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ABYSX vs. CSMIX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

ABYSX vs. CSMIX

Last updated May 12, 2025

Compare and contrast key facts about AB Discovery Value Fund (ABYSX) and Columbia Small Cap Value Fund I (CSMIX).

ABYSX is managed by AllianceBernstein. It was launched on Mar 29, 2001. CSMIX is managed by Columbia Threadneedle. It was launched on Jul 25, 1986.

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ABYSX or CSMIX.

Correlation

The correlation between ABYSX and CSMIX is 0.80, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.

Performance

ABYSX vs. CSMIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in AB Discovery Value Fund (ABYSX) and Columbia Small Cap Value Fund I (CSMIX). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Daily Std Dev

ABYSX:

14.13%

CSMIX:

16.92%

Max Drawdown

ABYSX:

-0.41%

CSMIX:

-0.38%

Current Drawdown

ABYSX:

-0.05%

CSMIX:

0.00%

Returns By Period

ABYSX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

CSMIX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

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ABYSX vs. CSMIX - Expense Ratio Comparison

ABYSX has a 0.83% expense ratio, which is lower than CSMIX's 1.26% expense ratio.

CSMIX
Columbia Small Cap Value Fund I
ABYSX
AB Discovery Value Fund

Risk-Adjusted Performance

ABYSX vs. CSMIX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
ABYSX
The Risk-Adjusted Performance Rank of ABYSX is 44
Overall Rank
The Sharpe Ratio Rank of ABYSX is 44
Sharpe Ratio Rank
The Sortino Ratio Rank of ABYSX is 44
Sortino Ratio Rank
The Omega Ratio Rank of ABYSX is 44
Omega Ratio Rank
The Calmar Ratio Rank of ABYSX is 44
Calmar Ratio Rank
The Martin Ratio Rank of ABYSX is 55
Martin Ratio Rank
CSMIX
The Risk-Adjusted Performance Rank of CSMIX is 88
Overall Rank
The Sharpe Ratio Rank of CSMIX is 88
Sharpe Ratio Rank
The Sortino Ratio Rank of CSMIX is 88
Sortino Ratio Rank
The Omega Ratio Rank of CSMIX is 99
Omega Ratio Rank
The Calmar Ratio Rank of CSMIX is 88
Calmar Ratio Rank
The Martin Ratio Rank of CSMIX is 77
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

ABYSX vs. CSMIX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for AB Discovery Value Fund (ABYSX) and Columbia Small Cap Value Fund I (CSMIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

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Dividends

ABYSX vs. CSMIX - Dividend Comparison

ABYSX's dividend yield for the trailing twelve months is around 0.90%, more than CSMIX's 0.57% yield.

TTM20242023202220212020201920182017201620152014
ABYSX
AB Discovery Value Fund		0.90%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
CSMIX
Columbia Small Cap Value Fund I		0.57%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

ABYSX vs. CSMIX - Drawdown Comparison

The maximum ABYSX drawdown since its inception was -0.41%, which is greater than CSMIX's maximum drawdown of -0.38%. Use the drawdown chart below to compare losses from any high point for ABYSX and CSMIX. For additional features, visit the drawdowns tool.

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Volatility

ABYSX vs. CSMIX - Volatility Comparison

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