Find A Portfolio/Ticker
Comparison Box
SHGTX: COLUMBIA SELIGMAN GLOBAL TECHNOLOGY FUND COLUMBIA SELIGMAN GLOBAL TECHNOLOGY FUND - CLASS A (MUTUAL FUND)
Basic Info 68.14 1.42(2.04%) April 30
Asset Class: | Technology |
MyPlanIQ Rating: | (44%) |
Start Date: | 12/21/1995 |
Last Dividend Date: | 12/11/2023 |
12-Mo. Yield | 6.26% |
Expenses | 0.99% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 04/26/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 06/21/1996 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.5 | 4.1 | 35.3 | 7.0 | 19.4 | 20.0 | 18.3 | 14.3 | 12.2 | 45.3 | -31.7 | 38.6 | 45.6 | 54.9 | -8.7 | 34.5 | 16.5 | 9.8 | 25.0 | 26.4 | 7.7 | -7.0 | 15.4 | 64.0 | -40.5 | 14.9 | 18.6 | 8.2 | 4.6 | 36.1 | -33.0 | -21.8 | -30.2 | 116.5 | 30.7 | 12.8 | 13.6 | -6.6 |
Sharpe Ratio | NA | 0.8 | 1.91 | 0.2 | 0.63 | 0.77 | NA | NA | 0.43 | 2.09 | -0.96 | 1.73 | 1.08 | 2.64 | -0.41 | 2.38 | 0.82 | 0.53 | 1.63 | 2.13 | 0.46 | -0.27 | 0.86 | 2.69 | -1.08 | 0.73 | 0.99 | 0.46 | 0.21 | 1.85 | -1.29 | -0.69 | -0.86 | 5.61 | 1.11 | 0.43 | 0.59 | NA |
Draw Down(%) | NA | 8.3 | 13.9 | 38.0 | 38.0 | 38.0 | NA | NA | 77.5 | 13.9 | 37.8 | 10.7 | 36.8 | 13.5 | 27.0 | 8.5 | 15.0 | 17.0 | 12.2 | 6.1 | 18.4 | 21.7 | 15.2 | 13.6 | 49.6 | 10.6 | 18.9 | 12.1 | 22.9 | 14.5 | 49.3 | 49.1 | 50.2 | 9.0 | 34.4 | 23.1 | 20.0 | NA |
Standard Deviation(%) | NA | 20.1 | 19.1 | 25.6 | 29.1 | 24.6 | NA | NA | 24.0 | 19.8 | 34.7 | 22.4 | 41.7 | 20.2 | 24.3 | 14.3 | 20.0 | 18.5 | 15.3 | 12.4 | 17.0 | 25.8 | 17.9 | 23.7 | 38.1 | 16.4 | 15.6 | 12.9 | 17.9 | 19.2 | 26.5 | 35.6 | 40.1 | 20.2 | 24.8 | 21.5 | 17.0 | NA |
Treynor Ratio | NA | 0.17 | 0.37 | 0.05 | 0.18 | 0.19 | NA | NA | 0.11 | 0.42 | -0.33 | 0.37 | 0.46 | 0.51 | -0.1 | 0.29 | 0.15 | 0.11 | 0.25 | 0.3 | 0.08 | -0.07 | 0.18 | 0.78 | -0.45 | 0.14 | 0.17 | 0.07 | 0.04 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA |
Alpha | NA | 0.02 | 0.01 | -0.01 | 0.0 | 0.0 | NA | NA | 0.02 | -0.02 | -0.01 | 0.02 | 0.0 | 0.01 | -0.05 | -0.03 | 0.01 | 0.02 | 0.02 | 0.0 | -0.02 | -0.03 | 0.02 | 0.04 | 0.0 | 0.01 | 0.04 | 0.02 | 0.03 | NA | NA | NA | NA | NA | NA | NA | NA | NA |
Beta | NA | 0.96 | 0.98 | 0.99 | 1.0 | 1.0 | NA | NA | 0.95 | 0.98 | 0.99 | 1.03 | 0.99 | 1.06 | 0.98 | 1.16 | 1.11 | 0.92 | 1.0 | 0.89 | 0.98 | 1.01 | 0.85 | 0.82 | 0.91 | 0.88 | 0.93 | 0.88 | 0.87 | NA | NA | NA | NA | NA | NA | NA | NA | NA |
RSquared | NA | 0.92 | 0.89 | 0.92 | 0.92 | 0.89 | NA | NA | 0.58 | 0.88 | 0.95 | 0.85 | 0.92 | 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 | 0.83 | 0.84 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA |
Yield(%) | N/A | 0.0 | 7.6 | 7.2 | 11.8 | 15.1 | 20.3 | 17.5 | N/A | 8.5 | 2.6 | 14.8 | 12.9 | 14.2 | 10.1 | 9.0 | 8.9 | 8.2 | 13.8 | 2.7 | 0.0 | 0.0 | 0.8 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 15.6 | 16.0 | 3.4 | 18.2 | 0.0 | 0.2 |
Dividend Growth(%) | N/A | -100.0 | 115.3 | 0.5 | 62.8 | 5421.9 | N/A | N/A | N/A | 115.3 | -78.0 | 47.1 | 27.5 | 12.8 | 42.5 | 11.8 | 8.5 | -33.4 | 498.3 | N/A | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | 95.5 | 483.3 | -81.9 | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/21/1996
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Technology Asset Class Trend Rankings |
Top Rated Funds in Technology
Best Mutual Funds
- PGTMX (Putnam Global Technology Fund M Shs) (84%)
- FSCSX (SOFTWARE AND IT SERVICES PORTFOLIO SOFTWARE AND IT SERVICES PORTFOLIO) 2.43% (76%)
- FBSOX (IT SERVICES PORTFOLIO IT SERVICES PORTFOLIO) 1.54% (75%)
- FDCPX (COMPUTERS PORTFOLIO COMPUTERS PORTFOLIO) 1.62% (74%)
- FSPTX (TECHNOLOGY PORTFOLIO TECHNOLOGY PORTFOLIO) 1.86% (73%)
- FATIX (FIDELITY ADVISOR TECHNOLOGY FUND CLASS I) 1.86% (72%)
- SGTSX (COLUMBIA SELIGMAN GLOBAL TECHNOLOGY FUND COLUMBIA SELIGMAN GLOBAL TECHNOLOGY FUND - CLASS K) (72%)
- FDMIX (FIDELITY ADVISOR COMMUNICATIONS EQUIPMENT FUND CLASS I) (71%)
- FSDCX (COMMUNICATIONS EQUIPMENT PORTFOLIO COMMUNICATIONS EQUIPMENT PORTFOLIO) (71%)
- FSELX (SEMICONDUCTORS PORTFOLIO SEMICONDUCTORS PORTFOLIO) 1.45% (70%)
Best ETFs
- XLK (Technology Select Sector SPDR® Fund) 2.20% (95%)
- SMH (VanEck Semiconductor ETF) 1.96% (93%)
- XSD (SPDR® S&P Semiconductor ETF) 1.81% (93%)
- FDN (First Trust Dow Jones Internet Index Fund) 1.90% (93%)
- PNQI (Invesco NASDAQ Internet ETF) 1.98% (92%)
- FXL (First Trust Technology AlphaDEX® Fund) 2.27% (90%)
- IGM (iShares Expanded Tech Sector ETF) 1.96% (88%)
- IGN (iShares North American Tech-Multimedia Networking ETF) (88%)
- IGV (iShares Expanded Tech-Software Sector ETF) 2.52% (88%)
- IXN (iShares Global Tech ETF) 2.18% (87%)
Best Closed End Funds
- QQQX (Nuveen NASDAQ 100 Dynamic Overwrite Closed End Fund) 0.87% (98%)
- STK (Columbia Seligman Premium Technology Growth Closed Fund) 0.86% (22%)