SLVIX vs. SLMCX
SLVIX (Columbia Select Large Cap Value Fund Institutional Class 2) and SLMCX (Columbia Seligman Technology and Information Fund) are both mutual funds - SLVIX is a Large Cap Value Equities fund actively managed by Columbia, while SLMCX is a Technology Equities fund managed by Columbia. Over the past 10 years, SLVIX returned 13.43%/yr vs 28.01%/yr for SLMCX. A 0.75 correlation means they provide meaningful diversification when combined. SLVIX charges 0.53%/yr vs 1.17%/yr for SLMCX.
Performance
SLVIX vs. SLMCX - Performance Comparison
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Returns By Period
In the year-to-date period, SLVIX achieves a 13.57% return, which is significantly lower than SLMCX's 58.65% return. Over the past 10 years, SLVIX has underperformed SLMCX with an annualized return of 13.43%, while SLMCX has yielded a comparatively higher 28.01% annualized return.
SLVIX
- 1D
- 0.74%
- 1M
- 5.27%
- YTD
- 13.57%
- 6M
- 17.08%
- 1Y
- 37.33%
- 3Y*
- 21.12%
- 5Y*
- 11.81%
- 10Y*
- 13.43%
SLMCX
- 1D
- 3.67%
- 1M
- 15.56%
- YTD
- 58.65%
- 6M
- 55.34%
- 1Y
- 126.30%
- 3Y*
- 47.62%
- 5Y*
- 26.81%
- 10Y*
- 28.01%
SLVIX vs. SLMCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SLVIX Columbia Select Large Cap Value Fund Institutional Class 2 | 13.57% | 28.02% | 12.90% | 5.90% | -0.78% | 26.68% | 6.49% | 26.89% | -12.03% | 19.05% |
SLMCX Columbia Seligman Technology and Information Fund | 58.65% | 37.32% | 26.67% | 44.27% | -31.14% | 38.97% | 44.45% | 54.15% | -8.12% | 34.08% |
Correlation
The correlation between SLVIX and SLMCX is 0.61, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.61 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.60 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.66 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.67 |
Correlation (All Time) Calculated using the full available price history since Jan 3, 2002 | 0.75 |
The correlation between SLVIX and SLMCX shifts across timeframes, from 0.60 (3 years) to 0.75 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
SLVIX vs. SLMCX — Risk / Return Rank
SLVIX
SLMCX
SLVIX vs. SLMCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Select Large Cap Value Fund Institutional Class 2 (SLVIX) and Columbia Seligman Technology and Information Fund (SLMCX). 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.
| SLVIX | SLMCX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.78 | ||
| Sortino ratioReturn per unit of downside risk | -0.71 | ||
| Omega ratioGain probability vs. loss probability | 1.57 | 1.71 | -0.14 |
| Calmar ratioReturn relative to maximum drawdown | 4.26 | 10.65 | -6.39 |
| Martin ratioReturn relative to average drawdown | 17.52 | 41.17 | -23.65 |
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
| SLVIX | SLMCX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 3.26 | 5.03 | -1.78 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.75 | 1.03 | -0.28 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.72 | 1.08 | -0.35 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.73 | -0.28 |
Drawdowns
SLVIX vs. SLMCX - Drawdown Comparison
The maximum SLVIX drawdown since its inception was -59.63%, smaller than the maximum SLMCX drawdown of -68.10%. Use the drawdown chart below to compare losses from any high point for SLVIX and SLMCX.
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Drawdown Indicators
| SLVIX | SLMCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.63% | -68.10% | +8.47% |
Max Drawdown (1Y)Largest decline over 1 year | -9.00% | -12.33% | +3.33% |
Max Drawdown (3Y)Largest decline over 3 years | -14.71% | -29.13% | +14.42% |
Max Drawdown (5Y)Largest decline over 5 years | -18.35% | -37.32% | +18.97% |
Max Drawdown (10Y)Largest decline over 10 years | -41.46% | -37.32% | -4.14% |
Current DrawdownCurrent decline from peak | 0.00% | 0.00% | 0.00% |
Average DrawdownAverage peak-to-trough decline | -8.29% | -13.00% | +4.71% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.18% | 3.18% | -1.00% |
Volatility
SLVIX vs. SLMCX - Volatility Comparison
The current volatility for Columbia Select Large Cap Value Fund Institutional Class 2 (SLVIX) is 3.25%, while Columbia Seligman Technology and Information Fund (SLMCX) has a volatility of 7.25%. This indicates that SLVIX experiences smaller price fluctuations and is considered to be less risky than SLMCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SLVIX | SLMCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.25% | 7.25% | -4.00% |
Volatility (6M)Calculated over the trailing 6-month period | 8.83% | 20.07% | -11.24% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.76% | 26.09% | -14.33% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.90% | 26.21% | -10.31% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.68% | 26.14% | -7.46% |
SLVIX vs. SLMCX - Expense Ratio Comparison
SLVIX has a 0.53% expense ratio, which is lower than SLMCX's 1.17% expense ratio.
Dividends
SLVIX vs. SLMCX - Dividend Comparison
SLVIX's dividend yield for the trailing twelve months is around 7.37%, more than SLMCX's 5.96% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SLMCX Columbia Seligman Technology and Information Fund | 5.96% | 9.45% | 14.27% | 5.16% | 9.42% | 11.75% | 10.40% | 11.44% | 12.33% | 11.15% | 8.19% | 10.79% |
SLVIX Columbia Select Large Cap Value Fund Institutional Class 2 | 7.37% | 8.37% | 3.62% | 3.75% | 1.62% | 5.95% | 7.47% | 6.97% | 5.02% | 3.73% | 6.95% | 4.71% |
Frequently Asked Questions
SLVIX and SLMCX have a correlation of 0.61, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SLMCX has higher volatility (7.25%) compared to SLVIX (3.25%). In terms of maximum drawdown, SLVIX dropped -59.63% vs SLMCX's -68.10%.
SLMCX currently has the higher Sharpe Ratio (5.03 vs 3.26), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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