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Columbia Select Large-Cap Value R (SLVRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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32.71-0.07 (-0.21%)
At close: 08:05AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return10.21%
5-year average return11.37%
Number of years up15
Number of years down5
Best 1-yr total return (15 May 2024)37.37%
Worst 1-yr total return (15 May 2024)N/A
Best 3-yr total return37.37%
Worst 3-yr total return5.38%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSLVRXCategory
YTD5.26%4.44%
1-month-2.89%-4.04%
3-month5.83%4.09%
1-year12.21%14.37%
3-year4.98%6.04%
5-year9.46%9.20%
10-year8.90%8.57%
Last bull market21.19%22.97%
Last bear market-13.35%-11.27%

Annual total return (%) history

Year
SLVRXCategory
2024
N/AN/A
2023
5.22%11.63%
2022
-1.29%-5.90%
2021
26.05%26.22%
2020
5.92%2.91%
2019
26.27%25.04%
2018
-12.50%-8.53%
2017
19.76%15.94%
2016
20.04%14.81%
2015
-6.07%-4.05%
2014
10.51%10.21%
2013
37.37%31.21%
2012
17.28%14.57%
2011
-1.23%-0.75%
2010
19.91%13.66%
2009
25.69%24.13%
2008
-37.41%-37.09%
2007
8.69%1.42%
2006
12.70%18.15%
2005
9.81%5.95%
2004
15.28%12.97%
2003
N/A28.44%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.39%N/AN/AN/A
2023-1.54%3.23%-5.09%9.07%
20223.11%-13.35%-4.00%15.09%
202114.71%5.37%-3.81%8.42%
2020-29.22%19.76%6.19%17.67%
201911.22%3.20%-0.56%10.63%
2018-3.83%1.65%5.27%-14.97%
20173.54%2.18%5.11%7.69%
2016-0.10%3.99%5.49%9.53%
2015-0.71%0.58%-11.57%6.37%
20142.87%3.72%0.67%2.88%
201313.47%3.54%5.38%10.95%
201215.45%-8.30%5.88%4.63%
20119.90%-3.00%-19.28%14.78%
201011.16%-12.92%10.25%12.35%
2009-13.40%22.98%15.88%1.85%
2008-7.29%-4.35%-7.36%-23.81%
20071.95%9.14%0.19%-2.50%
20063.68%-0.60%2.74%6.44%
20052.15%0.67%1.67%5.02%
20041.29%4.02%-1.32%10.88%
20034.90%15.89%N/AN/A

Rank in category (by total return)

YTD33
1-month15
3-month14
1-year67
3-year75
5-year44

Load adjusted returns

1-year12.21%
3-year4.98%
5-year9.46%
10-year8.90%