NSEPX vs. SMGIX
Compare and contrast key facts about Columbia Select Large Cap Equity Fund (NSEPX) and Columbia Contrarian Core Fund (SMGIX).
NSEPX is managed by Columbia. It was launched on Oct 2, 1998. SMGIX is managed by Columbia. It was launched on Dec 14, 1992.
Performance
NSEPX vs. SMGIX - Performance Comparison
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NSEPX vs. SMGIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NSEPX Columbia Select Large Cap Equity Fund | -9.01% | 14.12% | 24.24% | 28.34% | -19.38% | 29.92% | 19.60% | 28.76% | -5.67% | 24.44% |
SMGIX Columbia Contrarian Core Fund | -5.63% | 17.35% | 23.33% | 32.12% | -18.64% | 24.18% | 22.21% | 32.95% | -8.95% | 20.57% |
Returns By Period
In the year-to-date period, NSEPX achieves a -9.01% return, which is significantly lower than SMGIX's -5.63% return. Both investments have delivered pretty close results over the past 10 years, with NSEPX having a 13.11% annualized return and SMGIX not far ahead at 13.21%.
NSEPX
- 1D
- -0.27%
- 1M
- -7.59%
- YTD
- -9.01%
- 6M
- -6.03%
- 1Y
- 12.18%
- 3Y*
- 15.39%
- 5Y*
- 10.00%
- 10Y*
- 13.11%
SMGIX
- 1D
- 2.93%
- 1M
- -4.62%
- YTD
- -5.63%
- 6M
- -3.60%
- 1Y
- 15.81%
- 3Y*
- 18.40%
- 5Y*
- 10.92%
- 10Y*
- 13.21%
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NSEPX vs. SMGIX - Expense Ratio Comparison
NSEPX has a 0.55% expense ratio, which is lower than SMGIX's 0.75% expense ratio.
Return for Risk
NSEPX vs. SMGIX — Risk / Return Rank
NSEPX
SMGIX
NSEPX vs. SMGIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Select Large Cap Equity Fund (NSEPX) and Columbia Contrarian Core Fund (SMGIX). 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.
| NSEPX | SMGIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.70 | 0.87 | -0.17 |
Sortino ratioReturn per unit of downside risk | 1.09 | 1.34 | -0.25 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.20 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 0.83 | 1.34 | -0.51 |
Martin ratioReturn relative to average drawdown | 3.55 | 5.64 | -2.08 |
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
| NSEPX | SMGIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.70 | 0.87 | -0.17 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.59 | 0.58 | +0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.73 | 0.70 | +0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.68 | -0.24 |
Correlation
The correlation between NSEPX and SMGIX is 0.96, 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
NSEPX vs. SMGIX - Dividend Comparison
NSEPX's dividend yield for the trailing twelve months is around 3.32%, less than SMGIX's 7.83% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NSEPX Columbia Select Large Cap Equity Fund | 3.32% | 3.02% | 6.28% | 4.88% | 6.25% | 7.45% | 7.13% | 5.16% | 11.11% | 5.57% | 2.18% | 12.10% |
SMGIX Columbia Contrarian Core Fund | 7.83% | 7.39% | 9.69% | 3.08% | 10.61% | 13.70% | 7.69% | 5.87% | 10.17% | 4.89% | 0.76% | 5.86% |
Drawdowns
NSEPX vs. SMGIX - Drawdown Comparison
The maximum NSEPX drawdown since its inception was -52.50%, roughly equal to the maximum SMGIX drawdown of -50.62%. Use the drawdown chart below to compare losses from any high point for NSEPX and SMGIX.
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Drawdown Indicators
| NSEPX | SMGIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -52.50% | -50.62% | -1.88% |
Max Drawdown (1Y)Largest decline over 1 year | -12.43% | -12.33% | -0.10% |
Max Drawdown (5Y)Largest decline over 5 years | -25.27% | -32.20% | +6.93% |
Max Drawdown (10Y)Largest decline over 10 years | -33.37% | -32.45% | -0.92% |
Current DrawdownCurrent decline from peak | -10.53% | -7.35% | -3.18% |
Average DrawdownAverage peak-to-trough decline | -12.68% | -6.77% | -5.91% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.89% | 2.93% | -0.04% |
Volatility
NSEPX vs. SMGIX - Volatility Comparison
The current volatility for Columbia Select Large Cap Equity Fund (NSEPX) is 4.49%, while Columbia Contrarian Core Fund (SMGIX) has a volatility of 5.29%. This indicates that NSEPX experiences smaller price fluctuations and is considered to be less risky than SMGIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| NSEPX | SMGIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.49% | 5.29% | -0.80% |
Volatility (6M)Calculated over the trailing 6-month period | 9.12% | 9.73% | -0.61% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.16% | 18.74% | -0.58% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.15% | 19.00% | -1.85% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.14% | 18.97% | -0.83% |