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
| ISIN | US19765P6613 |
|---|---|
| Issuer | Columbia Threadneedle |
| Inception Date | Dec 14, 1990 |
| Category | Large Cap Growth Equities |
| Min. Investment | $2,000 |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Growth |
Expense Ratio
GEGTX has a high expense ratio of 0.74%, indicating higher-than-average management fees.
Share Price Chart
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Popular comparisons: GEGTX vs. SCHG
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Columbia Large Cap Growth Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Columbia Large Cap Growth Fund had a return of 14.06% year-to-date (YTD) and 38.37% in the last 12 months. Over the past 10 years, Columbia Large Cap Growth Fund had an annualized return of 15.24%, outperforming the S&P 500 benchmark which had an annualized return of 10.90%.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 14.06% | 11.05% |
| 1 month | 4.85% | 4.86% |
| 6 months | 19.41% | 17.50% |
| 1 year | 38.37% | 27.37% |
| 5 years (annualized) | 17.42% | 13.14% |
| 10 years (annualized) | 15.24% | 10.90% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 3.41% | 5.96% | 1.45% | -3.76% | 14.06% | ||||||||
| 2023 | 8.06% | -2.39% | 7.70% | 1.55% | 6.12% | 7.04% | 2.68% | -1.04% | -5.86% | -0.22% | 10.86% | 3.81% | 43.94% |
| 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% | 2.13% | 29.40% |
| 2020 | 2.31% | -6.89% | -8.55% | 14.03% | 6.46% | 4.13% | 6.11% | 7.90% | -4.59% | -2.18% | 10.24% | 3.62% | 34.43% |
| 2019 | 9.82% | 3.72% | 2.34% | 4.61% | -6.91% | 7.71% | 1.82% | -2.12% | 0.34% | 3.01% | 4.81% | 3.15% | 36.17% |
| 2018 | 7.70% | -2.75% | -1.90% | -0.28% | 4.60% | 0.27% | 2.98% | 4.52% | 0.78% | -10.21% | 1.30% | -8.70% | -3.20% |
| 2017 | 4.12% | 3.76% | 1.43% | 2.80% | 3.66% | 0.20% | 2.97% | 1.62% | 0.17% | 2.57% | 1.70% | 0.05% | 28.00% |
| 2016 | -8.96% | -1.43% | 7.05% | -0.27% | 3.21% | -2.58% | 5.42% | -0.26% | 1.03% | -2.89% | 1.40% | 0.32% | 1.08% |
| 2015 | -0.58% | 7.52% | -0.00% | -0.59% | 3.38% | -1.10% | 2.70% | -7.30% | -3.42% | 8.98% | 0.61% | -0.20% | 9.33% |
| 2014 | -2.58% | 5.48% | -1.97% | -2.01% | 4.07% | 3.25% | -2.15% | 4.60% | -1.16% | 2.59% | 3.33% | 0.41% | 14.21% |
| 2013 | 5.15% | 0.62% | 2.37% | 1.14% | 2.22% | -2.14% | 5.99% | -1.66% | 4.29% | 3.47% | 3.00% | 2.79% | 30.50% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of GEGTX is 87, placing it in the top 13% of mutual funds on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
GEGTX (Columbia Large Cap Growth Fund)
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.
Dividends
Dividend History
Columbia Large Cap Growth Fund granted a 3.61% dividend yield in the last twelve months. The annual payout for that period amounted to $2.51 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $2.51 | $2.51 | $0.00 | $5.55 | $6.77 | $3.67 | $3.37 | $2.59 | $0.62 | $3.51 | $4.18 | $1.78 |
Dividend yield | 3.61% | 4.12% | 0.00% | 8.54% | 12.38% | 8.02% | 9.24% | 6.28% | 1.81% | 10.17% | 12.02% | 5.21% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $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 | $2.51 | $2.51 |
| 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 | $5.55 | $5.55 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $6.77 | $6.77 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.67 | $3.67 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.37 | $3.37 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.59 | $2.59 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.62 | $0.62 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.51 | $3.51 |
| 2014 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $4.18 | $4.18 |
| 2013 | $1.78 | $1.78 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
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 60.79%, occurring on Mar 9, 2009. Recovery took 1052 trading sessions.
The current Columbia Large Cap Growth Fund drawdown is 0.29%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -60.79% | Sep 5, 2000 | 2132 | Mar 9, 2009 | 1052 | May 14, 2013 | 3184 |
| -35.64% | Nov 22, 2021 | 226 | Oct 14, 2022 | 317 | Jan 22, 2024 | 543 |
| -30.3% | Feb 20, 2020 | 23 | Mar 23, 2020 | 55 | Jun 10, 2020 | 78 |
| -25.28% | Jul 20, 1998 | 59 | Oct 8, 1998 | 64 | Jan 6, 1999 | 123 |
| -22.74% | Oct 2, 2018 | 58 | Dec 24, 2018 | 81 | Apr 23, 2019 | 139 |
Volatility
Volatility Chart
The current Columbia Large Cap Growth Fund volatility is 5.02%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.