It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
Find A Portfolio/Ticker
Comparison Box
NSGAX: COLUMBIA SELECT LARGE CAP EQUITY FUND COLUMBIA SELECT LARGE CAP EQUITY FUND CLASS A (MUTUAL FUND)
Basic Info 25.76 0.01(0.04%) June 08
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: | (42%) |
| Start Date: | 10/13/2000 |
| Last Dividend Date: | 12/05/2025 |
| 12-Mo. Yield | 3.11% |
| Expenses | 0.55% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 06/08/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.6 | 5.7 | 21.5 | 18.6 | 9.2 | 12.3 | 12.2 | 9.7 | 7.0 | 13.8 | 23.9 | 28.0 | -23.6 | 21.3 | 12.4 | 28.5 | -5.8 | 24.2 | 9.9 | 3.7 | 11.6 | 30.8 | 17.3 | -2.2 | 13.8 | 24.0 | -35.9 | 10.0 | 15.4 | 5.9 | 8.1 | 27.3 | -27.9 | -12.5 | -6.6 |
| Sharpe Ratio | NA | 0.78 | 1.6 | 1.0 | 0.37 | 0.58 | NA | NA | 0.3 | 0.58 | 1.56 | 1.88 | -1.01 | 1.54 | 0.35 | 2.09 | -0.42 | 3.38 | 0.72 | 0.24 | 0.95 | 2.68 | 1.3 | -0.09 | 0.71 | 0.89 | -0.93 | 0.43 | 1.12 | 0.36 | 0.64 | 1.52 | -1.18 | -0.7 | -1.2 |
| Draw Down(%) | NA | 10.6 | 10.6 | 21.2 | 30.9 | 33.4 | NA | NA | 52.5 | 21.2 | 9.5 | 9.5 | 29.1 | 7.2 | 33.4 | 7.3 | 19.6 | 2.4 | 10.8 | 12.7 | 8.4 | 5.3 | 10.0 | 20.5 | 16.5 | 25.3 | 46.0 | 9.7 | 8.2 | 6.4 | 9.0 | 12.7 | 33.6 | 30.0 | 14.8 |
| Standard Deviation(%) | NA | 14.4 | 12.5 | 15.3 | 17.4 | 18.4 | NA | NA | 19.3 | 19.1 | 13.0 | 13.1 | 24.9 | 13.9 | 34.7 | 12.9 | 17.2 | 7.0 | 13.3 | 15.7 | 12.2 | 11.5 | 13.3 | 24.1 | 19.2 | 26.7 | 39.4 | 16.0 | 10.8 | 10.0 | 11.0 | 17.5 | 24.7 | 21.5 | 26.7 |
| Treynor Ratio | NA | 0.11 | 0.2 | 0.15 | 0.07 | 0.11 | NA | NA | 0.06 | 0.11 | 0.2 | 0.25 | -0.26 | 0.22 | 0.13 | 0.26 | -0.07 | 0.24 | 0.1 | 0.04 | 0.11 | 0.3 | 0.17 | -0.02 | 0.13 | 0.24 | -0.38 | 0.07 | 0.12 | 0.04 | 0.07 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | -0.02 | -0.01 | -0.01 | -0.01 | -0.01 | NA | NA | -0.01 | -0.01 | 0.0 | 0.01 | -0.02 | -0.01 | -0.02 | -0.01 | 0.0 | 0.01 | 0.0 | 0.01 | -0.01 | -0.01 | 0.0 | -0.01 | -0.01 | -0.01 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | NA | NA | NA | NA |
| Beta | NA | 1.01 | 0.99 | 1.0 | 0.99 | 0.98 | NA | NA | 0.98 | 1.0 | 1.0 | 0.97 | 0.98 | 0.96 | 0.95 | 1.02 | 1.0 | 0.99 | 0.98 | 1.0 | 1.05 | 1.02 | 1.02 | 1.01 | 1.06 | 0.98 | 0.96 | 1.01 | 1.04 | 0.97 | 0.97 | NA | NA | NA | NA |
| RSquared | NA | 0.96 | 0.94 | 0.97 | 0.95 | 0.93 | NA | NA | 0.81 | 0.97 | 0.96 | 0.97 | 0.95 | 0.86 | 0.9 | 0.98 | 0.99 | 0.89 | 0.93 | 0.97 | 0.97 | 0.97 | 0.97 | 0.99 | 0.99 | 0.99 | 0.99 | 0.99 | 0.97 | 0.98 | 0.89 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 3.1 | 7.0 | 5.6 | 0.6 | 0.9 | 1.4 | 6.0 | 9.3 | 6.3 | 2.1 | 11.6 | 15.5 | 35.7 | 5.0 | 0.8 | 0.5 | 1.2 | 2.3 | 6.1 | 0.7 | 0.9 | 0.8 | 0.3 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -49.0 | 51.7 | 635.6 | -19.2 | -30.5 | -71.8 | -45.4 | 73.1 | 229.7 | -83.4 | -28.0 | -61.9 | 713.5 | 526.2 | 74.6 | -50.0 | -65.8 | -61.5 | 905.6 | -19.1 | 14.6 | 209.7 | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/30/1999
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LARGE BLEND Asset Class Trend Rankings |
Top Rated Funds in LARGE BLEND
Best Mutual Funds
- LLPFX (LONGLEAF PARTNERS FUND LONGLEAF PARTNERS FUND) (100%)
- LMVTX (CLEARBRIDGE VALUE TRUST CLASS C) (100%)
- MPGFX (MAIRS & POWER GROWTH FUND INVESTOR CLASS) (100%)
- YACKX (AMG YACKTMAN FUND CLASS I) (99%)
- FMIHX (LARGE CAP FUND LARGE CAP FUND INVESTOR CLASS) (99%)
- FDGFX (FIDELITY DIVIDEND GROWTH FUND FIDELITY DIVIDEND GROWTH FUND) (99%)
- THPGX (THOMPSON LARGECAP FUND THOMPSON LARGECAP FUND) (99%)
- WVALX (VALUE FUND VALUE FUND - INVESTOR CLASS) (99%)
- OAKMX (OAKMARK FUND INVESTOR CLASS) (99%)
- SWANX (SCHWAB CORE EQUITY FUND INVESTOR SHARES) (99%)
Best ETFs
- SPY (SPDR S&P 500 ETF Trust) (100%)
- XLG (Invesco S&P 500 Top 50 ETF) (100%)
- IWB (iShares Russell 1000 ETF) (97%)
- IYY (iShares Dow Jones U.S. ETF) (96%)
- VTI (Vanguard Total Stock Market ETF) (96%)
- IWV (iShares Russell 3000 ETF) (96%)
- RSP (Invesco S&P 500 Equal Weight ETF) (96%)
- XLP (Consumer Staples Select Sector SPDR Fund) (94%)
- DSI (iShares MSCI KLD 400 Social ETF) (93%)
- EPS (WisdomTree U.S. LargeCap Fund) (93%)
Best Closed End Funds
- ADX (Adams Diversified Equity Closed Fund) (95%)
- CLM (Cornerstone Strategic Value Fund Inc) (95%)
- CRF (Cornerstone Strategic Return Fund) (95%)
- ETB (Eaton Vance Tax Managed Buy Write Income Closed Fund) (95%)
- ETY (Eaton Vance Tax Managed Diversified Equity Income Closed Fund) (94%)
- FFA (First Trust Enhanced Equity Income Closed Fund) (94%)
- GAB (Gabelli Equity Trust Closed Fund) (94%)
- GGT (Gabelli MultiMedia Mutual Fund) (94%)
- USA (Liberty All Star Equity Closed Fund) (94%)
- GRF (Eagle Capital Growth Fund Inc) (94%)
Latest Articles Related to NSGAX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
