Columbia Large Cap Growth Fund (GEGTX)
Under normal market conditions, the fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in equity securities of large-capitalization companies, primarily common stocks and securities that can be converted into common stocks. It may invest up to 20% of its total assets in foreign securities.
Fund Info
US19765P6613
Dec 14, 1990
$2,000
Large-Cap
Growth
Expense Ratio
GEGTX has an expense ratio of 0.74%, placing it in the medium range.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
Columbia Large Cap Growth Fund (GEGTX) returned -1.92% year-to-date (YTD) and 10.12% over the past 12 months. Over the past 10 years, GEGTX returned 7.16% annually, underperforming the S&P 500 benchmark at 10.77%.
GEGTX
-1.92%
12.71%
-6.55%
10.12%
10.43%
7.16%
^GSPC (Benchmark)
0.08%
9.75%
-1.63%
12.74%
15.66%
10.77%
Monthly Returns
The table below presents the monthly returns of GEGTX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 2.06% | -3.15% | -9.88% | 2.23% | 7.70% | -1.92% | |||||||
| 2024 | 3.41% | 5.96% | 1.45% | -3.76% | 6.85% | 6.78% | -2.31% | 2.46% | 2.11% | -0.83% | 6.26% | -4.57% | 25.45% |
| 2023 | 8.06% | -2.39% | 7.70% | 1.55% | 6.12% | 7.04% | 2.68% | -1.04% | -5.86% | -0.22% | 10.86% | -0.38% | 38.14% |
| 2022 | -8.16% | -5.35% | 3.59% | -11.84% | -3.18% | -8.67% | 11.00% | -5.23% | -9.94% | 5.88% | 3.87% | -7.05% | -32.01% |
| 2021 | -0.29% | 2.17% | 2.34% | 7.00% | -1.12% | 6.70% | 3.14% | 3.72% | -6.38% | 7.45% | 0.03% | -6.15% | 18.90% |
| 2020 | 2.31% | -6.89% | -8.55% | 14.04% | 6.46% | 4.13% | 6.11% | 7.90% | -4.59% | -2.18% | 10.24% | -7.75% | 19.69% |
| 2019 | 9.82% | 3.72% | 2.34% | 4.61% | -6.91% | 7.71% | 1.82% | -2.12% | 0.34% | 3.01% | 4.81% | -4.82% | 25.65% |
| 2018 | 7.70% | -2.75% | -1.90% | -0.28% | 4.60% | 0.27% | 2.98% | 4.52% | 0.78% | -10.21% | 1.30% | -16.49% | -11.46% |
| 2017 | 4.12% | 3.76% | 1.43% | 2.80% | 3.66% | 0.20% | 2.97% | 1.62% | 0.17% | 2.57% | 1.70% | -5.81% | 20.51% |
| 2016 | -8.96% | -1.43% | 7.05% | -0.27% | 3.21% | -2.58% | 5.42% | -0.26% | 1.03% | -2.89% | 1.40% | -1.02% | -0.28% |
| 2015 | -0.58% | 7.52% | 0.00% | -0.59% | 3.38% | -1.10% | 2.70% | -7.30% | -3.42% | 8.98% | 0.61% | -9.48% | -0.83% |
| 2014 | -2.58% | 5.48% | -1.97% | -2.01% | 4.07% | 3.25% | -2.16% | 4.60% | -1.16% | 2.59% | 3.33% | -10.01% | 2.35% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of GEGTX is 45, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Columbia Large Cap Growth Fund (GEGTX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
Columbia Large Cap Growth Fund provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.18 | $0.00 | $0.00 | $0.07 | $0.16 | $0.00 | $0.18 |
Dividend yield | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.34% | 0.00% | 0.00% | 0.17% | 0.46% | 0.00% | 0.52% |
Monthly Dividends
The table displays the monthly dividend distributions for Columbia Large 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||
| 2024 | $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 |
| 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 | $0.00 | $0.00 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.18 | $0.18 |
| 2019 | $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 |
| 2018 | $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 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.07 | $0.07 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.16 | $0.16 |
| 2015 | $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 |
| 2014 | $0.18 | $0.18 |
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 Large 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 Large Cap Growth Fund was 63.88%, occurring on Mar 9, 2009. Recovery took 1162 trading sessions.
The current Columbia Large Cap Growth Fund drawdown is 9.29%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -63.88% | Sep 5, 2000 | 2132 | Mar 9, 2009 | 1162 | Oct 18, 2013 | 3294 |
| -40.86% | Nov 22, 2021 | 226 | Oct 14, 2022 | 411 | Jun 5, 2024 | 637 |
| -30.3% | Feb 20, 2020 | 23 | Mar 23, 2020 | 55 | Jun 10, 2020 | 78 |
| -29.34% | Oct 2, 2018 | 58 | Dec 24, 2018 | 234 | Nov 27, 2019 | 292 |
| -27.03% | Jul 21, 2015 | 140 | Feb 8, 2016 | 320 | May 16, 2017 | 460 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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