Columbia Global Technology Growth Fund (CMTFX)
The fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in equity securities (including, but not limited to, common stocks, preferred stocks and securities convertible into common or preferred stocks) of technology companies that may benefit from technological improvements, advancements or developments. It invests at least 25% of the value of its total net assets at the time of purchase in the securities of issuers conducting their principal business activities in the technology and related group of industries.
Fund Info
| ISIN | US19765P4899 |
|---|---|
| Issuer | Columbia Threadneedle |
| Inception Date | Nov 8, 2000 |
| Category | Technology Equities |
| Min. Investment | $2,000 |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Growth |
Expense Ratio
CMTFX features an expense ratio of 0.92%, falling within the medium range.
Share Price Chart
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Compare to other instruments
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Popular comparisons: CMTFX vs. VGT, CMTFX vs. SPLP, CMTFX vs. FAGOX, CMTFX vs. FAGCX, CMTFX vs. FAGIX, CMTFX vs. HTGC, CMTFX vs. USMV, CMTFX vs. CQQQ, CMTFX vs. FAGAX, CMTFX vs. FDFIX
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Columbia Global Technology Growth Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Columbia Global Technology Growth Fund had a return of 31.82% year-to-date (YTD) and 40.49% in the last 12 months. Over the past 10 years, Columbia Global Technology Growth Fund had an annualized return of 17.15%, outperforming the S&P 500 benchmark which had an annualized return of 11.39%.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 31.82% | 25.45% |
| 1 month | 3.32% | 2.91% |
| 6 months | 15.61% | 14.05% |
| 1 year | 40.49% | 35.64% |
| 5 years (annualized) | 18.69% | 14.13% |
| 10 years (annualized) | 17.15% | 11.39% |
Monthly Returns
The table below presents the monthly returns of CMTFX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 4.25% | 7.27% | 2.15% | -4.97% | 6.77% | 8.06% | -3.57% | 0.88% | 1.82% | 0.01% | 31.82% | ||
| 2023 | 12.07% | -0.66% | 8.99% | -1.19% | 10.21% | 5.97% | 3.82% | -1.50% | -6.15% | -1.56% | 12.84% | 2.75% | 53.38% |
| 2022 | -9.70% | -4.10% | 2.50% | -13.58% | -0.70% | -10.95% | 13.71% | -6.02% | -11.81% | 4.92% | 6.65% | -11.37% | -36.61% |
| 2021 | 0.28% | 3.08% | -1.09% | 4.94% | -1.14% | 6.26% | 1.73% | 2.98% | -5.35% | 6.53% | 1.61% | -2.39% | 18.08% |
| 2020 | 3.03% | -5.35% | -10.35% | 13.71% | 8.37% | 6.96% | 7.26% | 8.32% | -3.91% | -2.38% | 12.81% | 4.68% | 48.31% |
| 2019 | 9.39% | 5.37% | 3.85% | 6.24% | -8.40% | 8.03% | 3.28% | -2.39% | -0.11% | 3.20% | 5.06% | 2.36% | 40.65% |
| 2018 | 9.05% | -0.82% | -1.44% | -0.84% | 6.54% | -0.45% | 1.76% | 5.39% | -0.42% | -10.57% | -0.27% | -12.54% | -6.60% |
| 2017 | 6.31% | 4.40% | 3.02% | 2.58% | 5.68% | -2.42% | 5.11% | 2.98% | 2.19% | 7.25% | 0.61% | -4.16% | 38.38% |
| 2016 | -7.10% | -1.82% | 8.28% | -2.67% | 5.84% | -1.95% | 6.37% | 2.72% | 3.51% | -0.75% | 0.35% | 0.22% | 12.62% |
| 2015 | -2.48% | 8.02% | -1.18% | 0.62% | 3.71% | -2.43% | 2.29% | -5.72% | -1.42% | 9.42% | 2.40% | -3.82% | 8.58% |
| 2014 | -0.54% | 6.31% | -2.00% | -4.48% | 3.90% | 4.99% | -0.39% | 4.88% | -1.50% | 2.33% | 4.03% | -4.98% | 12.38% |
| 2013 | 4.78% | 0.68% | 2.77% | -0.65% | 4.85% | 0.86% | 6.76% | 0.58% | 8.97% | 1.93% | 2.15% | 5.74% | 46.73% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of CMTFX is 37, suggesting that the investment has average results relative to other mutual funds in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Columbia Global Technology Growth Fund (CMTFX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Columbia Global Technology Growth Fund provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.10 |
Dividend yield | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.52% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2014 | $0.10 | $0.10 |
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.
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 68.25%, occurring on Oct 9, 2002. Recovery took 830 trading sessions.
The current Columbia Global Technology Growth Fund drawdown is 0.59%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -68.25% | Dec 12, 2000 | 454 | Oct 9, 2002 | 830 | Jan 27, 2006 | 1284 |
| -62.85% | Nov 1, 2007 | 266 | Nov 20, 2008 | 1166 | Jul 15, 2013 | 1432 |
| -41.83% | Nov 22, 2021 | 226 | Oct 14, 2022 | 330 | Feb 8, 2024 | 556 |
| -30.49% | Feb 20, 2020 | 22 | Mar 20, 2020 | 54 | Jun 8, 2020 | 76 |
| -27.99% | Aug 30, 2018 | 80 | Dec 24, 2018 | 135 | Jul 10, 2019 | 215 |
Volatility
Volatility Chart
The current Columbia Global Technology Growth Fund volatility is 6.12%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.