Columbia Select Large Cap Value Fund Class R (SLVRX)
The Columbia Select Large Cap Value Fund (SLVRX) aims to generate long-term capital growth for shareholders. Typically, it invests at least 80% of its net assets (including any borrowed funds for investment purposes) in equity securities of large-cap companies. These companies are defined by their market capitalization, which falls within the range of companies in the Russell 1000 Value Index at the time of purchase.
Fund Info
US19766H5697
19766H569
Apr 30, 2003
North America (U.S.)
$0
Large-Cap
Value
Expense Ratio
SLVRX has a high expense ratio of 1.05%, indicating above-average management fees.
Share Price Chart
Loading data...
Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Performance
Performance Chart
Loading data...
Returns By Period
Columbia Select Large Cap Value Fund Class R (SLVRX) returned 2.11% year-to-date (YTD) and 3.38% over the past 12 months. Over the past 10 years, SLVRX returned 5.16% annually, underperforming the S&P 500 benchmark at 10.46%.
SLVRX
2.11%
8.74%
-3.31%
3.38%
12.06%
5.16%
^GSPC (Benchmark)
-3.77%
7.44%
-5.60%
8.37%
14.12%
10.46%
Monthly Returns
The table below presents the monthly returns of SLVRX, 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 | 3.96% | 0.03% | -1.16% | -3.13% | 2.55% | 2.11% | |||||||
| 2024 | -0.54% | 2.20% | 6.63% | -2.89% | 4.55% | -1.29% | 3.88% | 1.04% | 1.12% | -1.37% | 4.98% | -7.52% | 10.39% |
| 2023 | 4.48% | -3.44% | -2.41% | 0.24% | -4.13% | 7.42% | 3.23% | -4.37% | -3.86% | -2.45% | 6.00% | 3.73% | 3.48% |
| 2022 | 0.20% | 1.80% | 1.08% | -5.64% | 2.37% | -10.30% | 5.09% | -1.57% | -7.19% | 11.45% | 7.72% | -4.26% | -1.41% |
| 2021 | 1.03% | 6.92% | 6.18% | 3.85% | 4.24% | -2.66% | -1.35% | 0.40% | -2.89% | 5.88% | -3.29% | 1.56% | 20.90% |
| 2020 | -4.94% | -9.64% | -17.60% | 13.95% | 2.57% | 2.46% | 4.94% | 4.67% | -3.32% | -1.74% | 15.28% | -1.33% | 0.60% |
| 2019 | 9.33% | 1.86% | -0.12% | 5.44% | -9.81% | 8.52% | 1.29% | -4.45% | 2.74% | 2.63% | 3.94% | -1.67% | 19.72% |
| 2018 | 4.03% | -5.51% | -2.17% | 0.68% | 0.96% | -0.00% | 4.28% | 0.34% | 0.61% | -7.07% | 1.42% | -12.47% | -15.11% |
| 2017 | 0.58% | 3.92% | -0.93% | 0.73% | 0.13% | 1.31% | 0.92% | -0.46% | 4.63% | 1.08% | 4.49% | -1.93% | 15.19% |
| 2016 | -7.08% | 0.26% | 7.23% | 2.07% | 1.93% | -0.05% | 3.69% | 1.46% | 0.27% | -0.85% | 7.79% | -4.39% | 11.97% |
| 2015 | -4.87% | 6.89% | -2.35% | 1.12% | 0.88% | -1.40% | -0.53% | -7.00% | -4.41% | 8.63% | 0.97% | -5.92% | -8.88% |
| 2014 | -2.92% | 3.70% | 2.19% | -0.33% | 2.19% | 1.83% | -1.26% | 4.27% | -2.22% | 1.56% | 0.75% | -1.08% | 8.73% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of SLVRX 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 Class R (SLVRX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Loading data...
Dividends
Dividend History
Columbia Select Large Cap Value Fund Class R provided a 1.49% dividend yield over the last twelve months, with an annual payout of $0.49 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.49 | $0.49 | $0.53 | $0.30 | $0.50 | $0.55 | $0.40 | $0.30 | $0.17 | $0.21 | $0.25 | $0.13 |
Dividend yield | 1.49% | 1.52% | 1.79% | 1.03% | 1.67% | 2.19% | 1.55% | 1.39% | 0.67% | 0.93% | 1.23% | 0.58% |
Monthly Dividends
The table displays the monthly dividend distributions for Columbia Select Large Cap Value Fund Class R. 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 | $0.49 | $0.49 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.53 | $0.53 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.30 | $0.30 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.50 | $0.50 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.55 | $0.55 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.40 | $0.40 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.30 | $0.30 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.17 | $0.17 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.21 | $0.21 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.25 | $0.25 |
| 2014 | $0.13 | $0.13 |
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 data...
Worst Drawdowns
The table below displays the maximum drawdowns of the Columbia Select Large Cap Value Fund Class R. 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 Class R was 60.30%, occurring on Mar 6, 2009. Recovery took 954 trading sessions.
The current Columbia Select Large Cap Value Fund Class R drawdown is 5.58%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -60.3% | Jul 20, 2007 | 411 | Mar 6, 2009 | 954 | Dec 18, 2012 | 1365 |
| -43.66% | Jan 29, 2018 | 541 | Mar 23, 2020 | 179 | Dec 4, 2020 | 720 |
| -23.44% | Jun 24, 2015 | 160 | Feb 11, 2016 | 192 | Nov 14, 2016 | 352 |
| -18.53% | Apr 21, 2022 | 113 | Sep 30, 2022 | 356 | Mar 6, 2024 | 469 |
| -16.31% | Dec 2, 2024 | 87 | Apr 8, 2025 | — | — | — |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
Loading data...