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Columbia Select Large Cap Value Fund Class A: (MF: SLVAX)
(NASDAQ Mutual Funds) As of Oct 2, 2025 08:00 PM ET
$38.88 USD
-0.11 (-0.28%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Aug 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 14.27 | 8 |
| 3 months | 9.02 | 49 |
| 6 months | 9.84 | 33 |
| 1 Year | 12.63 | 49 |
| 3 Year | 13.19 | 65 |
| 5 Year | 14.06 | 24 |
| 10 Year | 11.05 | 56 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 139.76 |
| Bear Market (10/07 - 2/09) | -53.51 |
| Bull Market (2/09 - 3/21) | 827.87 |
Load Adjusted Returns as of Aug 31, 2025
| 1 Year | 6.71 |
| 5 Year | 13.85 |
| 10 Year | 9.07 |
| Since Inception | 8.37 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 2.84 | 5.98 | NA | NA |
| 2024 | 8.44 | 0.24 | 6.25 | -2.56 |
| 2023 | -1.47 | 3.30 | -5.01 | 9.15 |
| 2022 | 3.14 | -13.30 | -3.91 | 15.13 |
| 2021 | 14.79 | 5.44 | -3.77 | 8.49 |
| 2020 | -29.16 | 19.79 | 6.26 | 17.68 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 14.27 | 12.54 | 5.52 | -1.08 | 26.36 | 6.12 | 26.59 | -12.31 | 20.08 | 20.38 | -8.56 |
| % Total Return Rel to Index | 3.48 | -12.47 | -20.72 | 17.12 | -2.31 | -12.28 | -4.90 | -7.92 | -1.71 | 8.44 | -9.95 |
| % Total Return Rel to Peer | 5.22 | -6.84 | -17.47 | 18.61 | 4.30 | -13.79 | -1.83 | -5.45 | -0.59 | 12.56 | -6.96 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 5.00 | 1.00 | 2.00 | 4.00 | 4.00 | 5.00 | 3.00 | 1.00 | 5.00 |
| % Dividends | 0.00 | 0.57 | 0.60 | 0.37 | 0.55 | 0.59 | 0.45 | 0.36 | 0.23 | 0.26 | 0.30 |
| % Yield | 0.00 | 1.62 | 1.76 | 1.19 | 1.66 | 2.09 | 1.59 | 1.52 | 0.81 | 1.01 | 1.40 |
| Capital Gains ($) | 0.00 | 0.56 | 0.48 | 0.03 | 1.24 | 1.33 | 1.35 | 0.69 | 1.02 | 1.64 | 0.00 |
| Expense Ratio | 0.80 | 0.79 | 0.80 | 0.79 | 0.79 | 0.80 | 0.80 | 1.03 | 1.16 | 1.19 | 1.18 |
* 1 = Top 20%, 5 = Bottom 20%