CCRIX Performance — Columbia Small Cap Growth Fund, Class R
Data updated: 2026-07-29
CCRIX returned +22.71% year to date and +58.61% over one year to May 2026. Annualised returns are +27.75% over 3 years and +6.64% over 5 years. The fund beat its US Small Blend category average: $100 invested three years ago grew to $208, against $160 for the category, and to $159 over one year, against $132. Volatility over the past three years was 22.48% a year. In the 12 months to May 2026 the fund took in a net $320.7M, and assets reached $3.67B.
CCRIX Growth of $100
What $100 invested in Columbia Small Cap Growth Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the US Small Blend category average over the same months.
| Period | CCRIX | Category average |
|---|---|---|
| 1 year (Jun 2025 – May 2026) | $159 | $132 |
| 3 years (Jun 2023 – May 2026) | $208 | $160 |
| 5 years (Jun 2021 – May 2026) | $138 | $135 |
| Since data start (Sep 2019 – May 2026) | $251 | $206 |
CCRIX Trailing Returns
Total returns to May 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +22.71% |
| 1 year | +58.61% |
| 3 years (annualised) | +27.75% |
| 5 years (annualised) | +6.64% |
CCRIX Annual Returns
Calendar-year total returns of Columbia Small Cap Growth Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–May) | +22.71% |
| 2025 | +21.12% |
| 2024 | +23.67% |
| 2023 | +25.59% |
| 2022 | −36.96% |
| 2021 | −3.17% |
| 2020 | +69.37% |
| 2019 (Sep–Dec) | +5.14% |
CCRIX 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 | +5.5% | −0.3% | −8.7% | +17.5% | +8.8% | — | — | — | — | — | — | — |
| 2025 | +4.1% | −7.6% | −9.0% | −1.3% | +8.4% | +8.8% | +3.5% | +6.6% | +3.3% | +4.8% | +2.3% | −2.7% |
| 2024 | −1.8% | +11.2% | +3.9% | −6.6% | +4.9% | −1.3% | +5.5% | +0.6% | +2.2% | +0.4% | +11.2% | −7.0% |
| 2023 | +10.9% | −2.2% | +2.1% | −0.4% | +0.5% | +8.9% | +3.0% | −0.2% | −7.8% | −6.3% | +6.2% | +10.5% |
| 2022 | −16.6% | +0.1% | −1.6% | −14.9% | −5.1% | −9.0% | +13.5% | −1.6% | −9.3% | +5.9% | +4.1% | −6.5% |
| 2021 | +5.0% | +4.1% | −6.6% | +3.5% | −3.4% | +5.6% | −1.4% | +2.7% | −4.5% | +3.5% | −10.2% | −0.1% |
| 2020 | +2.1% | −4.0% | −17.2% | +20.9% | +14.1% | +6.9% | +5.8% | +4.2% | +0.3% | +0.9% | +17.2% | +8.2% |
| 2019 | — | — | — | — | — | — | — | — | −4.2% | +1.5% | +7.8% | +0.3% |
CCRIX Risk
Risk measures from monthly returns over Jun 2023 – May 2026.
- 3-year volatility (annualised): 22.48%
- 3-year Sharpe ratio: 1.03 (vs 4.5% risk-free rate)
- Best month: +17.46% (Apr 2026)
- Worst month: −9.02% (Mar 2025)
CCRIX Fund Flows
Monthly money in and out of Columbia Small Cap Growth Fund, from SEC Form N-PORT.
- 12-month net flow: $320.7M
- 12-month gross sales (incl. reinvestments): $1.1B
- Sales ÷ redemptions: 1.40×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| May 2026 | $93.9M | $94.6M | −$677K |
| Apr 2026 | $71.8M | $51.2M | $20.6M |
| Mar 2026 | $80.5M | $156.0M | −$75.4M |
| Feb 2026 | $182.0M | $63.0M | $119.0M |
| Jan 2026 | $136.1M | $73.0M | $63.1M |
| Dec 2025 | $197.7M | $57.6M | $140.2M |
| Nov 2025 | $56.6M | $45.5M | $11.1M |
| Oct 2025 | $86.7M | $46.0M | $40.7M |
| Sep 2025 | $78.8M | $65.7M | $13.1M |
| Aug 2025 | $58.4M | $55.6M | $2.8M |
| Jul 2025 | $40.9M | $49.6M | −$8.7M |
| Jun 2025 | $35.1M | $40.1M | −$5.0M |
CCRIX Assets Under Management
Net assets of Columbia Small Cap Growth Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-05-31 | $3.67B |
| 2026-02-28 | $3.20B |
| 2025-11-30 | $2.94B |
| 2025-08-31 | $2.59B |
| 2025-05-31 | $2.17B |
| 2025-02-28 | $2.29B |
| 2024-11-30 | $2.54B |
| 2024-08-31 | $2.10B |
| 2024-05-31 | $1.96B |
| 2024-02-29 | $1.92B |
| 2023-11-30 | $1.59B |
| 2023-08-31 | $1.77B |
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.