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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Columbia Select Large Cap Value Fund Institutional Class, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
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Returns By Period
Columbia Select Large Cap Value Fund Institutional Class (CSVZX) has returned 0.27% so far this year and 24.64% over the past 12 months. Over the last decade, CSVZX has posted an annualized return of 12.42%, slightly higher than the S&P 500 Index benchmark’s 12.16%.
Columbia Select Large Cap Value Fund Institutional Class
- 1D
- -0.58%
- 1M
- -8.84%
- YTD
- 0.27%
- 6M
- 9.44%
- 1Y
- 24.64%
- 3Y*
- 15.79%
- 5Y*
- 10.85%
- 10Y*
- 12.42%
Benchmark (S&P 500 Index)
- 1D
- 2.91%
- 1M
- -5.09%
- YTD
- -4.63%
- 6M
- -2.39%
- 1Y
- 16.33%
- 3Y*
- 16.69%
- 5Y*
- 10.18%
- 10Y*
- 12.16%
Monthly Returns
Based on dividend-adjusted daily data since Jan 3, 2011, CSVZX's average daily return is +0.05%, while the average monthly return is +1.03%. At this rate, your investment would double in approximately 5.6 years.
Historically, 65% of months were positive and 35% 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% | -8.84% | 0.27% | |||||||||
| 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 0.96%, beta of 0.98, and R² of 0.83 versus S&P 500 Index. Calculated based on daily prices since January 04, 2011.
- With beta of 0.98 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
- 0.96%
- Beta
- 0.98
- R²
- 0.83
- Upside Capture
- 103.95%
- Downside Capture
- 102.06%
Expense Ratio
CSVZX has an expense ratio of 0.60%, placing it in the medium range.
Return for Risk
Risk / Return Rank
CSVZX ranks 80 for risk / return — in the top 80% 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 a chosen benchmark (S&P 500 Index).
| CSVZX | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.52 | 0.90 | +0.63 |
Sortino ratioReturn per unit of downside risk | 2.05 | 1.39 | +0.66 |
Omega ratioGain probability vs. loss probability | 1.32 | 1.21 | +0.11 |
Calmar ratioReturn relative to maximum drawdown | 1.92 | 1.40 | +0.52 |
Martin ratioReturn relative to average drawdown | 8.25 | 6.61 | +1.65 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Explore CSVZX risk-adjusted metrics in detail
Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.
Dividends
Dividend History
Columbia Select Large Cap Value Fund Institutional Class provided a 8.29% 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 | 8.29% | 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 | |||||||||
| 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 9.00%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -41.46% | Jan 21, 2020 | 44 | Mar 23, 2020 | 166 | Nov 16, 2020 | 210 |
| -25% | May 2, 2011 | 108 | Oct 3, 2011 | 111 | Mar 13, 2012 | 219 |
| -22.27% | Jan 29, 2018 | 229 | Dec 24, 2018 | 220 | Nov 7, 2019 | 449 |
| -20.86% | Jun 24, 2015 | 161 | Feb 11, 2016 | 131 | Aug 18, 2016 | 292 |
| -18.36% | Apr 21, 2022 | 113 | Sep 30, 2022 | 314 | Jan 2, 2024 | 427 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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