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CTCAX: COLUMBIA GLOBAL TECHNOLOGY GROWTH FUND COLUMBIA GLOBAL TECHNOLOGY GROWTH FUND CLASS A (MUTUAL FUND)
Basic Info 94.86 0.8(0.84%) July 07
| Asset Class: | Technology |
| MyPlanIQ Rating: | (36%) |
| Start Date: | 11/08/2002 |
| Last Dividend Date: | 12/16/2024 |
| 12-Mo. Yield | 1.09% |
| Expenses | 0.93% |
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Performance Analytics (As of 07/03/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.2 | 9.7 | 12.1 | 29.5 | 18.6 | 20.3 | 19.6 | 15.3 | 17.3 | 30.0 | 52.8 | -36.9 | 17.8 | 48.1 | 42.0 | -1.5 | 42.9 | 12.7 | 10.3 | 16.7 | 46.3 | 18.2 | -14.8 | 26.1 | 50.6 | -51.1 | 23.1 | 8.7 | 16.5 | 21.2 | 84.2 | -2.1 |
| Sharpe Ratio | NA | 0.55 | 0.32 | 1.03 | 0.62 | 0.76 | NA | NA | 0.67 | 1.04 | 2.51 | -1.07 | 0.81 | 1.26 | 2.29 | -0.12 | 3.61 | 0.72 | 0.6 | 1.02 | 3.36 | 1.01 | -0.5 | 1.13 | 1.88 | -1.28 | 1.0 | 0.28 | 0.94 | 0.93 | 3.08 | -0.42 |
| Draw Down(%) | NA | 26.7 | 26.7 | 26.7 | 39.5 | 39.5 | NA | NA | 61.0 | 16.6 | 11.7 | 39.0 | 12.8 | 30.5 | 10.5 | 23.9 | 6.0 | 16.0 | 12.7 | 10.2 | 4.7 | 15.2 | 27.0 | 15.1 | 14.9 | 58.0 | 12.0 | 23.0 | 17.5 | 22.1 | 16.0 | 12.3 |
| Standard Deviation(%) | NA | 35.0 | 30.4 | 25.9 | 26.3 | 24.7 | NA | NA | 24.1 | 22.5 | 19.5 | 35.8 | 22.0 | 37.7 | 17.8 | 23.3 | 11.8 | 17.5 | 17.2 | 16.2 | 13.8 | 18.1 | 29.6 | 23.0 | 26.9 | 40.5 | 20.1 | 19.4 | 15.4 | 21.9 | 27.1 | 35.3 |
| Treynor Ratio | NA | 0.2 | 0.1 | 0.27 | 0.16 | 0.19 | NA | NA | 0.16 | 0.23 | 0.49 | -0.37 | 0.17 | 0.51 | 0.42 | -0.03 | 0.42 | 0.12 | 0.11 | 0.15 | 0.47 | 0.18 | -0.13 | 0.24 | 0.54 | -0.54 | 0.19 | 0.05 | 0.14 | 0.2 | 0.0 | 0.0 |
| Alpha | NA | 0.02 | 0.0 | 0.01 | -0.01 | 0.0 | NA | NA | 0.02 | 0.0 | 0.0 | -0.04 | -0.05 | 0.01 | -0.01 | -0.02 | 0.02 | 0.0 | 0.02 | -0.01 | 0.05 | 0.01 | -0.06 | 0.04 | -0.02 | -0.07 | 0.03 | 0.0 | 0.05 | 0.09 | NA | NA |
| Beta | NA | 0.98 | 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 | 1.1 | 0.99 | 1.04 | 1.13 | 1.09 | 0.93 | 0.97 | 1.08 | 1.13 | 1.03 | 1.01 | NA | NA |
| RSquared | NA | 0.99 | 0.98 | 0.98 | 0.98 | 0.97 | NA | NA | 0.87 | 0.97 | 0.95 | 0.98 | 0.94 | 0.98 | 0.98 | 0.97 | 0.91 | 0.96 | 0.92 | 0.92 | 0.82 | 0.9 | 0.92 | 0.91 | 0.94 | 0.95 | 0.91 | 0.83 | 0.8 | 0.76 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 1.4 | 3.6 | 2.2 | 5.0 | 1.3 | 1.8 | 5.3 | 4.8 | 0.4 | 2.0 | 5.3 | 0.0 | 0.0 | 0.0 | 0.4 | 0.0 | 0.0 | 6.0 | 0.0 | 6.8 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -40.5 | 2.0 | -46.3 | 438.6 | 5.4 | -69.3 | 54.3 | 1228.8 | -77.2 | -58.5 | N/A | N/A | N/A | -100.0 | N/A | N/A | -100.0 | N/A | -100.0 | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/01/2002
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