Nasdaq - Delayed Quote USD

Columbia Select Large Cap Value R (SLVRX)

31.43 -0.17 (-0.54%)
At close: 8:05 AM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 5.90%
5y Average Return 9.81%
Number of Years Up 15
Number of Years Down 5
Best 1Y Total Return (Apr 25, 2024) 37.37%
Worst 1Y Total Return (Apr 25, 2024) --
Best 3Y Total Return 37.37%
Worst 3Y Total Return 5.38%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
SLVRX
Category
YTD
8.39%
17.52%
1-Month
6.63%
-0.87%
3-Month
8.39%
5.51%
1-Year
15.83%
42.88%
3-Year
7.35%
11.93%
5-Year
11.28%
12.07%
10-Year
9.19%
10.95%
Last Bull Market
43.36%
23.18%
Last Bear Market
-13.35%
-17.87%

Annual Total Return (%) History

Year
SLVRX
Category
2024
--
--
2023
5.22%
--
2022
-1.29%
--
2021
26.05%
--
2020
5.92%
2.91%
2019
26.27%
25.04%
2018
-12.50%
-8.53%
2017
19.76%
15.94%

2016
20.04%
14.81%
2015
-6.07%
-4.05%
2014
10.51%
10.21%
2013
37.37%
31.21%
2012
17.28%
14.57%
2011
-1.23%
-0.75%
2010
19.91%
13.66%
2009
25.69%
24.13%
2008
-37.41%
-37.09%
2007
8.69%
1.42%
2006
12.70%
18.15%
2005
9.81%
5.95%
2004
15.28%
12.97%
2003
--
28.44%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 8.39% -- -- --
2023 -1.54% 3.23% -5.09% 9.07%
2022 3.11% -13.35% -4.00% 15.09%
2021 14.71% 5.37% -3.81% 8.42%
2020 -29.22% 19.76% 6.19% 17.67%
2019 11.22% 3.20% -0.56% 10.63%
2018 -3.83% 1.65% 5.27% -14.97%
2017 3.54% 2.18% 5.11% 7.69%
2016 -0.10% 3.99% 5.49% 9.53%
2015 -0.71% 0.58% -11.57% 6.37%

2014 2.87% 3.72% 0.67% 2.88%
2013 13.47% 3.54% 5.38% 10.95%
2012 15.45% -8.30% 5.88% 4.63%
2011 9.90% -3.00% -19.28% 14.78%
2010 11.16% -12.92% 10.25% 12.35%
2009 -13.40% 22.98% 15.88% 1.85%
2008 -7.29% -4.35% -7.36% -23.81%
2007 1.95% 9.14% 0.19% -2.50%
2006 3.68% -0.60% 2.74% 6.44%
2005 2.15% 0.67% 1.67% 5.02%
2004 1.29% 4.02% -1.32% 10.88%
2003 4.90% 15.89% -- --

Rank in Category (By Total Return)

YTD 58
1-Month 8
3-Month 58
1-Year 81
3-Year 79
5-Year 42

Load Adjusted Returns

1-Year 15.83%
3-Year 7.35%
5-Year 11.28%
10-Year 9.19%

Performance & Risk

YTD Return 5.90%
5y Average Return 9.81%
Rank in Category (ytd) 58
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.79
Morningstar Risk Rating

Fund Overview

Category Large Value
Fund Family Columbia Threadneedle
Net Assets 2.41B
YTD Return 8.39%
Yield 1.62%
Morningstar Rating
Inception Date May 27, 1999

Fund Summary

Under normal circumstances, at least 80% of the fund's net assets (including the amount of any borrowings for investment purposes) are invested in equity securities of large capitalization issuers. These companies have market capitalizations in the range of companies in the Russell 1000® Value Index (the index) at the time of purchase.

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