- Issuer
- Columbia
- Inception Date
- Sep 27, 2010
- Category
- Large Cap Value Equities
- Leveraged
- 1x (No leverage)
- Index Tracked
- No Index (Active)
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Value
Share Price Chart
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Performance
CSVZX Performance Chart
Columbia Select Large Cap Value Fund Institutional Class (CSVZX) is up 13.6% since the beginning of the year. CSVZX is currently trading at $46 per share. Investors who bought $1,000 worth of CSVZX shares 5 years ago would now be looking at an investment worth $1,849.
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Returns By Period
Columbia Select Large Cap Value Fund Institutional Class (CSVZX) has returned 13.56% so far this year and 37.35% over the past 12 months. Over the last ten years, CSVZX has had an annualized return of 13.45%, just under the S&P 500 Index benchmark’s 13.88%.
Columbia Select Large Cap Value Fund Institutional Class
- 1D
- 0.00%
- 1M
- 2.20%
- YTD
- 13.56%
- 6M
- 13.17%
- 1Y
- 37.35%
- 3Y*
- 19.82%
- 5Y*
- 13.08%
- 10Y*
- 13.45%
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%
CSVZX Monthly Returns History
Based on dividend-adjusted daily data since Jan 3, 2011, CSVZX's average daily return is +0.05%, while the average monthly return is +1.08%. At this rate, an investment would double in approximately 5.4 years.
Historically, 66% of months were positive and 34% were negative. The best month was Nov 2020 with a return of +15.3%, while the worst month was Mar 2020 at -17.6%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 5 months.
On a daily basis, CSVZX closed higher 52% of trading days. The best single day was Mar 24, 2020 with a return of +11.0%, while the worst single day was Mar 16, 2020 at -13.3%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 4.89% | 4.87% | -6.66% | 6.31% | 2.73% | 1.29% | 13.56% | ||||||
| 2025 | 4.00% | 0.08% | -1.13% | -3.11% | 5.26% | 4.01% | -0.40% | 5.30% | 2.36% | 1.77% | 3.31% | 3.82% | 27.92% |
| 2024 | -0.47% | 2.21% | 6.70% | -2.87% | 4.62% | -1.28% | 3.92% | 1.08% | 1.18% | -1.33% | 5.01% | -5.93% | 12.82% |
| 2023 | 4.55% | -3.43% | -2.35% | 0.29% | -4.08% | 7.42% | 3.30% | -4.35% | -3.82% | -2.41% | 6.06% | 5.54% | 5.78% |
| 2022 | 0.22% | 1.84% | 1.13% | -5.60% | 2.41% | -10.28% | 5.17% | -1.53% | -7.18% | 11.55% | 7.72% | -4.11% | -0.84% |
| 2021 | 1.08% | 6.94% | 6.22% | 3.90% | 4.26% | -2.61% | -1.33% | 0.47% | -2.86% | 5.92% | -3.26% | 5.93% | 26.61% |
Benchmark Metrics
Columbia Select Large Cap Value Fund Institutional Class has an annualized alpha of 0.65%, beta of 0.97, and R2 of 0.83 versus S&P 500 Index. Calculated based on daily prices since January 03, 2011.
- With beta of 0.97 and R2 of 0.83, 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
- 0.65%
- Beta
- 0.97
- R²
- 0.83
- Upside Capture
- 101.57%
- Downside Capture
- 101.41%
Expense Ratio
CSVZX has an expense ratio of 0.60%, placing it in the medium range.
Return for Risk
Risk / Return Rank
CSVZX ranks 90 for risk / return — in the top 90% of mutual funds on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Columbia Select Large Cap Value Fund Institutional Class (CSVZX) 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.
| CSVZX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.03 | ||
| Sortino ratioReturn per unit of downside risk | +1.49 | ||
| Omega ratioGain probability vs. loss probability | 1.53 | 1.37 | +0.17 |
| Calmar ratioReturn relative to maximum drawdown | 4.15 | 2.78 | +1.36 |
| Martin ratioReturn relative to average drawdown | 16.96 | 12.44 | +4.52 |
Dividends
Dividend History
Columbia Select Large Cap Value Fund Institutional Class provided a 7.32% dividend yield over the last twelve months, with an annual payout of $3.40 per share. The fund has been increasing its distributions for 3 consecutive years.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $3.40 | $3.40 | $1.23 | $1.17 | $0.49 | $1.88 | $1.99 | $1.87 | $1.13 | $1.01 | $1.65 | $0.98 |
Dividend yield | 7.32% | 8.31% | 3.54% | 3.67% | 1.56% | 5.89% | 7.41% | 6.92% | 4.95% | 3.73% | 6.95% | 4.61% |
Monthly Dividends
The table displays the monthly dividend distributions for Columbia Select Large Cap Value Fund Institutional Class. 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 | $3.40 | $3.40 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.23 | $1.23 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.17 | $1.17 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.49 | $0.49 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.88 | $1.88 |
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 Large Cap Value Fund Institutional Class. 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 Large Cap Value Fund Institutional Class was 41.46%, occurring on Mar 23, 2020. Recovery took 166 trading sessions.
The current Columbia Select Large Cap Value Fund Institutional Class drawdown is 1.34%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
COVID crash2020 | -41.46%Mar 2020 | 2mo 2d | 7mo 28d | 10moJan 2020 - Nov 2020 |
2011 bear market2011 | -25.00%Oct 2011 | 5mo 4d | 5mo 12d | 10mo 16dMay 2011 - Mar 2012 |
Rate-hike selloffLate 2018 | -22.27%Dec 2018 | 10mo 29d | 10mo 18d | 1y 9moJan 2018 - Nov 2019 |
2016 bear market2016 | -20.86%Feb 2016 | 7mo 22d | 6mo 9d | 1y 1moJun 2015 - Aug 2016 |
Bear market2022 | -18.36%Sep 2022 | 5mo 12d | 1y 3mo | 1y 8moApr 2022 - Jan 2024 |
Drawdown Indicators
| CSVZX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.46% | -56.78% | +15.32% |
Max Drawdown (1Y)Largest decline over 1 year | -9.00% | -9.10% | +0.10% |
Max Drawdown (3Y)Largest decline over 3 years | -14.76% | -18.90% | +4.14% |
Max Drawdown (5Y)Largest decline over 5 years | -18.36% | -25.43% | +7.07% |
Max Drawdown (10Y)Largest decline over 10 years | -41.46% | -33.92% | -7.54% |
Current DrawdownCurrent decline from peak | -1.34% | -1.80% | +0.46% |
Average DrawdownAverage peak-to-trough decline | -4.74% | -10.71% | +5.97% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.20% | 2.03% | +0.17% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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