Columbia Global Technology Growth Fund Class A (CTCAX)

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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.

Columbia Global Technology Growth Fund Class A (CTCAX) has returned -10.22% so far this year and 27.76% over the past 12 months. Looking at the last ten years, CTCAX has achieved an annualized return of 20.26%, outperforming the S&P 500 Index benchmark, which averaged 12.16% per year.

Based on dividend-adjusted daily data since Oct 31, 2002, CTCAX's average daily return is +0.07%, while the average monthly return is +1.48%. At this rate, your investment would double in approximately 3.9 years.

Historically, 63% of months were positive and 37% were negative. The best month was May 2003 with a return of +18.1%, while the worst month was Oct 2008 at -20.2%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 5 months.

On a daily basis, CTCAX closed higher 55% of trading days. The best single day was Apr 9, 2025 with a return of +13.4%, while the worst single day was Mar 16, 2020 at -13.1%.

Columbia Global Technology Growth Fund Class A has an annualized alpha of 7.09%, beta of 1.14, and R² of 0.79 versus S&P 500 Index. Calculated based on daily prices since November 01, 2002.

• This fund captured 149.34% of S&P 500 Index gains and 110.24% of its losses — amplifying both gains and losses, but participating more in upside than downside.
• This fund generated an annualized alpha of 7.09% versus S&P 500 Index — delivering returns beyond what market exposure alone would predict.
• With beta of 1.14 and R² of 0.79, this fund moves broadly in line with S&P 500 Index — much of its variation is explained by market exposure rather than independent behavior.

CTCAX has a high expense ratio of 1.18%, indicating above-average management fees.

CTCAX ranks 59 for risk / return — on par with similar mutual funds. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.

The table below present risk-adjusted performance metrics for Columbia Global Technology Growth Fund Class A (CTCAX) and compare them to a chosen benchmark (S&P 500 Index).

Columbia Global Technology Growth Fund Class A provided a 3.66% dividend yield over the last twelve months, with an annual payout of $3.43 per share.

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.

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.

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 1161 trading sessions.

The current Columbia Global Technology Growth Fund Class A drawdown is 14.43%.

The chart below shows the rolling one-month volatility.