Columbia Select Large Cap Equity Fund (NSEPX)

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The chart shows the growth of an initial investment of $10,000 in Columbia Select Large Cap 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 Large Cap Equity Fund (NSEPX) has returned -9.01% so far this year and 12.18% over the past 12 months. Looking at the last ten years, NSEPX has achieved an annualized return of 13.11%, outperforming the S&P 500 Index benchmark, which averaged 12.16% per year.

Based on dividend-adjusted daily data since Oct 2, 1998, NSEPX's average daily return is +0.04%, while the average monthly return is +0.78%. At this rate, your investment would double in approximately 7.4 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%.

Columbia Select Large Cap Equity Fund has an annualized alpha of 1.47%, beta of 1.00, and R² of 0.98 versus S&P 500 Index. Calculated based on daily prices since October 05, 1998.

• This fund captured 105.02% of S&P 500 Index gains but only 98.02% 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.

NSEPX has an expense ratio of 0.55%, placing it in the medium range.

NSEPX ranks 29 for risk / return — below 29% 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 Large Cap Equity Fund (NSEPX) and compare them to a chosen benchmark (S&P 500 Index).

Columbia Select Large Cap Equity Fund provided a 3.32% dividend yield over the last twelve months, with an annual payout of $0.73 per share.

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.

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 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 10.53%.

The chart below shows the rolling one-month volatility.