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NSEPX: COLUMBIA SELECT LARGE CAP EQUITY FUND COLUMBIA SELECT LARGE CAP EQUITY FUND CLASS Z (MUTUAL FUND)
Basic Info 20.35 0.07(0.35%) May 07
Asset Class: | LARGE BLEND |
MyPlanIQ Rating: | (87%) |
Start Date: | 10/15/1998 |
Last Dividend Date: | 12/07/2023 |
12-Mo. Yield | 5.41% |
Expenses | 0.55% |
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Performance Analytics (As of 05/06/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 10/16/1998 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 2.9 | 9.0 | 27.5 | 9.0 | 13.8 | 13.0 | 14.1 | 10.2 | 8.3 | 28.3 | -19.4 | 29.9 | 19.6 | 28.8 | -5.5 | 24.6 | 10.0 | 4.0 | 11.8 | 31.2 | 17.6 | -2.0 | 14.0 | 24.4 | -35.8 | 10.3 | 15.7 | 6.2 | 8.3 | 27.3 | -27.5 | -12.3 | -12.5 | 28.0 | 23.7 |
Sharpe Ratio | NA | 1.69 | 1.98 | 0.34 | 0.55 | 0.66 | NA | NA | 0.35 | 1.86 | -0.86 | 2.18 | 0.56 | 2.13 | -0.4 | 3.44 | 0.74 | 0.26 | 0.96 | 2.72 | 1.32 | -0.08 | 0.72 | 0.91 | -0.93 | 0.46 | 1.17 | 0.4 | 0.67 | 1.51 | -1.15 | -0.69 | -0.67 | 1.19 | 9.33 |
Draw Down(%) | NA | 4.9 | 9.5 | 25.3 | 33.4 | 33.4 | NA | NA | 52.4 | 9.5 | 25.2 | 5.9 | 33.4 | 7.3 | 19.6 | 2.4 | 10.8 | 12.6 | 8.4 | 5.4 | 10.0 | 20.5 | 16.5 | 25.4 | 45.9 | 9.7 | 8.2 | 6.4 | 8.8 | 12.8 | 33.5 | 29.9 | 21.4 | 11.2 | 4.2 |
Standard Deviation(%) | NA | 11.9 | 11.9 | 17.6 | 21.4 | 17.9 | NA | NA | 19.7 | 13.1 | 24.3 | 13.7 | 34.4 | 12.9 | 17.2 | 7.0 | 13.3 | 15.6 | 12.3 | 11.4 | 13.3 | 24.1 | 19.3 | 26.8 | 39.4 | 16.0 | 10.7 | 10.1 | 11.1 | 17.6 | 24.8 | 21.6 | 24.8 | 20.7 | 18.5 |
Treynor Ratio | NA | 0.21 | 0.24 | 0.06 | 0.12 | 0.12 | NA | NA | 0.07 | 0.25 | -0.21 | 0.3 | 0.2 | 0.27 | -0.07 | 0.24 | 0.1 | 0.04 | 0.11 | 0.31 | 0.17 | -0.02 | 0.13 | 0.25 | -0.38 | 0.07 | 0.12 | 0.04 | 0.08 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.01 | 0.0 | 0.01 | 0.0 | -0.01 | 0.0 | 0.01 | 0.0 | 0.01 | -0.01 | -0.01 | 0.0 | -0.01 | -0.01 | -0.01 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | NA | NA | NA | NA | NA | NA |
Beta | NA | 0.98 | 0.99 | 0.98 | 0.99 | 0.99 | NA | NA | 0.99 | 0.96 | 0.98 | 1.0 | 0.99 | 1.02 | 1.0 | 0.99 | 0.97 | 0.99 | 1.05 | 1.01 | 1.02 | 1.02 | 1.06 | 0.98 | 0.96 | 1.0 | 1.04 | 0.98 | 0.98 | NA | NA | NA | NA | NA | NA |
RSquared | NA | 0.97 | 0.97 | 0.98 | 0.99 | 0.98 | NA | NA | 0.73 | 0.94 | 0.99 | 0.95 | 0.99 | 0.98 | 0.99 | 0.9 | 0.92 | 0.97 | 0.97 | 0.97 | 0.97 | 0.99 | 0.99 | 0.99 | 0.99 | 0.99 | 0.97 | 0.98 | 0.89 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 0.0 | 5.4 | 5.8 | 7.4 | 8.7 | 12.3 | 8.6 | N/A | 6.0 | 4.7 | 9.1 | 7.8 | 6.3 | 9.6 | 6.6 | 2.4 | 12.0 | 15.9 | 36.1 | 5.3 | 1.1 | 0.8 | 1.4 | 2.7 | 6.5 | 1.1 | 1.2 | 1.1 | 0.6 | 0.3 | 0.1 | 0.2 | 1.6 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | -4.9 | -0.2 | -10.8 | 39.8 | N/A | N/A | N/A | -4.2 | -36.7 | 26.1 | 52.6 | -44.3 | 70.7 | 203.7 | -81.8 | -27.5 | -61.4 | 677.9 | 385.7 | 55.6 | -35.7 | -65.9 | -56.8 | 578.6 | 0.0 | 7.7 | 116.7 | 50.0 | 100.0 | -33.3 | -85.0 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/16/1998
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