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Columbia Select Large Cap Growth Fund Class A: (MF: ELGAX)
(NASDAQ Mutual Funds) As of Aug 6, 2024 08:00 PM ET
$6.88 USD
+0.10 (1.48%)
Zacks MF Rank
4-Sell of 5 4
Latest Performance as of Jun 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 11.43 | 44 |
| 3 months | 2.64 | 37 |
| 6 months | 11.43 | 44 |
| 1 Year | 22.18 | 40 |
| 3 Year | 1.04 | 80 |
| 5 Year | 12.77 | 40 |
| 10 Year | 12.02 | 29 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -51.81 |
| Bull Market (2/09 - 3/21) | 886.64 |
Load Adjusted Returns as of Jun 30, 2024
| 1 Year | 15.54 |
| 5 Year | 11.51 |
| 10 Year | 11.39 |
| Since Inception | 9.44 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 8.56 | 2.64 | NA | NA |
| 2023 | 13.99 | 11.14 | -5.54 | 16.08 |
| 2022 | -14.05 | -23.56 | -4.26 | 7.89 |
| 2021 | -2.58 | 13.83 | -2.21 | 0.44 |
| 2020 | -15.62 | 31.84 | 15.29 | 14.92 |
| 2019 | 21.24 | 4.83 | -5.86 | 14.87 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 11.43 | 38.91 | -32.14 | 8.92 | 47.40 | 37.45 | -5.35 | 35.04 | -8.74 | 7.62 | 8.16 |
| % Total Return Rel to Index | -3.87 | 12.66 | -13.94 | -19.75 | 29.00 | 5.96 | -0.96 | 13.24 | -20.67 | 6.23 | -5.48 |
| % Total Return Rel to Peer | 0.76 | 15.91 | -12.44 | -13.13 | 27.48 | 9.03 | 1.50 | 14.36 | -16.56 | 9.22 | -0.04 |
| % Perf Quintile vs Peer* | 0.00 | 1.00 | 5.00 | 5.00 | 1.00 | 1.00 | 3.00 | 1.00 | 5.00 | 1.00 | 4.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.85 | 0.97 | 1.01 | 4.23 | 3.64 | 4.35 | 3.15 | 1.79 | 1.81 | 2.35 | 2.84 |
| Expense Ratio | 1.04 | 1.06 | 1.06 | 1.07 | 1.12 | 1.07 | 1.08 | 1.08 | 1.08 | 1.09 | 1.10 |
* 1 = Top 20%, 5 = Bottom 20%