Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UMLGX (COLUMBIA SELECT LARGE CAP GROWTH FUND COLUMBIA SELECT LARGE CAP GROWTH FUND CLASS Z) | 10.91% | 17.98% | 17.74% | 7.55% | 13.84% | 12.87% | 11.62% | … | … |
Data as of 06/04/2026, Common starting date is 10/30/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UMLGX (COLUMBIA SELECT LARGE CAP GROWTH FUND COLUMBIA SELECT LARGE CAP GROWTH FUND CLASS Z) | 10/30/1998 | 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 (%) | 0.51 | 17.98 | 17.74 | 7.55 | 13.84 | 12.87 | 11.62 | … | … | 10.91 | 10.64 | 15.91 | 39.46 | -32.52 | 9.30 | 47.97 | 38.23 | -5.55 | 35.42 | -8.50 | 7.98 | 8.33 | 44.28 | 15.31 | -3.21 | 24.36 | 45.48 | -44.11 | 21.30 | 7.87 | 12.25 | 14.73 | 23.54 | -37.08 | -31.91 | -19.73 | 47.47 | 27.66 |
| Sharpe Ratio | NA | 1.10 | 0.80 | 0.21 | 0.53 | NA | NA | … | … | 1.43 | 0.35 | 0.67 | 2.09 | -0.94 | 0.46 | 1.31 | 1.94 | -0.29 | 3.32 | -0.42 | 0.43 | 0.45 | 2.99 | 0.88 | -0.12 | 1.26 | 1.68 | -1.07 | 0.97 | 0.31 | 0.83 | 0.99 | 1.24 | -1.25 | -0.97 | -0.69 | 1.56 | 12.34 |
| Standard Deviation(%) | NA | 15.81 | 19.36 | 23.68 | 23.47 | NA | NA | … | … | 18.65 | 22.52 | 18.23 | 17.28 | 36.33 | 20.06 | 36.12 | 18.99 | 23.99 | 10.52 | 20.51 | 18.55 | 18.44 | 14.79 | 17.53 | 27.86 | 19.30 | 27.06 | 42.18 | 18.81 | 14.52 | 11.98 | 13.90 | 18.47 | 30.58 | 35.99 | 34.63 | 28.18 | 26.71 |
| Draw Down(%) | NA | 16.42 | 23.89 | 43.79 | 43.79 | NA | NA | … | … | 13.91 | 23.08 | 14.25 | 12.91 | 38.94 | 12.26 | 32.54 | 11.22 | 27.09 | 3.86 | 25.50 | 16.49 | 13.94 | 8.23 | 17.11 | 23.91 | 14.04 | 18.17 | 54.53 | 10.35 | 13.10 | 10.48 | 13.48 | 14.40 | 45.24 | 50.60 | 32.73 | 16.01 | 4.49 |
| Yield(%) | 0.00 | 27.77 | 19.60 | 13.55 | 15.58 | 15.45 | 16.99 | … | … | 0.00 | 28.79 | 18.08 | 13.82 | 8.34 | 28.75 | 27.82 | 33.75 | 18.80 | 13.23 | 11.04 | 13.38 | 15.12 | 5.05 | 0.00 | 1.60 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.30 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 10/30/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UMLGX (COLUMBIA SELECT LARGE CAP GROWTH FUND COLUMBIA SELECT LARGE CAP GROWTH FUND CLASS Z) |
-32.59%
Mar 2000 – Mar 2003 |
-15.71%
Mar 2000 – Mar 2005 |
-6.75%
Mar 1999 – Mar 2009 |
0.93%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UMLGX (COLUMBIA SELECT LARGE CAP GROWTH FUND COLUMBIA SELECT LARGE CAP GROWTH FUND CLASS Z) |
30.76%
Dec 2018 – Dec 2021 |
27.66%
Feb 2009 – Feb 2014 |
18.27%
Sep 2011 – Sep 2021 |
16.41%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart