Nasdaq - Delayed Quote USD

Columbia Select Large Cap Value Inst (CSVZX)

36.44
+0.05
+(0.14%)
At close: 8:04:07 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 4.81%
5y Average Return 15.06%
Number of Years Up 10
Number of Years Down 4
Best 1Y Total Return (May 29, 2025) 38.06%
Worst 1Y Total Return (May 29, 2025) --
Best 3Y Total Return 38.06%
Worst 3Y Total Return 5.77%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
CSVZX
Category
YTD
-0.29%
4.44%
1-Month
-3.11%
-4.04%
3-Month
-4.13%
4.09%
1-Year
6.71%
14.37%
3-Year
6.59%
6.04%
5-Year
14.50%
9.20%
10-Year
9.24%
8.57%
Last Bull Market
13.74%
22.97%
Last Bear Market
-13.26%
-11.27%

Annual Total Return (%) History

Year
CSVZX
Category
2025
--
--
2024
12.84%
--
2023
5.75%
11.63%
2022
-0.83%
-5.90%
2021
26.64%
26.22%
2020
6.43%
2.91%
2019
26.90%
25.04%
2018
-12.09%
-8.53%

2017
20.36%
15.94%
2016
20.66%
14.81%
2015
-5.58%
-4.05%
2014
11.07%
10.21%
2013
38.06%
31.21%
2012
17.84%
14.57%
2011
-0.68%
-0.75%
2010
--
13.66%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 2.91% -- -- --
2024 8.55% 0.32% 6.29% -2.51%
2023 -1.41% 3.34% -4.96% 9.21%
2022 3.22% -13.26% -3.88% 15.24%
2021 14.82% 5.50% -3.70% 8.56%
2020 -29.12% 19.89% 6.31% 17.80%
2019 11.34% 3.34% -0.46% 10.79%
2018 -3.75% 1.80% 5.40% -14.88%
2017 3.67% 2.28% 5.25% 7.85%
2016 0.00% 4.14% 5.60% 9.72%

2015 -0.55% 0.68% -11.45% 6.49%
2014 2.99% 3.84% 0.82% 3.02%
2013 13.62% 3.67% 5.52% 11.07%
2012 15.61% -8.24% 6.05% 4.75%
2011 10.02% -2.83% -19.18% 14.95%
2010 12.55% -- -- --

Rank in Category (By Total Return)

YTD 24
1-Month 49
3-Month 25
1-Year 62
3-Year 72
5-Year 29

Load Adjusted Returns

1-Year 6.71%
3-Year 6.59%
5-Year 14.50%
10-Year 9.24%

Performance & Risk

YTD Return 4.81%
5y Average Return 15.06%
Rank in Category (ytd) 24
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.86
Morningstar Risk Rating

Fund Overview

Category Large Value
Fund Family Columbia Threadneedle
Net Assets 2.29B
YTD Return -0.29%
Yield 1.89%
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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