Columbia Small Cap Growth Fund (CMSCX)

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Columbia Small Cap Growth Fund (CMSCX) is up 25.1% since the beginning of the year. CMSCX is currently trading at $41 per share. Investors who bought $1,000 worth of CMSCX shares 5 years ago would now be looking at an investment worth $1,455.

Columbia Small Cap Growth Fund (CMSCX) has returned 25.06% so far this year and 58.39% over the past 12 months. Looking at the last ten years, CMSCX has achieved an annualized return of 17.37%, outperforming the S&P 500 Index benchmark, which averaged 13.66% per year.

Based on dividend-adjusted daily data since Sep 30, 1996, CMSCX's average daily return is +0.06%, while the average monthly return is +1.23%. At this rate, an investment would double in approximately 4.7 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%.

Columbia Small Cap Growth Fund has an annualized alpha of 4.50%, beta of 1.08, and R2 of 0.70 versus S&P 500 Index. Calculated based on daily prices since October 01, 1996.

• This fund captured 131.39% of S&P 500 Index gains and 110.18% of its losses - amplifying both gains and losses, but participating more in upside than downside.
• This fund generated an annualized alpha of 4.50% 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.

CMSCX has a high expense ratio of 0.96%, indicating above-average management fees.

CMSCX ranks 67 for risk / return — better than 67% of mutual funds on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.

The table below present risk-adjusted performance metrics for Columbia Small Cap Growth Fund (CMSCX) and compare them to S&P 500 Index.

Columbia Small Cap Growth Fund provided a 3.94% dividend yield over the last twelve months, with an annual payout of $1.63 per share.

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.

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.

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 chart below shows the rolling one-month volatility.