Columbia Integrated Small Cap Growth Fund (ISGLX)
The fund primarily focuses on investing in small cap equity securities of U.S. companies, with a preference for sectors like health care, industrials, and information technology.
Fund Info
Jan 30, 2008
$2,000
Large-Cap
Growth
Expense Ratio
ISGLX has a high expense ratio of 0.98%, indicating higher-than-average management fees.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Columbia Integrated 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
ISGLX
N/A
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^GSPC (Benchmark)
4.01%
1.13%
9.82%
22.80%
12.93%
11.26%
Monthly Returns
The table below presents the monthly returns of ISGLX, 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -3.29% | 8.07% | 2.26% | -7.30% | 5.42% | -0.89% | 8.16% | -0.32% | 1.09% | 0.89% | 26.56% | ||
| 2023 | 10.38% | -0.46% | -1.38% | -2.49% | -0.88% | 8.62% | 3.56% | -4.73% | -5.34% | -7.63% | 9.03% | 10.17% | 17.89% |
| 2022 | -27.81% | 2.71% | 0.81% | -12.33% | -2.29% | -5.63% | 10.78% | -4.27% | -7.90% | 8.74% | 2.11% | -9.40% | -40.63% |
| 2021 | 3.59% | 7.15% | -1.91% | 3.12% | -1.09% | 3.70% | -1.43% | 2.25% | -3.90% | 5.33% | -4.26% | -16.24% | -5.80% |
| 2020 | -2.72% | -6.98% | -18.40% | 13.80% | 5.53% | 3.13% | 5.51% | 2.99% | -3.02% | 2.35% | 15.21% | 5.58% | 19.99% |
| 2019 | 12.13% | 4.06% | -1.18% | 0.60% | -8.14% | 8.15% | 1.61% | -5.24% | 1.12% | 2.83% | 5.56% | -0.06% | 21.71% |
| 2018 | 3.76% | -3.41% | 0.91% | 0.80% | 6.79% | 0.74% | 2.98% | 6.79% | -1.91% | -12.93% | 0.26% | -24.62% | -22.16% |
| 2017 | 2.32% | 1.87% | 0.83% | 1.49% | -0.05% | 2.99% | 1.11% | -0.73% | 4.89% | 1.40% | 2.33% | -9.86% | 8.12% |
| 2016 | -11.19% | -1.84% | 6.56% | 1.42% | 4.74% | -1.21% | 7.09% | 0.06% | 0.72% | -7.89% | 9.14% | 2.44% | 8.36% |
| 2015 | -3.56% | 10.36% | 2.00% | -1.57% | 1.34% | -0.34% | -0.59% | -7.83% | -8.01% | 2.28% | 3.14% | -11.86% | -15.42% |
| 2014 | 0.13% | 6.23% | -1.69% | -5.46% | -1.11% | 7.73% | -7.60% | 2.76% | -5.45% | 5.63% | 0.09% | -17.28% | -17.32% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
With an overall rank of 81, ISGLX is among the top 19% of 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 Integrated Small Cap Growth Fund (ISGLX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
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.
Worst Drawdowns
The table below displays the maximum drawdowns of the Columbia Integrated 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 Integrated Small Cap Growth Fund was 57.06%, occurring on Mar 18, 2020. Recovery took 410 trading sessions.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -57.06% | Oct 21, 2013 | 1613 | Mar 18, 2020 | 410 | Nov 1, 2021 | 2023 |
| -56.71% | Nov 9, 2021 | 152 | Jun 16, 2022 | — | — | — |
| -51.37% | Jun 6, 2008 | 118 | Nov 20, 2008 | 322 | Mar 5, 2010 | 440 |
| -33.38% | May 2, 2011 | 108 | Oct 3, 2011 | 408 | May 20, 2013 | 516 |
| -20.62% | Apr 27, 2010 | 49 | Jul 6, 2010 | 82 | Oct 29, 2010 | 131 |
Volatility
Volatility Chart
The current Columbia Integrated Small Cap Growth Fund volatility is 7.40%, 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.