CFMCX Performance — Column Mid Cap Fund
Data updated: 2026-10-08
CFMCX returned +13.09% year to date and +14.33% over one year to Aug 2026. Over one year the fund trailed its US Mid-Cap Blend category average: $100 grew to $114, against $117 for the category. Volatility over the past 12 months was 12.14% a year. In the 12 months to May 2026 the fund took in a net $21.3M, and assets reached $1.12B.
CFMCX Growth of $100
What $100 invested in Column Mid Cap 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 | CFMCX | Category average |
|---|---|---|
| 1 year (Sep 2025 – Aug 2026) | $114 | $117 |
| Since data start (Dec 2023 – Aug 2026) | $142 | $151 |
CFMCX Trailing Returns
Total returns to Aug 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +13.09% |
| 1 year | +14.33% |
| 3 years (annualised) | +13.73% |
CFMCX Annual Returns
Calendar-year total returns of Column Mid Cap Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–Aug) | +13.09% |
| 2025 | +8.03% |
| 2024 | +12.12% |
| 2023 (Dec–Dec) | +4.00% |
CFMCX 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 | +4.3% | +4.3% | −6.2% | +7.7% | +0.2% | +3.4% | −0.9% | +0.1% | — | — | — | — |
| 2025 | +4.2% | −3.5% | −4.5% | −1.7% | +5.6% | +3.6% | +1.0% | +2.5% | +0.8% | −0.7% | +1.4% | −0.4% |
| 2024 | −0.8% | +5.5% | +4.1% | −5.3% | +2.4% | −1.4% | +4.6% | +1.9% | +1.8% | −1.4% | +7.8% | −6.9% |
| 2023 | — | — | — | — | — | — | — | — | — | — | — | +4.0% |
CFMCX Risk
Risk measures from monthly returns over Sep 2025 – Aug 2026.
- 1-year volatility (annualised): 12.14%
- Best month: +7.73% (Apr 2026)
- Worst month: −6.25% (Mar 2026)
CFMCX Fund Flows
Monthly money in and out of Column Mid Cap Fund, from SEC Form N-PORT.
- 12-month net flow: $21.3M
- 12-month gross sales (incl. reinvestments): $161.4M
- Sales ÷ redemptions: 1.15×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| May 2026 | $9.6M | $13.2M | −$3.6M |
| Apr 2026 | $12.5M | $19.6M | −$7.1M |
| Mar 2026 | $10.3M | $12.8M | −$2.4M |
| Feb 2026 | $9.2M | $12.1M | −$2.9M |
| Jan 2026 | $9.4M | $12.0M | −$2.6M |
| Dec 2025 | $54.9M | $11.3M | $43.6M |
| Nov 2025 | $10.4M | $8.7M | $1.6M |
| Oct 2025 | $11.8M | $9.4M | $2.4M |
| Sep 2025 | $9.0M | $12.3M | −$3.3M |
| Aug 2025 | $8.2M | $9.1M | −$932K |
| Jul 2025 | $8.3M | $9.6M | −$1.4M |
| Jun 2025 | $7.9M | $10.1M | −$2.2M |
CFMCX Assets Under Management
Net assets of Column Mid Cap Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-08-31 | $1.12B |
| 2026-05-31 | $1.09B |
| 2026-02-28 | $1.09B |
| 2025-11-30 | $1.01B |
| 2025-08-31 | $996.85M |
| 2025-05-31 | $934.27M |
| 2025-02-28 | $936.42M |
| 2024-11-30 | $1.00B |
| 2024-08-31 | $921.86M |
| 2024-05-31 | $868.72M |
| 2024-02-29 | $849.68M |
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.