CSVZX Performance — Columbia Select Large Cap Value Fund, Institutional Class
Data updated: 2026-09-24
CSVZX returned +12.13% year to date and +36.67% over one year to May 2026. Annualised returns are +21.74% over 3 years and +11.56% over 5 years. The fund beat its US Large Value category average: $100 invested three years ago grew to $180, against $165 for the category, and to $137 over one year, against $124. Volatility over the past three years was 13.08% a year. In the 12 months to May 2026 the fund took in a net $50.7M, and assets reached $3.02B.
CSVZX Growth of $100
What $100 invested in Columbia Select Large Cap Value Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the US Large Value category average over the same months.
| Period | CSVZX | Category average |
|---|---|---|
| 1 year (Jun 2025 – May 2026) | $137 | $124 |
| 3 years (Jun 2023 – May 2026) | $180 | $165 |
| 5 years (Jun 2021 – May 2026) | $173 | $163 |
| Since data start (Sep 2019 – May 2026) | $260 | $223 |
CSVZX Trailing Returns
Total returns to May 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +12.13% |
| 1 year | +36.67% |
| 3 years (annualised) | +21.74% |
| 5 years (annualised) | +11.56% |
CSVZX Annual Returns
Calendar-year total returns of Columbia Select Large Cap Value Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–May) | +12.13% |
| 2025 | +27.90% |
| 2024 | +12.82% |
| 2023 | +5.75% |
| 2022 | −0.82% |
| 2021 | +26.64% |
| 2020 | +6.42% |
| 2019 (Sep–Dec) | +13.84% |
CSVZX 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 | +4.9% | +4.9% | −6.7% | +6.3% | +2.7% | — | — | — | — | — | — | — |
| 2025 | +4.0% | +0.1% | −1.1% | −3.1% | +5.3% | +4.0% | −0.4% | +5.3% | +2.4% | +1.8% | +3.3% | +3.8% |
| 2024 | −0.5% | +2.2% | +6.7% | −2.9% | +4.6% | −1.3% | +3.9% | +1.1% | +1.2% | −1.3% | +5.0% | −5.9% |
| 2023 | +4.5% | −3.4% | −2.4% | +0.3% | −4.1% | +7.4% | +3.3% | −4.3% | −3.8% | −2.4% | +6.1% | +5.5% |
| 2022 | +0.2% | +1.8% | +1.1% | −5.6% | +2.4% | −10.3% | +5.2% | −1.5% | −7.2% | +11.6% | +7.7% | −4.1% |
| 2021 | +1.1% | +6.9% | +6.2% | +3.9% | +4.3% | −2.6% | −1.3% | +0.5% | −2.9% | +5.9% | −3.3% | +5.9% |
| 2020 | −4.9% | −9.6% | −17.6% | +14.0% | +2.6% | +2.5% | +5.0% | +4.7% | −3.3% | −1.7% | +15.3% | +3.9% |
| 2019 | — | — | — | — | — | — | — | — | +2.8% | +2.7% | +4.0% | +3.7% |
CSVZX Risk
Risk measures from monthly returns over Jun 2023 – May 2026.
- 3-year volatility (annualised): 13.08%
- 3-year Sharpe ratio: 1.32 (vs 4.5% risk-free rate)
- Best month: +7.43% (Jun 2023)
- Worst month: −6.66% (Mar 2026)
CSVZX Fund Flows
Monthly money in and out of Columbia Select Large Cap Value Fund, from SEC Form N-PORT.
- 12-month net flow: $50.7M
- 12-month gross sales (incl. reinvestments): $948.3M
- Sales ÷ redemptions: 1.06×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| May 2026 | $50.0M | $42.3M | $7.7M |
| Apr 2026 | $67.6M | $45.4M | $22.2M |
| Mar 2026 | $61.5M | $277.4M | −$215.9M |
| Feb 2026 | $88.7M | $66.8M | $22.0M |
| Jan 2026 | $82.0M | $55.4M | $26.6M |
| Dec 2025 | $279.3M | $79.6M | $199.7M |
| Nov 2025 | $76.9M | $51.4M | $25.5M |
| Oct 2025 | $76.3M | $57.7M | $18.6M |
| Sep 2025 | $50.0M | $48.2M | $1.8M |
| Aug 2025 | $43.6M | $46.8M | −$3.2M |
| Jul 2025 | $39.0M | $48.7M | −$9.6M |
| Jun 2025 | $33.4M | $78.1M | −$44.7M |
CSVZX Assets Under Management
Net assets of Columbia Select Large Cap Value Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-05-31 | $3.02B |
| 2026-02-28 | $3.15B |
| 2025-11-30 | $2.73B |
| 2025-08-31 | $2.50B |
| 2025-05-31 | $2.35B |
| 2025-02-28 | $2.39B |
| 2024-11-30 | $2.59B |
| 2024-08-31 | $2.50B |
| 2024-05-31 | $2.39B |
| 2024-02-29 | $2.33B |
| 2023-11-30 | $2.29B |
| 2023-08-31 | $2.47B |
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.