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 features an expense ratio of 0.80%, falling within the medium range.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Columbia Select Large Cap Growth Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Columbia Select Large Cap Growth Fund had a return of 2.63% year-to-date (YTD) and -3.45% in the last 12 months. Over the past 10 years, Columbia Select Large Cap Growth Fund had an annualized return of -7.29%, while the S&P 500 had an annualized return of 11.31%, indicating that Columbia Select Large Cap Growth Fund did not perform as well as the benchmark.
UMLGX
2.63%
0.11%
0.67%
-3.45%
-8.37%
-7.29%
^GSPC (Benchmark)
4.46%
2.46%
9.31%
23.49%
13.03%
11.31%
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% | 2.63% | |||||||||||
| 2024 | 2.48% | 4.18% | 1.79% | -5.18% | 2.40% | -3.31% | -5.19% | 3.73% | 1.46% | 0.55% | 7.04% | -10.28% | -1.69% |
| 2023 | 10.83% | -3.93% | 7.27% | 0.74% | 2.57% | 2.86% | 1.85% | -1.37% | -6.00% | -3.19% | 12.67% | -0.11% | 24.89% |
| 2022 | -10.93% | -5.39% | 1.96% | -14.26% | -4.61% | -18.96% | 11.92% | -4.29% | -10.58% | 7.74% | 6.34% | -5.83% | -41.14% |
| 2021 | -3.67% | 2.91% | -1.61% | 5.88% | -1.55% | -9.18% | 1.66% | 2.56% | -6.16% | 6.94% | -4.14% | -13.03% | -19.47% |
| 2020 | 0.38% | -4.21% | -12.24% | 15.31% | 10.36% | -5.23% | 8.01% | 8.75% | -1.74% | -1.11% | 10.66% | -10.23% | 15.38% |
| 2019 | 14.70% | 4.14% | 1.63% | 5.32% | -8.58% | -9.51% | 0.22% | -3.96% | -2.14% | 5.07% | 6.39% | -9.22% | 1.09% |
| 2018 | 8.47% | -0.84% | -1.86% | 0.92% | 4.03% | -7.26% | 2.24% | 4.03% | 1.00% | -13.37% | 2.15% | -20.37% | -22.20% |
| 2017 | 7.69% | 4.63% | 2.60% | 2.53% | 2.60% | -4.76% | 3.80% | 1.28% | -1.32% | 1.10% | 3.32% | -3.50% | 21.10% |
| 2016 | -13.70% | -3.71% | 6.28% | 3.43% | 3.05% | -2.27% | 7.67% | -0.66% | 0.66% | -5.27% | -1.83% | -12.11% | -19.04% |
| 2015 | -1.01% | 8.56% | -1.67% | 1.49% | 0.52% | -4.84% | 3.34% | -8.31% | -4.15% | 7.77% | 2.29% | -7.92% | -5.44% |
| 2014 | -0.94% | 7.71% | -6.38% | -4.06% | 2.39% | -5.30% | 0.34% | 5.69% | -3.11% | 5.12% | 1.92% | -9.40% | -7.33% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of UMLGX is 3, meaning it’s performing worse than 97% of other mutual funds on our website when it comes to balancing risk and reward. Below is 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.
Dividends
Dividend History
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.
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 2837 trading sessions.
The current Columbia Select Large Cap Growth Fund drawdown is 57.07%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -72.94% | Mar 27, 2000 | 632 | Oct 7, 2002 | 2837 | Jan 22, 2014 | 3469 |
| -69.05% | Mar 6, 2014 | 2170 | Oct 14, 2022 | — | — | — |
| -30.13% | Jul 21, 1998 | 58 | Oct 8, 1998 | 32 | Nov 23, 1998 | 90 |
| -16% | Apr 14, 1999 | 44 | Jun 14, 1999 | 103 | Nov 4, 1999 | 147 |
| -8.67% | Jan 4, 2000 | 18 | Jan 28, 2000 | 24 | Mar 3, 2000 | 42 |
Volatility
Volatility Chart
The current Columbia Select Large Cap Growth Fund volatility is 5.14%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.