Columbia Select Large Cap Growth Fund (UMLGX)

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

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.

Columbia Select Large Cap Growth Fund (UMLGX) has returned -12.32% so far this year and 8.43% over the past 12 months. Over the last ten years, UMLGX has returned 11.14% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.

Based on dividend-adjusted daily data since Sep 30, 1997, UMLGX's average daily return is +0.04%, while the average monthly return is +0.83%. At this rate, your investment would double in approximately 7.0 years.

Historically, 61% of months were positive and 39% 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%.

Columbia Select Large Cap Growth Fund has an annualized alpha of 0.78%, beta of 1.15, and R² of 0.82 versus S&P 500 Index. Calculated based on daily prices since October 01, 1997.

• This fund captured 129.07% of S&P 500 Index gains and 119.58% of its losses — amplifying both gains and losses, but participating more in upside than downside.

UMLGX has an expense ratio of 0.80%, placing it in the medium range.

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.

The table below present risk-adjusted performance metrics for Columbia Select Large Cap Growth Fund (UMLGX) and compare them to a chosen benchmark (S&P 500 Index).

Columbia Select Large Cap Growth Fund provided a 40.74% dividend yield over the last twelve months, with an annual payout of $2.52 per share. The fund has been increasing its distributions for 2 consecutive years.

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.

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.

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 16.42%.

The chart below shows the rolling one-month volatility.