Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CSERX (COLUMBIA SELECT LARGE-CAP VALUE FUND COLUMBIA SELECT LARGE-CAP VALUE FUND CLASS R4) | NA | 25.85% | 8.95% | 11.65% | 9.86% | NA | NA | … | … |
Data as of 11/25/2024, Common starting date is 11/12/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CSERX (COLUMBIA SELECT LARGE-CAP VALUE FUND COLUMBIA SELECT LARGE-CAP VALUE FUND CLASS R4) | 11/12/2012 | 11/25/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.48 | 25.85 | 8.95 | 11.65 | 9.86 | NA | NA | … | … | 18.75 | 5.78 | -0.82 | 19.57 | 6.41 | 27.08 | -12.08 | 20.36 | 20.66 | -5.60 | 11.09 | 33.66 | 1.48 |
| Sharpe Ratio | NA | 1.61 | 0.26 | 0.41 | 0.44 | NA | NA | … | … | 1.20 | 0.12 | -0.11 | 1.23 | 0.16 | 1.84 | -0.85 | 2.44 | 1.30 | -0.34 | 0.92 | 2.37 | 0.65 |
| Standard Deviation(%) | NA | 11.69 | 15.65 | 22.23 | 18.77 | NA | NA | … | … | 11.58 | 13.26 | 20.22 | 15.94 | 39.26 | 13.99 | 15.78 | 8.11 | 15.68 | 16.68 | 11.98 | 14.22 | 18.10 |
| Draw Down(%) | NA | 6.66 | 18.38 | 41.45 | 41.45 | NA | NA | … | … | 6.66 | 11.58 | 18.38 | 9.07 | 41.45 | 9.84 | 22.26 | 4.15 | 13.49 | 15.87 | 8.64 | 5.77 | 7.23 |
| Yield(%) | 0.00 | 3.69 | 3.56 | 5.21 | 5.48 | 5.52 | 4.14 | … | … | 0.00 | 3.71 | 1.49 | 6.97 | 7.20 | 8.22 | 4.08 | 5.42 | 9.23 | 4.12 | 2.82 | 0.00 | 0.00 |
Data as of 11/25/2024, Common starting date is 11/12/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CSERX (COLUMBIA SELECT LARGE-CAP VALUE FUND COLUMBIA SELECT LARGE-CAP VALUE FUND CLASS R4) |
-2.77%
Mar 2017 – Mar 2020 |
1.77%
Mar 2015 – Mar 2020 |
8.39%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CSERX (COLUMBIA SELECT LARGE-CAP VALUE FUND COLUMBIA SELECT LARGE-CAP VALUE FUND CLASS R4) |
22.97%
Mar 2020 – Mar 2023 |
15.58%
May 2016 – May 2021 |
11.76%
Dec 2012 – Dec 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart