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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.
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Returns By Period
Columbia Global Technology Growth Fund (CMTFX) has returned -10.17% so far this year and 28.08% over the past 12 months. Looking at the last ten years, CMTFX has achieved an annualized return of 20.54%, outperforming the S&P 500 Index benchmark, which averaged 12.16% per year.
Columbia Global Technology Growth Fund
- 1D
- -1.69%
- 1M
- -9.74%
- YTD
- -10.17%
- 6M
- -8.43%
- 1Y
- 28.08%
- 3Y*
- 24.15%
- 5Y*
- 12.80%
- 10Y*
- 20.54%
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 Nov 9, 2000, CMTFX's average daily return is +0.06%, while the average monthly return is +1.13%. At this rate, your investment would double in approximately 5.1 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% | -9.74% | -10.17% | |||||||||
| 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 5.13%, beta of 1.18, and R² of 0.75 versus S&P 500 Index. Calculated based on daily prices since November 10, 2000.
- This fund captured 155.69% of S&P 500 Index gains and 121.84% of its losses — amplifying both gains and losses, but participating more in upside than downside.
- This fund generated an annualized alpha of 5.13% versus S&P 500 Index — delivering returns beyond what market exposure alone would predict.
- Alpha
- 5.13%
- Beta
- 1.18
- R²
- 0.75
- Upside Capture
- 155.69%
- Downside Capture
- 121.84%
Expense Ratio
CMTFX has an expense ratio of 0.92%, placing it in the medium range.
Return for Risk
Risk / Return Rank
CMTFX ranks 60 for risk / return — better than 60% 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 a chosen benchmark (S&P 500 Index).
| CMTFX | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.03 | 0.90 | +0.14 |
Sortino ratioReturn per unit of downside risk | 1.58 | 1.39 | +0.20 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.21 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.70 | 1.40 | +0.30 |
Martin ratioReturn relative to average drawdown | 6.04 | 6.61 | -0.57 |
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 CMTFX 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 Global Technology Growth Fund provided a 3.44% 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 | 3.44% | 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 | |||||||||
| 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 14.35%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -68.28% | Dec 12, 2000 | 456 | Oct 9, 2002 | 816 | Jan 5, 2006 | 1272 |
| -60.9% | Nov 1, 2007 | 267 | Nov 20, 2008 | 1148 | Jun 17, 2013 | 1415 |
| -39.42% | Dec 28, 2021 | 202 | Oct 14, 2022 | 295 | Dec 18, 2023 | 497 |
| -30.49% | Feb 20, 2020 | 22 | Mar 20, 2020 | 54 | Jun 8, 2020 | 76 |
| -26.63% | Jan 24, 2025 | 52 | Apr 8, 2025 | 52 | Jun 24, 2025 | 104 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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