Columbia Global Technology Growth Fund Institutional 2 Class (CTHRX)

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The chart shows the growth of an initial investment of $10,000 in Columbia Global Technology Growth Fund Institutional 2 Class, 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 Institutional 2 Class (CTHRX) has returned -10.16% so far this year and 28.13% over the past 12 months. Looking at the last ten years, CTHRX has achieved an annualized return of 20.63%, outperforming the S&P 500 Index benchmark, which averaged 12.16% per year.

Based on dividend-adjusted daily data since Nov 9, 2012, CTHRX's average daily return is +0.09%, while the average monthly return is +1.76%. At this rate, your investment would double in approximately 3.3 years.

Historically, 64% of months were positive and 36% were negative. The best month was Jul 2022 with a return of +13.7%, while the worst month was Apr 2022 at -13.6%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 4 months.

On a daily basis, CTHRX closed higher 56% 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 -13.2%.

Columbia Global Technology Growth Fund Institutional 2 Class has an annualized alpha of 6.28%, beta of 1.23, and R² of 0.83 versus S&P 500 Index. Calculated based on daily prices since November 12, 2012.

• This fund captured 136.10% of S&P 500 Index gains but only 96.67% of its losses — a favorable profile for investors.
• This fund generated an annualized alpha of 6.28% versus S&P 500 Index — delivering returns beyond what market exposure alone would predict.

CTHRX has an expense ratio of 0.86%, placing it in the medium range.

CTHRX 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.

The table below present risk-adjusted performance metrics for Columbia Global Technology Growth Fund Institutional 2 Class (CTHRX) and compare them to a chosen benchmark (S&P 500 Index).

Columbia Global Technology Growth Fund Institutional 2 Class provided a 3.35% 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 Institutional 2 Class. 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 Institutional 2 Class. 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 Institutional 2 Class was 39.40%, occurring on Oct 14, 2022. Recovery took 294 trading sessions.

The current Columbia Global Technology Growth Fund Institutional 2 Class drawdown is 14.33%.

The chart below shows the rolling one-month volatility.