CBSAX Performance — Columbia Select Mid Cap Growth Fund, Class A
Data updated: 2026-07-29
CBSAX returned +16.74% year to date and +30.61% over one year to May 2026. Annualised returns are +23.15% over 3 years and +9.34% over 5 years. The fund beat its US Mid-Cap Blend category average: $100 invested three years ago grew to $187, against $156 for the category, and to $131 over one year, against $122. Volatility over the past three years was 21.27% a year. In the 12 months to May 2026 the fund took in a net $257.3M, and assets reached $2.21B.
CBSAX Growth of $100
What $100 invested in Columbia Select Mid Cap Growth Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the US Mid-Cap Blend category average over the same months.
| Period | CBSAX | Category average |
|---|---|---|
| 1 year (Jun 2025 – May 2026) | $131 | $122 |
| 3 years (Jun 2023 – May 2026) | $187 | $156 |
| 5 years (Jun 2021 – May 2026) | $156 | $143 |
| Since data start (Sep 2019 – May 2026) | $243 | $204 |
CBSAX Trailing Returns
Total returns to May 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +16.74% |
| 1 year | +30.61% |
| 3 years (annualised) | +23.15% |
| 5 years (annualised) | +9.34% |
CBSAX Annual Returns
Calendar-year total returns of Columbia Select Mid Cap Growth Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–May) | +16.74% |
| 2025 | +14.78% |
| 2024 | +23.42% |
| 2023 | +24.95% |
| 2022 | −31.43% |
| 2021 | +16.21% |
| 2020 | +34.89% |
| 2019 (Sep–Dec) | +9.55% |
CBSAX Monthly Returns
Monthly total returns as reported on SEC Form N-PORT.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.0% | +2.5% | −7.4% | +11.4% | +8.3% | — | — | — | — | — | — | — |
| 2025 | +6.6% | −6.0% | −10.3% | +3.3% | +10.6% | +9.4% | +2.4% | +0.9% | +2.8% | +2.0% | −4.6% | −1.0% |
| 2024 | +0.9% | +8.1% | +2.2% | −6.3% | +1.2% | +1.6% | +0.9% | +1.2% | +4.0% | +1.3% | +15.0% | −7.1% |
| 2023 | +8.7% | −0.9% | +3.1% | −1.6% | +1.2% | +8.6% | +2.7% | −4.5% | −5.4% | −5.7% | +11.8% | +6.3% |
| 2022 | −15.6% | −1.1% | +0.6% | −13.4% | −3.7% | −7.6% | +15.3% | −3.0% | −9.3% | +7.6% | +2.7% | −5.7% |
| 2021 | 0.0% | +3.3% | −0.8% | +5.3% | −2.4% | +7.0% | +2.3% | +2.7% | −6.0% | +8.6% | −2.1% | −1.9% |
| 2020 | +0.6% | −6.5% | −14.1% | +13.9% | +10.7% | +2.3% | +8.8% | +2.0% | +0.6% | +0.4% | +10.0% | +5.0% |
| 2019 | — | — | — | — | — | — | — | — | −0.1% | +2.6% | +5.0% | +1.8% |
CBSAX Risk
Risk measures from monthly returns over Jun 2023 – May 2026.
- 3-year volatility (annualised): 21.27%
- 3-year Sharpe ratio: 0.88 (vs 4.5% risk-free rate)
- Best month: +14.96% (Nov 2024)
- Worst month: −10.34% (Mar 2025)
CBSAX Fund Flows
Monthly money in and out of Columbia Select Mid Cap Growth Fund, from SEC Form N-PORT.
- 12-month net flow: $257.3M
- 12-month gross sales (incl. reinvestments): $535.8M
- Sales ÷ redemptions: 1.92×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| May 2026 | $24.9M | $23.8M | $1.1M |
| Apr 2026 | $28.9M | $26.2M | $2.7M |
| Mar 2026 | $25.9M | $29.2M | −$3.3M |
| Feb 2026 | $111.8M | $18.9M | $92.9M |
| Jan 2026 | $41.8M | $25.9M | $15.9M |
| Dec 2025 | $216.2M | $40.6M | $175.6M |
| Nov 2025 | $17.4M | $20.2M | −$2.8M |
| Oct 2025 | $15.0M | $20.1M | −$5.1M |
| Sep 2025 | $14.8M | $19.5M | −$4.7M |
| Aug 2025 | $14.8M | $15.5M | −$627K |
| Jul 2025 | $17.7M | $17.1M | $622K |
| Jun 2025 | $6.5M | $21.5M | −$15.0M |
CBSAX Assets Under Management
Net assets of Columbia Select Mid Cap Growth Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-05-31 | $2.21B |
| 2026-02-28 | $1.98B |
| 2025-11-30 | $1.84B |
| 2025-08-31 | $1.85B |
| 2025-05-31 | $1.65B |
| 2025-02-28 | $1.65B |
| 2024-11-30 | $1.82B |
| 2024-08-31 | $1.54B |
| 2024-05-31 | $1.52B |
| 2024-02-29 | $1.61B |
| 2023-11-30 | $1.43B |
| 2023-08-31 | $1.48B |
For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.