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Columbia Select Large Cap Value Fund Class C: (MF: SVLCX)
(NASDAQ Mutual Funds) As of May 5, 2025 08:00 PM ET
$29.74 USD
-0.07 (-0.24%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Apr 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -0.61 | 9 |
| 3 months | -4.34 | 9 |
| 6 months | -1.96 | 36 |
| 1 Year | 5.64 | 64 |
| 3 Year | 5.53 | 77 |
| 5 Year | 13.37 | 48 |
| 10 Year | 7.80 | 73 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 128.28 |
| Bear Market (10/07 - 2/09) | -53.91 |
| Bull Market (2/09 - 3/21) | 647.14 |
Load Adjusted Returns as of Apr 30, 2025
| 1 Year | 4.85 |
| 5 Year | 17.11 |
| 10 Year | 8.27 |
| Since Inception | 7.11 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 2.65 | NA | NA | NA |
| 2024 | 8.26 | 0.06 | 6.02 | -2.75 |
| 2023 | -1.64 | 3.11 | -5.23 | 8.96 |
| 2022 | 2.95 | -13.46 | -4.13 | 14.94 |
| 2021 | 14.55 | 5.24 | -3.97 | 8.31 |
| 2020 | -29.28 | 19.56 | 6.05 | 17.51 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -0.61 | 11.70 | 4.72 | -1.82 | 25.39 | 5.37 | 25.59 | -12.96 | 19.23 | 19.43 | -9.49 |
| % Total Return Rel to Index | 4.30 | -13.32 | -21.52 | 16.38 | -3.28 | -13.02 | -5.89 | -8.57 | -2.56 | 7.50 | -10.88 |
| % Total Return Rel to Peer | 4.86 | -7.69 | -18.27 | 17.87 | 3.33 | -14.53 | -2.83 | -6.10 | -1.44 | 11.62 | -7.89 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 5.00 | 1.00 | 3.00 | 5.00 | 5.00 | 5.00 | 4.00 | 1.00 | 5.00 |
| % Dividends | 0.00 | 0.32 | 0.37 | 0.14 | 0.32 | 0.41 | 0.26 | 0.16 | 0.04 | 0.10 | 0.13 |
| % Yield | 0.00 | 1.00 | 1.09 | 0.51 | 1.08 | 1.62 | 1.01 | 0.74 | 0.18 | 0.42 | 0.67 |
| Capital Gains ($) | 0.00 | 0.56 | 0.48 | 0.03 | 1.24 | 1.33 | 1.35 | 0.69 | 1.02 | 1.64 | 0.00 |
| Expense Ratio | 0.00 | 1.55 | 1.55 | 1.54 | 1.54 | 1.55 | 1.55 | 1.78 | 1.91 | 1.94 | 1.93 |
* 1 = Top 20%, 5 = Bottom 20%