SLVRX vs. CDDYX
Compare and contrast key facts about Columbia Select Large Cap Value Fund Class R (SLVRX) and Columbia Dividend Income Fund Institutional 3 Class (CDDYX).
SLVRX is managed by Columbia. It was launched on Apr 30, 2003. CDDYX is managed by Columbia. It was launched on Nov 8, 2012.
Performance
SLVRX vs. CDDYX - Performance Comparison
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SLVRX vs. CDDYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
CDDYX Columbia Dividend Income Fund Institutional 3 Class | 3.28% | 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, SLVRX achieves a 2.51% return, which is significantly lower than CDDYX's 3.28% return. Both investments have delivered pretty close results over the past 10 years, with SLVRX having a 12.33% annualized return and CDDYX not far behind at 12.31%.
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%
CDDYX
- 1D
- 1.60%
- 1M
- -3.90%
- YTD
- 3.28%
- 6M
- 5.98%
- 1Y
- 16.96%
- 3Y*
- 15.18%
- 5Y*
- 10.80%
- 10Y*
- 12.31%
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SLVRX vs. CDDYX - Expense Ratio Comparison
SLVRX has a 1.05% expense ratio, which is higher than CDDYX's 0.55% expense ratio.
Return for Risk
SLVRX vs. CDDYX — Risk / Return Rank
SLVRX
CDDYX
SLVRX vs. CDDYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Select Large Cap Value Fund Class R (SLVRX) 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.
| SLVRX | CDDYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.59 | 1.23 | +0.36 |
Sortino ratioReturn per unit of downside risk | 2.13 | 1.75 | +0.39 |
Omega ratioGain probability vs. loss probability | 1.34 | 1.27 | +0.07 |
Calmar ratioReturn relative to maximum drawdown | 2.26 | 1.78 | +0.48 |
Martin ratioReturn relative to average drawdown | 9.58 | 8.25 | +1.33 |
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
| SLVRX | CDDYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.59 | 1.23 | +0.36 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.67 | 0.82 | -0.14 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.66 | 0.79 | -0.13 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 0.86 | -0.40 |
Correlation
The correlation between SLVRX and CDDYX 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
SLVRX vs. CDDYX - Dividend Comparison
SLVRX's dividend yield for the trailing twelve months is around 8.29%, more than CDDYX's 5.21% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
CDDYX Columbia Dividend Income Fund Institutional 3 Class | 5.21% | 5.33% | 5.99% | 4.96% | 3.90% | 2.93% | 1.85% | 3.28% | 7.65% | 4.03% | 3.84% | 8.35% |
Drawdowns
SLVRX vs. CDDYX - Drawdown Comparison
The maximum SLVRX drawdown since its inception was -60.20%, which is greater than CDDYX's maximum drawdown of -32.74%. Use the drawdown chart below to compare losses from any high point for SLVRX and CDDYX.
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Drawdown Indicators
| SLVRX | CDDYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.20% | -32.74% | -27.46% |
Max Drawdown (1Y)Largest decline over 1 year | -12.41% | -10.17% | -2.24% |
Max Drawdown (5Y)Largest decline over 5 years | -18.53% | -16.91% | -1.62% |
Max Drawdown (10Y)Largest decline over 10 years | -41.51% | -32.74% | -8.77% |
Current DrawdownCurrent decline from peak | -6.87% | -3.95% | -2.92% |
Average DrawdownAverage peak-to-trough decline | -7.47% | -2.79% | -4.68% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.92% | 2.19% | +0.73% |
Volatility
SLVRX vs. CDDYX - Volatility Comparison
Columbia Select Large Cap Value Fund Class R (SLVRX) has a higher volatility of 4.66% compared to Columbia Dividend Income Fund Institutional 3 Class (CDDYX) at 3.45%. This indicates that SLVRX'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
| SLVRX | CDDYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.66% | 3.45% | +1.21% |
Volatility (6M)Calculated over the trailing 6-month period | 9.32% | 7.00% | +2.32% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.08% | 13.67% | +3.41% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.89% | 13.31% | +2.58% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.69% | 15.68% | +3.01% |