C000095021 Performance — Columbia Select Global Equity Fund, Class R

Data updated: 2026-09-28

C000095021 returned +17.62% over one year to Apr 2024. The annualised 3-year return is +2.30%. Against its Global Large Blend category average the fund came out behind over three years but ahead over one: $100 invested three years ago grew to $107, against $108 for the category, and to $118 over one year, against $114. Volatility over the past three years was 19.99% a year. In the 12 months to Jul 2026 the fund lost a net $7.1M, and assets reached $818.01M.

C000095021 Growth of $100

What $100 invested in Columbia Select Global Equity Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the Global Large Blend category average over the same months.

PeriodC000095021Category average
1 year (May 2023 – Apr 2024)$118$114
3 years (May 2021 – Apr 2024)$107$108
Since data start (Aug 2019 – Apr 2024)$159$144

C000095021 Trailing Returns

Total returns to Apr 2024, from SEC N-PORT.

PeriodTotal return
1 year+17.62%
3 years (annualised)+2.30%

C000095021 Annual Returns

Calendar-year total returns of Columbia Select Global Equity Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.

YearTotal return
2024 (Jan–Apr)+5.40%
2023+24.18%
2022−28.34%
2021+23.03%
2020+26.20%
2019 (Aug–Dec)+9.16%

C000095021 Monthly Returns

Monthly total returns as reported on SEC Form N-PORT.

YearJanFebMarAprMayJunJulAugSepOctNovDec
2024+2.0%+7.0%+2.5%−5.8%————————
2023+6.6%−3.7%+6.0%+2.2%+0.1%+3.9%+1.7%−1.3%−5.6%−1.8%+10.5%+4.4%
2022−9.6%−5.3%+0.9%−10.3%+0.3%−9.0%+10.5%−5.8%−10.1%+6.0%+7.6%−5.2%
2021−1.1%+1.6%+1.4%+5.8%+1.2%+4.0%+3.2%+4.1%−6.0%+6.1%−0.2%+1.6%
2020+1.5%−5.7%−9.4%+11.7%+4.3%+3.4%+6.5%+5.9%−2.4%−3.7%+9.6%+4.1%
2019———————0.0%+0.1%+1.5%+3.9%+3.5%

C000095021 Risk

Risk measures from monthly returns over May 2021 – Apr 2024.

  • 3-year volatility (annualised): 19.99%
  • 3-year Sharpe ratio: -0.11 (vs 4.5% risk-free rate)
  • Best month: +10.49% (Jul 2022)
  • Worst month: −10.30% (Apr 2022)

C000095021 Fund Flows

Monthly money in and out of Columbia Select Global Equity Fund, from SEC Form N-PORT.

  • 12-month net flow: −$7.1M
  • 12-month gross sales (incl. reinvestments): $121.2M
  • Sales ÷ redemptions: 0.94×
MonthSalesRedemptionsNet flow
Jul 2026$4.9M$7.6M−$2.7M
Jun 2026$4.3M$9.0M−$4.6M
May 2026$4.5M$10.7M−$6.2M
Apr 2026$3.8M$9.1M−$5.3M
Mar 2026$16.0M$9.0M$7.0M
Feb 2026$5.1M$9.6M−$4.5M
Jan 2026$3.9M$9.8M−$5.8M
Dec 2025$66.3M$15.3M$50.9M
Nov 2025$2.8M$9.7M−$6.9M
Oct 2025$3.5M$11.0M−$7.5M
Sep 2025$2.6M$16.9M−$14.3M
Aug 2025$3.4M$10.6M−$7.2M

C000095021 Assets Under Management

Net assets of Columbia Select Global Equity Fund by report date, from SEC N-PORT filings.

Report dateNet assets
2026-07-31$818.01M
2026-04-30$792.34M
2026-01-31$772.46M
2025-10-31$760.34M
2025-07-31$743.95M
2025-04-30$680.64M
2025-01-31$751.10M
2024-10-31$722.50M
2024-07-31$725.78M
2024-04-30$690.67M
2024-01-31$671.04M
2023-10-31$589.56M

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.