Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/19/2025.
| Name | Inception | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR |
|---|---|---|---|---|---|---|---|---|
| SGTRX (COLUMBIA SELIGMAN GLOBAL TECHNOLOGY FUND COLUMBIA SELIGMAN GLOBAL TECHNOLOGY FUND - CLASS R) | 12.41% | -4.40% | -6.26% | 7.15% | 9.61% | 12.55% | 13.37% | 12.05% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SGTRX (COLUMBIA SELIGMAN GLOBAL TECHNOLOGY FUND COLUMBIA SELIGMAN GLOBAL TECHNOLOGY FUND - CLASS R) | 06/12/2003 | 05/19/2025 |
The return data shown below all have the same latest date: 05/19/2025.
AR inception is since 06/12/2003.
AR inception is since 06/12/2003.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.50 | -6.26 | 7.15 | 9.61 | 12.55 | 13.37 | 12.05 | 12.41 | -4.40 | 9.78 | 35.35 | -34.49 | 23.00 | 31.51 | 54.55 | -8.95 | 34.18 | 16.23 | 9.56 | 24.72 | 26.09 | 7.47 | -7.26 | 14.99 | 63.50 | -40.60 | 14.60 | 18.30 | 7.84 | 4.47 | 20.68 |
| Sharpe Ratio | NA | -0.35 | 0.09 | 0.27 | 0.41 | NA | NA | 0.45 | -0.34 | 0.12 | 1.53 | -1.03 | 0.88 | 0.72 | 2.63 | -0.42 | 2.35 | 0.80 | 0.52 | 1.61 | 2.10 | 0.44 | -0.28 | 0.83 | 2.67 | -1.09 | 0.71 | 0.97 | 0.44 | 0.20 | 2.15 |
| Standard Deviation(%) | NA | 33.17 | 28.24 | 28.66 | 27.04 | NA | NA | 23.66 | 39.11 | 26.01 | 20.54 | 34.92 | 26.09 | 43.53 | 20.22 | 24.24 | 14.31 | 19.95 | 18.50 | 15.34 | 12.41 | 17.01 | 25.77 | 17.93 | 23.79 | 38.06 | 16.47 | 15.55 | 12.95 | 17.84 | 18.40 |
| Draw Down(%) | NA | 36.16 | 36.16 | 43.52 | 43.52 | NA | NA | 52.55 | 28.94 | 15.74 | 13.92 | 37.87 | 14.85 | 36.80 | 13.48 | 27.13 | 8.50 | 15.04 | 17.07 | 12.25 | 6.19 | 18.49 | 21.77 | 15.30 | 13.62 | 49.68 | 10.65 | 18.90 | 12.20 | 22.96 | 7.58 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.02 | 5.18 | 7.55 | 8.39 | 9.59 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.11 | 14.51 | 10.23 | 9.04 | 8.94 | 8.22 | 13.90 | 2.81 | 0.00 | 0.00 | 0.53 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SGTRX (COLUMBIA SELIGMAN GLOBAL TECHNOLOGY FUND COLUMBIA SELIGMAN GLOBAL TECHNOLOGY FUND - CLASS R) |
-9.89%
Feb 2006 - Feb 2009 |
-2.88%
Jan 2004 - Jan 2009 |
7.41%
Oct 2003 - Oct 2013 |
9.97%
Dec 2003 - Dec 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SGTRX (COLUMBIA SELIGMAN GLOBAL TECHNOLOGY FUND COLUMBIA SELIGMAN GLOBAL TECHNOLOGY FUND - CLASS R) |
35.72%
Dec 2018 - Dec 2021 |
28.80%
Jun 2016 - Jun 2021 |
21.24%
Nov 2011 - Nov 2021 |
17.22%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart