- ISIN
- US19765P4899
- Issuer
- Columbia
- Inception Date
- Nov 8, 2000
- Category
- Technology Equities
- Min. Investment
- $2,000
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Growth
Share Price Chart
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Performance
CMTFX Performance Chart
Columbia Global Technology Growth Fund (CMTFX) is up 31.0% since the beginning of the year. CMTFX is currently trading at $145 per share. Investors who bought $1,000 worth of CMTFX shares 5 years ago would now be looking at an investment worth $2,504.
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Returns By Period
Columbia Global Technology Growth Fund (CMTFX) has returned 30.99% so far this year and 59.18% over the past 12 months. Looking at the last ten years, CMTFX has achieved an annualized return of 25.07%, outperforming the S&P 500 Index benchmark, which averaged 13.88% per year.
Columbia Global Technology Growth Fund
- 1D
- 3.52%
- 1M
- 7.75%
- YTD
- 30.99%
- 6M
- 30.90%
- 1Y
- 59.18%
- 3Y*
- 34.53%
- 5Y*
- 20.15%
- 10Y*
- 25.07%
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
CMTFX Monthly Returns History
Based on dividend-adjusted daily data since Nov 9, 2000, CMTFX's average daily return is +0.06%, while the average monthly return is +1.25%. At this rate, an investment would double in approximately 4.6 years.
Historically, 61% of months were positive and 39% were negative. The best month was Apr 2001 with a return of +19.8%, while the worst month was Feb 2001 at -25.5%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 6 months.
On a daily basis, CMTFX closed higher 54% of trading days. The best single day was Apr 9, 2025 with a return of +13.5%, while the worst single day was Mar 16, 2020 at -13.2%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 2.00% | -2.43% | -5.60% | 18.82% | 13.85% | 3.06% | 30.99% | ||||||
| 2025 | 1.26% | -4.23% | -9.52% | 2.42% | 11.13% | 9.66% | 3.89% | 0.61% | 7.21% | 5.45% | -3.42% | 0.09% | 25.10% |
| 2024 | 4.25% | 7.27% | 2.15% | -4.97% | 6.77% | 8.06% | -3.57% | 0.88% | 1.82% | 0.01% | 5.01% | 1.08% | 31.72% |
| 2023 | 12.07% | -0.66% | 8.99% | -1.19% | 10.21% | 5.97% | 3.82% | -1.50% | -6.15% | -1.56% | 12.84% | 5.08% | 56.85% |
| 2022 | -9.70% | -4.10% | 2.50% | -13.58% | -0.70% | -10.95% | 13.71% | -6.02% | -11.81% | 4.92% | 6.65% | -8.60% | -34.63% |
| 2021 | 0.28% | 3.08% | -1.09% | 4.94% | -1.14% | 6.26% | 1.73% | 2.98% | -5.35% | 6.53% | 1.61% | 1.71% | 23.04% |
Benchmark Metrics
Columbia Global Technology Growth Fund has an annualized alpha of 5.86%, beta of 1.18, and R2 of 0.75 versus S&P 500 Index. Calculated based on daily prices since November 09, 2000.
- This fund captured 157.96% of S&P 500 Index gains and 121.00% of its losses - amplifying both gains and losses, but participating more in upside than downside.
- This fund generated an annualized alpha of 5.86% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.
- Alpha
- 5.86%
- Beta
- 1.18
- R²
- 0.75
- Upside Capture
- 157.96%
- Downside Capture
- 121.00%
Expense Ratio
CMTFX has an expense ratio of 0.92%, placing it in the medium range.
Return for Risk
Risk / Return Rank
CMTFX ranks 77 for risk / return — better than 77% of mutual funds on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Columbia Global Technology Growth Fund (CMTFX) 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.
| CMTFX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.46 | ||
| Sortino ratioReturn per unit of downside risk | +0.30 | ||
| Omega ratioGain probability vs. loss probability | 1.41 | 1.37 | +0.05 |
| Calmar ratioReturn relative to maximum drawdown | 4.07 | 2.78 | +1.28 |
| Martin ratioReturn relative to average drawdown | 14.50 | 12.44 | +2.06 |
Dividends
Dividend History
Columbia Global Technology Growth Fund provided a 2.36% dividend yield over the last twelve months, with an annual payout of $3.43 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $3.43 | $3.43 | $0.93 | $1.57 | $1.54 | $3.03 | $0.53 | $1.01 | $1.73 | $1.13 | $0.08 | $0.35 |
Dividend yield | 2.36% | 3.09% | 1.02% | 2.23% | 3.36% | 4.19% | 0.87% | 2.44% | 5.89% | 3.60% | 0.35% | 1.74% |
Monthly Dividends
The table displays the monthly dividend distributions for Columbia Global Technology Growth Fund. 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 | ||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.43 | $3.43 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.93 | $0.93 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.57 | $1.57 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.54 | $1.54 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.03 | $3.03 |
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 Global Technology Growth Fund. 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 Global Technology Growth Fund was 68.28%, occurring on Oct 9, 2002. Recovery took 816 trading sessions.
The current Columbia Global Technology Growth Fund drawdown is 0.91%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Dot-com crash2000–2002 | -68.28%Oct 2002 | 1y 10mo | 3y 2mo | 5y 25dDec 2000 - Jan 2006 |
Financial crisis2007–2009 | -60.90%Nov 2008 | 1y 20d | 4y 7mo | 5y 7moNov 2007 - Jun 2013 |
Bear market2022 | -39.42%Oct 2022 | 9mo 20d | 1y 2mo | 1y 11moDec 2021 - Dec 2023 |
COVID crash2020 | -30.49%Mar 2020 | 29d | 2mo 20d | 3mo 19dFeb 2020 - Jun 2020 |
2025 selloff2025 | -26.63%Apr 2025 | 2mo 14d | 2mo 17d | 5mo 1dJan 2025 - Jun 2025 |
Drawdown Indicators
| CMTFX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -68.28% | -56.78% | -11.50% |
Max Drawdown (1Y)Largest decline over 1 year | -14.35% | -9.10% | -5.25% |
Max Drawdown (3Y)Largest decline over 3 years | -26.63% | -18.90% | -7.73% |
Max Drawdown (5Y)Largest decline over 5 years | -39.42% | -25.43% | -13.99% |
Max Drawdown (10Y)Largest decline over 10 years | -39.42% | -33.92% | -5.50% |
Current DrawdownCurrent decline from peak | -0.91% | -1.80% | +0.89% |
Average DrawdownAverage peak-to-trough decline | -16.27% | -10.71% | -5.56% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.02% | 2.03% | +1.99% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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