Nasdaq - Delayed Quote • USD
Columbia Select Large Cap Value R (SLVRX)
At close: 8:00 PM EDT
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 37.37% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 15 |
| Number of Years Down | 5 |
Performance & Risk
| YTD Return | 3.87% |
| 5y Average Return | 9.34% |
| Rank in Category (ytd) | 58 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.79 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| SLVRX | Category Average | SLVRX | Category Average | SLVRX | Category Average | |
| Alpha | -1.95 | -0.06 | -2.85 | -0.05 | -3.33 | -0.03 |
| BETA | 0.79 | 0.01 | 0.99 | 0.01 | 1.02 | 0.01 |
| Mean Annual Return | 0.71 | 0.01 | 1.07 | 0.01 | 0.86 | 0.01 |
| R-squared | 67.88 | 0.88 | 78.76 | 0.87 | 81.54 | 0.88 |
| Standard Deviation | 16.8 | 0.2 | 20.5 | 0.16 | 17.06 | 0.15 |
| Sharpe Ratio | 0.33 | 0.01 | 0.52 | 0.01 | 0.52 | 0.01 |
| Treynor Ratio | 5.56 | 0.11 | 9.18 | 0.11 | 7.57 | 0.1 |
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