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URLGX: COLUMBIA SELECT LARGE CAP GROWTH FUND COLUMBIA SELECT LARGE CAP GROWTH FUND CLASS R (MUTUAL FUND)
Basic Info 2.97 0.12(3.88%) June 05
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: | (55%) |
| Start Date: | 02/13/2007 |
| Last Dividend Date: | 12/08/2025 |
| 12-Mo. Yield | 49.25% |
| Expenses | 1.30% |
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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 | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -4.2 | 6.1 | 12.4 | 15.4 | 6.0 | 12.8 | 11.8 | 10.4 | -41.8 | -12.7 | 17.2 | -45.0 | -27.2 | 9.2 | 37.5 | -6.1 | 34.7 | -9.0 | 7.4 | 7.8 | 43.6 | 14.7 | -3.6 | 23.7 | 44.9 | -44.4 | 16.0 |
| Sharpe Ratio | NA | 0.62 | 0.59 | 0.62 | 0.15 | 0.47 | NA | 0.39 | -0.85 | -0.7 | 0.63 | -1.06 | -0.78 | 0.21 | 1.9 | -0.31 | 3.25 | -0.45 | 0.4 | 0.42 | 2.95 | 0.84 | -0.13 | 1.23 | 1.66 | -1.07 | 0.79 |
| Draw Down(%) | NA | 14.0 | 16.6 | 24.1 | 44.2 | 44.2 | NA | 57.4 | 47.0 | 24.7 | 16.4 | 50.2 | 34.4 | 32.6 | 11.2 | 27.2 | 3.9 | 25.5 | 16.5 | 14.0 | 8.3 | 17.2 | 24.0 | 14.2 | 18.1 | 54.8 | 10.3 |
| Standard Deviation(%) | NA | 19.6 | 16.5 | 19.6 | 23.8 | 23.5 | NA | 23.9 | 53.4 | 27.5 | 20.6 | 44.0 | 34.8 | 42.0 | 19.0 | 24.0 | 10.6 | 20.5 | 18.5 | 18.5 | 14.8 | 17.6 | 27.8 | 19.3 | 27.1 | 42.2 | 19.4 |
| Treynor Ratio | NA | 0.13 | 0.11 | 0.14 | 0.04 | 0.12 | NA | 0.09 | -0.55 | -0.22 | 0.15 | -0.46 | -0.41 | 0.09 | 0.42 | -0.07 | 0.31 | -0.07 | 0.07 | 0.06 | 0.38 | 0.13 | -0.04 | 0.25 | 0.43 | -0.41 | 0.14 |
| Alpha | NA | 0.05 | 0.0 | -0.01 | -0.01 | -0.01 | NA | 0.0 | -0.2 | -0.13 | -0.06 | -0.02 | -0.11 | -0.12 | 0.0 | -0.03 | 0.0 | -0.03 | 0.0 | -0.03 | 0.01 | -0.02 | -0.01 | 0.04 | 0.02 | -0.02 | 0.03 |
| Beta | NA | 0.95 | 0.89 | 0.9 | 0.93 | 0.94 | NA | 1.0 | 0.82 | 0.87 | 0.85 | 1.02 | 0.67 | 0.96 | 0.87 | 1.13 | 1.1 | 1.29 | 1.07 | 1.27 | 1.14 | 1.13 | 1.02 | 0.96 | 1.05 | 1.09 | 1.07 |
| RSquared | NA | 0.88 | 0.85 | 0.92 | 0.93 | 0.9 | NA | 0.9 | 0.22 | 0.45 | 0.62 | 0.79 | 0.24 | 0.71 | 0.69 | 0.96 | 0.8 | 0.87 | 0.87 | 0.88 | 0.86 | 0.88 | 0.95 | 0.92 | 0.91 | 0.94 | 0.9 |
| Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 50.9 | 28.8 | 20.6 | 11.6 | 36.0 | 32.6 | 38.1 | 20.5 | 13.9 | 11.8 | 13.6 | 15.5 | 5.3 | 0.0 | 1.7 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 57.8 | 61.1 | -3.2 | -76.0 | 16.8 | -17.0 | 38.7 | 77.5 | -2.3 | -21.2 | -18.2 | 293.1 | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/12/2004
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See LARGE GROWTH Asset Class Trend Rankings |
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