URLGX | COLUMBIA SELECT LARGE CAP GROWTH FUND COLUMBIA SELECT LARGE CAP GROWTH FUND CLASS R

Basic Info 6.21 0.04(0.65%)
June 14

COLUMBIA SELECT LARGE CAP GROWTH FUND COLUMBIA SELECT LARGE CAP GROWTH FUND CLASS R started on 02/13/2007

COLUMBIA SELECT LARGE CAP GROWTH FUND COLUMBIA SELECT LARGE CAP GROWTH FUND CLASS R is classified as asset class LARGE GROWTH

COLUMBIA SELECT LARGE CAP GROWTH FUND COLUMBIA SELECT LARGE CAP GROWTH FUND CLASS R expense ratio is 1.30%

COLUMBIA SELECT LARGE CAP GROWTH FUND COLUMBIA SELECT LARGE CAP GROWTH FUND CLASS R rating is

(55%)

COLUMBIA SELECT LARGE CAP GROWTH FUND COLUMBIA SELECT LARGE CAP GROWTH FUND CLASS R (URLGX) Dividend Info

COLUMBIA SELECT LARGE CAP GROWTH FUND COLUMBIA SELECT LARGE CAP GROWTH FUND CLASS R (URLGX) dividend growth in the last 12 months is -3.15%

The trailing 12-month yield of COLUMBIA SELECT LARGE CAP GROWTH FUND COLUMBIA SELECT LARGE CAP GROWTH FUND CLASS R is 16.39%. its dividend history:

Date	Dividend
12/13/2023	0.5826
06/16/2023	0.3973
06/16/2022	1.0118
12/08/2021	1.5853
06/16/2021	2.638
12/08/2020	2.401
06/15/2020	1.214
12/06/2019	1.674
06/13/2019	2.68
12/07/2018	1.7503
06/15/2018	1.389
12/08/2017	0.655
06/16/2017	1.114
12/09/2016	1.649
06/17/2016	0.162
12/10/2015	1.357
06/18/2015	0.941
12/10/2014	1.309
06/20/2014	1.502
12/11/2013	0.715
06/23/2011	0.205

Dividend Growth History for COLUMBIA SELECT LARGE CAP GROWTH FUND COLUMBIA SELECT LARGE CAP GROWTH FUND CLASS R (URLGX)

Year	Payout Amount	Year Start Yield	Annual Payout Growth (YoY)	CAGR to 2023
2023	$0.9799	20.59%	-3.15%	-
2022	$1.0118	11.62%	-76.04%	-3.15%
2021	$4.2233	36.03%	16.83%	-51.83%
2020	$3.615	32.60%	-16.97%	-35.28%
2019	$4.354	38.06%	38.69%	-31.12%
2018	$3.1393	20.50%	77.46%	-20.77%
2017	$1.769	13.87%	-2.32%	-9.38%
2016	$1.811	11.81%	-21.19%	-8.40%
2015	$2.298	13.65%	-18.25%	-10.11%
2014	$2.811	15.47%	293.15%	-11.05%
2013	$0.715	5.27%	-	3.20%
2011	$0.205	1.65%	-	13.92%

Dividend Growth Chart for COLUMBIA SELECT LARGE CAP GROWTH FUND COLUMBIA SELECT LARGE CAP GROWTH FUND CLASS R (URLGX)

COLUMBIA SELECT LARGE CAP GROWTH FUND COLUMBIA SELECT LARGE CAP GROWTH FUND CLASS R (URLGX) Historical Returns And Risk Info

From 02/13/2007 to 06/14/2024, the compound annualized total return (dividend reinvested) of COLUMBIA SELECT LARGE CAP GROWTH FUND COLUMBIA SELECT LARGE CAP GROWTH FUND CLASS R (URLGX) is 10.422%. Its cumulative total return (dividend reinvested) is 456.717%.

From 02/13/2007 to 06/14/2024, the Maximum Drawdown of COLUMBIA SELECT LARGE CAP GROWTH FUND COLUMBIA SELECT LARGE CAP GROWTH FUND CLASS R (URLGX) is 57.4%.

From 02/13/2007 to 06/14/2024, the Sharpe Ratio of COLUMBIA SELECT LARGE CAP GROWTH FUND COLUMBIA SELECT LARGE CAP GROWTH FUND CLASS R (URLGX) is 0.4.

From 02/13/2007 to 06/14/2024, the Annualized Standard Deviation of COLUMBIA SELECT LARGE CAP GROWTH FUND COLUMBIA SELECT LARGE CAP GROWTH FUND CLASS R (URLGX) is 24.2%.

From 02/13/2007 to 06/14/2024, the Beta of COLUMBIA SELECT LARGE CAP GROWTH FUND COLUMBIA SELECT LARGE CAP GROWTH FUND CLASS R (URLGX) is 1.02.

	Last 1 Week*	YTD*(2024)	1 Yr	3 Yr	5 Yr	10 Yr	15 Yr	Since 02/13/2007	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014	2013	2012	2011	2010	2009	2008	2007
Annualized Return(%)	2.8	11.1	23.1	1.9	13.2	11.9	13.9	10.4	38.9	-33.2	8.8	47.4	37.5	-6.1	34.7	-9.0	7.4	7.8	43.6	14.7	-3.6	23.7	44.9	-44.4	16.0
Sharpe Ratio	NA	1.38	1.22	-0.02	0.43	0.46	NA	0.4	2.03	-0.95	0.44	1.29	1.9	-0.31	3.25	-0.45	0.4	0.42	2.95	0.84	-0.13	1.23	1.66	-1.07	0.79
Draw Down(%)	NA	7.9	13.1	44.2	44.2	44.2	NA	57.4	13.1	39.4	12.2	32.6	11.2	27.2	3.9	25.5	16.5	14.0	8.3	17.2	24.0	14.2	18.1	54.8	10.3
Standard Deviation(%)	NA	16.1	15.8	25.4	26.9	23.3	NA	24.2	17.2	36.4	20.0	36.3	19.0	24.0	10.6	20.5	18.5	18.5	14.8	17.6	27.8	19.3	27.1	42.2	19.4
Treynor Ratio	NA	0.25	0.22	-0.01	0.12	0.11	NA	0.09	0.4	-0.36	0.1	0.47	0.42	-0.07	0.31	-0.07	0.07	0.06	0.38	0.13	-0.04	0.25	0.43	-0.41	0.14
Alpha	NA	-0.04	-0.02	-0.01	-0.01	-0.01	NA	0.0	0.0	0.03	-0.01	-0.03	0.0	-0.03	0.0	-0.03	0.0	-0.03	0.01	-0.02	-0.01	0.04	0.02	-0.02	0.03
Beta	NA	0.88	0.86	0.94	0.96	0.99	NA	1.02	0.87	0.96	0.89	0.99	0.87	1.13	1.1	1.29	1.07	1.27	1.14	1.13	1.02	0.96	1.05	1.09	1.07
RSquare	NA	0.91	0.89	0.94	0.94	0.9	NA	0.91	0.91	0.96	0.91	0.96	0.69	0.96	0.8	0.87	0.87	0.88	0.86	0.88	0.95	0.92	0.91	0.94	0.9
Yield(%)	N/A	0.0	16.4	16.4	20.5	14.5	22.1	N/A	20.6	11.6	36.0	32.6	38.1	20.5	13.9	11.8	13.6	15.5	5.3	0.0	1.7	0.0	0.0	0.0	0.0
Dividend Growth(%)	N/A	-100.0	-3.2	-44.1	-20.7	N/A	N/A	N/A	-3.2	-76.0	16.8	-17.0	38.7	77.5	-2.3	-21.2	-18.2	293.1	N/A	-100.0	N/A	N/A	N/A	N/A	N/A

Return Calculator for COLUMBIA SELECT LARGE CAP GROWTH FUND COLUMBIA SELECT LARGE CAP GROWTH FUND CLASS R (URLGX)

Calculate Performance

Start date (MM/dd/yyyy)

End date (MM/dd/yyyy)

Click here for comparison with other funds, portfolios or stocks

COLUMBIA SELECT LARGE CAP GROWTH FUND COLUMBIA SELECT LARGE CAP GROWTH FUND CLASS R (URLGX) Historical Return Chart

Click here for interactive chart

COLUMBIA SELECT LARGE CAP GROWTH FUND COLUMBIA SELECT LARGE CAP GROWTH FUND CLASS R (URLGX) Rolling Returns Charts

A rolling return for a period such as 5-year, as of a specific date, represents the investment’s performance over the preceding five years leading up to that date. In the 5-year rolling chart, the value on any given date corresponds to the annualized return for the preceding 5 years up to that very date. Thus, for instance, the chart value on 8/28/2015 reflects the annualized return from 8/28/2010 to 8/28/2015. A 5-year rolling return chart for an investment (stock, fund or portfolio) depicts the return sequence of 5-year trailing returns for the dates in the chart.

These rolling returns contrast with the most recent 3, 5, 10, and 15-year returns, as they solely depict the returns for those respective periods leading up to the most recent date, without encompassing every date in the historical record.

Rolling return charts offer a more precise insight into a portfolio’s risk and return stability (including funds or individual stocks). This is particularly true when focusing on the minimal return points within a rolling return chart as a measure of a fund or a portfolio's risk. A well-known observation, often attributed to ‘Murphy’s law’, is that it tends to perform poorly when investors decide to follow an investment due to its recent strong returns. Sound familiar? Information regarding minimum rolling returns could help mitigate this predicament. Investors can opt for an investment showcasing high minimum rolling returns within their preferred holding durations. In fact, merely possessing knowledge of such minimum rolling period returns can anchor investors’ expectations.

For instance, let’s consider an investor who follows a model portfolio (or even simply purchases and holds a fund like VFINX or SPY) for 10 years. Armed with knowledge of this portfolio’s minimum 10-year rolling return since its inception date or the fund’s inception (in the case of VFINX, recognizing that the minimum 10-year rolling return since 1987 could be as low as -2.24%), the investor should reasonably anticipate the potential for the portfolio to incur losses over the forthcoming 10 years.

Minimum rolling return for a period such as 10-year offers a different and often better historical risk and return metric than other popular risk and return metrics such as Sharpe ratio, standard deviation (volatility) or maximum drawdown.

See Portfolio Calculator and Rolling Returns for more detailed description.

From 02/13/2007 to 06/14/2024, the worst annualized return of 3-year rolling returns for COLUMBIA SELECT LARGE CAP GROWTH FUND COLUMBIA SELECT LARGE CAP GROWTH FUND CLASS R (URLGX) is -5.39%.

From 02/13/2007 to 06/14/2024, the worst annualized return of 5-year rolling returns for COLUMBIA SELECT LARGE CAP GROWTH FUND COLUMBIA SELECT LARGE CAP GROWTH FUND CLASS R (URLGX) is -0.24%.

From 02/13/2007 to 06/14/2024, the worst annualized return of 10-year rolling returns for COLUMBIA SELECT LARGE CAP GROWTH FUND COLUMBIA SELECT LARGE CAP GROWTH FUND CLASS R (URLGX) is 7.36%.

From 02/13/2007 to 06/14/2024, the worst annualized return of 20-year rolling returns for COLUMBIA SELECT LARGE CAP GROWTH FUND COLUMBIA SELECT LARGE CAP GROWTH FUND CLASS R (URLGX) is NA.

Related Articles for COLUMBIA SELECT LARGE CAP GROWTH FUND COLUMBIA SELECT LARGE CAP GROWTH FUND CLASS R(URLGX)