CFSSX Performance — Column Small Cap Select Fund
Data updated: 2026-10-08
CFSSX returned +18.58% year to date and +27.23% over one year to Aug 2026. Over one year the fund beat its US Small Blend category average: $100 grew to $127, against $121 for the category. Volatility over the past 12 months was 16.00% a year. In the 12 months to May 2026 the fund took in a net $158.3M, and assets reached $1.92B.
CFSSX Growth of $100
What $100 invested in Column Small Cap Select 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 | CFSSX | Category average |
|---|---|---|
| 1 year (Sep 2025 – Aug 2026) | $127 | $121 |
| Since data start (Dec 2023 – Aug 2026) | $157 | $157 |
CFSSX Trailing Returns
Total returns to Aug 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +18.58% |
| 1 year | +27.23% |
| 3 years (annualised) | +17.72% |
CFSSX Annual Returns
Calendar-year total returns of Column Small Cap Select Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–Aug) | +18.58% |
| 2025 | +11.58% |
| 2024 | +11.55% |
| 2023 (Dec–Dec) | +6.10% |
CFSSX 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 | +6.6% | +2.7% | −5.2% | +11.4% | +2.2% | +5.5% | −5.1% | +0.2% | — | — | — | — |
| 2025 | +2.2% | −5.8% | −7.1% | −2.9% | +4.4% | +6.0% | +1.9% | +6.1% | +3.5% | +1.3% | +2.2% | +0.1% |
| 2024 | −0.6% | +4.6% | +4.6% | −6.0% | +5.6% | −1.3% | +5.9% | −0.6% | +0.6% | −2.5% | +10.5% | −8.4% |
| 2023 | — | — | — | — | — | — | — | — | — | — | — | +6.1% |
CFSSX Risk
Risk measures from monthly returns over Sep 2025 – Aug 2026.
- 1-year volatility (annualised): 16.00%
- Best month: +11.42% (Apr 2026)
- Worst month: −5.19% (Mar 2026)
CFSSX Fund Flows
Monthly money in and out of Column Small Cap Select Fund, from SEC Form N-PORT.
- 12-month net flow: $158.3M
- 12-month gross sales (incl. reinvestments): $380.4M
- Sales ÷ redemptions: 1.71×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| May 2026 | $28.1M | $22.8M | $5.3M |
| Apr 2026 | $29.5M | $23.2M | $6.4M |
| Mar 2026 | $34.2M | $24.0M | $10.2M |
| Feb 2026 | $27.3M | $23.3M | $4.1M |
| Jan 2026 | $24.1M | $24.0M | $106K |
| Dec 2025 | $81.7M | $24.9M | $56.8M |
| Nov 2025 | $24.3M | $13.9M | $10.5M |
| Oct 2025 | $26.3M | $16.5M | $9.8M |
| Sep 2025 | $25.7M | $15.6M | $10.1M |
| Aug 2025 | $24.7M | $11.3M | $13.4M |
| Jul 2025 | $27.9M | $12.0M | $15.9M |
| Jun 2025 | $26.5M | $10.7M | $15.8M |
CFSSX Assets Under Management
Net assets of Column Small Cap Select Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-08-31 | $1.92B |
| 2026-05-31 | $1.89B |
| 2026-02-28 | $1.73B |
| 2025-11-30 | $1.57B |
| 2025-08-31 | $1.44B |
| 2025-05-31 | $1.21B |
| 2025-02-28 | $1.11B |
| 2024-11-30 | $1.21B |
| 2024-08-31 | $1.06B |
| 2024-05-31 | $966.50M |
| 2024-02-29 | $727.08M |
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.