CSMIX
Columbia Small Cap Value Discovery Fund Class A
Mutual fund
$46.03+0.39 (+0.85%)Close Oct 2, 2026
Jul 25, 1986 – Oct 2, 2026, Dividends reinvested
- Final balance
- $298,175
- CAGR
- +8.81%
- Max drawdown
- −56.88%
- Sharpe ratio
- 0.51
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −5.83%
- 3M
- −5.91%
- 6M
- +11.30%
- YTD
- +12.81%
- 1Y
- +16.85%
- 3Y
- +18.05%
- 5Y
- +9.64%
- 10Y
- +10.72%
- 15Y
- +11.80%
- 20Y
- +8.55%
- 25Y
- +9.47%
- 30Y
- +8.93%
- Since 1986
- +8.81%
Metrics
Since 1986| Volatility | 20.78% |
|---|---|
| Sortino ratio | 0.72 |
| Calmar ratio | 0.15 |
| Best year, 2003 | +39.44% |
| Worst year, 2008 | −28.01% |
| Positive years | 29 of 39 |
| Longest drawdown | 3.4 years |
Worst drawdowns
Since 1986| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −56.9% | Jul 2007 | Mar 2009 | Dec 2010 | 3.4 years |
| −48.4% | Jul 2018 | Mar 2020 | Jan 2021 | 2.5 years |
| −42.6% | Apr 1998 | Oct 1998 | Dec 2000 | 2.7 years |
| −39.0% | Aug 1987 | Oct 1987 | Oct 1989 | 2.1 years |
| −37.4% | Apr 2002 | Mar 2003 | Jan 2004 | 1.7 years |
Annual returns
1986 from Jul 25 · 2026 through Oct 2