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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Columbia Seligman Technology and Information Fund Institutional 3 Class, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
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Returns By Period
Columbia Seligman Technology and Information Fund Institutional 3 Class (CCOYX) has returned 0.25% so far this year and 58.69% over the past 12 months.
Columbia Seligman Technology and Information Fund Institutional 3 Class
- 1D
- -2.98%
- 1M
- -9.31%
- YTD
- 0.25%
- 6M
- 5.33%
- 1Y
- 58.69%
- 3Y*
- 29.72%
- 5Y*
- 16.92%
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- 2.91%
- 1M
- -5.09%
- YTD
- -4.63%
- 6M
- -2.39%
- 1Y
- 16.33%
- 3Y*
- 16.69%
- 5Y*
- 10.18%
- 10Y*
- 12.16%
Monthly Returns
Based on dividend-adjusted daily data since Mar 1, 2017, CCOYX's average daily return is +0.09%, while the average monthly return is +1.87%. At this rate, your investment would double in approximately 3.1 years.
Historically, 65% of months were positive and 35% were negative. The best month was Nov 2020 with a return of +19.0%, while the worst month was Mar 2020 at -13.7%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 3 months.
On a daily basis, CCOYX closed higher 56% of trading days. The best single day was Apr 9, 2025 with a return of +12.7%, while the worst single day was Mar 16, 2020 at -14.3%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 9.69% | 0.78% | -9.31% | 0.25% | |||||||||
| 2025 | 3.08% | -6.00% | -10.17% | -1.16% | 9.25% | 10.94% | 6.53% | 4.25% | 13.25% | 9.89% | -3.50% | -0.92% | 37.79% |
| 2024 | 0.77% | 3.68% | 4.02% | -3.93% | 7.37% | 3.92% | -0.77% | 0.39% | 1.46% | -0.95% | 8.93% | 0.06% | 27.11% |
| 2023 | 12.26% | -1.25% | 5.05% | -4.42% | 9.57% | 7.07% | 4.14% | -2.36% | -4.92% | -5.46% | 13.86% | 6.52% | 44.77% |
| 2022 | -10.90% | -0.74% | 1.42% | -11.36% | 2.11% | -12.73% | 12.41% | -6.65% | -11.58% | 5.36% | 8.66% | -8.23% | -30.92% |
| 2021 | 2.56% | 6.84% | 2.26% | 2.89% | 1.22% | 5.28% | -0.30% | 2.90% | -5.34% | 6.57% | 3.91% | 5.54% | 39.45% |
Benchmark Metrics
Columbia Seligman Technology and Information Fund Institutional 3 Class has an annualized alpha of 7.51%, beta of 1.30, and R² of 0.82 versus S&P 500 Index. Calculated based on daily prices since March 02, 2017.
- This fund captured 153.26% of S&P 500 Index gains and 108.86% of its losses — amplifying both gains and losses, but participating more in upside than downside.
- This fund generated an annualized alpha of 7.51% versus S&P 500 Index — delivering returns beyond what market exposure alone would predict.
- Alpha
- 7.51%
- Beta
- 1.30
- R²
- 0.82
- Upside Capture
- 153.26%
- Downside Capture
- 108.86%
Expense Ratio
CCOYX has an expense ratio of 0.82%, placing it in the medium range.
Return for Risk
Risk / Return Rank
CCOYX ranks 91 for risk / return — in the top 91% of mutual funds on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Columbia Seligman Technology and Information Fund Institutional 3 Class (CCOYX) and compare them to a chosen benchmark (S&P 500 Index).
| CCOYX | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.92 | 0.90 | +1.02 |
Sortino ratioReturn per unit of downside risk | 2.48 | 1.39 | +1.09 |
Omega ratioGain probability vs. loss probability | 1.35 | 1.21 | +0.14 |
Calmar ratioReturn relative to maximum drawdown | 3.58 | 1.40 | +2.18 |
Martin ratioReturn relative to average drawdown | 13.62 | 6.61 | +7.01 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Explore CCOYX risk-adjusted metrics in detail
Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.
Dividends
Dividend History
Columbia Seligman Technology and Information Fund Institutional 3 Class provided a 8.06% dividend yield over the last twelve months, with an annual payout of $15.26 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $15.26 | $15.26 | $18.19 | $5.98 | $7.70 | $15.63 | $11.13 | $9.41 | $7.29 | $8.12 |
Dividend yield | 8.06% | 8.08% | 12.32% | 4.60% | 8.17% | 10.62% | 9.52% | 10.61% | 11.42% | 10.60% |
Monthly Dividends
The table displays the monthly dividend distributions for Columbia Seligman Technology and Information Fund Institutional 3 Class. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $15.26 | $15.26 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $18.19 | $18.19 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $5.98 | $5.98 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $7.70 | $7.70 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $15.63 | $15.63 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Columbia Seligman Technology and Information Fund Institutional 3 Class. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Columbia Seligman Technology and Information Fund Institutional 3 Class was 37.16%, occurring on Oct 14, 2022. Recovery took 316 trading sessions.
The current Columbia Seligman Technology and Information Fund Institutional 3 Class drawdown is 11.91%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -37.16% | Dec 28, 2021 | 202 | Oct 14, 2022 | 316 | Jan 19, 2024 | 518 |
| -36.73% | Feb 20, 2020 | 20 | Mar 18, 2020 | 75 | Jul 6, 2020 | 95 |
| -29.08% | Jan 27, 2025 | 51 | Apr 8, 2025 | 62 | Jul 9, 2025 | 113 |
| -26.1% | Mar 13, 2018 | 199 | Dec 24, 2018 | 68 | Apr 3, 2019 | 267 |
| -13.99% | Jul 17, 2024 | 16 | Aug 7, 2024 | 64 | Nov 6, 2024 | 80 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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