investors who bought $1,000 worth of CMSCX shares 5 years ago would now be looking at an investment worth $1,313.
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Returns By Period
Columbia Small Cap Growth Fund (CMSCX) has returned 18.57% so far this year and 38.87% over the past 12 months. Looking at the last ten years, CMSCX has achieved an annualized return of 16.27%, outperforming the S&P 500 Index benchmark, which averaged 13.26% per year.
Columbia Small Cap Growth Fund
- 1D
- 4.11%
- 1M
- -5.76%
- 6M
- 12.30%
- YTD
- 18.57%
- 1Y
- 38.87%
- 3Y*
- 22.00%
- 5Y*
- 5.60%
- 10Y*
- 16.27%
- ALL TIME*
- 12.52%
Benchmark (S&P 500 Index)
- 1D
- 0.70%
- 1M
- 0.09%
- 6M
- 7.94%
- YTD
- 9.41%
- 1Y
- 20.07%
- 3Y*
- 17.84%
- 5Y*
- 11.25%
- 10Y*
- 13.26%
- ALL TIME*
- 8.09%
CMSCX Monthly Returns History
Based on dividend-adjusted daily data since Sep 30, 1996, CMSCX's average daily return is +0.06%, while the average monthly return is +1.21%. At this rate, an investment would double in approximately 4.8 years.
Historically, 62% of months were positive and 38% were negative. The best month was Feb 2000 with a return of +27.0%, while the worst month was Aug 1998 at -21.4%. The longest winning streak lasted 15 consecutive months, and the longest losing streak was 5 months.
On a daily basis, CMSCX closed higher 54% of trading days. The best single day was Dec 8, 2000 with a return of +19.9%, while the worst single day was Mar 16, 2020 at -14.4%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 5.59% | -0.26% | -8.69% | 17.52% | 8.82% | 5.99% | -9.03% | 18.57% | |||||
| 2025 | 4.17% | -7.54% | -8.96% | -1.28% | 8.46% | 8.81% | 3.57% | 6.66% | 3.36% | 4.78% | 2.32% | -2.71% | 21.68% |
| 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% | 0.37% | -2.22% |
Benchmark Metrics
Columbia Small Cap Growth Fund has an annualized alpha of 4.37%, beta of 1.08, and R2 of 0.70 versus S&P 500 Index. Calculated based on daily prices since September 30, 1996.
- This fund captured 131.14% of S&P 500 Index gains and 110.43% of its losses - amplifying both gains and losses, but participating more in upside than downside.
- This fund generated an annualized alpha of 4.37% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.
- With beta of 1.08 and R2 of 0.70, 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
- 4.37%
- Beta
- 1.08
- R²
- 0.70
- Upside Capture
- 131.14%
- Downside Capture
- 110.43%
Expense Ratio
CMSCX has a high expense ratio of 0.96%, indicating above-average management fees.
Return for Risk
Risk / Return Rank
CMSCX ranks 45 for risk / return — above 45% of mutual funds peers on PortfoliosLab. Its historical combined result is near the middle of the peer group.
Risk / Return Metrics
The table below present risk-adjusted performance metrics for Columbia Small Cap Growth Fund (CMSCX) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| CMSCX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.07 | ||
| Sortino ratioReturn per unit of downside risk | -0.06 | ||
| Omega ratioGain probability vs. loss probability | 1.23 | 1.25 | -0.02 |
| Calmar ratioReturn relative to maximum drawdown | 2.02 | 2.00 | +0.01 |
| Martin ratioReturn relative to average drawdown | 7.49 | 8.49 | -1.00 |
Dividends
Dividend History
Columbia Small Cap Growth Fund provided a 4.16% dividend yield over the last twelve months, with an annual payout of $1.63 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.63 | $1.63 | $0.00 | $0.00 | $0.00 | $2.95 | $2.24 | $1.81 | $3.35 | $3.18 | $1.52 | $10.22 |
Dividend yield | 4.16% | 4.93% | 0.00% | 0.00% | 0.00% | 10.28% | 6.90% | 8.86% | 21.17% | 16.48% | 8.67% | 60.38% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $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 | $1.63 | $1.63 |
| 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 |
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 55.64%, occurring on Mar 9, 2009. Recovery took 452 trading sessions.
The current Columbia Small Cap Growth Fund drawdown is 9.03%.
Drawdown | Fall | Recovery | Underwater | Related event |
|---|---|---|---|---|
-55.64%Mar 2009 | 1y 4mo | 1y 9mo | 3y 1moNov 2007 - Dec 2010 | Financial crisis2007–2009 |
-52.44%Jun 2022 | 1y 4mo | 3y 4mo | 4y 8moFeb 2021 - Oct 2025 | Bear market2022 |
-50.38%Oct 2002 | 2y 7mo | 3y 2mo | 5y 9moMar 2000 - Dec 2005 | Dot-com crash2000–2002 |
-37.46%Mar 2020 | 26d | 2mo 9d | 3mo 5dFeb 2020 - May 2020 | COVID crash2020 |
-36.98%Oct 1998 | 5mo 19d | 1y 20d | 1y 6moApr 1998 - Oct 1999 | — |
Drawdown Indicators
| CMSCX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.64% | -56.78% | +1.14% |
Max Drawdown (1Y)Largest decline over 1 year | -17.60% | -9.10% | -8.50% |
Max Drawdown (3Y)Largest decline over 3 years | -28.41% | -18.90% | -9.51% |
Max Drawdown (5Y)Largest decline over 5 years | -49.84% | -25.43% | -24.41% |
Max Drawdown (10Y)Largest decline over 10 years | -52.44% | -33.92% | -18.52% |
Current DrawdownCurrent decline from peak | -9.03% | -1.58% | -7.45% |
Average DrawdownAverage peak-to-trough decline | -15.89% | -10.70% | -5.19% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.73% | 2.14% | +2.59% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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