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Columbia Small Cap Growth Inst (CMSCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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24.94+0.08 (+0.32%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.67%
5-year average return9.54%
Number of years up19
Number of years down8
Best 1-yr total return (24 June 2024)70.18%
Worst 1-yr total return (24 June 2024)N/A
Best 3-yr total return70.18%
Worst 3-yr total return-8.02%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCMSCXCategory
YTD11.37%12.40%
1-month4.97%3.37%
3-month2.00%4.88%
1-year26.66%55.69%
3-year-5.41%19.34%
5-year11.26%20.72%
10-year12.61%13.98%
Last bull market33.25%27.85%
Last bear market-26.50%-24.06%

Annual total return (%) history

Year
CMSCXCategory
2024
N/AN/A
2023
26.17%N/A
2022
-36.62%N/A
2021
-2.67%N/A
2020
70.18%38.62%
2019
40.94%27.68%
2018
-2.05%-5.76%
2017
28.76%21.50%
2016
12.75%11.20%
2015
4.04%-2.41%
2014
-5.39%2.44%
2013
40.30%40.91%
2012
12.23%13.15%
2011
-5.18%-3.55%
2010
31.23%26.98%
2009
37.68%35.46%
2008
-42.79%-41.55%
2007
21.49%7.59%
2006
16.72%10.81%
2005
13.14%6.02%
2004
9.61%12.41%
2003
44.29%45.54%
2002
-26.58%-27.88%
2001
-14.19%-8.91%
2000
5.85%-3.85%
1999
59.32%64.77%
1998
4.69%5.23%
1997
34.10%17.41%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202413.51%N/AN/AN/A
202310.83%9.08%-5.14%10.02%
2022-17.70%-26.50%1.38%3.35%
20212.34%5.78%-3.30%-7.02%
2020-18.75%47.66%10.74%28.09%
201922.54%9.02%-4.02%9.92%
20182.74%6.25%11.24%-19.35%
20176.66%6.88%7.29%5.27%
2016-2.96%4.14%8.19%3.12%
20158.07%4.40%-9.89%2.34%
2014-1.12%-5.28%-7.85%9.63%
201312.01%2.63%15.80%5.39%
201213.82%-4.89%4.94%-1.20%
201111.14%0.60%-25.02%13.12%
201010.30%-9.07%11.84%16.99%
2009-5.26%17.14%15.97%6.97%
2008-14.65%8.05%-13.20%-28.52%
20074.06%8.79%5.14%2.07%
200617.04%-4.77%-3.74%8.80%
2005-4.42%6.74%7.49%3.18%
20044.29%-0.45%-7.45%14.07%
20030.12%20.96%6.18%12.21%
2002-1.40%-12.97%-15.96%1.81%
2001-17.51%14.25%-25.64%22.45%
200022.93%-3.97%-1.12%-9.32%
1999-9.47%14.64%2.05%50.43%
199812.67%-3.36%-18.20%17.54%
1997-5.00%19.77%22.67%-3.92%

Rank in category (by total return)

YTD12
1-month43
3-month25
1-year14
3-year72
5-year22

Load adjusted returns

1-year26.66%
3-year-5.41%
5-year11.26%
10-year12.61%