Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NSEPX (COLUMBIA SELECT LARGE CAP EQUITY FUND COLUMBIA SELECT LARGE CAP EQUITY FUND CLASS Z) | 8.59% | 25.77% | 19.85% | 9.81% | 12.86% | 12.63% | 10.09% | … | … |
Data as of 06/04/2026, Common starting date is 10/15/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NSEPX (COLUMBIA SELECT LARGE CAP EQUITY FUND COLUMBIA SELECT LARGE CAP EQUITY FUND CLASS Z) | 10/15/1998 | 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 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.54 | 25.77 | 19.85 | 9.81 | 12.86 | 12.63 | 10.09 | … | … | 8.59 | 14.12 | 24.24 | 28.34 | -23.42 | 21.50 | 12.65 | 28.76 | -5.52 | 24.57 | 10.04 | 4.02 | 11.82 | 31.18 | 17.56 | -2.01 | 13.99 | 24.38 | -35.78 | 10.27 | 15.71 | 6.22 | 8.34 | 27.27 | -27.47 | -12.26 | -12.50 | 27.98 | 23.72 |
| Sharpe Ratio | NA | 1.97 | 1.14 | 0.42 | 0.61 | NA | NA | … | … | 1.33 | 0.59 | 1.60 | 1.91 | -1.00 | 1.55 | 0.36 | 2.12 | -0.40 | 3.44 | 0.74 | 0.26 | 0.96 | 2.72 | 1.32 | -0.08 | 0.72 | 0.90 | -0.93 | 0.45 | 1.15 | 0.39 | 0.66 | 1.51 | -1.15 | -0.69 | -0.67 | 1.19 | 9.32 |
| Standard Deviation(%) | NA | 12.21 | 15.14 | 17.32 | 18.38 | NA | NA | … | … | 14.10 | 19.04 | 12.88 | 13.07 | 24.84 | 13.84 | 34.64 | 12.85 | 17.18 | 6.98 | 13.33 | 15.62 | 12.29 | 11.43 | 13.34 | 24.09 | 19.30 | 26.83 | 39.40 | 15.99 | 10.71 | 10.15 | 11.10 | 17.57 | 24.83 | 21.58 | 24.83 | 20.74 | 18.46 |
| Draw Down(%) | NA | 10.53 | 21.19 | 30.81 | 33.37 | NA | NA | … | … | 10.53 | 21.19 | 9.10 | 9.47 | 28.98 | 7.19 | 33.37 | 7.27 | 19.60 | 2.41 | 10.75 | 12.61 | 8.36 | 5.36 | 10.01 | 20.49 | 16.50 | 25.38 | 45.93 | 9.69 | 8.22 | 6.43 | 8.85 | 12.78 | 33.48 | 29.93 | 21.44 | 11.20 | 4.24 |
| Yield(%) | 0.00 | 3.38 | 5.71 | 3.48 | 5.83 | 8.20 | 6.89 | … | … | 0.00 | 3.34 | 7.37 | 5.98 | 0.79 | 1.17 | 1.62 | 6.29 | 9.59 | 6.62 | 2.39 | 11.87 | 15.83 | 36.11 | 5.26 | 1.02 | 0.75 | 1.46 | 2.70 | 6.55 | 1.12 | 1.16 | 1.13 | 0.64 | 0.34 | 0.14 | 0.19 | 1.60 | 0.02 |
Data as of 06/04/2026, Common starting date is 10/15/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NSEPX (COLUMBIA SELECT LARGE CAP EQUITY FUND COLUMBIA SELECT LARGE CAP EQUITY FUND CLASS Z) |
-19.60%
Mar 2000 – Mar 2003 |
-6.28%
Mar 2000 – Mar 2005 |
-3.50%
Feb 1999 – Feb 2009 |
2.78%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NSEPX (COLUMBIA SELECT LARGE CAP EQUITY FUND COLUMBIA SELECT LARGE CAP EQUITY FUND CLASS Z) |
23.48%
Sep 2022 – Sep 2025 |
20.78%
Feb 2009 – Feb 2014 |
15.68%
Feb 2009 – Feb 2019 |
13.97%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart
