Performance Comparison
Portfolio Performance Comparison
Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
---|---|---|---|---|---|---|---|---|
SLVAX (COLUMBIA SELECT LARGE-CAP VALUE FUND COLUMBIA SELECT LARGE-CAP VALUE FUND-CLASS A) | 9.79% | 12.66% | 9.92% | 10.34% | 8.81% | 10.79% | 8.39% | 7.72% |
Data as of 08/08/2025, AR inception is 10/03/1997
More Performance Analytics Comparison
Name | Start Date | End Date |
---|---|---|
SLVAX (COLUMBIA SELECT LARGE-CAP VALUE FUND COLUMBIA SELECT LARGE-CAP VALUE FUND-CLASS A) | 10/03/1997 | 08/08/2025 |
Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 | 1997 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return (%) | 2.11 | 12.66 | 9.92 | 10.34 | 8.81 | 10.79 | 8.39 | 7.72 | 9.79 | 10.71 | 3.81 | -1.20 | 21.30 | 0.88 | 26.58 | -12.29 | 20.05 | 20.38 | -5.83 | 10.80 | 37.69 | 17.57 | -1.01 | 20.21 | 26.08 | -37.20 | 9.03 | 12.92 | 10.08 | 15.68 | 36.29 | -30.85 | -9.85 | 29.09 | -2.68 | 11.57 | 2.46 |
Sharpe Ratio | NA | 0.55 | 0.42 | 0.51 | 0.39 | NA | NA | 0.28 | 0.69 | 0.35 | -0.03 | -0.13 | 1.38 | 0.02 | 1.80 | -0.87 | 2.41 | 1.28 | -0.35 | 0.90 | 2.75 | 1.12 | -0.04 | 1.01 | 0.70 | -0.82 | 0.35 | 0.93 | 0.71 | 1.25 | 1.91 | -1.14 | -0.69 | 1.15 | -0.34 | 0.41 | 0.33 |
Standard Deviation(%) | NA | 17.17 | 15.62 | 16.54 | 19.29 | NA | NA | 21.22 | 20.08 | 11.78 | 13.30 | 20.24 | 15.37 | 39.72 | 13.99 | 15.79 | 8.10 | 15.71 | 16.71 | 11.95 | 13.71 | 15.83 | 27.53 | 19.93 | 37.16 | 46.62 | 17.20 | 10.43 | 11.17 | 11.79 | 18.64 | 27.96 | 17.96 | 21.73 | 17.34 | 20.33 | 21.61 |
Draw Down(%) | NA | 16.21 | 16.21 | 18.44 | 41.50 | NA | NA | 60.01 | 14.06 | 8.69 | 11.66 | 18.44 | 7.76 | 41.50 | 9.87 | 22.43 | 4.18 | 13.50 | 15.91 | 8.62 | 5.80 | 16.06 | 25.11 | 17.53 | 34.77 | 52.30 | 11.67 | 8.53 | 6.52 | 6.36 | 19.23 | 43.91 | 23.91 | 20.50 | 20.53 | 24.86 | 9.35 |
Yield(%) | 0.00 | 1.77 | 1.82 | 2.25 | 4.27 | 6.23 | 5.02 | 5.44 | 0.00 | 1.90 | 2.05 | 1.23 | 2.20 | 2.29 | 8.18 | 4.02 | 5.41 | 9.37 | 4.04 | 2.66 | 4.09 | 5.29 | 2.83 | 0.77 | 0.08 | 0.66 | 0.02 | 0.09 | 0.01 | 0.28 | 1.04 | 0.57 | 0.84 | 4.19 | 0.20 | 1.09 | 1.50 |
Data as of 08/08/2025, AR inception is 10/03/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
SLVAX (COLUMBIA SELECT LARGE-CAP VALUE FUND COLUMBIA SELECT LARGE-CAP VALUE FUND-CLASS A) |
-16.58%
Feb 2006 - Feb 2009 |
-6.54%
Mar 1998 - Mar 2003 |
-1.84%
Feb 1999 - Feb 2009 |
4.58%
Jan 2001 - Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
SLVAX (COLUMBIA SELECT LARGE-CAP VALUE FUND COLUMBIA SELECT LARGE-CAP VALUE FUND-CLASS A) |
29.25%
Feb 2009 - Feb 2012 |
26.13%
Feb 2009 - Feb 2014 |
16.66%
Feb 2009 - Feb 2019 |
13.60%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart