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Columbia Select Large Cap Equity Fund (NSEPX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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21.56+0.17 (+0.79%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return19.08%
5-year average return15.48%
Number of years up18
Number of years down7
Best 1-yr total return (4 Jul 2024)30.91%
Worst 1-yr total return (4 Jul 2024)N/A
Best 3-yr total return30.91%
Worst 3-yr total return7.77%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnNSEPXCategory
YTD16.65%5.31%
1-month4.36%-4.19%
3-month6.29%3.90%
1-year25.29%20.31%
3-year10.19%6.48%
5-year15.31%11.78%
10-year13.12%10.96%
Last bull market24.44%25.56%
Last bear market-16.17%-15.11%

Annual total return (%) history

Year
NSEPXCategory
2024
N/AN/A
2023
28.29%22.32%
2022
-19.38%-16.96%
2021
29.76%26.07%
2020
19.63%15.83%
2019
28.71%28.78%
2018
-5.50%-6.27%
2017
24.58%20.44%
2016
9.99%10.37%
2015
3.89%-1.07%
2014
11.82%10.96%
2013
30.91%31.50%
2012
17.56%14.96%
2011
-2.01%-1.27%
2010
13.99%14.01%
2009
24.38%28.17%
2008
-35.77%-37.79%
2007
10.27%6.16%
2006
15.71%14.17%
2005
6.22%5.88%
2004
8.34%10.02%
2003
27.27%27.05%
2002
-27.43%-22.25%
2001
-12.26%-13.50%
2000
-12.52%-6.31%
1999
28.08%20.16%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.75%6.29%N/AN/A
20237.78%10.82%-3.94%11.81%
2022-5.00%-16.17%-5.25%6.85%
20217.69%8.65%-0.79%11.78%
2020-17.59%20.75%7.78%11.54%
201913.23%4.46%0.21%8.60%
2018-1.04%2.87%7.79%-13.88%
20176.74%4.33%5.15%6.38%
20160.00%1.91%4.72%3.06%
20152.02%1.91%-7.53%8.07%
20140.62%5.09%0.93%4.78%
20139.38%4.23%5.05%9.30%
201214.45%-3.93%6.87%0.04%
20114.65%0.13%-15.64%10.85%
20104.66%-11.89%10.30%12.07%
2009-9.63%14.76%14.36%4.87%
2008-10.64%-2.09%-7.98%-20.22%
20071.43%6.94%3.07%-1.37%
20064.53%0.19%3.66%6.58%
2005-1.31%1.66%3.92%1.87%
20041.85%0.43%-2.24%8.34%
2003-2.23%14.24%2.69%10.96%
2002-0.70%-15.66%-15.82%2.94%
2001-12.14%5.69%-15.93%12.39%
20004.74%-3.78%-1.89%-11.53%
19997.63%5.00%-5.97%20.52%

Rank in category (by total return)

YTD14
1-month6
3-month3
1-year24
3-year18
5-year14

Load adjusted returns

1-year25.29%
3-year10.19%
5-year15.31%
10-year13.12%