- ISIN
- US19765P2323
- Issuer
- Columbia
- Inception Date
- Nov 20, 1985
- Category
- Mid Cap Growth Equities
- Min. Investment
- $2,000
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Mid-Cap
- Asset Class Style
- Growth
Share Price Chart
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Performance
CLSPX Performance Chart
Columbia Select Mid Cap Growth Fund (CLSPX) is up 21.2% since the beginning of the year. CLSPX is currently trading at $34 per share. Investors who bought $1,000 worth of CLSPX shares 5 years ago would now be looking at an investment worth $1,595.
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Returns By Period
Columbia Select Mid Cap Growth Fund (CLSPX) has returned 21.23% so far this year and 29.73% over the past 12 months. Over the last decade, CLSPX has posted an annualized return of 14.38%, slightly higher than the S&P 500 Index benchmark’s 13.88%.
Columbia Select Mid Cap Growth Fund
- 1D
- 2.09%
- 1M
- 7.74%
- YTD
- 21.23%
- 6M
- 17.81%
- 1Y
- 29.73%
- 3Y*
- 22.99%
- 5Y*
- 9.79%
- 10Y*
- 14.38%
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
CLSPX Monthly Returns History
Based on dividend-adjusted daily data since Nov 20, 1985, CLSPX's average daily return is +0.06%, while the average monthly return is +1.19%. At this rate, an investment would double in approximately 4.9 years.
Historically, 62% of months were positive and 38% were negative. The best month was Dec 1988 with a return of +61.7%, while the worst month was Jan 1986 at -65.0%. The longest winning streak lasted 11 consecutive months, and the longest losing streak was 6 months.
On a daily basis, CLSPX closed higher 54% of trading days. The best single day was Dec 30, 1988 with a return of +51.3%, while the worst single day was Jan 2, 1986 at -66.8%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 2.02% | 2.46% | -7.41% | 11.48% | 8.30% | 3.76% | 21.23% | ||||||
| 2025 | 6.63% | -5.98% | -10.32% | 3.32% | 10.59% | 9.44% | 2.40% | 0.85% | 2.76% | 2.08% | -4.55% | -0.94% | 15.16% |
| 2024 | 0.89% | 8.14% | 2.25% | -6.35% | 1.27% | 1.56% | 0.97% | 1.22% | 4.07% | 1.27% | 14.99% | -6.85% | 23.97% |
| 2023 | 8.77% | -0.88% | 3.13% | -1.54% | 1.15% | 8.56% | 2.73% | -4.45% | -5.47% | -5.56% | 11.82% | 6.33% | 25.25% |
| 2022 | -15.52% | -1.07% | 0.66% | -13.39% | -3.66% | -7.60% | 15.38% | -3.01% | -9.26% | 7.63% | 2.79% | -5.66% | -31.25% |
| 2021 | 0.07% | 3.33% | -0.80% | 5.35% | -2.40% | 7.07% | 2.33% | 2.76% | -5.97% | 8.61% | -2.09% | -1.98% | 16.39% |
Benchmark Metrics
Columbia Select Mid Cap Growth Fund has an annualized alpha of 3.83%, beta of 1.00, and R2 of 0.51 versus S&P 500 Index. Calculated based on daily prices since November 20, 1985.
- This fund captured 116.08% of S&P 500 Index gains and 107.42% of its losses - amplifying both gains and losses, but participating more in upside than downside.
- This fund generated an annualized alpha of 3.83% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.
- With beta of 1.00 and R2 of 0.51, this fund moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.
- Alpha
- 3.83%
- Beta
- 1.00
- R²
- 0.51
- Upside Capture
- 116.08%
- Downside Capture
- 107.42%
Expense Ratio
CLSPX has an expense ratio of 0.86%, placing it in the medium range.
Return for Risk
Risk / Return Rank
CLSPX ranks 29 for risk / return — below 29% of mutual funds on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Columbia Select Mid Cap Growth Fund (CLSPX) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| CLSPX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.68 | ||
| Sortino ratioReturn per unit of downside risk | -0.84 | ||
| Omega ratioGain probability vs. loss probability | 1.24 | 1.37 | -0.13 |
| Calmar ratioReturn relative to maximum drawdown | 2.18 | 2.78 | -0.61 |
| Martin ratioReturn relative to average drawdown | 7.63 | 12.44 | -4.81 |
Dividends
Dividend History
Columbia Select Mid Cap Growth Fund provided a 9.89% dividend yield over the last twelve months, with an annual payout of $3.39 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $3.39 | $3.39 | $3.53 | $0.00 | $0.00 | $6.09 | $4.62 | $2.14 | $5.46 | $3.57 | $1.54 | $4.45 |
Dividend yield | 9.89% | 11.99% | 12.87% | 0.00% | 0.00% | 21.10% | 15.38% | 8.30% | 26.41% | 13.16% | 6.15% | 17.11% |
Monthly Dividends
The table displays the monthly dividend distributions for Columbia Select Mid Cap Growth Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | ||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.39 | $3.39 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.53 | $3.53 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $6.09 | $6.09 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Columbia Select Mid Cap Growth Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Columbia Select Mid Cap Growth Fund was 68.54%, occurring on Dec 4, 1987. Recovery took 363 trading sessions.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Black Monday1987 | -68.54%Dec 1987 | 1y 11mo | 1y 5mo | 3y 4moJan 1986 - May 1989 |
Financial crisis2007–2009 | -56.51%Nov 2008 | 1y 20d | 2y 20d | 3y 1moNov 2007 - Dec 2010 |
2003 bear market2003 | -54.94%Mar 2003 | 2y 12mo | 4y 2mo | 7y 2moMar 2000 - May 2007 |
Bear market2022 | -43.35%Jun 2022 | 7mo 1d | 2y 4mo | 2y 11moNov 2021 - Nov 2024 |
1990 bear market1990 | -35.93%Oct 1990 | 2mo 26d | 5mo 24d | 8mo 20dJul 1990 - Apr 1991 |
Drawdown Indicators
| CLSPX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -68.54% | -56.78% | -11.76% |
Max Drawdown (1Y)Largest decline over 1 year | -13.64% | -9.10% | -4.54% |
Max Drawdown (3Y)Largest decline over 3 years | -27.36% | -18.90% | -8.46% |
Max Drawdown (5Y)Largest decline over 5 years | -43.35% | -25.43% | -17.92% |
Max Drawdown (10Y)Largest decline over 10 years | -43.35% | -33.92% | -9.43% |
Current DrawdownCurrent decline from peak | 0.00% | -1.80% | +1.80% |
Average DrawdownAverage peak-to-trough decline | -16.22% | -10.71% | -5.51% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.88% | 2.03% | +1.85% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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