C000029876 Performance — Columbia Large Cap Growth Opportunity Fund, Class C
Data updated: 2026-07-29
C000029876 returned +23.96% over one year to Dec 2023. The annualised 3-year return is +0.79%. The fund trailed its US Large Growth category average: $100 invested three years ago grew to $102, against $116 for the category, and to $124 over one year, against $135. Volatility over the past three years was 19.99% a year. In the 12 months to May 2026 the fund lost a net $103.6M, and assets reached $1.37B.
C000029876 Growth of $100
What $100 invested in Columbia Large Cap Growth Opportunity Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the US Large Growth category average over the same months.
| Period | C000029876 | Category average |
|---|---|---|
| 1 year (Jan 2023 – Dec 2023) | $124 | $135 |
| 3 years (Jan 2021 – Dec 2023) | $102 | $116 |
| Since data start (Sep 2019 – Dec 2023) | $159 | $170 |
C000029876 Trailing Returns
Total returns to Dec 2023, from SEC N-PORT.
| Period | Total return |
|---|---|
| 1 year | +23.96% |
| 3 years (annualised) | +0.79% |
C000029876 Annual Returns
Calendar-year total returns of Columbia Large Cap Growth Opportunity Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2023 | +23.96% |
| 2022 | −30.11% |
| 2021 | +18.17% |
| 2020 | +39.46% |
| 2019 (Sep–Dec) | +11.31% |
C000029876 Monthly Returns
Monthly total returns as reported on SEC Form N-PORT.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | +9.3% | −3.6% | +4.4% | −0.3% | +2.1% | +5.3% | +3.7% | −2.7% | −5.6% | −2.7% | +12.5% | +0.9% |
| 2022 | −9.4% | −2.8% | +0.1% | −10.8% | −2.1% | −8.1% | +9.5% | −4.8% | −10.4% | +6.0% | +6.6% | −6.5% |
| 2021 | −0.3% | +2.4% | +0.2% | +6.6% | −2.1% | +4.9% | +2.9% | +2.4% | −5.5% | +6.8% | −2.0% | +1.2% |
| 2020 | +1.9% | −6.7% | −9.2% | +14.8% | +6.7% | +4.7% | +7.2% | +10.6% | −4.8% | −3.5% | +10.7% | +4.6% |
| 2019 | — | — | — | — | — | — | — | — | +0.2% | +2.9% | +4.8% | +3.0% |
C000029876 Risk
Risk measures from monthly returns over Jan 2021 – Dec 2023.
- 3-year volatility (annualised): 19.99%
- 3-year Sharpe ratio: -0.19 (vs 4.5% risk-free rate)
- Best month: +12.46% (Nov 2023)
- Worst month: −10.81% (Apr 2022)
C000029876 Fund Flows
Monthly money in and out of Columbia Large Cap Growth Opportunity Fund, from SEC Form N-PORT.
- 12-month net flow: −$103.6M
- 12-month gross sales (incl. reinvestments): $101.6M
- Sales ÷ redemptions: 0.50×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| May 2026 | $2.1M | $15.9M | −$13.8M |
| Apr 2026 | $2.1M | $17.5M | −$15.4M |
| Mar 2026 | $3.2M | $17.4M | −$14.2M |
| Feb 2026 | $2.1M | $13.8M | −$11.7M |
| Jan 2026 | $3.0M | $15.5M | −$12.5M |
| Dec 2025 | $36.2M | $20.4M | $15.9M |
| Nov 2025 | $2.5M | $15.8M | −$13.3M |
| Oct 2025 | $1.8M | $18.1M | −$16.3M |
| Sep 2025 | $2.4M | $18.3M | −$15.9M |
| Aug 2025 | $2.0M | $17.9M | −$15.9M |
| Jul 2025 | $2.0M | $14.1M | −$12.1M |
| Jun 2025 | $42.1M | $20.5M | $21.5M |
C000029876 Assets Under Management
Net assets of Columbia Large Cap Growth Opportunity Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-05-31 | $1.37B |
| 2026-02-28 | $1.21B |
| 2025-11-30 | $1.34B |
| 2025-08-31 | $1.29B |
| 2025-05-31 | $1.21B |
| 2025-02-28 | $1.26B |
| 2024-11-30 | $1.33B |
| 2024-08-31 | $1.28B |
| 2024-05-31 | $1.26B |
| 2024-02-29 | $1.28B |
| 2023-11-30 | $1.17B |
| 2023-08-31 | $1.17B |
For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.