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Columbia Select Large Cap Value Fund Class R: (MF: SLVRX)
(NASDAQ Mutual Funds) As of Oct 15, 2024 08:00 PM ET
$34.49 USD
-0.27 (-0.78%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Aug 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 14.01 | 57 |
| 3 months | 3.61 | 85 |
| 6 months | 12.16 | 7 |
| 1 Year | 19.56 | 65 |
| 3 Year | 7.63 | 30 |
| 5 Year | 12.44 | 53 |
| 10 Year | 8.70 | 70 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -53.66 |
| Bull Market (2/09 - 3/21) | 691.73 |
Load Adjusted Returns as of Aug 31, 2024
| 1 Year | 12.45 |
| 5 Year | 10.63 |
| 10 Year | 8.49 |
| Since Inception | 9.89 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 8.39 | 0.21 | NA | NA |
| 2023 | -1.54 | 3.23 | -5.08 | 9.06 |
| 2022 | 3.10 | -13.35 | -4.00 | 15.08 |
| 2021 | 14.70 | 5.37 | -3.81 | 8.42 |
| 2020 | -29.22 | 19.75 | 6.19 | 17.67 |
| 2019 | 11.22 | 3.19 | -0.56 | 10.64 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 14.01 | 5.22 | -1.29 | 26.04 | 5.92 | 26.28 | -12.52 | 19.78 | 20.03 | -8.83 | 10.50 |
| % Total Return Rel to Index | -5.53 | -21.02 | 16.91 | -2.63 | -12.47 | -5.20 | -8.13 | -2.00 | 8.10 | -10.22 | -3.13 |
| % Total Return Rel to Peer | -0.83 | -17.77 | 18.40 | 3.99 | -13.99 | -2.14 | -5.66 | -0.89 | 12.21 | -7.24 | 2.30 |
| % Perf Quintile vs Peer* | 0.00 | 5.00 | 1.00 | 2.00 | 4.00 | 4.00 | 5.00 | 4.00 | 1.00 | 5.00 | 3.00 |
| % Dividends | 0.00 | 0.53 | 0.30 | 0.50 | 0.55 | 0.39 | 0.29 | 0.17 | 0.20 | 0.25 | 0.13 |
| % Yield | 0.00 | 1.66 | 0.97 | 1.51 | 1.96 | 1.39 | 1.26 | 0.61 | 0.81 | 1.16 | 0.53 |
| Capital Gains ($) | 0.00 | 0.48 | 0.03 | 1.24 | 1.33 | 1.35 | 0.69 | 1.02 | 1.64 | 0.00 | 0.37 |
| Expense Ratio | 1.05 | 1.05 | 1.02 | 0.99 | 1.05 | 1.05 | 1.28 | 1.41 | 1.44 | 1.43 | 1.43 |
* 1 = Top 20%, 5 = Bottom 20%