Nasdaq - Delayed Quote USD
Columbia Select Large Cap Value Inst2 (SLVIX)
34.67
+0.29
+(0.84%)
At close: 8:02:13 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -1.01% |
| 5y Average Return | 14.54% |
| Number of Years Up | 17 |
| Number of Years Down | 6 |
| Best 1Y Total Return (Apr 28, 2025) | 38.20% |
| Worst 1Y Total Return (Apr 28, 2025) | -- |
| Best 3Y Total Return | 38.20% |
| Worst 3Y Total Return | 5.86% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
SLVIX
Category
- YTD
- 2.94%
- 4.44%
- 1-Month
- -1.11%
- -4.04%
- 3-Month
- 2.94%
- 4.09%
- 1-Year
- 7.09%
- 14.37%
- 3-Year
- 5.75%
- 6.04%
- 5-Year
- 18.38%
- 9.20%
- 10-Year
- 9.78%
- 8.57%
- Last Bull Market
- 13.80%
- 22.97%
- Last Bear Market
- -13.26%
- -11.27%
Annual Total Return (%) History
Year
SLVIX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 2.94% | -- | -- | -- |
| 2024 | 8.55% | 0.35% | 6.32% | -2.49% |
| 2023 | -1.38% | 3.38% | -4.96% | 9.26% |
| 2022 | 3.25% | -13.26% | -3.87% | 15.27% |
| 2021 | 14.86% | 5.49% | -3.70% | 8.59% |
| 2020 | -29.12% | 19.89% | 6.36% | 17.82% |
| 2019 | 11.30% | 3.38% | -0.46% | 10.79% |
| 2018 | -3.71% | 1.79% | 5.40% | -14.82% |
| 2017 | 3.71% | 2.32% | 5.25% | 7.84% |
| 2016 | 0.05% | 4.14% | 5.65% | 9.70% |
| 2015 | -0.59% | 0.73% | -11.44% | 6.54% |
| 2014 | 3.03% | 3.88% | 0.82% | 3.08% |
| 2013 | 13.68% | 3.67% | 5.57% | 11.08% |
| 2012 | 15.59% | -8.17% | 6.04% | 4.81% |
| 2011 | 10.01% | -2.83% | -19.16% | 15.00% |
| 2010 | 11.33% | -12.74% | 10.44% | 12.53% |
| 2009 | -13.15% | 23.12% | 16.15% | 2.04% |
| 2008 | -7.04% | -4.16% | -7.14% | -23.66% |
| 2007 | 2.19% | 9.36% | 0.37% | -2.26% |
| 2006 | 3.94% | -0.37% | 2.91% | 6.66% |
| 2005 | 2.39% | 0.92% | 1.82% | 5.29% |
| 2004 | 1.38% | 4.58% | -1.21% | 11.10% |
| 2003 | -7.50% | 21.71% | 4.99% | 15.91% |
| 2002 | 1.20% | -15.47% | -25.19% | 8.57% |
Rank in Category (By Total Return)
| YTD | 26 |
| 1-Month | 11 |
| 3-Month | 26 |
| 1-Year | 44 |
| 3-Year | 75 |
| 5-Year | 22 |
Load Adjusted Returns
| 1-Year | 7.09% |
| 3-Year | 5.75% |
| 5-Year | 18.38% |
| 10-Year | 9.78% |
Performance & Risk
| YTD Return | -1.01% |
| 5y Average Return | 14.54% |
| Rank in Category (ytd) | 26 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.83 |
| Morningstar Risk Rating |
Fund Overview
| Category | Large Value |
| Fund Family | Columbia Threadneedle |
| Net Assets | 2.36B |
| YTD Return | 2.94% |
| Yield | 1.91% |
| Morningstar Rating | |
| Inception Date | Sep 27, 2010 |
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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