See what your fund actually adds
Columbia Select Small Cap Value Fund Class A SSCVX
Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.
Fund and replication metrics
| Measure | SSCVX | Replication |
|---|---|---|
| Annualized growth | 6.6% | 7.6% |
| Annualized volatility | 20.1% | 18.8% |
| Sharpe ratio | 0.42 | 0.49 |
| Maximum drawdown | 25.4% | 22.4% |
| Replication fit (R²) | 0.95 · Tracking error 4.6% | |
Replication portfolio
The published portfolio below is the investable basket used to model SSCVX’s historical return behavior.
| Ticker | Building block | Weight |
|---|---|---|
| IJR | US Small Cap | 56.4% |
| VBR | Small-Cap · Value | 34.4% |
| XLF | Sector · Financials | 5.0% |
| XLE | Sector · Energy | 4.3% |