SLVRX vs. SLVP
Compare and contrast key facts about Columbia Select Large Cap Value Fund Class R (SLVRX) and iShares MSCI Global Silver Miners ETF (SLVP).
SLVRX is managed by Columbia. It was launched on Apr 30, 2003. SLVP is a passively managed fund by iShares that tracks the performance of the MSCI ACWI Select Silver Miners Investable Market Index. It was launched on Jan 31, 2012.
Performance
SLVRX vs. SLVP - Performance Comparison
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SLVRX vs. SLVP - 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% |
SLVP iShares MSCI Global Silver Miners ETF | 3.47% | 202.84% | 14.47% | -2.31% | -18.06% | -23.53% | 56.45% | 37.71% | -22.10% | 4.53% |
Returns By Period
In the year-to-date period, SLVRX achieves a 0.13% return, which is significantly lower than SLVP's 3.47% return. Over the past 10 years, SLVRX has underperformed SLVP with an annualized return of 12.07%, while SLVP has yielded a comparatively higher 17.38% 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%
SLVP
- 1D
- 7.52%
- 1M
- -25.36%
- YTD
- 3.47%
- 6M
- 31.80%
- 1Y
- 141.24%
- 3Y*
- 47.57%
- 5Y*
- 19.59%
- 10Y*
- 17.38%
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SLVRX vs. SLVP - Expense Ratio Comparison
SLVRX has a 1.05% expense ratio, which is higher than SLVP's 0.39% expense ratio.
Return for Risk
SLVRX vs. SLVP — Risk / Return Rank
SLVRX
SLVP
SLVRX vs. SLVP - 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 MSCI Global Silver Miners ETF (SLVP). 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 | SLVP | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.48 | 2.64 | -1.15 |
Sortino ratioReturn per unit of downside risk | 2.00 | 2.75 | -0.75 |
Omega ratioGain probability vs. loss probability | 1.32 | 1.39 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.87 | 4.21 | -2.34 |
Martin ratioReturn relative to average drawdown | 8.01 | 14.23 | -6.22 |
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 | SLVP | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.48 | 2.64 | -1.15 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.65 | 0.46 | +0.19 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.65 | 0.41 | +0.24 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 0.09 | +0.36 |
Correlation
The correlation between SLVRX and SLVP is 0.26, 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. SLVP - Dividend Comparison
SLVRX's dividend yield for the trailing twelve months is around 8.48%, more than SLVP's 1.72% yield.
| 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% |
SLVP iShares MSCI Global Silver Miners ETF | 1.72% | 1.78% | 1.05% | 0.88% | 0.63% | 1.63% | 2.39% | 2.03% | 1.28% | 0.85% | 2.32% | 0.72% |
Drawdowns
SLVRX vs. SLVP - Drawdown Comparison
The maximum SLVRX drawdown since its inception was -60.20%, smaller than the maximum SLVP drawdown of -80.47%. Use the drawdown chart below to compare losses from any high point for SLVRX and SLVP.
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Drawdown Indicators
| SLVRX | SLVP | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.20% | -80.47% | +20.27% |
Max Drawdown (1Y)Largest decline over 1 year | -12.41% | -33.57% | +21.16% |
Max Drawdown (5Y)Largest decline over 5 years | -18.53% | -55.36% | +36.83% |
Max Drawdown (10Y)Largest decline over 10 years | -41.51% | -62.03% | +20.52% |
Current DrawdownCurrent decline from peak | -9.03% | -25.36% | +16.33% |
Average DrawdownAverage peak-to-trough decline | -7.47% | -47.13% | +39.66% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.89% | 9.93% | -7.04% |
Volatility
SLVRX vs. SLVP - Volatility Comparison
The current volatility for Columbia Select Large Cap Value Fund Class R (SLVRX) is 3.73%, while iShares MSCI Global Silver Miners ETF (SLVP) has a volatility of 19.67%. This indicates that SLVRX experiences smaller price fluctuations and is considered to be less risky than SLVP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SLVRX | SLVP | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.73% | 19.67% | -15.94% |
Volatility (6M)Calculated over the trailing 6-month period | 9.04% | 44.96% | -35.92% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.96% | 53.91% | -36.95% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.86% | 42.41% | -26.55% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.68% | 42.44% | -23.76% |