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SVLCX: COLUMBIA SELECT LARGE-CAP VALUE FUND COLUMBIA SELECT LARGE-CAP VALUE FUND-CLASS C (MUTUAL FUND)
Basic Info 37.9 0.66(1.71%) June 05
| Asset Class: | LARGE VALUE |
| MyPlanIQ Rating: | (57%) |
| Start Date: | 05/11/2000 |
| Last Dividend Date: | 12/09/2025 |
| 12-Mo. Yield | 9.86% |
| Expenses | 1.55% |
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Performance Analytics (As of 06/05/2026)
| 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(%) | -0.7 | 10.9 | 33.6 | 19.2 | 9.1 | 11.2 | 10.8 | 8.7 | 7.7 | 26.6 | 11.7 | 4.7 | -2.0 | 19.8 | -0.3 | 25.6 | -12.9 | 19.2 | 19.4 | -6.6 | 10.0 | 36.7 | 16.7 | -1.8 | 19.4 | 25.1 | -37.6 | 8.2 | 12.2 | 9.2 | 14.8 | 35.0 | -31.3 | -10.9 | 21.6 |
| Sharpe Ratio | NA | 1.87 | 2.59 | 1.14 | 0.42 | 0.51 | NA | NA | 0.3 | 1.4 | 0.7 | 0.08 | -0.17 | 1.28 | -0.01 | 1.72 | -0.91 | 2.3 | 1.22 | -0.39 | 0.83 | 2.67 | 1.06 | -0.07 | 0.97 | 0.67 | -0.83 | 0.29 | 0.84 | 0.62 | 1.18 | 1.85 | -1.16 | -0.76 | 1.9 |
| Draw Down(%) | NA | 9.1 | 9.1 | 15.0 | 18.7 | 41.5 | NA | NA | 60.4 | 14.1 | 7.2 | 11.8 | 18.7 | 8.0 | 41.5 | 10.0 | 23.0 | 4.2 | 13.6 | 16.1 | 8.7 | 5.8 | 16.2 | 25.3 | 17.6 | 34.9 | 52.5 | 11.9 | 8.6 | 6.6 | 6.4 | 19.3 | 44.1 | 24.3 | 8.5 |
| Standard Deviation(%) | NA | 13.3 | 11.9 | 13.9 | 15.6 | 18.8 | NA | NA | 21.0 | 17.1 | 11.6 | 13.3 | 20.2 | 15.5 | 39.8 | 14.0 | 15.8 | 8.1 | 15.8 | 16.7 | 11.9 | 13.7 | 15.8 | 27.5 | 20.0 | 37.1 | 46.6 | 17.2 | 10.5 | 11.2 | 11.6 | 18.6 | 27.9 | 18.0 | 16.6 |
| Treynor Ratio | NA | 0.23 | 0.3 | 0.15 | 0.06 | 0.09 | NA | NA | 0.06 | 0.23 | 0.08 | 0.01 | -0.03 | 0.18 | -0.01 | 0.21 | -0.15 | 0.17 | 0.17 | -0.06 | 0.09 | 0.31 | 0.14 | -0.02 | 0.18 | 0.22 | -0.37 | 0.05 | 0.09 | 0.07 | 0.13 | 0.33 | -0.33 | -0.17 | 0.36 |
| Alpha | NA | -0.01 | 0.02 | 0.0 | -0.01 | -0.01 | NA | NA | 0.0 | 0.04 | -0.02 | -0.02 | 0.0 | -0.03 | -0.01 | -0.01 | -0.03 | 0.0 | 0.0 | -0.02 | -0.01 | -0.01 | 0.0 | -0.01 | 0.01 | 0.01 | 0.0 | 0.03 | -0.04 | 0.01 | 0.0 | 0.0 | -0.06 | -0.01 | 0.08 |
| Beta | NA | 1.07 | 1.04 | 1.06 | 1.05 | 1.06 | NA | NA | 1.05 | 1.06 | 1.03 | 1.06 | 1.04 | 1.09 | 1.07 | 1.17 | 0.98 | 1.08 | 1.14 | 1.04 | 1.05 | 1.18 | 1.2 | 1.14 | 1.07 | 1.16 | 1.05 | 0.98 | 1.03 | 1.0 | 1.05 | 1.05 | 0.98 | 0.79 | 0.87 |
| RSquared | NA | 0.84 | 0.79 | 0.87 | 0.88 | 0.91 | NA | NA | 0.93 | 0.87 | 0.87 | 0.9 | 0.94 | 0.81 | 0.94 | 0.91 | 0.94 | 0.88 | 0.93 | 0.93 | 0.91 | 0.92 | 0.94 | 0.98 | 0.97 | 0.97 | 0.96 | 0.94 | 0.87 | 0.89 | 0.92 | 0.93 | 0.93 | 0.8 | 0.66 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 10.3 | 3.2 | 3.2 | 0.5 | 1.4 | 1.8 | 8.0 | 3.6 | 5.0 | 9.2 | 3.5 | 2.0 | 3.4 | 4.8 | 2.4 | 0.4 | 0.0 | 0.2 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 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 | 242.6 | 2.9 | 484.4 | -55.3 | -21.7 | -74.0 | 87.5 | -19.0 | -39.2 | 132.0 | 92.8 | -25.4 | -19.3 | 94.3 | 542.3 | 2500.0 | -93.3 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/26/1999
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