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Performance analysis of Columbia Research Enhanced Small Cap (RESM)

Annual Return

Since Dec 11, 2025, RESM has had an average annual return of +16.13%, outperforming the benchmark SPY, which returned +8% annual.

20262025
+20.08%-3.29%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2026+4.67%+2.28%-4.27%+10.43%+2.15%+6.25%-2.25%+20.08%
2025-3.29%-3.29%

Drawdown analysis of Columbia Research Enhanced Small Cap (RESM)

The maximum drawdown for the RESM was -8.50%, occurring on Mar 20, 2026. Recovery took 15 trading sessions.

The current RESM drawdown is -2.25%.

DepthStartTo BottomBottomTo RecoverEndTotal
-8.50%Feb 26, 202616Mar 20, 202615Apr 13, 202631
-4.20%May 6, 20269May 19, 20264May 26, 202613
-3.29%Dec 11, 202513Dec 31, 20255Jan 8, 202618
-2.91%Jan 22, 20266Jan 30, 20265Feb 6, 202611
-2.66%Jun 4, 20261Jun 5, 20264Jun 11, 20265
-2.25%Jun 30, 202616Jul 23, 2026OngoingOngoingOngoing
-1.90%Feb 9, 20263Feb 12, 20269Feb 26, 202612
-1.89%Apr 24, 20263Apr 29, 20261Apr 30, 20264
-1.46%Jun 15, 20262Jun 17, 20261Jun 18, 20263
-1.33%Jan 15, 20262Jan 20, 20261Jan 21, 20263
-1.07%May 26, 20264Jun 1, 20263Jun 4, 20267
-0.75%Apr 20, 20261Apr 21, 20263Apr 24, 20264
-0.71%May 1, 20261May 4, 20261May 5, 20262
-0.70%Jun 22, 20261Jun 23, 20262Jun 25, 20263
-0.07%Apr 14, 20261Apr 15, 20261Apr 16, 20262
-0.05%Jan 12, 20261Jan 13, 20261Jan 14, 20262