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Columbia Select Large Cap Fund Class R: (MF: URLGX)
(NASDAQ Mutual Funds) As of Aug 8, 2024 08:00 PM ET
$4.88 USD
+0.17 (3.61%)
Zacks MF Rank
4-Sell of 5 4
Latest Performance as of Jun 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 11.29 | 45 |
| 3 months | 2.66 | 37 |
| 6 months | 11.29 | 45 |
| 1 Year | 21.95 | 40 |
| 3 Year | 0.80 | 81 |
| 5 Year | 12.48 | 42 |
| 10 Year | 11.74 | 32 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -52.03 |
| Bull Market (2/09 - 3/21) | 851.27 |
Load Adjusted Returns as of Jun 30, 2024
| 1 Year | 21.95 |
| 5 Year | 12.48 |
| 10 Year | 11.74 |
| Since Inception | 10.96 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 8.40 | 2.66 | NA | NA |
| 2023 | 14.04 | 11.00 | -5.67 | 16.16 |
| 2022 | -14.17 | -23.56 | -4.32 | 7.67 |
| 2021 | -2.60 | 13.75 | -2.30 | 0.45 |
| 2020 | -15.65 | 31.84 | 15.24 | 14.78 |
| 2019 | 21.21 | 4.82 | -5.97 | 14.73 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 11.29 | 38.71 | -32.40 | 8.73 | 47.09 | 37.07 | -5.58 | 34.67 | -8.97 | 7.29 | 7.93 |
| % Total Return Rel to Index | -4.00 | 12.47 | -14.20 | -19.94 | 28.69 | 5.58 | -1.18 | 12.87 | -20.91 | 5.90 | -5.71 |
| % Total Return Rel to Peer | 0.63 | 15.72 | -12.71 | -13.32 | 27.17 | 8.64 | 1.28 | 13.99 | -16.79 | 8.89 | -0.27 |
| % Perf Quintile vs Peer* | 0.00 | 1.00 | 5.00 | 5.00 | 1.00 | 1.00 | 3.00 | 1.00 | 5.00 | 1.00 | 4.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.85 | 0.97 | 1.01 | 4.22 | 3.61 | 4.35 | 3.14 | 1.76 | 1.81 | 2.30 | 2.81 |
| Expense Ratio | 1.30 | 1.30 | 1.31 | 1.32 | 1.38 | 1.33 | 1.33 | 1.33 | 1.33 | 1.34 | 1.35 |
* 1 = Top 20%, 5 = Bottom 20%