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Columbia Select Large Cap Value Fund Class A: (MF: SLVAX)
(NASDAQ Mutual Funds) As of Aug 9, 2024 08:00 PM ET
$32.73 USD
+0.04 (0.12%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Jun 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 8.71 | 54 |
| 3 months | 0.24 | 50 |
| 6 months | 8.71 | 54 |
| 1 Year | 12.71 | 71 |
| 3 Year | 5.81 | 51 |
| 5 Year | 10.88 | 53 |
| 10 Year | 8.75 | 64 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 139.76 |
| Bear Market (10/07 - 2/09) | -53.51 |
| Bull Market (2/09 - 3/21) | 684.31 |
Load Adjusted Returns as of Jun 30, 2024
| 1 Year | 6.58 |
| 5 Year | 9.65 |
| 10 Year | 8.14 |
| Since Inception | 8.21 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 8.44 | 0.24 | NA | NA |
| 2023 | -1.47 | 3.30 | -5.01 | 9.15 |
| 2022 | 3.14 | -13.30 | -3.91 | 15.13 |
| 2021 | 14.79 | 5.44 | -3.77 | 8.49 |
| 2020 | -29.16 | 19.79 | 6.26 | 17.68 |
| 2019 | 11.27 | 3.26 | -0.51 | 10.72 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 8.71 | 5.52 | -1.08 | 26.36 | 6.12 | 26.59 | -12.31 | 20.08 | 20.38 | -8.56 | 10.78 |
| % Total Return Rel to Index | -6.59 | -20.72 | 17.12 | -2.31 | -12.28 | -4.90 | -7.92 | -1.71 | 8.44 | -9.95 | -2.85 |
| % Total Return Rel to Peer | -1.95 | -17.47 | 18.61 | 4.30 | -13.79 | -1.83 | -5.45 | -0.59 | 12.56 | -6.96 | 2.58 |
| % Perf Quintile vs Peer* | 0.00 | 5.00 | 1.00 | 2.00 | 4.00 | 4.00 | 5.00 | 3.00 | 1.00 | 5.00 | 3.00 |
| % Dividends | 0.00 | 0.60 | 0.37 | 0.55 | 0.59 | 0.45 | 0.36 | 0.23 | 0.26 | 0.30 | 0.18 |
| % Yield | 0.00 | 1.86 | 1.19 | 1.66 | 2.09 | 1.59 | 1.52 | 0.81 | 1.01 | 1.40 | 0.75 |
| Capital Gains ($) | 0.00 | 0.48 | 0.03 | 1.24 | 1.33 | 1.35 | 0.69 | 1.02 | 1.64 | 0.00 | 0.37 |
| Expense Ratio | 0.00 | 0.80 | 0.79 | 0.79 | 0.80 | 0.80 | 1.03 | 1.16 | 1.19 | 1.18 | 1.18 |
* 1 = Top 20%, 5 = Bottom 20%