Columbia Select Large Cap Growth Fund (UMLGX)
Under normal circumstances, the fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in common stocks of U.S. and foreign companies that have market capitalizations, at the time of purchase, in the range of companies in the Russell 1000 Growth Index (the index).
Fund Info
US19765Y6885
Oct 1, 1997
$2,000
Large-Cap
Growth
Expense Ratio
UMLGX 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 Growth Fund (UMLGX) returned 2.41% year-to-date (YTD) and 10.02% over the past 12 months. Over the past 10 years, UMLGX had an annualized return of 11.31%, slightly ahead of the S&P 500 benchmark at 10.85%.
UMLGX
2.41%
10.23%
-0.51%
10.02%
15.89%
10.96%
11.31%
^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 UMLGX, 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 | 2.18% | -4.04% | -8.76% | 4.23% | 9.83% | 2.41% | |||||||
| 2024 | 2.48% | 4.18% | 1.79% | -5.18% | 2.40% | 5.82% | -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% | -1.36% | -6.00% | -3.19% | 12.67% | 6.63% | 39.45% |
| 2022 | -10.93% | -5.39% | 1.96% | -14.26% | -4.61% | -7.09% | 11.92% | -4.28% | -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% |
| 2020 | 0.38% | -4.21% | -12.24% | 15.32% | 10.35% | 3.90% | 8.01% | 8.75% | -1.74% | -1.11% | 10.66% | 5.01% | 47.97% |
| 2019 | 14.70% | 4.14% | 1.63% | 5.32% | -8.58% | 9.10% | 0.22% | -3.96% | -2.14% | 5.07% | 6.39% | 2.96% | 38.23% |
| 2018 | 8.47% | -0.84% | -1.86% | 0.92% | 4.03% | 0.17% | 2.24% | 4.03% | 1.00% | -13.37% | 2.15% | -10.51% | -5.56% |
| 2017 | 7.69% | 4.63% | 2.60% | 2.53% | 2.60% | 2.01% | 3.79% | 1.28% | -1.33% | 1.10% | 3.32% | 0.77% | 35.45% |
| 2016 | -13.70% | -3.71% | 6.28% | 3.43% | 3.05% | -1.25% | 7.67% | -0.66% | 0.66% | -5.27% | -1.84% | -1.65% | -8.46% |
| 2015 | -1.01% | 8.56% | -1.67% | 1.49% | 0.52% | 0.47% | 3.33% | -8.31% | -4.16% | 7.77% | 2.29% | -0.45% | 7.94% |
| 2014 | -0.94% | 7.71% | -6.38% | -4.06% | 2.39% | 3.25% | 0.34% | 5.69% | -3.11% | 5.12% | 1.92% | -2.84% | 8.36% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of UMLGX is 32, 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 Growth Fund (UMLGX) 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 Growth Fund provided a 17.66% dividend yield over the last twelve months, with an annual payout of $1.58 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.58 | $1.58 | $0.98 | $1.01 | $4.24 | $3.67 | $4.35 | $3.16 | $1.83 | $1.81 | $2.39 | $2.89 |
Dividend yield | 17.66% | 18.09% | 11.04% | 14.23% | 35.11% | 24.47% | 33.49% | 24.59% | 11.08% | 13.27% | 14.18% | 16.20% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.86 | $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 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.21 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.46 | $3.67 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.68 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.67 | $4.35 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.41 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.75 | $3.16 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.11 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.72 | $1.83 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.65 | $1.81 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.03 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.36 | $2.39 |
| 2014 | $1.58 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.31 | $2.89 |
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 72.94%, occurring on Oct 7, 2002. Recovery took 2817 trading sessions.
The current Columbia Select Large Cap Growth Fund drawdown is 4.17%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -72.94% | Mar 27, 2000 | 632 | Oct 7, 2002 | 2817 | Dec 20, 2013 | 3449 |
| -43.79% | Nov 9, 2021 | 235 | Oct 14, 2022 | 518 | Nov 6, 2024 | 753 |
| -32.54% | Feb 20, 2020 | 23 | Mar 23, 2020 | 52 | Jun 5, 2020 | 75 |
| -30.13% | Jul 21, 1998 | 58 | Oct 8, 1998 | 32 | Nov 23, 1998 | 90 |
| -29.78% | Jul 21, 2015 | 140 | Feb 8, 2016 | 304 | Apr 24, 2017 | 444 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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