Columbia Global Technology Growth Fund Class A (CTCAX)
The Columbia Global Technology Growth Fund (CTCAX) seeks capital appreciation by investing in a globally diversified portfolio of technology companies that benefit from technological innovation, advancements, or developments. It balances secular growth and attractive value opportunities and focuses on high-growth companies with competitive advantages. The fund also uses global technology resources to identify disruptive themes and companies with strong business models, regardless of market cap or geographic location.
Fund Info
| ISIN | US19765P5391 |
|---|---|
| CUSIP | 19765P539 |
| Issuer | Columbia Threadneedle |
| Inception Date | Nov 9, 2000 |
| Category | Technology Equities, Large Cap Growth Equities |
| Min. Investment | $2,000 |
| Home Page | www.columbiathreadneedleus.com |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Growth |
Expense Ratio
CTCAX has a high expense ratio of 1.18%, indicating higher-than-average management fees.
Share Price Chart
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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 Class A, 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 Class A had a return of 8.75% year-to-date (YTD) and 44.35% in the last 12 months. Over the past 10 years, Columbia Global Technology Growth Fund Class A had an annualized return of 19.53%, outperforming the S&P 500 benchmark which had an annualized return of 10.41%.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 8.75% | 6.17% |
| 1 month | -4.39% | -2.72% |
| 6 months | 24.45% | 17.29% |
| 1 year | 44.35% | 23.80% |
| 5 years (annualized) | 17.87% | 11.47% |
| 10 years (annualized) | 19.53% | 10.41% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 4.23% | 7.26% | 2.13% | -4.98% | ||||||||
| 2023 | -1.59% | 12.81% | 5.06% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of CTCAX is 92, placing it in the top 8% of the market in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
Columbia Global Technology Growth Fund Class A(CTCAX)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Columbia Global Technology Growth Fund Class A (CTCAX) 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 Class A granted a 2.17% dividend yield in the last twelve months. The annual payout for that period amounted to $1.57 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.57 | $1.57 | $1.54 | $2.86 | $0.53 | $0.50 | $1.64 | $1.06 | $0.08 | $0.35 | $0.85 |
Dividend yield | 2.17% | 2.36% | 3.53% | 4.15% | 0.91% | 1.27% | 5.82% | 3.52% | 0.36% | 1.80% | 4.70% |
Monthly Dividends
The table displays the monthly dividend distributions for Columbia Global Technology Growth Fund Class A. 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $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 | $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 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.86 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.53 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.50 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.64 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.06 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.08 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.35 |
| 2014 | $0.85 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below displays the maximum drawdowns of the Columbia Global Technology Growth Fund Class A. 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 Class A was 61.04%, occurring on Nov 20, 2008. Recovery took 1148 trading sessions.
The current Columbia Global Technology Growth Fund Class A drawdown is 5.72%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -61.04% | Nov 1, 2007 | 266 | Nov 20, 2008 | 1148 | Jun 18, 2013 | 1414 |
| -39.55% | Dec 28, 2021 | 202 | Oct 14, 2022 | 292 | Dec 13, 2023 | 494 |
| -30.5% | Feb 20, 2020 | 22 | Mar 20, 2020 | 54 | Jun 8, 2020 | 76 |
| -23.91% | Aug 30, 2018 | 80 | Dec 24, 2018 | 68 | Apr 3, 2019 | 148 |
| -22.99% | May 8, 2006 | 52 | Jul 21, 2006 | 216 | Jun 1, 2007 | 268 |
Volatility
Volatility Chart
The current Columbia Global Technology Growth Fund Class A volatility is 7.03%, 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.