Columbia Large Cap Growth Opportunity Fund (NFEPX)
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 invests primarily in common stocks of companies that the investment manager believes have the potential for long-term, above-average earnings growth. The fund may invest up to 20% of its total assets in foreign securities. It may invest directly in foreign securities or indirectly through depositary receipts.
Fund Info
US19765H2307
Dec 31, 1997
$2,000
Large-Cap
Growth
Expense Ratio
NFEPX features an expense ratio of 0.80%, falling within the medium range.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Columbia Large Cap Growth Opportunity 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 Opportunity Fund had a return of 3.87% year-to-date (YTD) and 19.94% in the last 12 months. Over the past 10 years, Columbia Large Cap Growth Opportunity Fund had an annualized return of -0.06%, while the S&P 500 had an annualized return of 11.29%, indicating that Columbia Large Cap Growth Opportunity Fund did not perform as well as the benchmark.
NFEPX
3.87%
2.43%
10.44%
19.94%
-0.55%
-0.06%
^GSPC (Benchmark)
4.22%
2.22%
9.51%
22.46%
12.74%
11.29%
Monthly Returns
The table below presents the monthly returns of NFEPX, 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 | 2.08% | 3.87% | |||||||||||
2024 | 2.17% | 4.93% | 1.31% | -4.96% | 5.96% | 4.28% | -3.29% | 2.92% | 2.12% | -0.71% | 6.26% | -1.01% | 21.09% |
2023 | 9.71% | -3.65% | 4.60% | -0.42% | 2.17% | 5.62% | 3.63% | -2.69% | -5.47% | -2.52% | 12.50% | 5.96% | 31.61% |
2022 | -9.30% | -2.75% | 0.26% | -10.67% | -2.01% | -23.26% | 9.54% | -4.67% | -10.16% | 6.02% | 6.68% | -6.69% | -41.18% |
2021 | -0.24% | 2.48% | 0.27% | 6.74% | -1.97% | -3.55% | 3.03% | 2.50% | -5.39% | 6.91% | -1.99% | -20.11% | -13.46% |
2020 | 2.01% | -6.73% | -9.13% | 14.81% | 6.77% | -1.44% | 7.28% | 10.68% | -4.67% | -3.40% | 10.74% | -1.16% | 25.02% |
2019 | 9.90% | 3.72% | 2.30% | 4.66% | -7.01% | 5.65% | 1.78% | -2.10% | 0.31% | 3.01% | 4.85% | -3.82% | 24.50% |
2018 | 7.64% | -2.86% | -1.88% | -0.31% | 4.67% | -3.57% | 2.93% | 4.55% | 0.86% | -10.28% | 1.32% | -14.70% | -13.11% |
2017 | 4.04% | 3.76% | 1.37% | 2.93% | 3.64% | -0.82% | 2.99% | 1.61% | 0.16% | 2.54% | 1.75% | -4.61% | 20.77% |
2016 | -7.98% | -1.75% | 6.54% | -0.48% | 3.59% | -13.53% | 5.55% | -0.51% | 1.08% | -2.96% | 1.56% | -0.26% | -10.40% |
2015 | -1.12% | 5.56% | -1.63% | -1.47% | 2.31% | -4.61% | 2.96% | -7.57% | -4.15% | 8.22% | 1.30% | -14.15% | -15.24% |
2014 | -1.51% | 5.35% | -4.85% | -1.62% | 5.19% | -4.52% | 0.29% | 4.76% | -0.78% | 1.44% | 1.46% | -7.60% | -3.30% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of NFEPX is 47, 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 Opportunity Fund (NFEPX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
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.
Worst Drawdowns
The table below displays the maximum drawdowns of the Columbia Large Cap Growth Opportunity 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 Opportunity Fund was 58.36%, occurring on Oct 14, 2022. The portfolio has not yet recovered.
The current Columbia Large Cap Growth Opportunity Fund drawdown is 25.99%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
---|---|---|---|---|---|---|
-58.36% | Nov 17, 2021 | 229 | Oct 14, 2022 | — | — | — |
-54.67% | Nov 1, 2007 | 338 | Mar 9, 2009 | 2957 | Dec 4, 2020 | 3295 |
-50.46% | Mar 28, 2000 | 737 | Mar 11, 2003 | 1133 | Sep 13, 2007 | 1870 |
-26.38% | Jul 21, 1998 | 58 | Oct 8, 1998 | 54 | Dec 23, 1998 | 112 |
-14% | Apr 13, 1999 | 45 | Jun 14, 1999 | 99 | Oct 29, 1999 | 144 |
Volatility
Volatility Chart
The current Columbia Large Cap Growth Opportunity Fund volatility is 5.32%, 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.