WSCVX vs. SSCVX
WSCVX (North Star Small Cap Value Fund) and SSCVX (Columbia Select Small Cap Value Fund) are both Small Cap Value Equities funds. Over the past year, WSCVX returned 40.00% vs 39.97% for SSCVX. Their correlation of 0.87 means they have usually moved in the same direction. WSCVX charges 1.21%/yr vs 1.28%/yr for SSCVX.
Performance
WSCVX vs. SSCVX - Performance Comparison
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Returns By Period
In the year-to-date period, WSCVX achieves a 23.53% return, which is significantly lower than SSCVX's 27.34% return.
WSCVX
- 1D
- 1.13%
- 1M
- -2.66%
- 6M
- 14.01%
- YTD
- 23.53%
- 1Y
- 40.00%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 26.29%
SSCVX
- 1D
- 1.14%
- 1M
- 0.52%
- 6M
- 19.06%
- YTD
- 27.34%
- 1Y
- 39.97%
- 3Y*
- 14.32%
- 5Y*
- 8.97%
- 10Y*
- 9.95%
- ALL TIME*
- 7.83%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
WSCVX vs. SSCVX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
WSCVX North Star Small Cap Value Fund | 23.53% | 13.80% | 29.11% | 7.98% |
SSCVX Columbia Select Small Cap Value Fund | 27.34% | 5.46% | 12.33% | 5.60% |
Correlation
The correlation between WSCVX and SSCVX is 0.78, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.78 |
Correlation (All Time) Calculated using the full available price history since Sep 11, 2023 | 0.87 |
The correlation between WSCVX and SSCVX has been stable across timeframes, ranging from 0.78 to 0.87 - a consistent structural relationship.
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Return for Risk
WSCVX vs. SSCVX — Risk / Return Rank
WSCVX
SSCVX
WSCVX vs. SSCVX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for North Star Small Cap Value Fund (WSCVX) 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.
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.
| WSCVX | SSCVX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | 0.00 | ||
| Sortino ratioReturn per unit of downside risk | +0.04 | ||
| Omega ratioGain probability vs. loss probability | 1.37 | 1.37 | -0.01 |
| Calmar ratioReturn relative to maximum drawdown | 4.20 | 4.67 | -0.48 |
| Martin ratioReturn relative to average drawdown | 13.05 | 14.87 | -1.82 |
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Drawdowns
WSCVX vs. SSCVX - Drawdown Comparison
The maximum WSCVX drawdown since its inception was -22.34%, smaller than the maximum SSCVX drawdown of -65.34%. Use the drawdown chart below to compare losses from any high point for WSCVX and SSCVX.
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Drawdown Indicators
| WSCVX | SSCVX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -22.34% | -65.34% | +43.00% |
Max Drawdown (1Y)Largest decline over 1 year | -8.96% | -7.88% | -1.08% |
Max Drawdown (3Y)Largest decline over 3 years | — | -29.22% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -29.22% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -48.87% | — |
Current DrawdownCurrent decline from peak | -4.33% | -0.38% | -3.95% |
Average DrawdownAverage peak-to-trough decline | -4.13% | -11.79% | +7.66% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.88% | 2.52% | +0.36% |
Volatility
WSCVX vs. SSCVX - Volatility Comparison
North Star Small Cap Value Fund (WSCVX) has a higher volatility of 3.79% compared to Columbia Select Small Cap Value Fund (SSCVX) at 3.30%. This indicates that WSCVX's price experiences larger fluctuations and is considered to be riskier 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
| WSCVX | SSCVX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.79% | 3.30% | +0.49% |
Volatility (6M)Calculated over the trailing 6-month period | 11.99% | 11.93% | +0.06% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.66% | 17.30% | +0.36% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.78% | 21.04% | +0.74% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.78% | 23.35% | -1.57% |
WSCVX vs. SSCVX - Expense Ratio Comparison
WSCVX has a 1.21% expense ratio, which is lower than SSCVX's 1.28% expense ratio.
Dividends
WSCVX vs. SSCVX - Dividend Comparison
WSCVX's dividend yield for the trailing twelve months is around 10.71%, more than SSCVX's 8.61% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SSCVX Columbia Select Small Cap Value Fund | 8.61% | 10.96% | 20.45% | 6.56% | 4.62% | 6.64% | 6.45% | 0.12% | 7.59% | 13.50% | 6.18% | 12.44% |
WSCVX North Star Small Cap Value Fund | 10.71% | 13.23% | 28.71% | 9.08% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
WSCVX and SSCVX have a correlation of 0.78, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
WSCVX has higher volatility (3.79%) compared to SSCVX (3.30%). In terms of maximum drawdown, WSCVX dropped -22.34% vs SSCVX's -65.34%.
SSCVX currently has the higher Sharpe Ratio (2.13 vs 2.13), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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