Columbia Select Large Cap Fund Net Income
| CSVZX Fund | USD 43.24 0.11 0.26% |
Momentum 50
Impartial
Oversold | Overbought |
As of the 10th of March, Columbia Select trades at 43.24 per share. Key technical indicators include Downside Deviation of 0.8116, mean deviation of 0.7045, and Risk Adjusted Performance of 0.1697. The technical model evaluates historical price movement, trading volume, and volatility patterns to quantify trend strength. Current values are evaluated relative to sector peers and historical ranges.
Columbia Select's financial statements offer valuable quarterly and annual insights to potential investors, highlighting the company's current and historical financial position, overall management performance, and changes in financial standing over time.Columbia Select Large Cap does not currently have any fundamental trend indicators for analysis. Continue to Equity Screeners for broader equity screening tools. This adds neutral context for broader instrument coverage.Columbia |
Columbia Select 'What if' Analysis
Running a what-if backtest on Columbia Select Large Cap gives investors a practical way to test how changes in horizon, position size, or market timing might have affected the result. Used properly, this review helps investors decide whether Columbia Select's historical reward profile was stable enough to support the current thesis.
| 12/10/2025 |
| 03/10/2026 |
If you invested 0.00 in Columbia Select on December 10, 2025 and closed the position today, you would earn 0.00 in total gains. That corresponds to a 0.0% return on investment in Columbia Select overall over 90 days.. Columbia Select is related to or competes with American Funds, Fidelity Advisor, Parnassus Mid, Amg Yacktman, Amg Yacktman, Dreyfus Sp, and Amg Managers. Peer context helps frame relative positioning. Under normal circumstances, at least 80 percent of the funds net assets are invested in equity securities of large capit... More
Columbia Select Upside and Downside Indicators Overview
Upside and downside indicators for Columbia Select summarize momentum balance and potential range context for the fund. They compare current price to recent trend and sentiment readings.
| Downside Deviation | 0.8116 | |||
| Information Ratio | 0.2059 | |||
| Maximum Drawdown | 9.06 | |||
| Value At Risk | -1.27 | |||
| Potential Upside | 1.4 |
Columbia Select Market Risk Indicators Overview
Market risk indicators summarize volatility and return dispersion for Columbia Select. The metrics rely on historical prices to describe variability over time.| Risk Adjusted Performance | 0.1697 | |||
| Jensen Alpha | 0.2404 | |||
| Total Risk Alpha | 0.2406 | |||
| Sortino Ratio | 0.2963 | |||
| Treynor Ratio | 0.3086 |
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Columbia Select's price to converge to an average value over time is called mean reversion.
Columbia Select Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.1697 | |||
| Market Risk Adjusted Performance | 0.3186 | |||
| Mean Deviation | 0.7045 | |||
| Semi Deviation | 0.4633 | |||
| Downside Deviation | 0.8116 | |||
| Coefficient Of Variation | 466.66 | |||
| Standard Deviation | 1.17 | |||
| Variance | 1.36 | |||
| Information Ratio | 0.2059 | |||
| Jensen Alpha | 0.2404 | |||
| Total Risk Alpha | 0.2406 | |||
| Sortino Ratio | 0.2963 | |||
| Treynor Ratio | 0.3086 | |||
| Maximum Drawdown | 9.06 | |||
| Value At Risk | -1.27 | |||
| Potential Upside | 1.4 | |||
| Downside Variance | 0.6588 | |||
| Semi Variance | 0.2147 | |||
| Expected Short fall | -0.81 | |||
| Skewness | 3.29 | |||
| Kurtosis | 19.75 |
Columbia Select Large Backtested Returns
Columbia Select appears to exhibit a very low volatility profile over the selected 3 months investment horizon. It exhibits a Sharpe Ratio (Efficiency) of 0.14, highlighting adjusted efficiency metrics. We identified twenty-eight technical indicators influencing the company's volatility profile. Please review metrics such as mean deviation of 0.7045, downside deviation of 0.8116, and risk-adjusted performance of 0.1697 to confirm whether our risk estimates align with your expectations. The fund has a beta of 0.78, which means possible diversification benefits within a given portfolio. As returns on the market increase, Columbia Select's returns are expected to increase less than the market. However, during the bear market, the loss of holding Columbia Select is expected to be smaller as well.
Auto-correlation | 0.55 |
Modest predictability
Columbia Select Large Cap exhibits modest predictability. Autocorrelation measures the degree of predictability between Columbia Select time series from 10th of December 2025 to 24th of January 2026 and from 24th of January 2026 to 10th of March 2026. The stronger the relationship between the current interval and its lagged values, the more accurately future price behavior of Columbia Select Large may be projected. A serial correlation of 0.55 indicates that about 55.0% of current Columbia Select price fluctuations can be explained by its historical price movements.
| Correlation Coefficient | 0.55 | |
| Spearman Rank Test | 0.39 | |
| Residual Average | 0.0 | |
| Price Variance | 0.57 |
Because income is reported on the Income Statement of a company and is measured in dollars some investors prefer to use Profit Margin, which measures income as a percentage of sales.
| Competition |
Based on the recorded statements, Columbia Select Large Cap reported net income of 0.0. This indicator is about the same for the Columbia average (which is currently at 0.0) family and about the same as Large Value (which currently averages 0.0) category. This indicator is about the same for all United States funds average (which is currently at 0.0).
Columbia Financial Ratios Relationships
Sector multiples frame Columbia Select's current valuation context. You can analyze the relationship between different fundamental ratios across Columbia Select competition to find correlations between indicators driving Columbia Select's intrinsic value. More Info.Columbia Select Large Cap ranks as the leading mutual fund in price to earning among similar funds. It ranks as the leading mutual fund in price to book among similar funds fabricating about 0.12 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Columbia Select Large Cap is roughly 8.63 . Valuation multiples such as P/E, P/B, and P/S compare Columbia Select to peer earnings performance.Fund Asset Allocation for Columbia Select
The fund consists of 95.36% investments in stocks, with the rest of investments allocated between different money market instruments and various exotic instruments.Asset allocation divides Columbia Select's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy.
Columbia Fundamentals
| Price To Earning | 14.59 X | |||
| Price To Book | 1.69 X | |||
| Price To Sales | 1.16 X | |||
| Total Asset | 2 B | |||
| Annual Yield | 0.01 % | |||
| Year To Date Return | 5.35 % | |||
| One Year Return | 34.07 % | |||
| Three Year Return | 16.39 % | |||
| Five Year Return | 12.78 % | |||
| Ten Year Return | 10.17 % | |||
| Net Asset | 1.2 B | |||
| Cash Position Weight | 4.49 % | |||
| Equity Positions Weight | 95.36 % |
Columbia Select Financial Statements and Data
Liquidity and portfolio composition determine how Columbia Select behaves in stressed markets. Expense ratio and turnover can influence net-of-fee outcomes over time. Our evaluation framework considers how Columbia Select may function within a diversified long-term portfolio context.
Methodology
Unless otherwise specified, data for Columbia Select Large Cap is derived from fund disclosures (prospectus language, holdings reports, and periodic statements where available). Asset-level metrics are computed daily by Macroaxis LLC and refreshed regularly based on instrument type. Columbia (USA Stocks:CSVZX) market data and reported NAV may reflect delayed updates. Data may be delayed depending on reporting sources and market conventions Income statement, balance sheet, and cash flow figures follow GAAP or IFRS conventions as reported and may be restated by the company.
Assumptions
We reference public fund disclosures, holdings reports, and market data feeds and regulatory disclosures, including those published by U.S. Securities and Exchange Commission (SEC) via EDGAR. Data may be normalized and delayed in some cases. All analytics are generated using standardized, rules-based models designed to promote consistency and comparability across instruments. Model assumptions, reference parameters, and selected computational inputs are available in the Model Inputs section. If you have questions about our data sources or methodology, please contact Macroaxis Support.Research Sources
Columbia Select Large Cap may have reference inputs that incorporate holdings disclosures, category classification, and NAV-derived statistics where available. Updates may occur throughout the day.
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Other Information on Investing in Columbia Mutual Fund
Columbia Select financial ratios help frame valuation context across profits, cash flow, and enterprise value. They help compare Columbia to other measures in a consistent way.
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