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SGTRX: COLUMBIA SELIGMAN GLOBAL TECHNOLOGY FUND COLUMBIA SELIGMAN GLOBAL TECHNOLOGY FUND - CLASS R (MUTUAL FUND)

Basic Info 73.42 0.22(0.30%) July 25

Asset Class:	Technology
MyPlanIQ Rating:	(43%)
Start Date:	06/12/2003
Last Dividend Date:	12/10/2024
12-Mo. Yield	14.06%
Expenses	0.99%
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Performance Analytics (As of 07/25/2025)

	Last 1 Week*	YTD*(2025)	1 Yr	3 Yr	5 Yr	10 Yr	15 Yr	20 Yr	Since 06/12/2003
Annualized Return(%) ?	2.2	9.5	23.4	21.7	17.8	18.7	17.1	14.6	14.3
Sharpe Ratio ?	NA	0.44	0.69	0.73	0.59	0.66	NA	NA	0.57
Draw Down(%) ?	NA	28.9	28.9	28.9	38.1	38.1	NA	NA	52.5

	Last 1 Week*	YTD*(2025)	1 Yr	3 Yr	5 Yr	10 Yr	15 Yr	20 Yr	Since 06/12/2003	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014	2013	2012	2011	2010	2009	2008	2007	2006	2005	2004	2003
Annualized Return(%) ?	2.2	9.5	23.4	21.7	17.8	18.7	17.1	14.6	14.3	9.8	35.4	-34.5	23.0	31.5	54.5	-8.9	34.2	16.2	9.6	24.7	26.1	7.5	-7.3	15.0	63.5	-40.6	14.6	18.3	7.8	4.5	20.7
Sharpe Ratio ?	NA	0.44	0.69	0.73	0.59	0.66	NA	NA	0.57	0.12	1.53	-1.03	0.88	0.72	2.63	-0.42	2.35	0.8	0.52	1.61	2.1	0.44	-0.28	0.83	2.67	-1.09	0.71	0.97	0.44	0.2	2.15
Draw Down(%) ?	NA	28.9	28.9	28.9	38.1	38.1	NA	NA	52.5	15.7	13.9	37.9	14.8	36.8	13.5	27.1	8.5	15.0	17.1	12.2	6.2	18.5	21.8	15.3	13.6	49.7	10.7	18.9	12.2	23.0	7.6
Standard Deviation(%) ?	NA	33.2	29.1	25.2	26.6	26.2	NA	NA	23.2	26.0	20.5	34.9	26.1	43.5	20.2	24.2	14.3	20.0	18.5	15.3	12.4	17.0	25.8	17.9	23.8	38.1	16.5	15.5	13.0	17.8	18.4
Treynor Ratio ?	NA	0.15	0.21	0.19	0.16	0.17	NA	NA	0.14	0.03	0.32	-0.36	0.21	0.31	0.5	-0.11	0.29	0.14	0.1	0.25	0.29	0.08	-0.07	0.17	0.77	-0.45	0.13	0.16	0.06	0.04	0.0
Alpha	NA	-0.01	0.0	-0.01	-0.01	-0.01	NA	NA	0.01	-0.06	-0.04	-0.03	-0.03	-0.04	0.01	-0.05	-0.03	0.01	0.02	0.02	0.0	-0.02	-0.03	0.01	0.04	-0.01	0.0	0.03	0.02	0.03	NA
Beta	NA	0.96	0.95	0.95	0.97	1.0	NA	NA	0.95	0.96	0.98	0.99	1.07	1.01	1.05	0.98	1.16	1.11	0.92	1.01	0.89	0.98	1.01	0.86	0.82	0.91	0.88	0.93	0.88	0.86	NA
RSquared ?	NA	0.96	0.95	0.93	0.89	0.89	NA	NA	0.88	0.68	0.81	0.94	0.7	0.88	0.89	0.9	0.82	0.85	0.78	0.85	0.81	0.89	0.97	0.93	0.94	0.95	0.91	0.87	0.82	0.84	0.0
Yield(%)	N/A	0.0	14.7	10.2	10.3	13.7	16.5	17.6	N/A	16.8	9.1	2.7	15.2	0.1	14.5	10.2	9.0	8.9	8.2	13.9	2.8	0.0	0.0	0.5	0.0	0.0	0.0	0.0	0.0	0.0	0.0
Dividend Growth(%)	N/A	-100.0	146.0	23.4	53.2	873.4	N/A	N/A	N/A	146.0	115.1	-77.5	17083.7	-98.9	12.9	43.8	11.4	8.7	-34.2	486.1	N/A	N/A	-100.0	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A

	Last 1 Week*	YTD*(2025)	1 Yr	3 Yr	5 Yr	10 Yr	15 Yr	20 Yr	Since 06/12/2003	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014	2013	2012	2011	2010	2009	2008	2007	2006	2005	2004	2003
Annualized Return(%) ?	2.2	9.5	23.4	21.7	17.8	18.7	17.1	14.6	14.3	9.8	35.4	-34.5	23.0	31.5	54.5	-8.9	34.2	16.2	9.6	24.7	26.1	7.5	-7.3	15.0	63.5	-40.6	14.6	18.3	7.8	4.5	20.7
Sharpe Ratio ?	NA	0.44	0.69	0.73	0.59	0.66	NA	NA	0.57	0.12	1.53	-1.03	0.88	0.72	2.63	-0.42	2.35	0.8	0.52	1.61	2.1	0.44	-0.28	0.83	2.67	-1.09	0.71	0.97	0.44	0.2	2.15
Draw Down(%) ?	NA	28.9	28.9	28.9	38.1	38.1	NA	NA	52.5	15.7	13.9	37.9	14.8	36.8	13.5	27.1	8.5	15.0	17.1	12.2	6.2	18.5	21.8	15.3	13.6	49.7	10.7	18.9	12.2	23.0	7.6
Standard Deviation(%) ?	NA	33.2	29.1	25.2	26.6	26.2	NA	NA	23.2	26.0	20.5	34.9	26.1	43.5	20.2	24.2	14.3	20.0	18.5	15.3	12.4	17.0	25.8	17.9	23.8	38.1	16.5	15.5	13.0	17.8	18.4
Treynor Ratio ?	NA	0.15	0.21	0.19	0.16	0.17	NA	NA	0.14	0.03	0.32	-0.36	0.21	0.31	0.5	-0.11	0.29	0.14	0.1	0.25	0.29	0.08	-0.07	0.17	0.77	-0.45	0.13	0.16	0.06	0.04	0.0
Alpha	NA	-0.01	0.0	-0.01	-0.01	-0.01	NA	NA	0.01	-0.06	-0.04	-0.03	-0.03	-0.04	0.01	-0.05	-0.03	0.01	0.02	0.02	0.0	-0.02	-0.03	0.01	0.04	-0.01	0.0	0.03	0.02	0.03	NA
Beta	NA	0.96	0.95	0.95	0.97	1.0	NA	NA	0.95	0.96	0.98	0.99	1.07	1.01	1.05	0.98	1.16	1.11	0.92	1.01	0.89	0.98	1.01	0.86	0.82	0.91	0.88	0.93	0.88	0.86	NA
RSquared ?	NA	0.96	0.95	0.93	0.89	0.89	NA	NA	0.88	0.68	0.81	0.94	0.7	0.88	0.89	0.9	0.82	0.85	0.78	0.85	0.81	0.89	0.97	0.93	0.94	0.95	0.91	0.87	0.82	0.84	0.0
Yield(%)	N/A	0.0	14.7	10.2	10.3	13.7	16.5	17.6	N/A	16.8	9.1	2.7	15.2	0.1	14.5	10.2	9.0	8.9	8.2	13.9	2.8	0.0	0.0	0.5	0.0	0.0	0.0	0.0	0.0	0.0	0.0
Dividend Growth(%)	N/A	-100.0	146.0	23.4	53.2	873.4	N/A	N/A	N/A	146.0	115.1	-77.5	17083.7	-98.9	12.9	43.8	11.4	8.7	-34.2	486.1	N/A	N/A	-100.0	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A

*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/12/2003

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Comparison Box

SGTRX: COLUMBIA SELIGMAN GLOBAL TECHNOLOGY FUND COLUMBIA SELIGMAN GLOBAL TECHNOLOGY FUND - CLASS R (MUTUAL FUND)

Basic Info 73.42 0.22(0.30%) July 25

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Comparison Box

SGTRX: COLUMBIA SELIGMAN GLOBAL TECHNOLOGY FUND COLUMBIA SELIGMAN GLOBAL TECHNOLOGY FUND - CLASS R (MUTUAL FUND)

Basic Info 73.42 0.22(0.30%) July 25

Performance Analytics (As of 07/25/2025)

Top Rated Funds in Technology

Best Mutual Funds

Best ETFs

Best Closed End Funds

Latest Articles Related to SGTRX

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