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NSGAX: COLUMBIA SELECT LARGE CAP EQUITY FUND COLUMBIA SELECT LARGE CAP EQUITY FUND CLASS A (MUTUAL FUND)
Basic Info 21.22 0.63(2.88%) June 14
Asset Class: | LARGE BLEND |
MyPlanIQ Rating: | (43%) |
Start Date: | 10/13/2000 |
Last Dividend Date: | 12/07/2023 |
12-Mo. Yield | 4.79% |
Expenses | 0.55% |
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Performance Analytics (As of 06/14/2024)
Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 10/13/2000 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -1.0 | 12.5 | 22.8 | 8.9 | 14.8 | 12.7 | 13.7 | 9.9 | 7.1 | 28.0 | -19.6 | 29.6 | 19.3 | 28.5 | -5.8 | 24.2 | 9.9 | 3.7 | 11.6 | 30.8 | 17.3 | -2.2 | 13.8 | 24.0 | -35.9 | 10.0 | 15.4 | 5.9 | 8.1 | 27.3 | -27.9 | -12.5 | -6.6 |
Sharpe Ratio | NA | 2.14 | 1.59 | 0.37 | 0.62 | 0.65 | NA | NA | 0.31 | 1.83 | -0.86 | 2.16 | 0.55 | 2.09 | -0.41 | 3.39 | 0.72 | 0.24 | 0.95 | 2.68 | 1.31 | -0.09 | 0.71 | 0.89 | -0.93 | 0.44 | 1.13 | 0.37 | 0.65 | 1.52 | -1.18 | -0.7 | -1.19 |
Draw Down(%) | NA | 4.9 | 9.5 | 25.5 | 33.4 | 33.4 | NA | NA | 52.5 | 9.5 | 25.4 | 5.9 | 33.4 | 7.3 | 19.6 | 2.4 | 10.8 | 12.7 | 8.4 | 5.3 | 10.0 | 20.5 | 16.5 | 25.3 | 46.0 | 9.7 | 8.2 | 6.4 | 9.0 | 12.7 | 33.6 | 30.0 | 14.8 |
Standard Deviation(%) | NA | 12.0 | 11.9 | 17.6 | 21.4 | 17.9 | NA | NA | 19.4 | 13.1 | 24.4 | 13.7 | 34.4 | 12.9 | 17.2 | 7.0 | 13.3 | 15.7 | 12.2 | 11.5 | 13.3 | 24.1 | 19.2 | 26.7 | 39.4 | 16.0 | 10.8 | 10.0 | 11.0 | 17.5 | 24.7 | 21.5 | 26.7 |
Treynor Ratio | NA | 0.26 | 0.19 | 0.07 | 0.13 | 0.12 | NA | NA | 0.06 | 0.25 | -0.21 | 0.29 | 0.19 | 0.26 | -0.07 | 0.24 | 0.1 | 0.04 | 0.11 | 0.3 | 0.17 | -0.02 | 0.13 | 0.25 | -0.38 | 0.07 | 0.12 | 0.04 | 0.07 | 0.0 | 0.0 | 0.0 | 0.0 |
Alpha | NA | -0.01 | -0.01 | 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 |
Beta | NA | 0.98 | 0.99 | 0.98 | 0.99 | 0.99 | NA | NA | 0.99 | 0.95 | 0.98 | 1.01 | 0.99 | 1.02 | 1.0 | 0.99 | 0.98 | 1.0 | 1.05 | 1.02 | 1.02 | 1.01 | 1.06 | 0.98 | 0.96 | 1.01 | 1.04 | 0.97 | 0.97 | NA | NA | NA | NA |
RSquared | NA | 0.84 | 0.91 | 0.97 | 0.98 | 0.98 | NA | NA | 0.81 | 0.93 | 0.99 | 0.96 | 0.99 | 0.98 | 0.99 | 0.89 | 0.93 | 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 |
Yield(%) | N/A | 0.0 | 4.8 | 5.7 | 7.1 | 8.1 | 11.6 | 8.1 | N/A | 5.6 | 4.5 | 8.7 | 7.5 | 6.0 | 9.3 | 6.3 | 2.1 | 11.6 | 15.5 | 35.7 | 5.0 | 0.8 | 0.5 | 1.2 | 2.3 | 6.1 | 0.7 | 0.9 | 0.8 | 0.3 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | -5.3 | -0.8 | -11.8 | 42.4 | N/A | N/A | N/A | -5.3 | -37.1 | 25.8 | 55.4 | -45.4 | 73.1 | 229.7 | -83.4 | -28.0 | -61.9 | 713.5 | 526.2 | 74.6 | -50.0 | -65.8 | -61.5 | 905.6 | -19.1 | 14.6 | 209.7 | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/13/2000
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