Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| UMLGX (COLUMBIA SELECT LARGE CAP GROWTH FUND COLUMBIA SELECT LARGE CAP GROWTH FUND CLASS Z) | -11.91% | -8.66% | 13.09% | 6.50% | 9.55% | 13.07% | 10.30% | 7.44% |
Data as of 07/01/2025, AR inception 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 | 07/01/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.45 | -8.66 | 13.09 | 6.50 | 9.55 | 13.07 | 10.30 | 7.44 | -11.91 | -1.69 | 24.89 | -41.14 | -19.47 | 15.38 | 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 | -0.38 | 0.34 | 0.21 | 0.32 | NA | NA | 0.24 | -0.61 | -0.38 | 1.12 | -1.05 | -0.66 | 0.38 | 1.94 | -0.29 | 3.32 | -0.42 | 0.43 | 0.45 | 2.99 | 0.88 | -0.12 | 1.26 | 1.68 | -1.06 | 0.98 | 0.32 | 0.84 | 0.99 | 1.24 | -1.25 | -0.96 | -0.69 | 1.57 | 12.35 |
| Standard Deviation(%) | NA | 32.30 | 25.47 | 26.15 | 24.92 | NA | NA | 24.83 | 41.50 | 22.06 | 18.65 | 40.67 | 29.56 | 40.13 | 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 | 23.89 | 23.89 | 43.79 | 43.79 | NA | NA | 72.94 | 23.08 | 20.12 | 14.06 | 46.74 | 27.61 | 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 | 7.95 | 12.19 | 15.27 | 13.04 | 20.32 | 17.17 | 11.95 | 0.00 | 18.09 | 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 07/01/2025, AR inception 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