- ISIN
- US19766H5101
- CUSIP
- 19766H510
- Issuer
- Columbia
- Inception Date
- Apr 25, 1997
- Category
- Small Cap Value Equities
- Min. Investment
- $2,000
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Small-Cap
- Asset Class Style
- Value
Share Price Chart
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Performance
SSCVX Performance Chart
Columbia Select Small Cap Value Fund (SSCVX) is up 22.8% since the beginning of the year. SSCVX is currently trading at $20 per share. Investors who bought $1,000 worth of SSCVX shares 5 years ago would now be looking at an investment worth $1,495.
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Returns By Period
Columbia Select Small Cap Value Fund (SSCVX) has returned 22.84% so far this year and 37.81% over the past 12 months. Over the last ten years, SSCVX has returned 9.86% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.
Columbia Select Small Cap Value Fund
- 1D
- 1.09%
- 1M
- 2.19%
- YTD
- 22.84%
- 6M
- 20.32%
- 1Y
- 37.81%
- 3Y*
- 15.52%
- 5Y*
- 8.38%
- 10Y*
- 9.86%
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
SSCVX Monthly Returns History
Based on dividend-adjusted daily data since Jan 2, 1998, SSCVX's average daily return is +0.04%, while the average monthly return is +0.80%. At this rate, an investment would double in approximately 7.2 years.
Historically, 61% of months were positive and 39% were negative. The best month was Apr 2009 with a return of +20.8%, while the worst month was Mar 2020 at -26.7%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 6 months.
On a daily basis, SSCVX closed higher 51% of trading days. The best single day was Oct 13, 2008 with a return of +11.7%, while the worst single day was Mar 16, 2020 at -16.2%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 6.95% | 5.49% | -3.77% | 10.05% | 0.20% | 2.60% | 22.84% | ||||||
| 2025 | 2.57% | -6.07% | -5.57% | -4.33% | 6.43% | 4.37% | 0.94% | 7.49% | 0.27% | -1.47% | 3.08% | -1.30% | 5.46% |
| 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% | 1.56% | -10.37% | 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% | 31.25% |
Benchmark Metrics
Columbia Select Small Cap Value Fund has an annualized alpha of 0.80%, beta of 1.03, and R2 of 0.74 versus S&P 500 Index. Calculated based on daily prices since January 02, 1998.
- This fund captured 113.70% of S&P 500 Index gains and 110.80% of its losses - amplifying both gains and losses, but participating more in upside than downside.
- With beta of 1.03 and R2 of 0.74, this fund moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.
- Alpha
- 0.80%
- Beta
- 1.03
- R²
- 0.74
- Upside Capture
- 113.70%
- Downside Capture
- 110.80%
Expense Ratio
SSCVX has a high expense ratio of 1.28%, indicating above-average management fees.
Return for Risk
Risk / Return Rank
SSCVX ranks 73 for risk / return — better than 73% 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.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Columbia Select Small Cap Value Fund (SSCVX) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| SSCVX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.15 | ||
| Sortino ratioReturn per unit of downside risk | +0.38 | ||
| Omega ratioGain probability vs. loss probability | 1.37 | 1.37 | 0.00 |
| Calmar ratioReturn relative to maximum drawdown | 4.87 | 2.78 | +2.09 |
| Martin ratioReturn relative to average drawdown | 14.96 | 12.44 | +2.52 |
Dividends
Dividend History
Columbia Select Small Cap Value Fund provided a 8.92% dividend yield over the last twelve months, with an annual payout of $1.83 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.83 | $1.83 | $3.58 | $1.22 | $0.82 | $1.45 | $1.15 | $0.02 | $1.11 | $2.44 | $1.13 | $2.13 |
Dividend yield | 8.92% | 10.96% | 20.45% | 6.56% | 4.62% | 6.64% | 6.45% | 0.12% | 7.59% | 13.50% | 6.18% | 12.44% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | ||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.83 | $1.83 |
| 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 |
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 65.34%, occurring on Mar 9, 2009. Recovery took 978 trading sessions.
The current Columbia Select Small Cap Value Fund drawdown is 1.21%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Financial crisis2007–2009 | -65.34%Mar 2009 | 1y 7mo | 3y 10mo | 5y 6moJul 2007 - Jan 2013 |
COVID crash2020 | -48.87%Mar 2020 | 1y 6mo | 8mo 6d | 2y 2moAug 2018 - Nov 2020 |
1998 bear market1998 | -43.21%Oct 1998 | 6mo 5d | 2y 4mo | 2y 10moApr 1998 - Feb 2001 |
Dot-com crash2000–2002 | -35.44%Oct 2002 | 4mo 26d | 10mo 28d | 1y 3moMay 2002 - Sep 2003 |
2025 selloff2025 | -29.22%Apr 2025 | 4mo 13d | 9mo 6d | 1y 1moNov 2024 - Jan 2026 |
Drawdown Indicators
| SSCVX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -65.34% | -56.78% | -8.56% |
Max Drawdown (1Y)Largest decline over 1 year | -7.88% | -9.10% | +1.22% |
Max Drawdown (3Y)Largest decline over 3 years | -29.22% | -18.90% | -10.32% |
Max Drawdown (5Y)Largest decline over 5 years | -29.22% | -25.43% | -3.79% |
Max Drawdown (10Y)Largest decline over 10 years | -48.87% | -33.92% | -14.95% |
Current DrawdownCurrent decline from peak | -1.21% | -1.80% | +0.59% |
Average DrawdownAverage peak-to-trough decline | -11.83% | -10.71% | -1.12% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.56% | 2.03% | +0.53% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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