Nasdaq - Delayed Quote USD
Columbia Select Large Cap Value Inst3 (CSRYX)
At close: 8:00:25 p.m. EST
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 27.03% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 7 |
| Number of Years Down | 3 |
Performance & Risk
| YTD Return | 4.23% |
| 5y Average Return | 10.80% |
| Rank in Category (ytd) | 64 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.80 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| CSRYX | Category Average | CSRYX | Category Average | CSRYX | Category Average | |
| Alpha | -1.81 | -0.01 | -3.28 | -0.03 | -3.16 | -0.03 |
| BETA | 0.8 | 0.01 | 0.96 | 0.01 | 1.02 | 0.01 |
| Mean Annual Return | 0.59 | 0.01 | 0.95 | 0.01 | 0.88 | 0.01 |
| R-squared | 69.46 | 0.78 | 76.59 | 0.83 | 80.76 | 0.84 |
| Standard Deviation | 16.7 | 0.17 | 19.85 | 0.19 | 17.31 | 0.16 |
| Sharpe Ratio | 0.18 | 0 | 0.44 | 0 | 0.5 | 0.01 |
| Treynor Ratio | 2.05 | 0.04 | 7.62 | 0.07 | 7.48 | 0.08 |
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