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Columbia Select Large Cap Equity Fund Class I: (MF: NSEPX)
(NASDAQ Mutual Funds) As of May 14, 2024 08:00 PM ET
$20.52 USD
+0.09 (0.44%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Apr 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 5.89 | 37 |
| 3 months | 3.18 | 66 |
| 6 months | 20.07 | 64 |
| 1 Year | 23.42 | 34 |
| 3 Year | 7.78 | 13 |
| 5 Year | 13.02 | 21 |
| 10 Year | 12.51 | 19 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 99.67 |
| Bear Market (10/07 - 2/09) | -48.09 |
| Bull Market (2/09 - 3/21) | 759.22 |
Load Adjusted Returns as of Apr 30, 2024
| 1 Year | 30.63 |
| 5 Year | 14.91 |
| 10 Year | 12.86 |
| Since Inception | 8.04 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 9.74 | NA | NA | NA |
| 2023 | 7.77 | 10.82 | -3.94 | 11.81 |
| 2022 | -5.00 | -16.15 | -5.25 | 6.85 |
| 2021 | 7.69 | 8.65 | -0.78 | 11.77 |
| 2020 | -17.59 | 20.77 | 7.78 | 11.54 |
| 2019 | 13.22 | 4.45 | 0.21 | 8.60 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 5.89 | 28.28 | -19.36 | 29.76 | 19.65 | 28.72 | -5.50 | 24.61 | 9.98 | 2.65 | 11.84 |
| % Total Return Rel to Index | -0.15 | 2.03 | -1.16 | 1.08 | 1.24 | -2.76 | -1.11 | 2.82 | -1.95 | 1.26 | -1.79 |
| % Total Return Rel to Peer | 1.05 | 5.28 | 0.33 | 7.70 | -0.26 | 0.29 | 1.35 | 3.94 | 2.16 | 4.25 | 3.64 |
| % Perf Quintile vs Peer* | 0.00 | 2.00 | 3.00 | 1.00 | 3.00 | 4.00 | 3.00 | 2.00 | 3.00 | 2.00 | 2.00 |
| % Dividends | 0.00 | 0.17 | 0.15 | 0.19 | 0.24 | 0.16 | 0.17 | 0.11 | 0.14 | 0.23 | 0.13 |
| % Yield | 0.00 | 0.86 | 0.93 | 0.84 | 1.32 | 0.96 | 1.24 | 0.71 | 1.08 | 1.74 | 0.88 |
| Capital Gains ($) | 0.00 | 0.73 | 0.80 | 1.31 | 0.95 | 0.62 | 1.22 | 0.71 | 0.12 | 1.10 | 1.90 |
| Expense Ratio | 0.00 | 0.56 | 0.54 | 0.54 | 0.55 | 0.55 | 0.88 | 0.92 | 0.93 | 0.93 | 0.94 |
* 1 = Top 20%, 5 = Bottom 20%