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UMLGX: COLUMBIA SELECT LARGE CAP GROWTH FUND COLUMBIA SELECT LARGE CAP GROWTH FUND CLASS Z (MUTUAL FUND)
Basic Info 8.96 0.03(0.34%) May 19
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: | (92%) |
| Start Date: | 10/30/1998 |
| Last Dividend Date: | 12/06/2019 |
| 12-Mo. Yield | 0.00% |
| Expenses | 1.30% |
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Performance Analytics (As of 05/16/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 10/30/1998 |
2024 | 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(%) | 2.8 | 2.6 | -6.4 | 3.0 | -7.2 | 1.1 | 6.7 | 6.0 | 4.0 | -1.7 | 24.9 | -41.1 | -19.5 | 15.4 | 38.2 | -5.5 | 35.4 | -8.5 | 8.0 | 8.3 | 44.3 | 15.3 | -3.2 | 24.4 | 45.5 | -44.1 | 21.3 | 7.9 | 12.2 | 14.7 | 23.5 | -37.1 | -31.9 | -19.7 | 47.5 | 27.7 |
| Sharpe Ratio | NA | 0.1 | -0.47 | -0.03 | -0.34 | -0.03 | NA | NA | 0.1 | -0.38 | 1.12 | -1.05 | -0.66 | 0.38 | 1.94 | -0.29 | 3.32 | -0.42 | 0.43 | 0.45 | 2.99 | 0.88 | -0.12 | 1.26 | 1.68 | -1.06 | 0.98 | 0.32 | 0.84 | 0.99 | 1.24 | -1.25 | -0.96 | -0.69 | 1.57 | 12.35 |
| Draw Down(%) | NA | 23.1 | 29.4 | 29.4 | 61.8 | 61.8 | NA | NA | 72.9 | 20.1 | 14.1 | 46.7 | 27.6 | 32.5 | 11.2 | 27.1 | 3.9 | 25.5 | 16.5 | 13.9 | 8.2 | 17.1 | 23.9 | 14.0 | 18.2 | 54.5 | 10.3 | 13.1 | 10.5 | 13.5 | 14.4 | 45.2 | 50.6 | 32.7 | 16.0 | 4.5 |
| Standard Deviation(%) | NA | 32.6 | 27.9 | 27.6 | 29.6 | 26.6 | NA | NA | 25.5 | 22.1 | 18.7 | 40.7 | 29.6 | 40.1 | 19.0 | 24.0 | 10.5 | 20.5 | 18.5 | 18.4 | 14.8 | 17.5 | 27.9 | 19.3 | 27.1 | 42.2 | 18.8 | 14.5 | 12.0 | 13.9 | 18.5 | 30.6 | 36.0 | 34.6 | 28.2 | 26.7 |
| Treynor Ratio | NA | 0.04 | -0.15 | -0.01 | -0.11 | -0.01 | NA | NA | 0.03 | -0.1 | 0.24 | -0.43 | -0.29 | 0.16 | 0.43 | -0.06 | 0.32 | -0.07 | 0.07 | 0.07 | 0.39 | 0.14 | -0.03 | 0.25 | 0.43 | -0.41 | 0.17 | 0.04 | 0.11 | 0.15 | 0.25 | -0.41 | -0.36 | -0.26 | 0.37 | 4.26 |
| Alpha | NA | 0.01 | -0.08 | -0.05 | -0.06 | -0.04 | NA | NA | 0.0 | -0.09 | -0.04 | 0.0 | -0.07 | -0.1 | 0.0 | -0.02 | 0.0 | -0.03 | 0.0 | -0.03 | 0.01 | -0.02 | -0.01 | 0.05 | 0.03 | -0.02 | 0.04 | 0.02 | 0.01 | 0.03 | 0.0 | -0.02 | 0.0 | 0.0 | 0.09 | 0.43 |
| Beta | NA | 0.89 | 0.88 | 0.93 | 0.88 | 0.95 | NA | NA | 0.99 | 0.86 | 0.86 | 1.0 | 0.68 | 0.96 | 0.86 | 1.13 | 1.1 | 1.29 | 1.07 | 1.27 | 1.14 | 1.13 | 1.02 | 0.97 | 1.05 | 1.09 | 1.08 | 1.06 | 0.94 | 0.91 | 0.91 | 0.94 | 0.97 | 0.92 | 1.2 | 0.77 |
| RSquared | NA | 0.96 | 0.77 | 0.78 | 0.66 | 0.75 | NA | NA | 0.83 | 0.65 | 0.76 | 0.86 | 0.32 | 0.77 | 0.69 | 0.96 | 0.81 | 0.87 | 0.87 | 0.88 | 0.86 | 0.88 | 0.95 | 0.92 | 0.91 | 0.94 | 0.89 | 0.89 | 0.86 | 0.9 | 0.9 | 0.94 | 0.89 | 0.83 | 0.82 | 0.59 |
| Yield(%) | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 6.9 | 11.5 | 10.5 | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 33.8 | 18.8 | 13.2 | 11.0 | 13.4 | 15.1 | 5.0 | 0.0 | 1.6 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.3 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | N/A | N/A | -100.0 | -100.0 | 255.8 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | 37.7 | 72.6 | 1.2 | -24.2 | -17.2 | 303.9 | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/30/1998
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See LARGE GROWTH Asset Class Trend Rankings |
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Best ETFs
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- QQQQ (PowerShares QQQ) (97%)
- ONEQ (Fidelity Nasdaq Composite Index ETF) (97%)
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Best Closed End Funds
- EOI (Eaton Vance Enhanced Equity Income Closed Fund) 0.35% (98%)
- EOS (Eaton Vance Enhanced Equity Income II Closed Fund) 0.09% (98%)
- ETJ (Eaton Vance Risk Managed Diversified Equity Income Closed Fund) 0.23% (98%)
- ETV (Eaton Vance Tax Managed Buy Write Opportunities Closed Fund) 1.27% (97%)
- GAM (General American Investors Closed Fund) 0.11% (97%)
- MCN (Madison Covered Call and Equity Strategy Closed Fund) 0.0% (97%)
- JCE (Nuveen Core Equity Alpha Closed Fund) 0.98% (97%)
- FXBY (Foxby Corp) 3.06% (63%)
- HEQ (John Hancock Hedged Equity & Income Fund) 0.19% (22%)
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