- ISIN
- US19763T7809
- CUSIP
- 19763T780
- Issuer
- Columbia
- Inception Date
- May 28, 1990
- Category
- Global Equities
- Min. Investment
- $2,000
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Growth
Share Price Chart
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Performance
IGLGX Performance Chart
Columbia Select Global Equity Fund (IGLGX) is up 20.1% since the beginning of the year. IGLGX is currently trading at $24 per share. Investors who bought $1,000 worth of IGLGX shares 5 years ago would now be looking at an investment worth $1,636.
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Returns By Period
Columbia Select Global Equity Fund (IGLGX) has returned 20.13% so far this year and 33.21% over the past 12 months. Looking at the last ten years, IGLGX has achieved an annualized return of 14.70%, outperforming the S&P 500 Index benchmark, which averaged 13.71% per year.
Columbia Select Global Equity Fund
- 1D
- 2.13%
- 1M
- 6.78%
- YTD
- 20.13%
- 6M
- 19.05%
- 1Y
- 33.21%
- 3Y*
- 21.36%
- 5Y*
- 10.35%
- 10Y*
- 14.70%
Benchmark (S&P 500 Index)
- 1D
- -1.44%
- 1M
- -1.45%
- YTD
- 7.60%
- 6M
- 6.59%
- 1Y
- 22.24%
- 3Y*
- 19.20%
- 5Y*
- 11.54%
- 10Y*
- 13.71%
IGLGX Monthly Returns History
Based on dividend-adjusted daily data since May 29, 1990, IGLGX's average daily return is +0.04%, while the average monthly return is +0.73%. At this rate, an investment would double in approximately 7.9 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%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 5.47% | 0.19% | -7.93% | 11.61% | 5.13% | 5.23% | 20.13% | ||||||
| 2025 | 5.01% | -1.69% | -5.53% | 1.16% | 7.26% | 3.66% | 1.08% | -0.63% | 3.67% | 3.16% | -1.92% | 1.58% | 17.39% |
| 2024 | 2.08% | 6.99% | 2.50% | -4.14% | 4.65% | 3.60% | -1.69% | 2.65% | 1.01% | -2.06% | 4.15% | -2.89% | 17.49% |
| 2023 | 6.66% | -3.65% | 6.06% | 2.21% | 0.13% | 3.81% | 1.77% | -1.38% | -5.55% | -1.74% | 10.51% | 4.43% | 24.47% |
| 2022 | -9.52% | -5.23% | 0.89% | -10.24% | 0.26% | -8.95% | 10.48% | -5.78% | -10.07% | 6.06% | 7.66% | -5.17% | -28.14% |
| 2021 | -1.15% | 1.63% | 1.49% | 5.80% | 1.22% | 4.00% | 3.14% | 4.17% | -6.03% | 6.16% | -0.28% | 1.44% | 23.11% |
Benchmark Metrics
Columbia Select Global Equity Fund has an annualized alpha of 0.45%, beta of 0.85, and R2 of 0.75 versus S&P 500 Index. Calculated based on daily prices since May 29, 1990.
- This fund participated in 97.86% of S&P 500 Index downside but only 92.97% of its upside - more exposed to losses than it benefited from rallies.
- Alpha
- 0.45%
- Beta
- 0.85
- R²
- 0.75
- Upside Capture
- 92.97%
- Downside Capture
- 97.86%
Expense Ratio
IGLGX has a high expense ratio of 1.25%, indicating above-average management fees.
Return for Risk
Risk / Return Rank
IGLGX ranks 51 for risk / return — on par with similar mutual funds. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Columbia Select Global Equity Fund (IGLGX) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| IGLGX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.12 | ||
| Sortino ratioReturn per unit of downside risk | +0.18 | ||
| Omega ratioGain probability vs. loss probability | 1.34 | 1.32 | +0.02 |
| Calmar ratioReturn relative to maximum drawdown | 2.65 | 2.46 | +0.20 |
| Martin ratioReturn relative to average drawdown | 11.18 | 10.92 | +0.27 |
Dividends
Dividend History
Columbia Select Global Equity Fund provided a 7.71% 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.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.85 | $1.85 | $1.23 | $0.74 | $0.00 | $1.79 | $1.48 | $0.45 | $1.28 | $0.05 | $0.00 | $0.00 |
Dividend yield | 7.71% | 9.26% | 6.61% | 4.42% | 0.00% | 9.10% | 8.52% | 2.98% | 11.20% | 0.42% | 0.00% | 0.01% |
Monthly Dividends
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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $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 | $1.85 | $1.85 |
| 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 | $0.74 | $0.74 |
| 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 | $1.79 | $1.79 |
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 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.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
2003 bear market2003 | -60.11%Mar 2003 | 2y 11mo | 4y 2mo | 7y 2moMar 2000 - May 2007 |
Financial crisis2007–2009 | -58.05%Mar 2009 | 1y 4mo | 4y 7mo | 5y 12moNov 2007 - Oct 2013 |
Bear market2022 | -35.73%Oct 2022 | 10mo 26d | 1y 8mo | 2y 6moNov 2021 - Jun 2024 |
COVID crash2020 | -29.73%Mar 2020 | 1mo 2d | 3mo 15d | 4mo 17dFeb 2020 - Jul 2020 |
1998 bear market1998 | -28.77%Oct 1998 | 2mo 19d | 6mo 2d | 8mo 21dJul 1998 - Apr 1999 |
Drawdown Indicators
| IGLGX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.11% | -56.78% | -3.33% |
Max Drawdown (1Y)Largest decline over 1 year | -12.75% | -9.10% | -3.65% |
Max Drawdown (3Y)Largest decline over 3 years | -18.67% | -18.90% | +0.23% |
Max Drawdown (5Y)Largest decline over 5 years | -35.73% | -25.43% | -10.30% |
Max Drawdown (10Y)Largest decline over 10 years | -35.73% | -33.92% | -1.81% |
Current DrawdownCurrent decline from peak | 0.00% | -3.21% | +3.21% |
Average DrawdownAverage peak-to-trough decline | -14.61% | -10.71% | -3.90% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.02% | 2.04% | +0.98% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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