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SLVIX: COLUMBIA SELECT LARGE-CAP VALUE FUND COLUMBIA SELECT LARGE-CAP VALUE FUND-CLASS R5 (MUTUAL FUND)
Basic Info 45.62 0.79(1.70%) June 05
| Asset Class: | LARGE VALUE |
| MyPlanIQ Rating: | (88%) |
| Start Date: | 12/10/2001 |
| Last Dividend Date: | 12/09/2025 |
| 12-Mo. Yield | 9.34% |
| Expenses | 0.80% |
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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 | Since 12/10/2001 |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.7 | 11.4 | 35.0 | 20.5 | 10.4 | 12.5 | 12.1 | 10.0 | 9.1 | 28.0 | 12.9 | 5.9 | -0.9 | 21.9 | 1.5 | 26.9 | -12.0 | 20.4 | 20.8 | -5.5 | 11.2 | 38.2 | 18.0 | -0.6 | 20.7 | 26.8 | -36.8 | 9.6 | 13.7 | 10.8 | 15.5 | 35.6 | -31.2 | 2.4 |
| Sharpe Ratio | NA | 1.96 | 2.71 | 1.23 | 0.51 | 0.58 | NA | NA | 0.37 | 1.48 | 0.8 | 0.17 | -0.11 | 1.43 | 0.03 | 1.82 | -0.85 | 2.45 | 1.31 | -0.33 | 0.94 | 2.78 | 1.14 | -0.02 | 1.03 | 0.72 | -0.81 | 0.38 | 0.98 | 0.76 | 1.23 | 1.88 | -1.16 | 5.36 |
| Draw Down(%) | NA | 9.0 | 9.0 | 14.7 | 18.4 | 41.5 | NA | NA | 59.6 | 14.0 | 7.2 | 11.6 | 18.4 | 7.7 | 41.5 | 9.9 | 22.2 | 4.1 | 13.5 | 15.8 | 8.6 | 5.8 | 16.0 | 25.0 | 17.5 | 34.7 | 52.1 | 11.5 | 8.5 | 6.4 | 6.3 | 19.2 | 43.7 | 1.6 |
| Standard Deviation(%) | NA | 13.3 | 12.0 | 14.0 | 15.6 | 18.7 | NA | NA | 21.2 | 17.1 | 11.6 | 13.3 | 20.2 | 15.3 | 39.7 | 14.0 | 15.8 | 8.1 | 15.7 | 16.7 | 12.0 | 13.7 | 15.8 | 27.5 | 20.0 | 37.3 | 46.5 | 17.2 | 10.5 | 11.1 | 11.8 | 18.6 | 27.9 | 9.5 |
| Treynor Ratio | NA | 0.24 | 0.31 | 0.16 | 0.07 | 0.1 | NA | NA | 0.07 | 0.23 | 0.09 | 0.02 | -0.02 | 0.2 | 0.01 | 0.22 | -0.14 | 0.18 | 0.18 | -0.05 | 0.11 | 0.32 | 0.15 | -0.01 | 0.19 | 0.23 | -0.36 | 0.07 | 0.1 | 0.09 | 0.14 | 0.33 | -0.33 | 0.74 |
| Alpha | NA | -0.01 | 0.02 | 0.01 | 0.0 | 0.0 | NA | NA | 0.0 | 0.04 | -0.01 | -0.01 | 0.01 | -0.02 | 0.0 | -0.01 | -0.03 | 0.01 | 0.01 | -0.02 | -0.01 | 0.0 | 0.0 | 0.0 | 0.02 | 0.02 | 0.01 | 0.04 | -0.03 | 0.01 | 0.0 | 0.01 | -0.06 | 0.1 |
| Beta | NA | 1.08 | 1.05 | 1.07 | 1.06 | 1.07 | NA | NA | 1.07 | 1.08 | 1.03 | 1.07 | 1.04 | 1.09 | 1.07 | 1.16 | 0.97 | 1.08 | 1.14 | 1.04 | 1.05 | 1.18 | 1.2 | 1.14 | 1.08 | 1.16 | 1.05 | 0.98 | 1.03 | 0.99 | 1.06 | 1.05 | 0.98 | 0.69 |
| RSquared | NA | 0.84 | 0.81 | 0.88 | 0.9 | 0.92 | NA | NA | 0.94 | 0.9 | 0.87 | 0.9 | 0.94 | 0.83 | 0.94 | 0.91 | 0.94 | 0.88 | 0.93 | 0.93 | 0.91 | 0.92 | 0.93 | 0.98 | 0.97 | 0.97 | 0.96 | 0.93 | 0.87 | 0.89 | 0.92 | 0.92 | 0.93 | 0.67 |
| Yield(%) | N/A | 0.0 | 9.3 | 6.4 | 4.2 | 6.3 | 7.6 | 6.8 | N/A | 9.9 | 3.9 | 3.8 | 1.5 | 2.5 | 2.5 | 8.2 | 4.2 | 5.6 | 9.4 | 4.3 | 3.0 | 4.4 | 5.5 | 3.2 | 1.1 | 0.1 | 1.0 | 0.1 | 0.7 | 0.0 | 0.0 | 0.0 | 0.0 | 0.6 |
| Dividend Growth(%) | N/A | -100.0 | 172.4 | 226.1 | -0.2 | 243.1 | N/A | N/A | N/A | 172.4 | 5.4 | 152.4 | -27.9 | -2.7 | -64.2 | 64.4 | -13.9 | -32.9 | 98.0 | 56.8 | -13.4 | -9.3 | 67.8 | 236.8 | 1957.1 | -95.7 | 1912.5 | -91.1 | N/A | N/A | N/A | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/10/2001
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See LARGE VALUE Asset Class Trend Rankings |
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