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Columbia Small Cap Growth Fund Class I2: (MF: CSCRX)
(NASDAQ Mutual Funds) As of Aug 8, 2025 08:00 PM ET
$30.86 USD
-0.18 (-0.58%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Jun 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 2.23 | 11 |
| 3 months | 16.57 | 3 |
| 6 months | 2.23 | 11 |
| 1 Year | 15.53 | 4 |
| 3 Year | 18.96 | 2 |
| 5 Year | 7.10 | 81 |
| 10 Year | 12.12 | 1 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Jun 30, 2025
| 1 Year | 15.53 |
| 5 Year | 7.09 |
| 10 Year | 12.12 |
| Since Inception | 12.48 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -12.30 | 16.57 | NA | NA |
| 2024 | 13.55 | -3.05 | 8.69 | 3.96 |
| 2023 | 10.85 | 9.15 | -5.13 | 10.01 |
| 2022 | -17.67 | -26.46 | 1.41 | 3.34 |
| 2021 | 2.33 | 5.80 | -3.27 | -7.00 |
| 2020 | -18.73 | 47.71 | 10.75 | 28.15 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 2.23 | 24.41 | 26.29 | -36.55 | -2.60 | 70.38 | 41.11 | -2.00 | 28.91 | 12.86 | 4.15 |
| % Total Return Rel to Index | -3.97 | -0.61 | 0.05 | -18.34 | -31.29 | 51.98 | 9.62 | 2.38 | 7.11 | 0.92 | 2.77 |
| % Total Return Rel to Peer | 4.02 | 12.48 | 10.21 | -17.03 | -21.92 | 51.38 | 15.67 | 8.76 | 13.31 | -3.08 | 8.88 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 1.00 | 5.00 | 5.00 | 1.00 | 1.00 | 1.00 | 1.00 | 4.00 | 1.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.00 | 2.96 | 2.26 | 1.83 | 3.37 | 3.20 | 1.54 | 10.21 |
| Expense Ratio | 0.88 | 0.89 | 0.91 | 0.88 | 0.88 | 0.96 | 0.97 | 0.98 | 0.99 | 0.99 | 0.96 |
* 1 = Top 20%, 5 = Bottom 20%