- ISIN
- US19765Y6885
- Issuer
- Columbia
- Inception Date
- Oct 1, 1997
- Category
- Large Cap Growth Equities
- Min. Investment
- $2,000
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Growth
Share Price Chart
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Performance
UMLGX Performance Chart
Columbia Select Large Cap Growth Fund (UMLGX) is up 9.1% since the beginning of the year. UMLGX is currently trading at $8 per share. Investors who bought $1,000 worth of UMLGX shares 5 years ago would now be looking at an investment worth $1,342.
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Returns By Period
Columbia Select Large Cap Growth Fund (UMLGX) has returned 9.07% so far this year and 17.48% over the past 12 months. Over the last ten years, UMLGX has returned 13.08% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.
Columbia Select Large Cap Growth Fund
- 1D
- 1.58%
- 1M
- 1.05%
- YTD
- 9.07%
- 6M
- 8.45%
- 1Y
- 17.48%
- 3Y*
- 15.52%
- 5Y*
- 6.06%
- 10Y*
- 13.08%
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%
UMLGX Monthly Returns History
Based on dividend-adjusted daily data since Sep 30, 1997, UMLGX's average daily return is +0.04%, while the average monthly return is +0.89%. At this rate, an investment would double in approximately 6.5 years.
Historically, 60% of months were positive and 40% were negative. The best month was Dec 1998 with a return of +15.4%, while the worst month was Feb 2001 at -21.5%. The longest winning streak lasted 9 consecutive months, and the longest losing streak was 5 months.
On a daily basis, UMLGX closed higher 52% of trading days. The best single day was Oct 13, 2008 with a return of +12.4%, while the worst single day was Mar 16, 2020 at -12.9%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -2.27% | -2.90% | -4.18% | 12.93% | 8.14% | -1.79% | 9.07% | ||||||
| 2025 | 2.18% | -4.04% | -8.76% | 4.23% | 9.83% | 5.60% | 1.41% | -2.28% | 2.08% | 5.21% | -2.54% | -1.36% | 10.64% |
| 2024 | 2.48% | 4.18% | 1.79% | -5.18% | 2.40% | 5.83% | -5.19% | 3.73% | 1.46% | 0.55% | 7.04% | -3.35% | 15.91% |
| 2023 | 10.83% | -3.93% | 7.27% | 0.74% | 2.57% | 7.59% | 1.85% | -1.37% | -6.00% | -3.19% | 12.67% | 6.63% | 39.46% |
| 2022 | -10.93% | -5.39% | 1.96% | -14.26% | -4.61% | -7.09% | 11.92% | -4.29% | -10.58% | 7.74% | 6.34% | -5.83% | -32.52% |
| 2021 | -3.67% | 2.91% | -1.61% | 5.88% | -1.55% | 9.15% | 1.66% | 2.56% | -6.16% | 6.94% | -4.14% | -1.78% | 9.30% |
Benchmark Metrics
Columbia Select Large Cap Growth Fund has an annualized alpha of 0.89%, beta of 1.15, and R2 of 0.82 versus S&P 500 Index. Calculated based on daily prices since September 30, 1997.
- This fund captured 129.45% of S&P 500 Index gains and 119.64% of its losses - amplifying both gains and losses, but participating more in upside than downside.
- Alpha
- 0.89%
- Beta
- 1.15
- R²
- 0.82
- Upside Capture
- 129.45%
- Downside Capture
- 119.64%
Expense Ratio
UMLGX has an expense ratio of 0.80%, placing it in the medium range.
Return for Risk
Risk / Return Rank
UMLGX ranks 13 for risk / return — in the bottom 13% of mutual funds on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Columbia Select Large Cap Growth Fund (UMLGX) 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.
| UMLGX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.02 | ||
| Sortino ratioReturn per unit of downside risk | -1.32 | ||
| Omega ratioGain probability vs. loss probability | 1.18 | 1.37 | -0.18 |
| Calmar ratioReturn relative to maximum drawdown | 1.04 | 2.78 | -1.74 |
| Martin ratioReturn relative to average drawdown | 3.12 | 12.44 | -9.32 |
Dividends
Dividend History
Columbia Select Large Cap Growth Fund provided a 11.94% dividend yield over the last twelve months, with an annual payout of $0.92 per share. The fund has been increasing its distributions for 2 consecutive years.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.92 | $2.52 | $1.58 | $0.98 | $1.01 | $4.24 | $3.67 | $4.35 | $1.75 | $1.83 | $1.81 | $2.39 |
Dividend yield | 11.94% | 35.72% | 18.08% | 11.04% | 14.23% | 35.11% | 24.47% | 33.49% | 13.61% | 11.08% | 13.27% | 14.17% |
Monthly Dividends
The table displays the monthly dividend distributions for Columbia Select Large Cap Growth 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 | $1.60 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.92 | $2.52 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.86 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.72 | $1.58 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.40 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.58 | $0.98 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.01 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.01 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.66 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.59 | $4.24 |
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 Growth 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 Growth Fund was 73.05%, occurring on Oct 7, 2002. Recovery took 2822 trading sessions.
The current Columbia Select Large Cap Growth Fund drawdown is 3.14%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Dot-com crash2000–2002 | -73.05%Oct 2002 | 2y 6mo | 11y 2mo | 13y 9moMar 2000 - Dec 2013 |
Bear market2022 | -43.79%Oct 2022 | 11mo 9d | 2y 24d | 2y 12moNov 2021 - Nov 2024 |
COVID crash2020 | -32.54%Mar 2020 | 1mo 2d | 2mo 14d | 3mo 16dFeb 2020 - Jun 2020 |
1998 bear market1998 | -30.13%Oct 1998 | 2mo 19d | 1mo 16d | 4mo 5dJul 1998 - Nov 1998 |
Rate-hike selloffLate 2018 | -30.11%Dec 2018 | 6mo 12d | 7mo 2d | 1y 1moJun 2018 - Jul 2019 |
Drawdown Indicators
| UMLGX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -73.05% | -56.78% | -16.27% |
Max Drawdown (1Y)Largest decline over 1 year | -16.42% | -9.10% | -7.32% |
Max Drawdown (3Y)Largest decline over 3 years | -23.90% | -18.90% | -5.00% |
Max Drawdown (5Y)Largest decline over 5 years | -43.79% | -25.43% | -18.36% |
Max Drawdown (10Y)Largest decline over 10 years | -43.79% | -33.92% | -9.87% |
Current DrawdownCurrent decline from peak | -3.14% | -1.80% | -1.34% |
Average DrawdownAverage peak-to-trough decline | -26.62% | -10.71% | -15.91% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.46% | 2.03% | +3.43% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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