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Performance
CTCAX Performance Chart
Columbia Global Technology Growth Fund Class A (CTCAX) is up 24.6% since the beginning of the year. CTCAX is currently trading at $130 per share. Investors who bought $1,000 worth of CTCAX shares 5 years ago would now be looking at an investment worth $2,294.
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Returns By Period
Columbia Global Technology Growth Fund Class A (CTCAX) has returned 24.58% so far this year and 46.50% over the past 12 months. Looking at the last ten years, CTCAX has achieved an annualized return of 24.55%, outperforming the S&P 500 Index benchmark, which averaged 13.70% per year.
Columbia Global Technology Growth Fund Class A
- 1D
- -4.94%
- 1M
- 2.57%
- YTD
- 24.58%
- 6M
- 23.17%
- 1Y
- 46.50%
- 3Y*
- 32.90%
- 5Y*
- 18.06%
- 10Y*
- 24.55%
Benchmark (S&P 500 Index)
- 1D
- -0.10%
- 1M
- -1.54%
- YTD
- 7.49%
- 6M
- 6.15%
- 1Y
- 20.78%
- 3Y*
- 19.17%
- 5Y*
- 11.44%
- 10Y*
- 13.70%
CTCAX Monthly Returns History
Based on dividend-adjusted daily data since Oct 31, 2002, CTCAX's average daily return is +0.08%, while the average monthly return is +1.59%. At this rate, an investment would double in approximately 3.7 years.
Historically, 62% of months were positive and 38% were negative. The best month was Apr 2026 with a return of +18.8%, while the worst month was Oct 2008 at -20.2%. The longest winning streak lasted 8 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%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 1.98% | -2.45% | -5.61% | 18.79% | 13.83% | -1.89% | 24.58% | ||||||
| 2025 | 1.24% | -4.24% | -9.55% | 2.40% | 11.09% | 9.64% | 3.87% | 0.60% | 7.19% | 5.43% | -3.44% | 0.06% | 24.78% |
| 2024 | 4.23% | 7.26% | 2.13% | -4.98% | 6.74% | 8.05% | -3.59% | 0.87% | 1.79% | -0.00% | 4.98% | 1.05% | 31.39% |
| 2023 | 12.04% | -0.68% | 8.98% | -1.23% | 10.19% | 5.96% | 3.81% | -1.52% | -6.17% | -1.59% | 12.81% | 5.06% | 56.46% |
| 2022 | -9.72% | -4.11% | 2.46% | -13.59% | -0.72% | -10.98% | 13.69% | -6.03% | -11.85% | 4.89% | 6.66% | -8.64% | -34.81% |
| 2021 | 0.24% | 3.07% | -1.11% | 4.92% | -1.16% | 6.23% | 1.72% | 2.97% | -5.38% | 6.50% | 1.60% | 1.70% | 22.73% |
Benchmark Metrics
Columbia Global Technology Growth Fund Class A has an annualized alpha of 7.75%, beta of 1.15, and R2 of 0.79 versus S&P 500 Index. Calculated based on daily prices since October 31, 2002.
- This fund captured 151.82% of S&P 500 Index gains and 109.62% of its losses - amplifying both gains and losses, but participating more in upside than downside.
- This fund generated an annualized alpha of 7.75% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.
- With beta of 1.15 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.
- Alpha
- 7.75%
- Beta
- 1.15
- R²
- 0.79
- Upside Capture
- 151.82%
- Downside Capture
- 109.62%
Expense Ratio
CTCAX has a high expense ratio of 1.18%, indicating above-average management fees.
Return for Risk
Risk / Return Rank
CTCAX ranks 62 for risk / return — better than 62% 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 Class A (CTCAX) 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.
| CTCAX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.42 | ||
| Sortino ratioReturn per unit of downside risk | +0.31 | ||
| Omega ratioGain probability vs. loss probability | 1.35 | 1.30 | +0.05 |
| Calmar ratioReturn relative to maximum drawdown | 3.46 | 2.29 | +1.17 |
| Martin ratioReturn relative to average drawdown | 12.28 | 10.15 | +2.13 |
Dividends
Dividend History
Columbia Global Technology Growth Fund Class A provided a 2.64% 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 | $2.86 | $0.53 | $1.01 | $1.64 | $1.06 | $0.08 | $0.35 |
Dividend yield | 2.64% | 3.29% | 1.08% | 2.36% | 3.53% | 4.15% | 0.91% | 2.55% | 5.82% | 3.52% | 0.36% | 1.80% |
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 | 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 | $2.86 | $2.86 |
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 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 5.66%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Financial crisis2007–2009 | -61.04%Nov 2008 | 1y 20d | 4y 7mo | 5y 8moNov 2007 - Jul 2013 |
Bear market2022 | -39.55%Oct 2022 | 9mo 20d | 1y 2mo | 1y 11moDec 2021 - Dec 2023 |
COVID crash2020 | -30.50%Mar 2020 | 29d | 2mo 20d | 3mo 19dFeb 2020 - Jun 2020 |
2025 selloff2025 | -26.67%Apr 2025 | 2mo 14d | 2mo 17d | 5mo 1dJan 2025 - Jun 2025 |
Rate-hike selloffLate 2018 | -23.91%Dec 2018 | 3mo 26d | 3mo 10d | 7mo 6dAug 2018 - Apr 2019 |
Drawdown Indicators
| CTCAX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.04% | -56.78% | -4.26% |
Max Drawdown (1Y)Largest decline over 1 year | -14.43% | -9.10% | -5.33% |
Max Drawdown (3Y)Largest decline over 3 years | -26.67% | -18.90% | -7.77% |
Max Drawdown (5Y)Largest decline over 5 years | -39.55% | -25.43% | -14.12% |
Max Drawdown (10Y)Largest decline over 10 years | -39.55% | -33.92% | -5.63% |
Current DrawdownCurrent decline from peak | -5.66% | -3.31% | -2.35% |
Average DrawdownAverage peak-to-trough decline | -10.66% | -10.71% | +0.05% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.06% | 2.05% | +2.01% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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