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CMTFX: COLUMBIA GLOBAL TECHNOLOGY GROWTH FUND COLUMBIA GLOBAL TECHNOLOGY GROWTH FUND CLASS Z (MUTUAL FUND)
Basic Info 100.22 0.83(0.84%) June 30
| Asset Class: | Technology |
| MyPlanIQ Rating: | (56%) |
| Start Date: | 12/01/2000 |
| Last Dividend Date: | 12/16/2024 |
| 12-Mo. Yield | 1.06% |
| Expenses | 1.19% |
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Performance Analytics (As of 06/27/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 12/01/2000 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 5.4 | 9.5 | 14.8 | 27.1 | 19.3 | 20.1 | 20.1 | 15.7 | 12.1 | 30.4 | 53.4 | -36.6 | 18.1 | 48.3 | 42.4 | -1.3 | 43.3 | 13.0 | 10.5 | 17.0 | 46.7 | 18.4 | -14.6 | 25.9 | 50.9 | -51.0 | 23.5 | 9.0 | 16.8 | 21.5 | 85.2 | -38.3 | -28.9 | -3.7 |
| Sharpe Ratio | NA | 0.44 | 0.35 | 0.92 | 0.65 | 0.76 | NA | NA | 0.41 | 1.06 | 2.55 | -1.06 | 0.82 | 1.27 | 2.31 | -0.11 | 3.62 | 0.73 | 0.61 | 1.04 | 3.37 | 1.02 | -0.5 | 1.12 | 1.89 | -1.28 | 1.02 | 0.3 | 0.95 | 0.94 | 3.11 | -1.09 | -0.66 | -0.67 |
| Draw Down(%) | NA | 26.6 | 26.6 | 26.6 | 39.4 | 39.4 | NA | NA | 68.2 | 16.6 | 11.6 | 38.8 | 12.8 | 30.5 | 10.5 | 23.9 | 6.0 | 15.9 | 12.6 | 10.2 | 4.7 | 15.2 | 26.9 | 15.4 | 14.7 | 57.8 | 12.0 | 22.9 | 17.5 | 22.0 | 15.7 | 50.5 | 53.0 | 23.3 |
| Standard Deviation(%) | NA | 35.5 | 30.4 | 26.0 | 26.3 | 24.7 | NA | NA | 26.2 | 22.5 | 19.5 | 35.8 | 22.0 | 37.7 | 17.8 | 23.3 | 11.8 | 17.5 | 17.2 | 16.3 | 13.8 | 18.1 | 29.5 | 23.0 | 26.8 | 40.6 | 20.2 | 19.3 | 15.4 | 21.9 | 27.2 | 36.1 | 47.9 | 65.0 |
| Treynor Ratio | NA | 0.16 | 0.11 | 0.24 | 0.17 | 0.19 | NA | NA | 0.11 | 0.23 | 0.49 | -0.37 | 0.17 | 0.52 | 0.42 | -0.03 | 0.42 | 0.12 | 0.11 | 0.15 | 0.47 | 0.18 | -0.13 | 0.24 | 0.55 | -0.54 | 0.19 | 0.05 | 0.14 | 0.2 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | 0.02 | 0.0 | 0.01 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | 0.0 | -0.03 | -0.04 | 0.02 | -0.01 | -0.01 | 0.02 | 0.0 | 0.02 | -0.01 | 0.05 | 0.01 | -0.06 | 0.04 | -0.01 | -0.07 | 0.03 | 0.0 | 0.05 | 0.09 | NA | NA | NA | NA |
| Beta | NA | 0.97 | 0.99 | 1.0 | 1.01 | 0.98 | NA | NA | 1.0 | 1.02 | 1.01 | 1.04 | 1.06 | 0.93 | 0.97 | 0.98 | 1.01 | 1.03 | 0.92 | 1.11 | 1.0 | 1.05 | 1.12 | 1.09 | 0.93 | 0.97 | 1.08 | 1.12 | 1.03 | 1.01 | NA | NA | NA | NA |
| RSquared | NA | 0.99 | 0.98 | 0.98 | 0.98 | 0.97 | NA | NA | 0.68 | 0.97 | 0.96 | 0.98 | 0.94 | 0.98 | 0.98 | 0.97 | 0.91 | 0.96 | 0.92 | 0.92 | 0.83 | 0.9 | 0.92 | 0.91 | 0.94 | 0.95 | 0.91 | 0.83 | 0.8 | 0.76 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | 1.1 | 2.7 | 3.2 | 5.8 | 9.7 | 8.4 | N/A | 1.4 | 3.4 | 2.1 | 5.0 | 1.4 | 1.7 | 5.4 | 4.9 | 0.4 | 1.9 | 5.2 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 6.2 | 0.0 | 6.9 | 0.0 | 0.0 | 0.0 | 0.0 | 0.1 |
| Dividend Growth(%) | N/A | -100.0 | -40.5 | -2.3 | 102.1 | 451.3 | N/A | N/A | N/A | -40.5 | 2.0 | -49.2 | 402.7 | 19.4 | -70.8 | 52.6 | 1313.8 | -77.2 | -59.2 | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | N/A | -100.0 | N/A | N/A | N/A | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/01/2000
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