NYVTX vs. SLVRX
Compare and contrast key facts about Davis New York Venture Fund (NYVTX) and Columbia Select Large Cap Value Fund Class R (SLVRX).
NYVTX is managed by Davis Funds. It was launched on Feb 17, 1969. SLVRX is managed by Columbia. It was launched on Apr 30, 2003.
Performance
NYVTX vs. SLVRX - Performance Comparison
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NYVTX vs. SLVRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NYVTX Davis New York Venture Fund | -0.07% | 26.83% | 17.27% | 30.14% | -17.54% | 12.47% | 11.42% | 30.99% | -12.99% | 22.18% |
SLVRX Columbia Select Large Cap Value Fund Class R | 2.51% | 27.32% | 12.24% | 5.25% | -1.30% | 26.02% | 5.92% | 26.26% | -12.52% | 18.96% |
Returns By Period
In the year-to-date period, NYVTX achieves a -0.07% return, which is significantly lower than SLVRX's 2.51% return. Both investments have delivered pretty close results over the past 10 years, with NYVTX having a 12.57% annualized return and SLVRX not far behind at 12.33%.
NYVTX
- 1D
- 2.34%
- 1M
- -3.99%
- YTD
- -0.07%
- 6M
- 7.52%
- 1Y
- 24.23%
- 3Y*
- 22.27%
- 5Y*
- 9.27%
- 10Y*
- 12.57%
SLVRX
- 1D
- 2.38%
- 1M
- -6.44%
- YTD
- 2.51%
- 6M
- 10.64%
- 1Y
- 27.09%
- 3Y*
- 16.12%
- 5Y*
- 10.64%
- 10Y*
- 12.33%
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NYVTX vs. SLVRX - Expense Ratio Comparison
NYVTX has a 0.89% expense ratio, which is lower than SLVRX's 1.05% expense ratio.
Return for Risk
NYVTX vs. SLVRX — Risk / Return Rank
NYVTX
SLVRX
NYVTX vs. SLVRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Davis New York Venture Fund (NYVTX) and Columbia Select Large Cap Value Fund Class R (SLVRX). 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.
| NYVTX | SLVRX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.34 | 1.59 | -0.24 |
Sortino ratioReturn per unit of downside risk | 1.92 | 2.13 | -0.22 |
Omega ratioGain probability vs. loss probability | 1.29 | 1.34 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 2.08 | 2.26 | -0.18 |
Martin ratioReturn relative to average drawdown | 8.93 | 9.58 | -0.64 |
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
| NYVTX | SLVRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.34 | 1.59 | -0.24 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.47 | 0.67 | -0.20 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.63 | 0.66 | -0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 0.46 | +0.02 |
Correlation
The correlation between NYVTX and SLVRX is 0.89, 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
NYVTX vs. SLVRX - Dividend Comparison
NYVTX's dividend yield for the trailing twelve months is around 11.47%, more than SLVRX's 8.29% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NYVTX Davis New York Venture Fund | 11.47% | 11.46% | 21.31% | 7.92% | 7.48% | 21.93% | 5.88% | 7.54% | 24.08% | 8.32% | 12.85% | 22.97% |
SLVRX Columbia Select Large Cap Value Fund Class R | 8.29% | 8.50% | 3.27% | 3.42% | 1.15% | 5.83% | 7.46% | 6.83% | 4.60% | 3.92% | 8.22% | 4.27% |
Drawdowns
NYVTX vs. SLVRX - Drawdown Comparison
The maximum NYVTX drawdown since its inception was -58.56%, roughly equal to the maximum SLVRX drawdown of -60.20%. Use the drawdown chart below to compare losses from any high point for NYVTX and SLVRX.
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Drawdown Indicators
| NYVTX | SLVRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.56% | -60.20% | +1.64% |
Max Drawdown (1Y)Largest decline over 1 year | -12.07% | -12.41% | +0.34% |
Max Drawdown (5Y)Largest decline over 5 years | -32.62% | -18.53% | -14.09% |
Max Drawdown (10Y)Largest decline over 10 years | -36.98% | -41.51% | +4.53% |
Current DrawdownCurrent decline from peak | -5.52% | -6.87% | +1.35% |
Average DrawdownAverage peak-to-trough decline | -10.21% | -7.47% | -2.74% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.81% | 2.92% | -0.11% |
Volatility
NYVTX vs. SLVRX - Volatility Comparison
Davis New York Venture Fund (NYVTX) has a higher volatility of 4.93% compared to Columbia Select Large Cap Value Fund Class R (SLVRX) at 4.66%. This indicates that NYVTX's price experiences larger fluctuations and is considered to be riskier than SLVRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| NYVTX | SLVRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.93% | 4.66% | +0.27% |
Volatility (6M)Calculated over the trailing 6-month period | 9.93% | 9.32% | +0.61% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.41% | 17.08% | +1.33% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.84% | 15.89% | +3.95% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.07% | 18.69% | +1.38% |