Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NSVAX (COLUMBIA SMALL CAP VALUE FUND II COLUMBIA SMALL CAP VALUE FUND II CLASS Z) | 20.82% | 38.53% | 16.81% | 4.10% | 8.85% | 9.22% | 7.94% | … | … |
Data as of 06/11/2026, Common starting date is 06/07/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NSVAX (COLUMBIA SMALL CAP VALUE FUND II COLUMBIA SMALL CAP VALUE FUND II CLASS Z) | 06/07/2002 | 06/11/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.74 | 38.53 | 16.81 | 4.10 | 8.85 | 9.22 | 7.94 | … | … | 20.82 | 8.20 | 11.25 | 14.10 | -18.55 | 17.91 | 9.59 | 20.66 | -17.47 | 10.85 | 23.89 | -2.79 | 4.61 | 40.13 | 14.57 | -2.39 | 25.64 | 25.14 | -33.63 | 2.96 | 17.00 | 8.98 | 24.15 | 41.99 | -12.58 |
| Sharpe Ratio | NA | 1.94 | 0.70 | 0.04 | 0.28 | NA | NA | … | … | 2.31 | 0.25 | 0.41 | 0.55 | -0.79 | 0.73 | 0.20 | 1.22 | -1.10 | 0.81 | 1.30 | -0.18 | 0.31 | 2.73 | 0.86 | -0.08 | 0.99 | 0.67 | -0.77 | -0.01 | 0.86 | 0.48 | 1.52 | 2.54 | -0.90 |
| Standard Deviation(%) | NA | 17.09 | 19.35 | 21.41 | 23.64 | NA | NA | … | … | 17.32 | 21.51 | 18.61 | 19.32 | 25.47 | 24.58 | 46.23 | 15.75 | 17.18 | 12.68 | 18.25 | 15.33 | 14.80 | 14.68 | 16.98 | 32.03 | 25.87 | 37.48 | 45.01 | 19.73 | 15.78 | 14.14 | 15.25 | 16.23 | 24.67 |
| Draw Down(%) | NA | 9.51 | 27.11 | 34.52 | 48.33 | NA | NA | … | … | 9.51 | 23.06 | 9.89 | 15.41 | 25.75 | 19.10 | 45.24 | 11.76 | 26.97 | 6.87 | 13.20 | 13.00 | 12.33 | 5.55 | 12.46 | 30.43 | 21.93 | 33.89 | 48.92 | 12.48 | 13.46 | 9.87 | 11.31 | 13.38 | 23.98 |
| Yield(%) | 0.00 | 15.64 | 15.20 | 7.08 | 8.30 | 9.22 | 8.06 | … | … | 0.00 | 14.80 | 25.30 | 7.39 | 0.46 | 0.44 | 0.52 | 4.25 | 10.81 | 9.49 | 6.44 | 11.02 | 9.72 | 13.93 | 3.50 | 0.36 | 0.42 | 0.77 | 1.05 | 3.85 | 7.72 | 11.47 | 10.10 | 1.50 | 0.22 |
Data as of 06/11/2026, Common starting date is 06/07/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NSVAX (COLUMBIA SMALL CAP VALUE FUND II COLUMBIA SMALL CAP VALUE FUND II CLASS Z) |
-17.26%
Feb 2006 – Feb 2009 |
-4.65%
Feb 2004 – Feb 2009 |
4.08%
Oct 2013 – Oct 2023 |
4.64%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NSVAX (COLUMBIA SMALL CAP VALUE FUND II COLUMBIA SMALL CAP VALUE FUND II CLASS Z) |
32.25%
Mar 2003 – Mar 2006 |
26.64%
Feb 2009 – Feb 2014 |
15.80%
Feb 2009 – Feb 2019 |
12.05%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart