CMSHX Performance — Columbia Small Cap Growth Fund
Data updated: 2026-07-29
CMSHX returned +22.98% year to date and +59.40% over one year to May 2026. Over one year the fund beat its US Small Blend category average: $100 grew to $159, against $132 for the category. Volatility over the past 12 months was 22.57% a year. In the 12 months to May 2026 the fund took in a net $320.7M, and assets reached $3.67B.
CMSHX 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 | CMSHX | Category average |
|---|---|---|
| 1 year (Jun 2025 – May 2026) | $159 | $132 |
| Since data start (Oct 2024 – May 2026) | $157 | $125 |
CMSHX Trailing Returns
Total returns to May 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +22.98% |
| 1 year | +59.40% |
CMSHX 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) | +22.98% |
| 2025 | +21.70% |
| 2024 (Oct–Dec) | +4.63% |
CMSHX 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 | +5.6% | −0.3% | −8.7% | +17.5% | +8.8% | — | — | — | — | — | — | — |
| 2025 | +4.2% | −7.6% | −9.0% | −1.3% | +8.5% | +8.8% | +3.6% | +6.7% | +3.4% | +4.8% | +2.3% | −2.7% |
| 2024 | — | — | — | — | — | — | — | — | — | +1.1% | +11.3% | −7.0% |
CMSHX Risk
Risk measures from monthly returns over Jun 2025 – May 2026.
- 1-year volatility (annualised): 22.57%
- Best month: +17.55% (Apr 2026)
- Worst month: −8.69% (Mar 2026)
CMSHX 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 |
CMSHX 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.