# Columbia Sm Cp Val and Inflection Inst (NSVAX)

> Source: Nexqual · https://nexqual.com/NSVAX · data as of 2026-10-24 00:08 UTC · cite as "Nexqual, Columbia Sm Cp Val and Inflection Inst (NSVAX), nexqual.com/NSVAX" · informational, not investment advice.

**Price:** USD 15.46 (-0.19% on the day) · last close of Oct 23, 2026; US market closed, not a live price. Prev close 15.49 · day 15.46–15.46 · 52w 13.25–16.28 · market cap null · NAS

## Key facts
- Total return with dividends: 1Y +22.1% vs S&P 500 +13.4%; 5Y +45.3% vs S&P 500 +76.9%.

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-24) | 5Y (from 2021-10-25) |
|---|---|---|
| Total return | +22.1% | +45.3% |
| S&P 500 (SPY) | +13.4% | +76.9% |
| Per year | +22.2% | +7.8% |
| Volatility (annualized) | 15.6% | 19.8% |
| Max drawdown | -9.7% (Aug 2026→Sep 2026) | -25.5% (Nov 2021→Sep 2022) |

## Peers
NAMAX (Columbia Select Mid Cap Value F) USD 18.05 +0.00% · MGOYX (Victory Munder Mid-Cap Core Gro) USD 14.13 -1.05% · AFIFX (Fundamental Investors, Class F0) USD 100.3 -0.00% · ACSDX (Invesco Comstock Fund Class Y) USD 34.67 +0.00% · ITHIX (The Hartford Capital Appreciati) USD 48.41 +0.00%

## More
Full page: https://nexqual.com/NSVAX · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt