Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CONIX (COLUMBIA GLOBAL TECHNOLOGY GROWTH FUND COLUMBIA GLOBAL TECHNOLOGY GROWTH FUND CLASS I) | 17.45% | 31.91% | 14.28% | 9.86% | -2.75% | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 03/25/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CONIX (COLUMBIA GLOBAL TECHNOLOGY GROWTH FUND COLUMBIA GLOBAL TECHNOLOGY GROWTH FUND CLASS I) | 03/25/2015 | 06/11/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.38 | 31.91 | 14.28 | 9.86 | -2.75 | NA | NA | … | … | 17.45 | 17.00 | 5.27 | 10.64 | -62.94 | 12.78 | 5.71 |
| Sharpe Ratio | NA | 2.04 | 0.96 | -0.21 | -0.09 | NA | NA | … | … | 2.31 | 1.13 | 0.18 | 0.74 | NA | 0.72 | 0.42 |
| Standard Deviation(%) | NA | 14.65 | 11.85 | 55.01 | 49.84 | NA | NA | … | … | 18.09 | 12.51 | 9.09 | 9.56 | 0.00 | 17.47 | 17.72 |
| Draw Down(%) | NA | 7.14 | 12.12 | 63.05 | 63.31 | NA | NA | … | … | 7.14 | 11.14 | 5.35 | 10.60 | 62.94 | 15.91 | 12.56 |
| Yield(%) | 0.00 | 6.65 | 4.61 | 3.04 | 0.72 | 0.51 | 0.38 | … | … | 0.25 | 7.67 | 2.30 | 4.06 | 0.00 | 0.00 | 0.00 |
Data as of 06/11/2026, Common starting date is 03/25/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CONIX (COLUMBIA GLOBAL TECHNOLOGY GROWTH FUND COLUMBIA GLOBAL TECHNOLOGY GROWTH FUND CLASS I) |
-20.67%
May 2022 – May 2025 |
-7.78%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CONIX (COLUMBIA GLOBAL TECHNOLOGY GROWTH FUND COLUMBIA GLOBAL TECHNOLOGY GROWTH FUND CLASS I) |
16.38%
May 2023 – May 2026 |
-3.53%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart