Nasdaq - Delayed Quote USD

Columbia Select Large Cap Growth Adv (CSRRX)

10.81
-0.01
(-0.09%)
As of November 22 at 8:00:16 PM EST. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 19.08%
5y Average Return 13.89%
Number of Years Up 8
Number of Years Down 3
Best 1Y Total Return (Nov 22, 2024) 47.87%
Worst 1Y Total Return (Nov 22, 2024) --
Best 3Y Total Return 47.87%
Worst 3Y Total Return 1.14%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
CSRRX
Category
YTD
11.83%
12.38%
1-Month
0.59%
5.09%
3-Month
5.84%
10.28%
1-Year
34.39%
41.70%
3-Year
-0.11%
22.56%
5-Year
13.36%
21.98%
10-Year
11.48%
15.99%
Last Bull Market
30.42%
25.99%
Last Bear Market
-23.52%
-17.29%

Annual Total Return (%) History

Year
CSRRX
Category
2024
--
--
2023
39.34%
--
2022
-32.00%
--
2021
9.20%
--
2020
47.87%
35.86%
2019
37.80%
31.90%
2018
-5.10%
-2.09%
2017
35.46%
27.67%

2016
-8.54%
3.23%
2015
7.84%
3.60%
2014
8.49%
10.00%
2013
44.27%
33.92%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 8.54% 2.73% -0.30% --
2023 14.10% 11.11% -5.48% 16.28%
2022 -14.06% -23.52% -4.11% 7.88%
2021 -2.51% 13.88% -2.22% 0.59%
2020 -15.57% 32.07% 15.36% 14.95%
2019 21.32% 4.94% -5.85% 14.97%
2018 5.58% 5.14% 7.42% -20.42%
2017 15.57% 7.40% 3.69% 5.25%
2016 -11.71% 5.21% 7.76% -8.63%
2015 5.66% 2.38% -9.16% 9.74%

2014 -0.10% 1.44% 2.69% 4.26%
2013 11.36% -0.89% 18.91% 9.94%

Rank in Category (By Total Return)

YTD 94
1-Month 14
3-Month 17
1-Year 83
3-Year 90
5-Year 78

Load Adjusted Returns

1-Year 34.39%
3-Year -0.11%
5-Year 13.36%
10-Year 11.48%

Performance & Risk

YTD Return 19.08%
5y Average Return 13.89%
Rank in Category (ytd) 94
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.19
Morningstar Risk Rating

Fund Overview

Category Large Growth
Fund Family Columbia Threadneedle
Net Assets 883.62M
YTD Return 11.83%
Yield 0.00%
Morningstar Rating
Inception Date Oct 02, 2024

Fund Summary

Under normal circumstances, the fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in common stocks of U.S. and foreign companies that have market capitalizations, at the time of purchase, in the range of companies in the Russell 1000® Growth Index.

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