Columbia Select Small Cap Value Fund (SSCVX)
The investment seeks to provide shareholders with long-term capital appreciation. Under normal circumstances, the fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in equity securities of small capitalization issuers. These companies have market capitalizations in the range of companies in the Russell 2000 Value Index (the index) at the time of purchase.
Fund Info
US19766H5101
19766H510
Apr 25, 1997
$2,000
Small-Cap
Value
Expense Ratio
SSCVX has a high expense ratio of 1.28%, indicating above-average management fees.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
Columbia Select Small Cap Value Fund (SSCVX) returned -7.48% year-to-date (YTD) and 1.37% over the past 12 months. Over the past 10 years, SSCVX returned 5.26% annually, underperforming the S&P 500 benchmark at 10.84%.
SSCVX
-7.48%
5.88%
-15.12%
1.37%
3.28%
12.18%
5.26%
^GSPC (Benchmark)
0.52%
6.32%
-1.44%
12.25%
12.45%
14.20%
10.84%
Monthly Returns
The table below presents the monthly returns of SSCVX, 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 2.57% | -6.07% | -5.57% | -4.33% | 6.30% | -7.48% | |||||||
| 2024 | -3.34% | 3.17% | 5.94% | -4.28% | 3.94% | -1.23% | 9.18% | -0.57% | -0.19% | -0.96% | 10.19% | -8.50% | 12.33% |
| 2023 | 9.50% | -0.41% | -5.96% | -0.99% | -3.51% | 9.58% | 5.80% | -4.03% | -6.85% | -6.30% | 8.03% | 9.44% | 12.47% |
| 2022 | -5.04% | 1.35% | -1.05% | -7.79% | 1.57% | -10.38% | 10.60% | -2.80% | -9.28% | 12.69% | 2.45% | -5.96% | -15.35% |
| 2021 | 3.21% | 9.71% | 4.97% | 4.59% | 2.67% | -2.07% | -1.85% | 2.20% | -1.75% | 3.02% | -3.06% | 6.68% | 31.24% |
| 2020 | -1.33% | -11.56% | -26.68% | 17.28% | 6.79% | 1.59% | 6.05% | 4.02% | -2.77% | 1.99% | 14.95% | 7.07% | 9.61% |
| 2019 | 11.54% | 3.82% | -2.14% | 4.61% | -8.23% | 5.81% | 0.18% | -6.73% | 3.51% | 1.11% | 1.77% | 3.67% | 18.76% |
| 2018 | 3.66% | -3.96% | 1.28% | -2.31% | 3.49% | -0.60% | 3.28% | 3.07% | -1.54% | -10.22% | 1.51% | -10.83% | -13.70% |
| 2017 | 0.16% | 1.43% | -0.32% | 0.54% | 1.67% | 1.49% | 0.73% | -1.40% | 4.63% | 1.21% | 2.73% | -0.76% | 12.64% |
| 2016 | -9.51% | 2.19% | 8.58% | 0.12% | 1.45% | -3.32% | 5.86% | 0.50% | 0.39% | -5.10% | 8.70% | 3.78% | 12.74% |
| 2015 | -3.99% | 8.27% | 2.83% | -2.94% | 2.79% | 0.19% | -2.71% | -4.85% | -6.21% | 6.24% | 3.80% | -6.06% | -3.90% |
| 2014 | -4.13% | 4.70% | 0.47% | -1.21% | 1.46% | 4.69% | -6.21% | 4.45% | -4.53% | 3.65% | 0.73% | 1.78% | 5.17% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of SSCVX is 11, meaning it’s performing worse than 89% of other 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 Select Small Cap Value Fund (SSCVX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
Columbia Select Small Cap Value Fund provided a 22.11% dividend yield over the last twelve months, with an annual payout of $3.58 per share. The fund has been increasing its distributions for 2 consecutive years.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $3.58 | $3.58 | $1.22 | $0.82 | $1.45 | $1.15 | $0.02 | $1.11 | $2.44 | $1.13 | $2.13 | $2.30 |
Dividend yield | 22.11% | 20.46% | 6.56% | 4.62% | 6.63% | 6.45% | 0.12% | 7.59% | 13.50% | 6.18% | 12.44% | 11.50% |
Monthly Dividends
The table displays the monthly dividend distributions for Columbia Select Small Cap Value 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.58 | $3.58 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.22 | $1.22 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.82 | $0.82 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.45 | $1.45 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.15 | $1.15 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.02 | $0.02 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.11 | $1.11 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.44 | $2.44 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.13 | $1.13 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.13 | $2.13 |
| 2014 | $2.30 | $2.30 |
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 Select Small Cap Value 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 Select Small Cap Value Fund was 64.07%, occurring on Mar 9, 2009. Recovery took 547 trading sessions.
The current Columbia Select Small Cap Value Fund drawdown is 16.37%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -64.07% | Oct 11, 2007 | 353 | Mar 9, 2009 | 547 | May 9, 2011 | 900 |
| -48.87% | Aug 30, 2018 | 392 | Mar 23, 2020 | 172 | Nov 24, 2020 | 564 |
| -43.22% | Apr 6, 1998 | 134 | Oct 8, 1998 | 596 | Feb 5, 2001 | 730 |
| -35.31% | May 16, 2002 | 101 | Oct 9, 2002 | 223 | Aug 29, 2003 | 324 |
| -33.09% | May 11, 2011 | 101 | Oct 3, 2011 | 323 | Jan 17, 2013 | 424 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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