Nasdaq - Delayed Quote
USD
Columbia Small Cap Value Discv Inst 3 (CSVYX)
58.54
-0.38
(-0.64%)
At close: 8:01:06 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 16.92% |
|---|---|
| 5y Average Return | 10.39% |
| Number of Years Up | 12 |
| Number of Years Down | 4 |
| Best 1Y Total Return (Oct 29, 2026) | 34.48% |
| Worst 1Y Total Return (Oct 29, 2026) | -- |
| Best 3Y Total Return | 34.48% |
| Worst 3Y Total Return | 2.58% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
CSVYX
Category
- YTD
- 11.34%
- 26.79%
- 1-Month
- -7.39%
- -1.77%
- 3-Month
- -6.84%
- 4.45%
- 1-Year
- 16.14%
- 71.02%
- 3-Year
- 17.12%
- 9.35%
- 5-Year
- 10.03%
- 12.17%
- 10-Year
- 10.98%
- 9.95%
- Last Bull Market
- 37.59%
- 28.07%
- Last Bear Market
- -14.55%
- -24.24%
Annual Total Return (%) History
Year
CSVYX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
|
2026
|
0.77% | 18.60% | -6.84% | -- |
|
2025
|
-7.68% | 6.23% | 12.46% | 4.31% |
|
2024
|
4.05% | -4.63% | 7.58% | 2.17% |
|
2023
|
1.73% | 6.04% | -1.78% | 14.98% |
|
2022
|
-1.71% | -14.55% | -3.09% | 12.45% |
|
2021
|
22.18% | 3.83% | -1.56% | 3.53% |
|
2020
|
-35.98% | 23.46% | 2.57% | 33.59% |
|
2019
|
12.50% | 0.31% | -1.62% | 9.41% |
|
2018
|
-4.16% | 8.17% | -0.82% | -20.18% |
|
2017
|
1.10% | 1.75% | 7.82% | 3.12% |
Rank in Category (By Total Return)
| YTD | 70 |
| 1-Month | 94 |
|---|---|
| 3-Month | 68 |
| 1-Year | 50 |
| 3-Year | 21 |
| 5-Year | 17 |
Load Adjusted Returns
| 1-Year | 16.14% |
| 3-Year | 17.12% |
|---|---|
| 5-Year | 10.03% |
| 10-Year | 10.98% |
Performance & Risk
| YTD Return | 16.92% |
| 5y Average Return | 10.39% |
| Rank in Category (ytd) | 70 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.14 |
| Morningstar Risk Rating |
Fund Overview
| Category | Small Value |
| Fund Family | Columbia Threadneedle |
| Net Assets | 2.35B |
| YTD Return | 11.34% |
| Yield | 1.49% |
| Morningstar Rating | |
| Inception Date | Jul 15, 2009 |
Fund Summary
Under normal circumstances, the fund invests at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in equity securities of companies that have market capitalizations in the range of the companies in the Russell 2000® Value Index (the Capitalization Index), which ranged between $7 million and $13.3 billion that the fund’s investment manager believes are undervalued.
