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Columbia Select Global Equity Inst (CGEZX)

20.61 +0.09 (+0.44%)
At close: 8:05 AM EST

Fund Summary

The fund will invest at least 80% of the fund's net assets (including the amount of any borrowings for investment purposes) in equity securities, including securities of companies located in developed and emerging countries. It generally invests at least 40% of its net assets in companies that maintain their principal place of business or conduct their principal business activities outside the U.S., have their securities traded on non-U.S. exchanges or have been formed under the laws of non-U.S. countries.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 35.30%
Worst 1Y Total Return --
Number of Years Up 9
Number of Years Down 4

Performance & Risk

YTD Return 19.55%
5y Average Return 12.12%
Rank in Category (ytd) 38
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.11
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
CGEZXCategory AverageCGEZXCategory AverageCGEZXCategory Average
Alpha -3.22 0.04 1.01 0.04 2.36 0.02
BETA 1.11 0.01 1.01 0.01 0.98 0.01
Mean Annual Return 0.32 0.02 1.09 0.02 1 0.01
R-squared 90.05 0.89 88.94 0.87 86.46 0.88
Standard Deviation 19.25 0.19 18.58 0.15 15.64 0.15
Sharpe Ratio -0.01 0.01 0.57 0.01 0.66 0.01
Treynor Ratio -1.83 0.18 9.45 0.18 9.73 0.11

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