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Columbia Select Large Cap Value Inst2 (SLVIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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33.95+0.12 (+0.35%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.66%
5-year average return10.46%
Number of years up16
Number of years down6
Best 1-yr total return (2 May 2024)38.20%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return38.20%
Worst 3-yr total return5.95%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSLVIXCategory
YTD5.44%17.52%
1-month-2.87%-0.87%
3-month5.93%5.51%
1-year12.85%42.88%
3-year5.55%11.93%
5-year10.06%12.07%
10-year9.52%10.95%
Last bull market21.48%23.18%
Last bear market-13.26%-17.87%

Annual total return (%) history

Year
SLVIXCategory
2024
N/AN/A
2023
5.86%N/A
2022
-0.77%N/A
2021
26.71%N/A
2020
6.49%2.91%
2019
26.90%25.04%
2018
-12.00%-8.53%
2017
20.45%15.94%
2016
20.75%14.81%
2015
-5.53%-4.05%
2014
11.22%10.21%
2013
38.20%31.21%
2012
17.96%14.57%
2011
-0.62%-0.75%
2010
20.73%13.66%
2009
26.72%24.13%
2008
-36.84%-37.09%
2007
9.62%1.42%
2006
13.66%18.15%
2005
10.78%5.95%
2004
16.37%12.97%
2003
37.01%28.44%
2002
-30.52%-18.69%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.55%N/AN/AN/A
2023-1.38%3.38%-4.96%9.26%
20223.25%-13.26%-3.87%15.27%
202114.86%5.49%-3.70%8.59%
2020-29.12%19.89%6.36%17.82%
201911.30%3.38%-0.46%10.79%
2018-3.71%1.79%5.40%-14.82%
20173.71%2.32%5.25%7.84%
20160.05%4.14%5.65%9.70%
2015-0.59%0.73%-11.44%6.54%
20143.03%3.88%0.82%3.08%
201313.68%3.67%5.57%11.08%
201215.59%-8.17%6.04%4.81%
201110.01%-2.83%-19.16%15.00%
201011.33%-12.74%10.44%12.53%
2009-13.15%23.12%16.15%2.04%
2008-7.04%-4.16%-7.14%-23.66%
20072.19%9.36%0.37%-2.26%
20063.94%-0.37%2.91%6.66%
20052.39%0.92%1.82%5.29%
20041.38%4.58%-1.21%11.10%
2003-7.50%21.71%4.99%15.91%
20021.20%-15.47%-25.19%8.57%

Rank in category (by total return)

YTD28
1-month14
3-month13
1-year62
3-year63
5-year33

Load adjusted returns

1-year12.85%
3-year5.55%
5-year10.06%
10-year9.52%