Columbia Select Large Cap Value Fund (SLVAX)
The investment seeks to provide shareholders with long-term capital appreciation. Under normal circumstances, at least 80% of the fund's net assets (including the amount of any borrowings for investment purposes) are invested in equity securities of large capitalization issuers. These companies have market capitalizations in the range of companies in the Russell 1000 Value Index (the index) at the time of purchase.
Fund Info
US19766H6190
19766H619
Apr 25, 1997
$2,000
Large-Cap
Value
Expense Ratio
SLVAX has an expense ratio of 0.80%, placing it in the medium range.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
Columbia Select Large Cap Value Fund (SLVAX) returned 4.67% year-to-date (YTD) and 9.54% over the past 12 months. Over the past 10 years, SLVAX returned 9.39% annually, underperforming the S&P 500 benchmark at 10.85%.
SLVAX
4.67%
4.98%
-1.28%
9.54%
6.94%
14.76%
9.39%
^GSPC (Benchmark)
0.51%
6.15%
-2.00%
12.92%
12.68%
14.19%
10.85%
Monthly Returns
The table below presents the monthly returns of SLVAX, 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 | 3.97% | 0.06% | -1.14% | -3.15% | 5.08% | 4.67% | |||||||
| 2024 | -0.53% | 2.22% | 6.65% | -2.89% | 4.61% | -1.32% | 3.92% | 1.08% | 1.16% | -1.37% | 5.01% | -5.94% | 12.53% |
| 2023 | 4.53% | -3.44% | -2.39% | 0.27% | -4.08% | 7.40% | 3.26% | -4.34% | -3.84% | -2.43% | 6.05% | 5.52% | 5.56% |
| 2022 | 0.20% | 1.83% | 1.09% | -5.62% | 2.42% | -10.32% | 5.13% | -1.53% | -7.18% | 11.51% | 7.69% | -4.14% | -1.09% |
| 2021 | 1.09% | 6.95% | 6.17% | 3.88% | 4.22% | -2.61% | -1.35% | 0.46% | -2.90% | 5.90% | -3.29% | 5.92% | 26.34% |
| 2020 | -4.93% | -9.60% | -17.57% | 13.92% | 2.63% | 2.46% | 4.95% | 4.71% | -3.30% | -1.75% | 15.30% | 3.88% | 6.12% |
| 2019 | 9.32% | 1.91% | -0.12% | 5.43% | -9.77% | 8.55% | 1.31% | -4.41% | 2.74% | 2.67% | 3.99% | 3.70% | 26.57% |
| 2018 | 4.04% | -5.50% | -2.17% | 0.75% | 0.94% | 0.04% | 4.32% | 0.34% | 0.63% | -7.06% | 1.43% | -9.77% | -12.32% |
| 2017 | 0.61% | 3.91% | -0.92% | 0.72% | 0.17% | 1.34% | 0.95% | -0.45% | 4.68% | 1.06% | 4.54% | 2.02% | 20.06% |
| 2016 | -7.09% | 0.37% | 7.24% | 2.04% | 2.00% | -0.05% | 3.73% | 1.44% | 0.31% | -0.84% | 7.85% | 2.56% | 20.44% |
| 2015 | -4.81% | 6.89% | -2.32% | 1.10% | 0.91% | -1.38% | -0.48% | -6.99% | -4.40% | 8.65% | 1.00% | -3.03% | -5.83% |
| 2014 | -2.89% | 3.75% | 2.21% | -0.32% | 2.21% | 1.85% | -1.20% | 4.26% | -2.19% | 1.58% | 0.73% | 0.63% | 10.86% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of SLVAX is 42, 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 Select Large Cap Value Fund (SLVAX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
Columbia Select Large Cap Value Fund provided a 3.31% dividend yield over the last twelve months, with an annual payout of $1.14 per share. The fund has been increasing its distributions for 2 consecutive years.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.14 | $1.14 | $1.09 | $0.41 | $1.81 | $1.93 | $1.81 | $1.06 | $1.25 | $1.91 | $0.92 | $0.56 |
Dividend yield | 3.31% | 3.46% | 3.60% | 1.38% | 5.91% | 7.52% | 6.96% | 4.83% | 4.76% | 8.34% | 4.49% | 2.44% |
Monthly Dividends
The table displays the monthly dividend distributions for Columbia Select Large Cap Value 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.14 | $1.14 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.09 | $1.09 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.41 | $0.41 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.81 | $1.81 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.93 | $1.93 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.81 | $1.81 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.06 | $1.06 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.25 | $1.25 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.91 | $1.91 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.92 | $0.92 |
| 2014 | $0.56 | $0.56 |
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 Large Cap Value 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 Value Fund was 60.01%, occurring on Mar 6, 2009. Recovery took 761 trading sessions.
The current Columbia Select Large Cap Value Fund drawdown is 1.55%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -60.01% | Jul 20, 2007 | 410 | Mar 6, 2009 | 761 | Mar 13, 2012 | 1171 |
| -49.12% | Mar 9, 2001 | 395 | Oct 9, 2002 | 603 | Mar 4, 2005 | 998 |
| -41.5% | Jan 21, 2020 | 44 | Mar 23, 2020 | 166 | Nov 16, 2020 | 210 |
| -29.85% | Jul 19, 1999 | 165 | Mar 7, 2000 | 147 | Oct 5, 2000 | 312 |
| -24.86% | Jul 9, 1998 | 66 | Oct 8, 1998 | 136 | Apr 16, 1999 | 202 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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