SSCVX vs. SCYVX
Compare and contrast key facts about Columbia Select Small Cap Value Fund (SSCVX) and AB Small Cap Value Portfolio (SCYVX).
SSCVX is managed by Columbia. It was launched on Apr 25, 1997. SCYVX is managed by AllianceBernstein. It was launched on Dec 3, 2014.
Performance
SSCVX vs. SCYVX - Performance Comparison
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Returns By Period
The year-to-date returns for both stocks are quite close, with SSCVX having a 9.23% return and SCYVX slightly lower at 8.98%. Over the past 10 years, SSCVX has outperformed SCYVX with an annualized return of 8.78%, while SCYVX has yielded a comparatively lower 8.25% annualized return.
SSCVX
- 1D
- 0.11%
- 1M
- -1.88%
- YTD
- 9.23%
- 6M
- 8.69%
- 1Y
- 41.54%
- 3Y*
- 12.38%
- 5Y*
- 6.11%
- 10Y*
- 8.78%
SCYVX
- 1D
- 0.78%
- 1M
- -1.28%
- YTD
- 8.98%
- 6M
- 7.08%
- 1Y
- 33.15%
- 3Y*
- 9.66%
- 5Y*
- 3.07%
- 10Y*
- 8.25%
SSCVX vs. SCYVX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SSCVX Columbia Select Small Cap Value Fund | 9.23% | 5.46% | 12.33% | 12.47% | -15.35% | 31.25% | 9.61% | 18.76% | -13.70% | 12.65% |
SCYVX AB Small Cap Value Portfolio | 8.98% | -0.02% | 11.46% | 7.82% | -16.68% | 35.56% | 3.45% | 25.72% | -16.43% | 8.97% |
Correlation
The correlation between SSCVX and SCYVX is 0.95, indicating a strong positive relationship between their price movements. Combining them offers limited diversification — they'll tend to fall together during downturns. For meaningful risk reduction, look for holdings with correlations below 0.5.
SSCVX vs. SCYVX - Expense Ratio Comparison
SSCVX has a 1.28% expense ratio, which is higher than SCYVX's 0.92% expense ratio.
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Return for Risk
SSCVX vs. SCYVX — Risk / Return Rank
SSCVX
SCYVX
SSCVX vs. SCYVX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Select Small Cap Value Fund (SSCVX) and AB Small Cap Value Portfolio (SCYVX). 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.
| SSCVX | SCYVX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.07 | 0.79 | +0.28 |
Sortino ratioReturn per unit of downside risk | 1.61 | 1.25 | +0.35 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.17 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.71 | 1.30 | +0.42 |
Martin ratioReturn relative to average drawdown | 6.98 | 4.86 | +2.13 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| SSCVX | SCYVX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.07 | 0.79 | +0.28 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.29 | 0.14 | +0.15 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.38 | 0.34 | +0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.32 | 0.32 | 0.00 |
Drawdowns
SSCVX vs. SCYVX - Drawdown Comparison
The maximum SSCVX drawdown since its inception was -65.34%, which is greater than SCYVX's maximum drawdown of -47.74%. Use the drawdown chart below to compare losses from any high point for SSCVX and SCYVX.
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Drawdown Indicators
| SSCVX | SCYVX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -65.34% | -47.74% | -17.60% |
Max Drawdown (1Y)Largest decline over 1 year | -7.88% | -8.71% | +0.83% |
Max Drawdown (5Y)Largest decline over 5 years | -29.22% | -29.12% | -0.10% |
Max Drawdown (10Y)Largest decline over 10 years | -48.87% | -47.74% | -1.13% |
Current DrawdownCurrent decline from peak | -4.91% | -4.11% | -0.80% |
Average DrawdownAverage peak-to-trough decline | -11.91% | -9.58% | -2.33% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.78% | 4.08% | -0.30% |
Volatility
SSCVX vs. SCYVX - Volatility Comparison
Columbia Select Small Cap Value Fund (SSCVX) has a higher volatility of 6.31% compared to AB Small Cap Value Portfolio (SCYVX) at 5.55%. This indicates that SSCVX's price experiences larger fluctuations and is considered to be riskier than SCYVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SSCVX | SCYVX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.31% | 5.55% | +0.76% |
Volatility (6M)Calculated over the trailing 6-month period | 12.75% | 12.36% | +0.39% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.93% | 22.81% | +0.12% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.20% | 21.97% | -0.77% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.44% | 23.98% | -0.54% |
Dividends
SSCVX vs. SCYVX - Dividend Comparison
SSCVX's dividend yield for the trailing twelve months is around 10.04%, more than SCYVX's 4.47% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SSCVX Columbia Select Small Cap Value Fund | 10.04% | 10.96% | 20.45% | 6.56% | 4.62% | 6.64% | 6.45% | 0.12% | 7.59% | 13.50% | 6.18% | 12.44% |
SCYVX AB Small Cap Value Portfolio | 4.47% | 4.87% | 4.23% | 0.52% | 5.15% | 7.39% | 0.55% | 5.37% | 6.44% | 5.67% | 0.54% | 0.52% |