CBALX vs. ISGLX

Last updated Jun 24, 2026

CBALX (Columbia Balanced Fund) and ISGLX (Columbia Integrated Small Cap Growth Fund) are both mutual funds - CBALX is a Diversified Portfolio fund managed by Columbia, while ISGLX is a Small Cap Growth Equities fund managed by Columbia. A 0.65 correlation means they provide meaningful diversification when combined. CBALX charges 0.67%/yr vs 0.98%/yr for ISGLX.

Performance

CBALX vs. ISGLX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Columbia Balanced Fund (CBALX) and Columbia Integrated Small Cap Growth Fund (ISGLX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

CBALX

• 1D: -0.52%
• 1M: 0.72%
• YTD: 5.48%
• 6M: 5.08%
• 1Y: 16.33%
• 3Y*: 14.46%
• 5Y*: 8.06%
• 10Y*: 10.22%

ISGLX

• 1D: —
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

CBALX vs. ISGLX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022
CBALX Columbia Balanced Fund	5.48%	14.14%	14.60%	21.49%	-14.23%
ISGLX Columbia Integrated Small Cap Growth Fund	0.00%	0.00%	20.26%	17.89%	-19.47%

Correlation

The correlation between CBALX and ISGLX is 0.65, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (3Y) Calculated over the trailing 3-year period	0.48
Correlation (All Time) Calculated using the full available price history since Feb 9, 2022	0.65

The correlation between CBALX and ISGLX shifts across timeframes, from 0.48 (3 years) to 0.65 (all time), reflecting how their relationship changes across market environments.

Return for Risk

CBALX vs. ISGLX — Risk / Return Rank

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

CBALX

CBALX Risk / Return Rank: 51
CBALX Sharpe Ratio Rank: 51
CBALX Sortino Ratio Rank: 50
CBALX Omega Ratio Rank: 50
CBALX Calmar Ratio Rank: 50
CBALX Martin Ratio Rank: 57

ISGLX

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

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.

CBALX vs. ISGLX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Columbia Balanced Fund (CBALX) and Columbia Integrated Small Cap Growth Fund (ISGLX). 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.

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.

	CBALX	ISGLX	Difference
Sharpe ratio: Return per unit of total volatility	1.94	—	—
Sortino ratio: Return per unit of downside risk	2.73	—	—
Omega ratio: Gain probability vs. loss probability	1.36	—	—
Calmar ratio: Return relative to maximum drawdown	2.58	—	—
Martin ratio: Return relative to average drawdown	10.75	—	—

Drawdowns

Drawdown Indicators

	CBALX	ISGLX	Difference
Max Drawdown Largest peak-to-trough decline	-34.53%	—	—
Max Drawdown (1Y) Largest decline over 1 year	-6.63%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-12.06%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-20.91%	—	—
Max Drawdown (10Y) Largest decline over 10 years	-22.73%	—	—
Current Drawdown Current decline from peak	-1.26%	—	—
Average Drawdown Average peak-to-trough decline	-5.30%	—	—
Ulcer Index Depth and duration of drawdowns from previous peaks	1.59%	—	—

Volatility

Volatility by Period

	CBALX	ISGLX	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.69%	—	—
Volatility (6M) Calculated over the trailing 6-month period	7.10%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	8.81%	—	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	11.17%	—	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	11.39%	—	—

CBALX vs. ISGLX - Expense Ratio Comparison

CBALX has a 0.67% expense ratio, which is lower than ISGLX's 0.98% expense ratio.

Dividends

CBALX vs. ISGLX - Dividend Comparison

CBALX's dividend yield for the trailing twelve months is around 6.22%, while ISGLX has not paid dividends to shareholders.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
CBALX Columbia Balanced Fund	6.22%	6.42%	7.83%	1.84%	5.36%	9.26%	5.31%	4.16%	5.82%	2.79%	1.60%	4.05%
ISGLX Columbia Integrated Small Cap Growth Fund	0.00%	0.00%	0.00%	0.00%	5.09%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both CBALX and ISGLX in my portfolio?

CBALX and ISGLX have a correlation of 0.65, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.