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Sharpe ratio is not yet available for ISGLX. This metric requires at least 12 months of historical daily returns to calculate. Check back once this data is available.

How it compares to other similar mutual funds

The table compares Columbia Integrated Small Cap Growth Fund's Sharpe Ratio with other mutual funds in the Small Cap Growth Equities category across multiple time periods, showing how ISGLX's risk-adjusted performance compares to similar funds.

Data shows 1-, 5-, and 10-year periods, plus each fund's all-time average, as of Jun 23, 2026.


SymbolName1Y Sharpe Ratio5Y Sharpe Ratio10Y Sharpe RatioAll Time Sharpe Ratio
NESIXNeedham Small Cap Growth Fund Institutional3.96
NESGXNeedham Small Cap Growth Fund3.92
NEAIXNeedham Aggressive Growth Fund Institutional Class3.40
NEAGXNeedham Aggressive Growth Fund3.37
OBMCXOberweis Micro Cap Fund3.13
FGROXEmerald Growth Fund Institutional Class2.88
DSCIXDana Epiphany ESG Small Cap Equity Fund2.87
HSPGXEmerald Growth Fund2.86
HRSMXHood River Small-Cap Growth Fund2.85
DMCRXDriehaus Micro Cap Growth Fund2.72
ISGLXColumbia Integrated Small Cap Growth Fund

S&P 500 Index

How to choose period

Historical Sharpe Ratio

The chart shows ISGLX's rolling Sharpe ratio over time compared to your chosen benchmark. Rising trends indicate improving returns relative to total volatility, while declining trends may signal deteriorating risk-adjusted performance or increased volatility. Use multiple timeframes to distinguish short-term fluctuations from long-term patterns.

Identify market cycles by observing when ISGLX consistently outperforms (line above benchmark), underperforms (below benchmark), or aligns with the benchmark.


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