CLSPX vs. CDDYX
Compare and contrast key facts about Columbia Select Mid Cap Growth Fund (CLSPX) and Columbia Dividend Income Fund Institutional 3 Class (CDDYX).
CLSPX is managed by Columbia. It was launched on Nov 20, 1985. CDDYX is managed by Columbia. It was launched on Nov 8, 2012.
Performance
CLSPX vs. CDDYX - Performance Comparison
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CLSPX vs. CDDYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CLSPX Columbia Select Mid Cap Growth Fund | -7.47% | 15.16% | 23.97% | 25.25% | -31.25% | 16.39% | 35.43% | 35.25% | -5.22% | 22.86% |
CDDYX Columbia Dividend Income Fund Institutional 3 Class | 1.65% | 15.95% | 15.17% | 10.65% | -4.84% | 26.43% | 7.92% | 28.74% | -4.27% | 20.34% |
Returns By Period
In the year-to-date period, CLSPX achieves a -7.47% return, which is significantly lower than CDDYX's 1.65% return. Over the past 10 years, CLSPX has underperformed CDDYX with an annualized return of 11.32%, while CDDYX has yielded a comparatively higher 12.13% annualized return.
CLSPX
- 1D
- -2.02%
- 1M
- -11.48%
- YTD
- -7.47%
- 6M
- -10.69%
- 1Y
- 18.53%
- 3Y*
- 14.17%
- 5Y*
- 5.24%
- 10Y*
- 11.32%
CDDYX
- 1D
- 0.03%
- 1M
- -5.46%
- YTD
- 1.65%
- 6M
- 4.20%
- 1Y
- 14.89%
- 3Y*
- 14.58%
- 5Y*
- 10.65%
- 10Y*
- 12.13%
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CLSPX vs. CDDYX - Expense Ratio Comparison
CLSPX has a 0.86% expense ratio, which is higher than CDDYX's 0.55% expense ratio.
Return for Risk
CLSPX vs. CDDYX — Risk / Return Rank
CLSPX
CDDYX
CLSPX vs. CDDYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Select Mid Cap Growth Fund (CLSPX) and Columbia Dividend Income Fund Institutional 3 Class (CDDYX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| CLSPX | CDDYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.71 | 1.20 | -0.49 |
Sortino ratioReturn per unit of downside risk | 1.13 | 1.70 | -0.57 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.26 | -0.11 |
Calmar ratioReturn relative to maximum drawdown | 1.13 | 1.47 | -0.34 |
Martin ratioReturn relative to average drawdown | 3.80 | 6.88 | -3.08 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| CLSPX | CDDYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.71 | 1.20 | -0.49 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.21 | 0.81 | -0.59 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.50 | 0.78 | -0.27 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.41 | 0.85 | -0.44 |
Correlation
The correlation between CLSPX and CDDYX is 0.74, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
CLSPX vs. CDDYX - Dividend Comparison
CLSPX's dividend yield for the trailing twelve months is around 12.96%, more than CDDYX's 5.29% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CLSPX Columbia Select Mid Cap Growth Fund | 12.96% | 11.99% | 12.87% | 0.00% | 0.00% | 21.10% | 15.38% | 8.30% | 26.41% | 13.16% | 6.15% | 17.11% |
CDDYX Columbia Dividend Income Fund Institutional 3 Class | 5.29% | 5.33% | 5.99% | 4.96% | 3.90% | 2.93% | 1.85% | 3.28% | 7.65% | 4.03% | 3.84% | 8.35% |
Drawdowns
CLSPX vs. CDDYX - Drawdown Comparison
The maximum CLSPX drawdown since its inception was -68.54%, which is greater than CDDYX's maximum drawdown of -32.74%. Use the drawdown chart below to compare losses from any high point for CLSPX and CDDYX.
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Drawdown Indicators
| CLSPX | CDDYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -68.54% | -32.74% | -35.80% |
Max Drawdown (1Y)Largest decline over 1 year | -13.64% | -10.17% | -3.47% |
Max Drawdown (5Y)Largest decline over 5 years | -43.35% | -16.91% | -26.44% |
Max Drawdown (10Y)Largest decline over 10 years | -43.35% | -32.74% | -10.61% |
Current DrawdownCurrent decline from peak | -13.64% | -5.46% | -8.18% |
Average DrawdownAverage peak-to-trough decline | -16.30% | -2.79% | -13.51% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.07% | 2.18% | +1.89% |
Volatility
CLSPX vs. CDDYX - Volatility Comparison
Columbia Select Mid Cap Growth Fund (CLSPX) has a higher volatility of 8.39% compared to Columbia Dividend Income Fund Institutional 3 Class (CDDYX) at 2.92%. This indicates that CLSPX's price experiences larger fluctuations and is considered to be riskier than CDDYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CLSPX | CDDYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.39% | 2.92% | +5.47% |
Volatility (6M)Calculated over the trailing 6-month period | 16.39% | 6.83% | +9.56% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.56% | 13.61% | +11.95% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.87% | 13.29% | +11.58% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.64% | 15.68% | +6.96% |