CSPYX Performance — Columbia Small Cap Index Fund, Institutional 3 Class
Data updated: 2026-07-29
CSPYX returned +15.43% year to date and +33.17% over one year to May 2026. Annualised returns are +16.19% over 3 years and +5.74% over 5 years. Against its US Small Blend category average the fund came out behind over three years but ahead over one: $100 invested three years ago grew to $157, against $160 for the category, and to $133 over one year, against $132. Volatility over the past three years was 19.54% a year. In the 12 months to May 2026 the fund lost a net $365.1M, and assets reached $2.58B.
CSPYX Growth of $100
What $100 invested in Columbia Small Cap Index 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 | CSPYX | Category average |
|---|---|---|
| 1 year (Jun 2025 – May 2026) | $133 | $132 |
| 3 years (Jun 2023 – May 2026) | $157 | $160 |
| 5 years (Jun 2021 – May 2026) | $132 | $135 |
| Since data start (Sep 2019 – May 2026) | $202 | $206 |
CSPYX Trailing Returns
Total returns to May 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +15.43% |
| 1 year | +33.17% |
| 3 years (annualised) | +16.19% |
| 5 years (annualised) | +5.74% |
CSPYX Annual Returns
Calendar-year total returns of Columbia Small Cap Index Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–May) | +15.43% |
| 2025 | +5.87% |
| 2024 | +8.52% |
| 2023 | +15.81% |
| 2022 | −16.27% |
| 2021 | +26.35% |
| 2020 | +11.22% |
| 2019 (Sep–Dec) | +11.75% |
CSPYX 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% | +2.1% | −4.1% | +10.4% | +1.1% | — | — | — | — | — | — | — |
| 2025 | +2.9% | −5.7% | −6.2% | −4.2% | +5.2% | +4.0% | +0.9% | +7.0% | +1.0% | −0.8% | +2.6% | −0.1% |
| 2024 | −4.0% | +3.3% | +3.2% | −5.6% | +5.0% | −2.3% | +10.8% | −1.5% | +0.9% | −2.6% | +10.9% | −8.0% |
| 2023 | +9.4% | −1.2% | −5.2% | −2.8% | −1.7% | +8.2% | +5.5% | −4.2% | −6.0% | −5.7% | +8.2% | +12.8% |
| 2022 | −7.3% | +1.4% | +0.3% | −7.8% | +1.8% | −8.6% | +10.0% | −4.4% | −9.9% | +12.3% | +4.2% | −6.7% |
| 2021 | +6.3% | +7.5% | +3.3% | +2.0% | +2.1% | +0.4% | −2.4% | +2.0% | −2.5% | +3.4% | −2.3% | +4.5% |
| 2020 | −4.0% | −9.6% | −22.4% | +12.7% | +4.3% | +3.8% | +4.1% | +4.0% | −4.7% | +2.6% | +18.2% | +8.3% |
| 2019 | — | — | — | — | — | — | — | — | +3.3% | +1.9% | +3.1% | +3.0% |
CSPYX Risk
Risk measures from monthly returns over Jun 2023 – May 2026.
- 3-year volatility (annualised): 19.54%
- 3-year Sharpe ratio: 0.60 (vs 4.5% risk-free rate)
- Best month: +12.81% (Dec 2023)
- Worst month: −7.98% (Dec 2024)
CSPYX Fund Flows
Monthly money in and out of Columbia Small Cap Index Fund, from SEC Form N-PORT.
- 12-month net flow: −$365.1M
- 12-month gross sales (incl. reinvestments): $548.1M
- Sales ÷ redemptions: 0.60×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| May 2026 | $26.6M | $69.6M | −$43.0M |
| Apr 2026 | $20.4M | $58.1M | −$37.7M |
| Mar 2026 | $19.0M | $80.9M | −$61.9M |
| Feb 2026 | $20.8M | $58.9M | −$38.1M |
| Jan 2026 | $23.6M | $72.6M | −$49.0M |
| Dec 2025 | $208.2M | $133.4M | $74.8M |
| Nov 2025 | $17.5M | $77.7M | −$60.2M |
| Oct 2025 | $18.8M | $80.4M | −$61.6M |
| Sep 2025 | $31.5M | $86.8M | −$55.3M |
| Aug 2025 | $17.8M | $62.2M | −$44.4M |
| Jul 2025 | $26.9M | $65.3M | −$38.5M |
| Jun 2025 | $117.1M | $67.3M | $49.8M |
CSPYX Assets Under Management
Net assets of Columbia Small Cap Index Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-05-31 | $2.58B |
| 2026-02-28 | $2.55B |
| 2025-11-30 | $2.56B |
| 2025-08-31 | $2.67B |
| 2025-05-31 | $2.50B |
| 2025-02-28 | $2.74B |
| 2024-11-30 | $3.26B |
| 2024-08-31 | $3.28B |
| 2024-05-31 | $3.27B |
| 2024-02-29 | $3.26B |
| 2023-11-30 | $3.03B |
| 2023-08-31 | $3.32B |
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.