- ISIN
- US19765H2711
- Issuer
- Columbia
- Inception Date
- Oct 2, 1998
- Category
- Large Cap Blend Equities
- Min. Investment
- $2,000
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Blend
Share Price Chart
Loading charts...
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Performance
NSEPX Performance Chart
Columbia Select Large Cap Equity Fund (NSEPX) is up 8.1% since the beginning of the year. NSEPX is currently trading at $26 per share. Investors who bought $1,000 worth of NSEPX shares 5 years ago would now be looking at an investment worth $1,808.
Loading charts...
Returns By Period
Columbia Select Large Cap Equity Fund (NSEPX) has returned 8.09% so far this year and 25.33% over the past 12 months. Looking at the last ten years, NSEPX has achieved an annualized return of 15.01%, outperforming the S&P 500 Index benchmark, which averaged 13.88% per year.
Columbia Select Large Cap Equity Fund
- 1D
- 1.09%
- 1M
- 1.64%
- YTD
- 8.09%
- 6M
- 7.69%
- 1Y
- 25.33%
- 3Y*
- 18.51%
- 5Y*
- 12.57%
- 10Y*
- 15.01%
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
NSEPX Monthly Returns History
Based on dividend-adjusted daily data since Oct 2, 1998, NSEPX's average daily return is +0.04%, while the average monthly return is +0.82%. At this rate, an investment would double in approximately 7.1 years.
Historically, 62% of months were positive and 38% were negative. The best month was Apr 2020 with a return of +13.0%, while the worst month was Oct 2008 at -15.2%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 5 months.
On a daily basis, NSEPX closed higher 52% of trading days. The best single day was Oct 13, 2008 with a return of +11.5%, while the worst single day was Mar 16, 2020 at -12.0%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 0.46% | -1.98% | -4.72% | 9.56% | 5.25% | -0.08% | 8.09% | ||||||
| 2025 | 2.57% | -2.37% | -7.56% | -0.84% | 6.20% | 5.39% | 3.87% | 1.27% | 2.25% | 2.96% | 0.62% | -0.31% | 14.12% |
| 2024 | 2.62% | 3.97% | 2.86% | -3.51% | 5.56% | 4.36% | -0.52% | 2.62% | 0.97% | -1.01% | 5.85% | -1.39% | 24.24% |
| 2023 | 6.14% | -2.52% | 4.17% | 2.12% | 1.84% | 6.57% | 2.67% | -1.08% | -5.42% | -1.39% | 9.03% | 4.02% | 28.34% |
| 2022 | -4.91% | -2.92% | 2.90% | -8.82% | -0.23% | -7.85% | 8.01% | -3.34% | -9.25% | 7.90% | 5.20% | -5.87% | -19.38% |
| 2021 | -0.95% | 3.13% | 5.43% | 5.43% | 0.84% | 2.21% | 1.78% | 3.30% | -5.64% | 7.67% | -1.08% | 5.06% | 29.92% |
Benchmark Metrics
Columbia Select Large Cap Equity Fund has an annualized alpha of 1.42%, beta of 1.00, and R2 of 0.98 versus S&P 500 Index. Calculated based on daily prices since October 02, 1998.
- This fund captured 104.49% of S&P 500 Index gains but only 97.82% of its losses - a favorable profile for investors.
- With beta of 1.00 and R2 of 0.98, this fund moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.
- Alpha
- 1.42%
- Beta
- 1.00
- R²
- 0.98
- Upside Capture
- 104.49%
- Downside Capture
- 97.82%
Expense Ratio
NSEPX has an expense ratio of 0.55%, placing it in the medium range.
Return for Risk
Risk / Return Rank
NSEPX ranks 49 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 Large Cap Equity Fund (NSEPX) 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.
| NSEPX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.07 | ||
| Sortino ratioReturn per unit of downside risk | -0.05 | ||
| Omega ratioGain probability vs. loss probability | 1.36 | 1.37 | -0.01 |
| Calmar ratioReturn relative to maximum drawdown | 2.38 | 2.78 | -0.41 |
| Martin ratioReturn relative to average drawdown | 10.22 | 12.44 | -2.22 |
Dividends
Dividend History
Columbia Select Large Cap Equity Fund provided a 1.13% dividend yield over the last twelve months, with an annual payout of $0.29 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.29 | $0.73 | $1.37 | $0.91 | $0.96 | $1.50 | $1.20 | $0.78 | $1.38 | $0.81 | $0.27 | $1.38 |
Dividend yield | 1.13% | 3.02% | 6.28% | 4.88% | 6.25% | 7.45% | 7.13% | 5.16% | 11.11% | 5.57% | 2.18% | 12.10% |
Monthly Dividends
The table displays the monthly dividend distributions for Columbia Select Large Cap 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 | $0.43 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.29 | $0.73 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.66 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.71 | $1.37 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.27 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.64 | $0.91 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.83 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.12 | $0.96 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.56 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.94 | $1.50 |
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.
Loading charts...
Worst Drawdowns
The table below displays the maximum drawdowns of the Columbia Select Large Cap 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 Large Cap Equity Fund was 52.50%, occurring on Mar 9, 2009. Recovery took 883 trading sessions.
The current Columbia Select Large Cap Equity Fund drawdown is 0.76%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Financial crisis2007–2009 | -52.50%Mar 2009 | 1y 5mo | 3y 6mo | 4y 11moOct 2007 - Sep 2012 |
2003 bear market2003 | -51.97%Mar 2003 | 2y 11mo | 4y 6mo | 7y 6moMar 2000 - Oct 2007 |
COVID crash2020 | -33.37%Mar 2020 | 1mo 2d | 4mo 16d | 5mo 18dFeb 2020 - Aug 2020 |
Bear market2022 | -25.27%Oct 2022 | 9mo 16d | 1y 2mo | 1y 11moDec 2021 - Dec 2023 |
2025 selloff2025 | -21.19%Apr 2025 | 2mo 14d | 2mo 26d | 5mo 10dJan 2025 - Jul 2025 |
Drawdown Indicators
| NSEPX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -52.50% | -56.78% | +4.28% |
Max Drawdown (1Y)Largest decline over 1 year | -10.53% | -9.10% | -1.43% |
Max Drawdown (3Y)Largest decline over 3 years | -21.19% | -18.90% | -2.29% |
Max Drawdown (5Y)Largest decline over 5 years | -25.27% | -25.43% | +0.16% |
Max Drawdown (10Y)Largest decline over 10 years | -33.37% | -33.92% | +0.55% |
Current DrawdownCurrent decline from peak | -0.76% | -1.80% | +1.04% |
Average DrawdownAverage peak-to-trough decline | -12.59% | -10.71% | -1.88% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.44% | 2.03% | +0.41% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
Loading charts...
Build a portfolio with NSEPX
Add Columbia Select Large Cap Equity Fund to a portfolio and analyze allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Analyzer with NSEPX