Sortino 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 Sortino 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.
| Symbol | Name | 1Y Sortino Ratio | 5Y Sortino Ratio | 10Y Sortino Ratio | All Time Sortino Ratio |
|---|---|---|---|---|---|
| NESIX | Needham Small Cap Growth Fund Institutional | 4.30 | |||
| NESGX | Needham Small Cap Growth Fund | 4.28 | |||
| DSCIX | Dana Epiphany ESG Small Cap Equity Fund | 3.98 | |||
| NEAIX | Needham Aggressive Growth Fund Institutional Class | 3.89 | |||
| NEAGX | Needham Aggressive Growth Fund | 3.86 | |||
| OBMCX | Oberweis Micro Cap Fund | 3.74 | |||
| FGROX | Emerald Growth Fund Institutional Class | 3.53 | |||
| HSPGX | Emerald Growth Fund | 3.51 | |||
| HRSMX | Hood River Small-Cap Growth Fund | 3.44 | |||
| ODIIX | Invesco Discovery Fund Class R6 | 3.43 | |||
| ISGLX | Columbia Integrated Small Cap Growth Fund | — |
Historical Sortino Ratio
The chart shows ISGLX's rolling Sortino ratio over time compared to your chosen benchmark. Rising trends indicate improving returns relative to downside risk, while declining trends may signal deteriorating risk-adjusted performance or increased volatility during market stress. 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.
Loading charts...
IHow does ISGLX fit in your portfolio?
Add your other holdings to see your portfolio's Sortino Ratio and find out.
Analyze Your Portfolio