SLVIX
Columbia Select LargeCap Value-Inst2
$34.97
0.08 (0.23%)
Currency in USD / Last Updated: 7/9/2024
| Category | Large Cap Value |
|---|---|
| Market Cap | 2377.212M |
| 52 Week High | 35.31 |
| 52 Week Low | 27.997 |
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Key Data
| Symbol | SLVIX |
|---|---|
| Type | Mutual Fund |
| Category | Large Cap Value |
| Price | 34.97 |
| Price Yesterday | 34.89 |
| Market Cap | 2,377.21 |
| YTD Return | 9.86% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0046 |
Overview
| 52 Week High | 35.31 |
|---|---|
| 52 Week Low | 28.00 |
| Market Cap | 2,377.21M |
| Shares Outstanding | 67.98M |
| Income Dividend Yield | 2.03% |
| Long Term Dividend Yield | 1.39% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 3.41% |
Returns Annualized
| One Day | 78.20% |
|---|---|
| Five Days | 61.34% |
| One Months | 16.89% |
| Three Months | 3.45% |
| Six Months | 20.09% |
| Nine Months | 29.38% |
| One Year | 14.78% |
| Three Years | 6.65% |
| Five Years | 11.34% |
| Ten Years | 9.48% |
| YTD | 20.03% |
| Since Inception | 8.77% |
Returns Total
| One Day | 0.23% |
|---|---|
| Five Days | 0.95% |
| One Month | 1.24% |
| Three Months | 0.84% |
| Six Months | 9.42% |
| Nine Months | 21.04% |
| One Year | 14.76% |
| Three Years | 21.18% |
| Five Years | 70.85% |
| Ten Years | 146.74% |
| YTD | 9.86% |
| Since Inception | 558.69% |
Yearly Returns
| 2024 | 9.86% |
|---|---|
| 2023 | 5.86% |
| 2022 | -0.77% |
| 2021 | 26.72% |
| 2020 | 6.49% |
| 2019 | 26.90% |
| 2018 | -12.01% |
| 2017 | 20.45% |
| 2016 | 20.75% |
| 2015 | -5.53% |
Risk against SP-DA
| Alpha | -7.02% |
|---|---|
| Beta | 0.7 |
| Correlation | 68.49% |
| Downside Deviation | 2.73% |
| Coefficient of determination | 46.90% |
| Standard Deviation | 3.31% |
| Sharpe Ratio | -1.22 |
| Sortino | -5.11 |
| Treynor | 13.36 |
| Ulcer Index | 4.22 |
| Ulcer Performance Index | -3.3 |