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ADKSX vs. SSCVX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

ADKSX vs. SSCVX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Adirondack Small Cap Fund (ADKSX) and Columbia Select Small Cap Value Fund (SSCVX). The values are adjusted to include any dividend payments, if applicable.

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ADKSX vs. SSCVX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
ADKSX
Adirondack Small Cap Fund
-0.03%12.58%19.55%16.59%-1.39%26.11%6.10%15.96%-23.30%10.62%
SSCVX
Columbia Select Small Cap Value Fund
5.82%5.46%12.33%12.47%-15.35%31.25%9.61%18.76%-13.70%12.65%

Returns By Period

In the year-to-date period, ADKSX achieves a -0.03% return, which is significantly lower than SSCVX's 5.82% return. Over the past 10 years, ADKSX has outperformed SSCVX with an annualized return of 9.39%, while SSCVX has yielded a comparatively lower 8.32% annualized return.


ADKSX

1D
-0.57%
1M
-6.72%
YTD
-0.03%
6M
3.41%
1Y
19.85%
3Y*
15.16%
5Y*
10.79%
10Y*
9.39%

SSCVX

1D
-1.40%
1M
-6.22%
YTD
5.82%
6M
6.09%
1Y
22.66%
3Y*
11.20%
5Y*
5.67%
10Y*
8.32%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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ADKSX vs. SSCVX - Expense Ratio Comparison

ADKSX has a 1.43% expense ratio, which is higher than SSCVX's 1.28% expense ratio.


Return for Risk

ADKSX vs. SSCVX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

ADKSX
ADKSX Risk / Return Rank: 5252
Overall Rank
ADKSX Sharpe Ratio Rank: 5454
Sharpe Ratio Rank
ADKSX Sortino Ratio Rank: 5555
Sortino Ratio Rank
ADKSX Omega Ratio Rank: 4848
Omega Ratio Rank
ADKSX Calmar Ratio Rank: 5353
Calmar Ratio Rank
ADKSX Martin Ratio Rank: 5050
Martin Ratio Rank

SSCVX
SSCVX Risk / Return Rank: 5555
Overall Rank
SSCVX Sharpe Ratio Rank: 5353
Sharpe Ratio Rank
SSCVX Sortino Ratio Rank: 5757
Sortino Ratio Rank
SSCVX Omega Ratio Rank: 5151
Omega Ratio Rank
SSCVX Calmar Ratio Rank: 5656
Calmar Ratio Rank
SSCVX Martin Ratio Rank: 5656
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

ADKSX vs. SSCVX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Adirondack Small Cap Fund (ADKSX) and Columbia Select Small Cap Value Fund (SSCVX). 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.


ADKSXSSCVXDifference

Sharpe ratio

Return per unit of total volatility

1.01

1.00

+0.01

Sortino ratio

Return per unit of downside risk

1.48

1.51

-0.03

Omega ratio

Gain probability vs. loss probability

1.20

1.21

-0.01

Calmar ratio

Return relative to maximum drawdown

1.27

1.32

-0.05

Martin ratio

Return relative to average drawdown

4.96

5.44

-0.48

ADKSX vs. SSCVX - Sharpe Ratio Comparison

The current ADKSX Sharpe Ratio is 1.01, which is comparable to the SSCVX Sharpe Ratio of 1.00. The chart below compares the historical Sharpe Ratios of ADKSX and SSCVX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


ADKSXSSCVXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.01

1.00

+0.01

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.01

0.27

-0.26

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.01

0.36

-0.35

Sharpe Ratio (All Time)

Calculated using the full available price history

0.01

0.31

-0.30

Correlation

The correlation between ADKSX and SSCVX is 0.90, 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.


Dividends

ADKSX vs. SSCVX - Dividend Comparison

ADKSX's dividend yield for the trailing twelve months is around 8.20%, less than SSCVX's 10.36% yield.


TTM20252024202320222021202020192018201720162015
ADKSX
Adirondack Small Cap Fund
8.20%8.20%0.00%0.00%0.00%0.00%0.12%0.28%15.62%10.09%3.18%3.45%
SSCVX
Columbia Select Small Cap Value Fund
10.36%10.96%20.45%6.56%4.62%6.64%6.45%0.12%7.59%13.50%6.18%12.44%

Drawdowns

ADKSX vs. SSCVX - Drawdown Comparison

The maximum ADKSX drawdown since its inception was -97.31%, which is greater than SSCVX's maximum drawdown of -65.34%. Use the drawdown chart below to compare losses from any high point for ADKSX and SSCVX.


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Drawdown Indicators


ADKSXSSCVXDifference

Max Drawdown

Largest peak-to-trough decline

-97.31%

-65.34%

-31.97%

Max Drawdown (1Y)

Largest decline over 1 year

-14.24%

-15.41%

+1.17%

Max Drawdown (5Y)

Largest decline over 5 years

-97.31%

-29.22%

-68.09%

Max Drawdown (10Y)

Largest decline over 10 years

-97.31%

-48.87%

-48.44%

Current Drawdown

Current decline from peak

-96.30%

-7.88%

-88.42%

Average Drawdown

Average peak-to-trough decline

-14.26%

-11.91%

-2.35%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.64%

3.74%

-0.10%

Volatility

ADKSX vs. SSCVX - Volatility Comparison

The current volatility for Adirondack Small Cap Fund (ADKSX) is 4.81%, while Columbia Select Small Cap Value Fund (SSCVX) has a volatility of 6.07%. This indicates that ADKSX experiences smaller price fluctuations and is considered to be less risky than SSCVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


ADKSXSSCVXDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.81%

6.07%

-1.26%

Volatility (6M)

Calculated over the trailing 6-month period

10.97%

12.52%

-1.55%

Volatility (1Y)

Calculated over the trailing 1-year period

19.61%

22.83%

-3.22%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

1,304.39%

21.18%

+1,283.21%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

922.30%

23.44%

+898.86%