Columbia Select Global Equity Fund (IGLGX)

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The chart shows the growth of an initial investment of $10,000 in Columbia Select Global Equity Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

Columbia Select Global Equity Fund (IGLGX) has returned -6.17% so far this year and 12.94% over the past 12 months. Over the last ten years, IGLGX has had an annualized return of 12.01%, just under the S&P 500 Index benchmark’s 12.16%.

Based on dividend-adjusted daily data since May 29, 1990, IGLGX's average daily return is +0.03%, while the average monthly return is +0.68%. At this rate, your investment would double in approximately 8.5 years.

Historically, 61% of months were positive and 39% were negative. The best month was Dec 1999 with a return of +13.9%, while the worst month was Oct 2008 at -18.7%. The longest winning streak lasted 9 consecutive months, and the longest losing streak was 6 months.

On a daily basis, IGLGX closed higher 51% of trading days. The best single day was Oct 13, 2008 with a return of +11.9%, while the worst single day was Mar 16, 2020 at -10.9%.

Columbia Select Global Equity Fund has an annualized alpha of 0.21%, beta of 0.85, and R² of 0.75 versus S&P 500 Index. Calculated based on daily prices since May 30, 1990.

• This fund participated in 98.83% of S&P 500 Index downside but only 92.94% of its upside — more exposed to losses than it benefited from rallies.

IGLGX has a high expense ratio of 1.25%, indicating above-average management fees.

IGLGX 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.

The table below present risk-adjusted performance metrics for Columbia Select Global Equity Fund (IGLGX) and compare them to a chosen benchmark (S&P 500 Index).

Columbia Select Global Equity Fund provided a 9.87% dividend yield over the last twelve months, with an annual payout of $1.85 per share. The fund has been increasing its distributions for 2 consecutive years.

The table displays the monthly dividend distributions for Columbia Select Global Equity 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 Select Global Equity 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 Select Global Equity Fund was 60.11%, occurring on Mar 12, 2003. Recovery took 1062 trading sessions.

The current Columbia Select Global Equity Fund drawdown is 12.75%.

The chart below shows the rolling one-month volatility.