Columbia Large Cap Growth Fund (GEGTX)

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Columbia Large Cap Growth Fund (GEGTX) is up 7.0% since the beginning of the year. GEGTX is currently trading at $88 per share. Investors who bought $1,000 worth of GEGTX shares 5 years ago would now be looking at an investment worth $1,831.

Columbia Large Cap Growth Fund (GEGTX) has returned 6.98% so far this year and 25.15% over the past 12 months. Looking at the last ten years, GEGTX has achieved an annualized return of 17.22%, outperforming the S&P 500 Index benchmark, which averaged 13.88% per year.

Based on dividend-adjusted daily data since Dec 14, 1990, GEGTX's average daily return is +0.06%, while the average monthly return is +1.15%. At this rate, an investment would double in approximately 5.1 years.

Historically, 63% of months were positive and 37% were negative. The best month was Dec 1997 with a return of +23.2%, while the worst month was Oct 2008 at -17.5%. The longest winning streak lasted 15 consecutive months, and the longest losing streak was 6 months.

On a daily basis, GEGTX closed higher 49% of trading days. The best single day was Dec 12, 1997 with a return of +20.6%, while the worst single day was Mar 16, 2020 at -12.0%.

Columbia Large Cap Growth Fund has an annualized alpha of 4.09%, beta of 0.98, and R2 of 0.80 versus S&P 500 Index. Calculated based on daily prices since December 14, 1990.

• This fund captured 118.59% of S&P 500 Index gains and 100.90% of its losses - amplifying both gains and losses, but participating more in upside than downside.
• This fund generated an annualized alpha of 4.09% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.
• With beta of 0.98 and R2 of 0.80, this fund moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.

GEGTX has an expense ratio of 0.74%, placing it in the medium range.

GEGTX ranks 27 for risk / return — below 27% 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.

Columbia Large Cap Growth Fund provided a 8.24% dividend yield over the last twelve months, with an annual payout of $7.22 per share. The fund has been increasing its distributions for 2 consecutive years.

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.

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.

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 53.08%, occurring on Mar 9, 2009. Recovery took 760 trading sessions.

The current Columbia Large Cap Growth Fund drawdown is 4.25%.

The chart below shows the rolling one-month volatility.