CGEZX Performance — Columbia Select Global Equity Fund, Institutional Class
Data updated: 2026-09-28
CGEZX returned +14.09% year to date and +20.93% over one year to Jul 2026. Annualised returns are +18.71% over 3 years and +8.42% over 5 years. The fund beat its Global Large Blend category average: $100 invested three years ago grew to $167, against $152 for the category, and to $121 over one year, against $118. Volatility over the past three years was 15.29% a year. In the 12 months to Jul 2026 the fund lost a net $7.1M, and assets reached $818.01M.
CGEZX 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.
| Period | CGEZX | Category average |
|---|---|---|
| 1 year (Aug 2025 – Jul 2026) | $121 | $118 |
| 3 years (Aug 2023 – Jul 2026) | $167 | $152 |
| 5 years (Aug 2021 – Jul 2026) | $150 | $148 |
| Since data start (Aug 2019 – Jul 2026) | $244 | $203 |
CGEZX Trailing Returns
Total returns to Jul 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +14.09% |
| 1 year | +20.93% |
| 3 years (annualised) | +18.71% |
| 5 years (annualised) | +8.42% |
CGEZX 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.
| Year | Total return |
|---|---|
| 2026 (Jan–Jul) | +14.09% |
| 2025 | +17.70% |
| 2024 | +17.74% |
| 2023 | +24.80% |
| 2022 | −27.97% |
| 2021 | +23.62% |
| 2020 | +26.81% |
| 2019 (Aug–Dec) | +9.38% |
CGEZX 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +5.5% | +0.2% | −7.9% | +11.6% | +5.2% | +4.2% | −4.2% | — | — | — | — | — |
| 2025 | +5.0% | −1.7% | −5.5% | +1.2% | +7.3% | +3.7% | +1.1% | −0.6% | +3.7% | +3.2% | −1.9% | +1.6% |
| 2024 | +2.1% | +7.0% | +2.5% | −4.1% | +4.7% | +3.7% | −1.6% | +2.7% | +1.0% | −2.0% | +4.1% | −2.9% |
| 2023 | +6.7% | −3.6% | +6.1% | +2.3% | +0.1% | +3.9% | +1.7% | −1.3% | −5.5% | −1.8% | +10.6% | +4.4% |
| 2022 | −9.5% | −5.2% | +0.9% | −10.2% | +0.3% | −8.9% | +10.5% | −5.8% | −10.1% | +6.2% | +7.6% | −5.1% |
| 2021 | −1.1% | +1.7% | +1.5% | +5.9% | +1.3% | +4.0% | +3.1% | +4.2% | −6.0% | +6.2% | −0.2% | +1.6% |
| 2020 | +1.6% | −5.7% | −9.3% | +11.7% | +4.3% | +3.4% | +6.5% | +5.9% | −2.3% | −3.7% | +9.7% | +4.1% |
| 2019 | — | — | — | — | — | — | — | 0.0% | +0.1% | +1.5% | +3.9% | +3.5% |
CGEZX Risk
Risk measures from monthly returns over Aug 2023 – Jul 2026.
- 3-year volatility (annualised): 15.29%
- 3-year Sharpe ratio: 0.93 (vs 4.5% risk-free rate)
- Best month: +11.59% (Apr 2026)
- Worst month: −7.87% (Mar 2026)
CGEZX 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×
| Month | Sales | Redemptions | Net 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 |
CGEZX Assets Under Management
Net assets of Columbia Select Global Equity Fund by report date, from SEC N-PORT filings.
| Report date | Net 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.