SLVRX vs. SLV
Compare and contrast key facts about Columbia Select Large Cap Value Fund Class R (SLVRX) and iShares Silver Trust (SLV).
SLVRX is managed by Columbia. It was launched on Apr 30, 2003. SLV is a passively managed fund by iShares that tracks the performance of the LBMA Silver Price. It was launched on Apr 21, 2006.
Performance
SLVRX vs. SLV - Performance Comparison
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SLVRX vs. SLV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SLVRX Columbia Select Large Cap Value Fund Class R | 0.13% | 27.32% | 12.24% | 5.25% | -1.30% | 26.02% | 5.92% | 26.26% | -12.52% | 18.96% |
SLV iShares Silver Trust | 5.77% | 144.66% | 20.89% | -1.09% | 2.37% | -12.45% | 47.30% | 14.88% | -9.19% | 5.82% |
Returns By Period
In the year-to-date period, SLVRX achieves a 0.13% return, which is significantly lower than SLV's 5.77% return. Over the past 10 years, SLVRX has underperformed SLV with an annualized return of 12.07%, while SLV has yielded a comparatively higher 16.87% annualized return.
SLVRX
- 1D
- -0.60%
- 1M
- -8.87%
- YTD
- 0.13%
- 6M
- 9.17%
- 1Y
- 24.03%
- 3Y*
- 15.22%
- 5Y*
- 10.31%
- 10Y*
- 12.07%
SLV
- 1D
- 7.27%
- 1M
- -19.83%
- YTD
- 5.77%
- 6M
- 60.82%
- 1Y
- 119.88%
- 3Y*
- 45.50%
- 5Y*
- 24.10%
- 10Y*
- 16.87%
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SLVRX vs. SLV - Expense Ratio Comparison
SLVRX has a 1.05% expense ratio, which is higher than SLV's 0.50% expense ratio.
Return for Risk
SLVRX vs. SLV — Risk / Return Rank
SLVRX
SLV
SLVRX vs. SLV - 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 iShares Silver Trust (SLV). 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 | SLV | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.48 | 2.11 | -0.63 |
Sortino ratioReturn per unit of downside risk | 2.00 | 2.20 | -0.20 |
Omega ratioGain probability vs. loss probability | 1.32 | 1.39 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.87 | 2.82 | -0.96 |
Martin ratioReturn relative to average drawdown | 8.01 | 8.79 | -0.78 |
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 | SLV | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.48 | 2.11 | -0.63 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.65 | 0.69 | -0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.65 | 0.54 | +0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 0.25 | +0.20 |
Correlation
The correlation between SLVRX and SLV is 0.22, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
SLVRX vs. SLV - Dividend Comparison
SLVRX's dividend yield for the trailing twelve months is around 8.48%, while SLV has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SLVRX Columbia Select Large Cap Value Fund Class R | 8.48% | 8.50% | 3.27% | 3.42% | 1.15% | 5.83% | 7.46% | 6.83% | 4.60% | 3.92% | 8.22% | 4.27% |
SLV iShares Silver Trust | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
SLVRX vs. SLV - Drawdown Comparison
The maximum SLVRX drawdown since its inception was -60.20%, smaller than the maximum SLV drawdown of -76.28%. Use the drawdown chart below to compare losses from any high point for SLVRX and SLV.
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Drawdown Indicators
| SLVRX | SLV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.20% | -76.28% | +16.08% |
Max Drawdown (1Y)Largest decline over 1 year | -12.41% | -42.45% | +30.04% |
Max Drawdown (5Y)Largest decline over 5 years | -18.53% | -42.45% | +23.92% |
Max Drawdown (10Y)Largest decline over 10 years | -41.51% | -42.81% | +1.30% |
Current DrawdownCurrent decline from peak | -9.03% | -35.47% | +26.44% |
Average DrawdownAverage peak-to-trough decline | -7.47% | -44.76% | +37.29% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.89% | 13.63% | -10.74% |
Volatility
SLVRX vs. SLV - Volatility Comparison
The current volatility for Columbia Select Large Cap Value Fund Class R (SLVRX) is 3.73%, while iShares Silver Trust (SLV) has a volatility of 18.91%. This indicates that SLVRX experiences smaller price fluctuations and is considered to be less risky than SLV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SLVRX | SLV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.73% | 18.91% | -15.18% |
Volatility (6M)Calculated over the trailing 6-month period | 9.04% | 57.27% | -48.23% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.96% | 57.07% | -40.11% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.86% | 35.28% | -19.42% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.68% | 31.36% | -12.68% |