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Columbia Select Smaller-Cap Value C (SVMCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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11.16+0.10 (+0.90%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-1.15%
5-year average return5.65%
Number of years up17
Number of years down7
Best 1-yr total return (18 Apr 2024)46.97%
Worst 1-yr total return (18 Apr 2024)N/A
Best 3-yr total return46.97%
Worst 3-yr total return2.39%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSVMCXCategory
YTD5.49%26.79%
1-month5.87%-1.77%
3-month5.49%4.45%
1-year14.95%71.02%
3-year2.76%9.35%
5-year7.84%12.17%
10-year5.77%9.95%
Last bull market53.41%28.07%
Last bear market-16.25%-24.24%

Annual total return (%) history

Year
SVMCXCategory
2024
N/AN/A
2023
11.61%N/A
2022
-16.03%N/A
2021
30.22%N/A
2020
8.73%4.02%
2019
17.79%21.43%
2018
-14.21%-15.46%
2017
11.75%8.54%
2016
11.96%25.99%
2015
-4.68%-6.71%
2014
4.60%3.34%
2013
46.97%36.22%
2012
14.63%16.00%
2011
-10.13%-4.45%
2010
25.87%26.17%
2009
35.56%31.32%
2008
-41.61%-32.24%
2007
5.47%-6.08%
2006
20.48%16.27%
2005
-3.78%6.40%
2004
19.61%21.14%
2003
47.83%42.38%
2002
-18.12%-10.12%
2001
15.37%15.92%
2000
25.77%18.64%
1999
N/A6.78%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.49%N/AN/AN/A
20232.42%4.47%-5.62%10.52%
2022-4.91%-16.25%-2.68%8.36%
202118.66%5.03%-1.69%6.28%
2020-36.14%26.99%7.08%25.21%
201913.04%1.39%-3.51%6.51%
20180.61%0.30%4.62%-18.74%
20171.08%3.49%3.71%3.01%
20160.22%-2.01%6.60%6.94%
20156.76%-0.29%-13.34%3.32%
20140.67%4.73%-6.69%6.32%
201314.44%5.51%11.14%9.52%
201215.94%-6.98%2.11%4.09%
20117.82%-3.63%-25.05%15.40%
20109.04%-11.25%12.86%15.25%
2009-16.63%29.40%18.90%5.68%
2008-15.27%-1.32%-10.60%-21.90%
20072.52%8.56%0.29%-5.50%
200613.85%-6.77%0.36%13.09%
2005-5.43%-2.14%-0.07%4.04%
20046.75%0.82%-2.52%14.01%
2003-5.75%24.97%7.92%16.30%
20026.31%-7.35%-21.01%5.25%
2001-1.95%10.76%-11.13%19.53%
20001.80%-0.51%11.70%11.16%
1999-13.16%1.04%N/AN/A

Rank in category (by total return)

YTD38
1-month17
3-month38
1-year83
3-year86
5-year85

Load adjusted returns

1-year13.95%
3-year2.76%
5-year7.84%
10-year5.77%