Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
CSRYX (COLUMBIA SELECT LARGE-CAP VALUE FUND COLUMBIA SELECT LARGE-CAP VALUE FUND-CLASS Y) 13.33% 37.65% 21.22% 11.76% 13.75% NA NA
Data as of 06/04/2026, Common starting date is 10/03/2014
More Performance Analytics Comparison
Name Start Date End Date
CSRYX (COLUMBIA SELECT LARGE-CAP VALUE FUND COLUMBIA SELECT LARGE-CAP VALUE FUND-CLASS Y) 10/03/2014 06/04/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014
Annualized Return (%) 1.63 37.65 21.22 11.76 13.75 NA NA 13.33 28.06 12.96 5.95 -0.72 26.74 6.54 27.65 -12.00 20.50 20.81 -5.41 3.28
Sharpe Ratio NA 2.92 1.32 0.59 0.65 NA NA 2.28 1.48 0.80 0.17 -0.11 1.82 0.16 1.88 -0.85 2.46 1.31 -0.33 0.92
Standard Deviation(%) NA 11.76 13.95 15.45 18.62 NA NA 13.10 17.11 11.60 13.25 20.22 14.67 39.41 13.96 15.78 8.10 15.69 16.67 15.47
Draw Down(%) NA 9.00 14.70 18.32 41.47 NA NA 9.00 14.03 7.17 11.56 18.32 7.67 41.47 9.86 22.20 4.14 13.52 15.79 6.23
Yield(%) 0.00 9.20 6.35 4.89 7.47 5.22 3.91 0.00 9.71 3.89 3.82 1.59 7.08 7.29 8.68 4.16 5.55 9.36 4.29 2.75
Data as of 06/04/2026, Common starting date is 10/03/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CSRYX (COLUMBIA SELECT LARGE-CAP VALUE FUND COLUMBIA SELECT LARGE-CAP VALUE FUND-CLASS Y) -2.55%
Mar 2017 – Mar 2020
1.97%
Mar 2015 – Mar 2020
9.42%
Apr 2015 – Apr 2025
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CSRYX (COLUMBIA SELECT LARGE-CAP VALUE FUND COLUMBIA SELECT LARGE-CAP VALUE FUND-CLASS Y) 23.08%
Mar 2020 – Mar 2023
18.42%
Mar 2020 – Mar 2025
14.76%
Feb 2016 – Feb 2026
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return