- Issuer
- Columbia
- Inception Date
- Nov 30, 2001
- Category
- Large Cap Value Equities
- Leveraged
- 1x (No leverage)
- Index Tracked
- No Index (Active)
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Value
Share Price Chart
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Performance
SLVIX Performance Chart
Columbia Select Large Cap Value Fund Institutional Class 2 (SLVIX) is up 16.2% since the beginning of the year. SLVIX is currently trading at $48 per share. Investors who bought $1,000 worth of SLVIX shares 5 years ago would now be looking at an investment worth $1,869.
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Returns By Period
Columbia Select Large Cap Value Fund Institutional Class 2 (SLVIX) has returned 16.21% so far this year and 38.08% over the past 12 months. Over the last decade, SLVIX has posted an annualized return of 13.38%, slightly higher than the S&P 500 Index benchmark’s 13.26%.
Columbia Select Large Cap Value Fund Institutional Class 2
- 1D
- 0.83%
- 1M
- 0.59%
- 6M
- 10.80%
- YTD
- 16.21%
- 1Y
- 38.08%
- 3Y*
- 19.09%
- 5Y*
- 13.33%
- 10Y*
- 13.38%
- ALL TIME*
- 9.61%
Benchmark (S&P 500 Index)
- 1D
- 0.70%
- 1M
- 0.09%
- 6M
- 7.94%
- YTD
- 9.41%
- 1Y
- 20.07%
- 3Y*
- 17.84%
- 5Y*
- 11.25%
- 10Y*
- 13.26%
- ALL TIME*
- 8.09%
SLVIX Monthly Returns History
Based on dividend-adjusted daily data since Jan 2, 2002, SLVIX's average daily return is +0.05%, while the average monthly return is +0.90%. At this rate, an investment would double in approximately 6.4 years.
Historically, 64% of months were positive and 36% were negative. The best month was Nov 2020 with a return of +15.3%, while the worst month was Oct 2008 at -19.4%. The longest winning streak lasted 11 consecutive months, and the longest losing streak was 5 months.
On a daily basis, SLVIX closed higher 52% of trading days. The best single day was Oct 13, 2008 with a return of +13.3%, while the worst single day was Mar 16, 2020 at -13.3%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 4.88% | 4.86% | -6.66% | 6.33% | 2.73% | 2.85% | 0.76% | 16.21% | |||||
| 2025 | 4.00% | 0.08% | -1.11% | -3.10% | 5.25% | 4.00% | -0.37% | 5.29% | 2.39% | 1.74% | 3.33% | 3.83% | 28.02% |
| 2024 | -0.47% | 2.21% | 6.70% | -2.87% | 4.62% | -1.25% | 3.92% | 1.11% | 1.18% | -1.33% | 5.00% | -5.90% | 12.90% |
| 2023 | 4.58% | -3.43% | -2.35% | 0.29% | -4.08% | 7.46% | 3.30% | -4.35% | -3.81% | -2.38% | 6.06% | 5.56% | 5.90% |
| 2022 | 0.22% | 1.87% | 1.13% | -5.60% | 2.41% | -10.27% | 5.17% | -1.53% | -7.18% | 11.55% | 7.75% | -4.11% | -0.78% |
| 2021 | 1.08% | 6.98% | 6.22% | 3.90% | 4.26% | -2.61% | -1.29% | 0.44% | -2.86% | 5.95% | -3.26% | 5.92% | 26.68% |
Benchmark Metrics
Columbia Select Large Cap Value Fund Institutional Class 2 has an annualized alpha of 1.58%, beta of 1.04, and R2 of 0.88 versus S&P 500 Index. Calculated based on daily prices since January 02, 2002.
- This fund captured 109.17% of S&P 500 Index gains and 101.30% of its losses - amplifying both gains and losses, but participating more in upside than downside.
- With beta of 1.04 and R2 of 0.88, 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
- 1.58%
- Beta
- 1.04
- R²
- 0.88
- Upside Capture
- 109.17%
- Downside Capture
- 101.30%
Expense Ratio
SLVIX has an expense ratio of 0.53%, placing it in the medium range.
Return for Risk
Risk / Return Rank
SLVIX ranks 95 for risk / return — above 95% of mutual funds peers on PortfoliosLab. Its historical combined result is among the stronger results in the peer group.
Risk / Return Metrics
The table below present risk-adjusted performance metrics for Columbia Select Large Cap Value Fund Institutional Class 2 (SLVIX) 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.
| SLVIX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.52 | ||
| Sortino ratioReturn per unit of downside risk | +2.12 | ||
| Omega ratioGain probability vs. loss probability | 1.53 | 1.25 | +0.28 |
| Calmar ratioReturn relative to maximum drawdown | 4.00 | 2.00 | +2.00 |
| Martin ratioReturn relative to average drawdown | 16.57 | 8.49 | +8.08 |
Dividends
Dividend History
Columbia Select Large Cap Value Fund Institutional Class 2 provided a 7.20% dividend yield over the last twelve months, with an annual payout of $3.43 per share. The fund has been increasing its distributions for 3 consecutive years.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $3.43 | $3.43 | $1.26 | $1.19 | $0.51 | $1.90 | $2.00 | $1.88 | $1.15 | $1.01 | $1.65 | $1.00 |
Dividend yield | 7.20% | 8.37% | 3.62% | 3.75% | 1.62% | 5.95% | 7.47% | 6.97% | 5.02% | 3.73% | 6.95% | 4.71% |
Monthly Dividends
The table displays the monthly dividend distributions for Columbia Select Large Cap Value Fund Institutional Class 2. 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 | $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 | $3.43 | $3.43 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.26 | $1.26 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.19 | $1.19 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.51 | $0.51 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.90 | $1.90 |
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 Institutional Class 2. 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 Institutional Class 2 was 59.63%, occurring on Mar 6, 2009. Recovery took 494 trading sessions.
The current Columbia Select Large Cap Value Fund Institutional Class 2 drawdown is 0.50%.
Drawdown | Fall | Recovery | Underwater | Related event |
|---|---|---|---|---|
-59.63%Mar 2009 | 1y 7mo | 1y 11mo | 3y 7moJul 2007 - Feb 2011 | Financial crisis2007–2009 |
-43.73%Oct 2002 | 6mo 23d | 2y 27d | 2y 7moMar 2002 - Nov 2004 | Dot-com crash2000–2002 |
-41.46%Mar 2020 | 2mo 2d | 7mo 28d | 10moJan 2020 - Nov 2020 | COVID crash2020 |
-25.03%Oct 2011 | 5mo 4d | 5mo 8d | 10mo 12dMay 2011 - Mar 2012 | — |
-22.25%Dec 2018 | 10mo 29d | 10mo 18d | 1y 9moJan 2018 - Nov 2019 | Rate-hike selloffLate 2018 |
Drawdown Indicators
| SLVIX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.63% | -56.78% | -2.85% |
Max Drawdown (1Y)Largest decline over 1 year | -9.00% | -9.10% | +0.10% |
Max Drawdown (3Y)Largest decline over 3 years | -14.71% | -18.90% | +4.19% |
Max Drawdown (5Y)Largest decline over 5 years | -18.35% | -25.43% | +7.08% |
Max Drawdown (10Y)Largest decline over 10 years | -41.46% | -33.92% | -7.54% |
Current DrawdownCurrent decline from peak | -0.50% | -1.58% | +1.08% |
Average DrawdownAverage peak-to-trough decline | -8.25% | -10.70% | +2.45% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.19% | 2.14% | +0.05% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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