Nasdaq - Delayed Quote USD
Columbia Small Cap Growth Inst2 (CSCRX)
As of 8:05 AM EST. Market Open.
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 30.40% |
| 5y Average Return | 12.37% |
| Number of Years Up | 6 |
| Number of Years Down | 4 |
| Best 1Y Total Return (Nov 21, 2024) | 70.37% |
| Worst 1Y Total Return (Nov 21, 2024) | -- |
| Best 3Y Total Return | 70.37% |
| Worst 3Y Total Return | -7.93% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
CSCRX
Category
- YTD
- 20.27%
- 12.40%
- 1-Month
- 0.50%
- 3.37%
- 3-Month
- 3.42%
- 4.88%
- 1-Year
- 41.14%
- 55.69%
- 3-Year
- -4.71%
- 19.34%
- 5-Year
- 11.60%
- 20.72%
- 10-Year
- 13.36%
- 13.98%
- Last Bull Market
- 33.27%
- 27.85%
- Last Bear Market
- -26.47%
- -24.06%
Annual Total Return (%) History
Year
CSCRX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 13.55% | -3.05% | 8.70% | -- |
| 2023 | 10.85% | 9.16% | -5.13% | 10.02% |
| 2022 | -17.68% | -26.47% | 1.41% | 3.35% |
| 2021 | 2.33% | 5.81% | -3.28% | -7.01% |
| 2020 | -18.74% | 47.72% | 10.75% | 28.15% |
| 2019 | 22.65% | 9.05% | -4.01% | 9.91% |
| 2018 | 2.77% | 6.23% | 11.31% | -19.34% |
| 2017 | 6.72% | 6.87% | 7.32% | 5.32% |
| 2016 | -2.93% | 4.17% | 8.24% | 3.14% |
| 2015 | 8.12% | 4.41% | -9.85% | 2.37% |
| 2014 | -1.10% | -5.23% | -7.56% | 9.68% |
| 2013 | 2.70% | 15.84% | 5.41% | -- |
Rank in Category (By Total Return)
| YTD | 7 |
| 1-Month | 7 |
| 3-Month | 11 |
| 1-Year | 20 |
| 3-Year | 67 |
| 5-Year | 21 |
Load Adjusted Returns
| 1-Year | 41.14% |
| 3-Year | -4.71% |
| 5-Year | 11.60% |
| 10-Year | 13.36% |
Performance & Risk
| YTD Return | 30.40% |
| 5y Average Return | 12.37% |
| Rank in Category (ytd) | 7 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.21 |
| Morningstar Risk Rating |
Fund Overview
| Category | Small Growth |
| Fund Family | Columbia Threadneedle |
| Net Assets | 2.27B |
| YTD Return | 20.27% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Oct 02, 2024 |
Fund Summary
The fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in equity securities (including, but not limited to, common stocks, preferred stocks and securities convertible into common or preferred stocks) of companies that have market capitalizations in the range of the companies in the Russell 2000 Growth Index (the index) at the time of purchase. It invests typically in common stocks of companies believed to have the potential for long-term, above-average earnings growth but may invest in companies for their short, medium or long-term prospects.
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