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Columbia Select Large Cap Equity Fund Cl A: (MF: NSGAX)
(NASDAQ Mutual Funds) As of Sep 13, 2024 08:00 PM ET
$21.64 USD
+0.06 (0.28%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Aug 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 18.83 | 27 |
| 3 months | 6.42 | 39 |
| 6 months | 11.40 | 15 |
| 1 Year | 25.56 | 35 |
| 3 Year | 8.84 | 16 |
| 5 Year | 15.87 | 18 |
| 10 Year | 12.69 | 22 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 97.50 |
| Bear Market (10/07 - 2/09) | -48.29 |
| Bull Market (2/09 - 3/21) | 797.95 |
Load Adjusted Returns as of Aug 31, 2024
| 1 Year | 18.11 |
| 5 Year | 13.75 |
| 10 Year | 12.07 |
| Since Inception | 6.99 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 9.69 | 6.19 | NA | NA |
| 2023 | 7.63 | 10.86 | -4.07 | 11.78 |
| 2022 | -5.10 | -16.15 | -5.39 | 6.84 |
| 2021 | 7.62 | 8.65 | -0.88 | 11.73 |
| 2020 | -17.57 | 20.61 | 7.71 | 11.44 |
| 2019 | 13.20 | 4.38 | 0.14 | 8.54 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 18.83 | 27.95 | -19.57 | 29.50 | 19.34 | 28.42 | -5.77 | 24.21 | 9.83 | 2.38 | 11.59 |
| % Total Return Rel to Index | -0.71 | 1.71 | -1.36 | 0.82 | 0.94 | -3.06 | -1.38 | 2.42 | -2.10 | 0.99 | -2.05 |
| % Total Return Rel to Peer | 3.98 | 4.96 | 0.12 | 7.44 | -0.57 | 0.00 | 1.08 | 3.53 | 2.01 | 3.98 | 3.38 |
| % Perf Quintile vs Peer* | 0.00 | 2.00 | 3.00 | 1.00 | 3.00 | 4.00 | 3.00 | 2.00 | 3.00 | 2.00 | 2.00 |
| % Dividends | 0.04 | 0.13 | 0.11 | 0.14 | 0.21 | 0.12 | 0.14 | 0.08 | 0.11 | 0.20 | 0.10 |
| % Yield | 0.18 | 0.62 | 0.68 | 0.63 | 1.11 | 0.74 | 0.98 | 0.50 | 0.85 | 1.50 | 0.66 |
| Capital Gains ($) | 0.60 | 0.73 | 0.80 | 1.31 | 0.95 | 0.62 | 1.22 | 0.71 | 0.12 | 1.10 | 1.90 |
| Expense Ratio | 0.83 | 0.80 | 0.79 | 0.79 | 0.80 | 0.80 | 1.13 | 1.17 | 1.18 | 1.18 | 1.19 |
* 1 = Top 20%, 5 = Bottom 20%