- Issuer
- Columbia
- Inception Date
- Jun 23, 1983
- Category
- Technology Equities
- Index Tracked
- No Index (Active)
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Multi-Cap
- Asset Class Style
- Growth
Share Price Chart
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Performance
CCOYX Performance Chart
Columbia Seligman Technology and Information Fund Institutional 3 Class (CCOYX) is up 45.9% since the beginning of the year. CCOYX is currently trading at $276 per share. Investors who bought $1,000 worth of CCOYX shares 5 years ago would now be looking at an investment worth $2,909.
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Returns By Period
Columbia Seligman Technology and Information Fund Institutional 3 Class (CCOYX) has returned 45.90% so far this year and 85.19% over the past 12 months.
Columbia Seligman Technology and Information Fund Institutional 3 Class
- 1D
- 4.87%
- 1M
- -3.54%
- 6M
- 33.01%
- YTD
- 45.90%
- 1Y
- 85.19%
- 3Y*
- 39.60%
- 5Y*
- 23.81%
- 10Y*
- —
- ALL TIME*
- 25.98%
Benchmark (S&P 500 Index)
- 1D
- 0.70%
- 1M
- 0.09%
- 6M
- 7.94%
- YTD
- 9.41%
- 1Y
- 20.07%
- 3Y*
- 17.84%
- 5Y*
- 11.25%
- 10Y*
- 13.26%
- ALL TIME*
- 8.09%
CCOYX Monthly Returns History
Based on dividend-adjusted daily data since Mar 1, 2017, CCOYX's average daily return is +0.11%, while the average monthly return is +2.18%. At this rate, an investment would double in approximately 2.7 years.
Historically, 65% of months were positive and 35% were negative. The best month was Apr 2026 with a return of +28.4%, 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% | -4.26% | 28.38% | 10.63% | 5.70% | -8.18% | 45.90% | |||||
| 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 8.86%, beta of 1.31, and R2 of 0.80 versus S&P 500 Index. Calculated based on daily prices since March 01, 2017.
- This fund captured 161.53% of S&P 500 Index gains and 109.62% of its losses - amplifying both gains and losses, but participating more in upside than downside.
- This fund generated an annualized alpha of 8.86% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.
- Alpha
- 8.86%
- Beta
- 1.31
- R²
- 0.80
- Upside Capture
- 161.53%
- Downside Capture
- 109.62%
Expense Ratio
CCOYX has an expense ratio of 0.82%, placing it in the medium range.
Return for Risk
Risk / Return Rank
CCOYX ranks 93 for risk / return — above 93% of mutual funds peers on PortfoliosLab. Its historical combined result is among the stronger results in the peer group.
Risk / Return Metrics
The table below present risk-adjusted performance metrics for Columbia Seligman Technology and Information Fund Institutional 3 Class (CCOYX) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| CCOYX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.34 | ||
| Sortino ratioReturn per unit of downside risk | +1.23 | ||
| Omega ratioGain probability vs. loss probability | 1.42 | 1.25 | +0.17 |
| Calmar ratioReturn relative to maximum drawdown | 6.39 | 2.00 | +4.39 |
| Martin ratioReturn relative to average drawdown | 21.04 | 8.49 | +12.55 |
Dividends
Dividend History
Columbia Seligman Technology and Information Fund Institutional 3 Class provided a 5.54% 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 | 5.54% | 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 | $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 8.51%.
Drawdown | Fall | Recovery | Underwater | Related event |
|---|---|---|---|---|
-37.16%Oct 2022 | 9mo 20d | 1y 3mo | 2y 22dDec 2021 - Jan 2024 | Bear market2022 |
-36.73%Mar 2020 | 27d | 3mo 20d | 4mo 17dFeb 2020 - Jul 2020 | COVID crash2020 |
-29.08%Apr 2025 | 2mo 11d | 3mo 2d | 5mo 13dJan 2025 - Jul 2025 | 2025 selloff2025 |
-26.10%Dec 2018 | 9mo 16d | 3mo 10d | 1y 21dMar 2018 - Apr 2019 | Rate-hike selloffLate 2018 |
-13.99%Aug 2024 | 21d | 3mo 1d | 3mo 22dJul 2024 - Nov 2024 | — |
Drawdown Indicators
| CCOYX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.16% | -56.78% | +19.62% |
Max Drawdown (1Y)Largest decline over 1 year | -12.76% | -9.10% | -3.66% |
Max Drawdown (3Y)Largest decline over 3 years | -29.08% | -18.90% | -10.18% |
Max Drawdown (5Y)Largest decline over 5 years | -37.16% | -25.43% | -11.73% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.92% | — |
Current DrawdownCurrent decline from peak | -8.51% | -1.58% | -6.93% |
Average DrawdownAverage peak-to-trough decline | -7.64% | -10.70% | +3.06% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.85% | 2.14% | +1.71% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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