Nasdaq - Delayed Quote USD

Columbia Select Large Cap Value Inst3 (CSRYX)

37.36
+0.38
+(1.03%)
At close: 8:00:25 PM EST

Performance Overview

Morningstar Return Rating --
YTD Return 4.23%
5y Average Return 10.80%
Number of Years Up 7
Number of Years Down 3
Best 1Y Total Return (Jan 22, 2025) 27.03%
Worst 1Y Total Return (Jan 22, 2025) --
Best 3Y Total Return 27.03%
Worst 3Y Total Return 5.92%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
CSRYX
Category
YTD
12.98%
4.44%
1-Month
-5.88%
-4.04%
3-Month
-2.48%
4.09%
1-Year
12.98%
14.37%
3-Year
5.92%
6.04%
5-Year
9.92%
9.20%
10-Year
9.46%
8.57%
Last Bull Market
13.84%
22.97%
Last Bear Market
-13.22%
-11.27%

Annual Total Return (%) History

Year
CSRYX
Category
2024
12.98%
--
2023
5.92%
11.63%
2022
-0.71%
-5.90%
2021
26.77%
26.22%
2020
6.53%
2.91%
2019
27.03%
25.04%
2018
-12.00%
-8.53%
2017
20.50%
15.94%

2016
20.81%
14.81%
2015
-5.41%
-4.05%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 8.56% 0.34% 6.36% -2.48%
2023 -1.38% 3.41% -4.96% 9.28%
2022 3.25% -13.22% -3.87% 15.27%
2021 14.89% 5.52% -3.69% 8.57%
2020 -29.10% 19.91% 6.38% 17.80%
2019 11.38% 3.33% -0.37% 10.78%
2018 -3.73% 1.81% 5.47% -14.87%
2017 3.70% 2.33% 5.29% 7.85%
2016 0.05% 4.13% 5.66% 9.75%
2015 -0.54% 0.76% -11.42% 6.56%

Rank in Category (By Total Return)

YTD 64
1-Month 44
3-Month 71
1-Year 64
3-Year 57
5-Year 38

Load Adjusted Returns

1-Year 12.98%
3-Year 5.92%
5-Year 9.92%
10-Year 9.46%

Performance & Risk

YTD Return 4.23%
5y Average Return 10.80%
Rank in Category (ytd) 64
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.80
Morningstar Risk Rating

Fund Overview

Category Large Value
Fund Family Columbia Threadneedle
Net Assets 2.4B
YTD Return 12.98%
Yield 1.96%
Morningstar Rating
Inception Date Oct 02, 2024

Fund Summary

Under normal circumstances, at least 80% of the fund's net assets are invested in equity securities of large capitalization issuers. These companies have market capitalizations in the range of companies in the Russell 1000® Value Index at the time of purchase. The fund invests substantially in securities of U.S. issuers. The fund also invests substantially in “value” companies.

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