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Columbia Select Large Cap Value Fund Class C: (MF: SVLCX)
(NASDAQ Mutual Funds) As of Jul 12, 2024 08:00 PM ET
$30.15 USD
+0.06 (0.20%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Jun 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 8.33 | 56 |
| 3 months | 0.06 | 51 |
| 6 months | 8.33 | 56 |
| 1 Year | 11.86 | 75 |
| 3 Year | 5.03 | 58 |
| 5 Year | 10.06 | 61 |
| 10 Year | 7.92 | 74 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 128.28 |
| Bear Market (10/07 - 2/09) | -53.91 |
| Bull Market (2/09 - 3/21) | 597.38 |
Load Adjusted Returns as of Jun 30, 2024
| 1 Year | 10.74 |
| 5 Year | 10.06 |
| 10 Year | 7.92 |
| Since Inception | 7.09 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 8.26 | 0.06 | NA | NA |
| 2023 | -1.64 | 3.11 | -5.23 | 8.96 |
| 2022 | 2.95 | -13.46 | -4.13 | 14.94 |
| 2021 | 14.55 | 5.24 | -3.97 | 8.31 |
| 2020 | -29.28 | 19.56 | 6.05 | 17.51 |
| 2019 | 11.01 | 3.08 | -0.69 | 10.51 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 8.33 | 4.72 | -1.82 | 25.39 | 5.37 | 25.59 | -12.96 | 19.23 | 19.43 | -9.49 | 9.95 |
| % Total Return Rel to Index | -6.96 | -21.52 | 16.38 | -3.28 | -13.02 | -5.89 | -8.57 | -2.56 | 7.50 | -10.88 | -3.69 |
| % Total Return Rel to Peer | -2.32 | -18.27 | 17.87 | 3.33 | -14.53 | -2.83 | -6.10 | -1.44 | 11.62 | -7.89 | 1.74 |
| % Perf Quintile vs Peer* | 0.00 | 5.00 | 1.00 | 3.00 | 5.00 | 5.00 | 5.00 | 4.00 | 1.00 | 5.00 | 3.00 |
| % Dividends | 0.00 | 0.37 | 0.14 | 0.32 | 0.41 | 0.26 | 0.16 | 0.04 | 0.10 | 0.13 | 0.01 |
| % Yield | 0.00 | 1.27 | 0.51 | 1.08 | 1.62 | 1.01 | 0.74 | 0.18 | 0.42 | 0.67 | 0.08 |
| Capital Gains ($) | 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 | 1.55 | 1.54 | 1.54 | 1.55 | 1.55 | 1.78 | 1.91 | 1.94 | 1.93 | 1.93 |
* 1 = Top 20%, 5 = Bottom 20%