- Issuer
- Columbia
- Inception Date
- Mar 1, 2016
- Category
- Technology Equities
- Index Tracked
- No Index (Active)
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Growth
Share Price Chart
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Performance
CTHRX Performance Chart
Columbia Global Technology Growth Fund Institutional 2 Class (CTHRX) is up 31.2% since the beginning of the year. CTHRX is currently trading at $150 per share. Investors who bought $1,000 worth of CTHRX shares 5 years ago would now be looking at an investment worth $2,473.
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Returns By Period
Columbia Global Technology Growth Fund Institutional 2 Class (CTHRX) has returned 31.24% so far this year and 58.01% over the past 12 months. Looking at the last ten years, CTHRX has achieved an annualized return of 25.57%, outperforming the S&P 500 Index benchmark, which averaged 13.71% per year.
Columbia Global Technology Growth Fund Institutional 2 Class
- 1D
- 0.17%
- 1M
- 7.94%
- YTD
- 31.24%
- 6M
- 30.08%
- 1Y
- 58.01%
- 3Y*
- 35.57%
- 5Y*
- 19.85%
- 10Y*
- 25.57%
Benchmark (S&P 500 Index)
- 1D
- -1.44%
- 1M
- -1.45%
- YTD
- 7.60%
- 6M
- 6.59%
- 1Y
- 22.24%
- 3Y*
- 19.20%
- 5Y*
- 11.54%
- 10Y*
- 13.71%
CTHRX Monthly Returns History
Based on dividend-adjusted daily data since Nov 9, 2012, CTHRX's average daily return is +0.10%, while the average monthly return is +1.97%. At this rate, an investment would double in approximately 3.0 years.
Historically, 65% of months were positive and 35% were negative. The best month was Apr 2026 with a return of +18.8%, 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%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 2.00% | -2.42% | -5.60% | 18.82% | 13.86% | 3.24% | 31.24% | ||||||
| 2025 | 1.26% | -4.22% | -9.51% | 2.42% | 11.12% | 9.67% | 3.90% | 0.62% | 7.22% | 5.45% | -3.42% | 0.09% | 25.15% |
| 2024 | 4.27% | 7.27% | 2.15% | -4.95% | 6.76% | 8.09% | -3.57% | 0.89% | 1.83% | 0.02% | 5.01% | 1.09% | 31.79% |
| 2023 | 12.06% | -0.67% | 9.02% | -1.20% | 10.22% | 5.98% | 3.84% | -1.51% | -6.14% | -1.57% | 12.86% | 5.07% | 56.93% |
| 2022 | -9.69% | -4.10% | 2.50% | -13.57% | -0.71% | -10.96% | 13.73% | -6.01% | -11.83% | 4.94% | 6.67% | -8.60% | -34.59% |
| 2021 | 0.27% | 3.10% | -1.08% | 4.93% | -1.13% | 6.27% | 1.73% | 2.99% | -5.34% | 6.53% | 1.61% | 1.71% | 23.10% |
Benchmark Metrics
Columbia Global Technology Growth Fund Institutional 2 Class has an annualized alpha of 7.48%, beta of 1.24, and R2 of 0.83 versus S&P 500 Index. Calculated based on daily prices since November 09, 2012.
- This fund captured 140.42% of S&P 500 Index gains but only 93.89% of its losses - a favorable profile for investors.
- This fund generated an annualized alpha of 7.48% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.
- Alpha
- 7.48%
- Beta
- 1.24
- R²
- 0.83
- Upside Capture
- 140.42%
- Downside Capture
- 93.89%
Expense Ratio
CTHRX has an expense ratio of 0.86%, placing it in the medium range.
Return for Risk
Risk / Return Rank
CTHRX ranks 79 for risk / return — better than 79% 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 Institutional 2 Class (CTHRX) 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.
| CTHRX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.77 | ||
| Sortino ratioReturn per unit of downside risk | +0.68 | ||
| Omega ratioGain probability vs. loss probability | 1.42 | 1.32 | +0.10 |
| Calmar ratioReturn relative to maximum drawdown | 4.17 | 2.46 | +1.72 |
| Martin ratioReturn relative to average drawdown | 14.89 | 10.92 | +3.97 |
Dividends
Dividend History
Columbia Global Technology Growth Fund Institutional 2 Class provided a 2.29% 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 | $3.07 | $0.63 | $1.01 | $1.75 | $1.15 | $0.08 | $0.35 |
Dividend yield | 2.29% | 3.01% | 0.99% | 2.18% | 3.28% | 4.16% | 1.01% | 2.39% | 5.85% | 3.60% | 0.35% | 1.71% |
Monthly Dividends
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.
| 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 | $3.07 | $3.07 |
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 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 0.74%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Bear market2022 | -39.40%Oct 2022 | 9mo 20d | 1y 2mo | 1y 11moDec 2021 - Dec 2023 |
COVID crash2020 | -30.49%Mar 2020 | 29d | 2mo 20d | 3mo 19dFeb 2020 - Jun 2020 |
2025 selloff2025 | -26.62%Apr 2025 | 2mo 14d | 2mo 17d | 5mo 1dJan 2025 - Jun 2025 |
Rate-hike selloffLate 2018 | -23.83%Dec 2018 | 3mo 26d | 3mo 10d | 7mo 6dAug 2018 - Apr 2019 |
2016 correction2016 | -18.66%Feb 2016 | 2mo 9d | 5mo 4d | 7mo 13dDec 2015 - Jul 2016 |
Drawdown Indicators
| CTHRX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -39.40% | -56.78% | +17.38% |
Max Drawdown (1Y)Largest decline over 1 year | -14.33% | -9.10% | -5.23% |
Max Drawdown (3Y)Largest decline over 3 years | -26.62% | -18.90% | -7.72% |
Max Drawdown (5Y)Largest decline over 5 years | -39.40% | -25.43% | -13.97% |
Max Drawdown (10Y)Largest decline over 10 years | -39.40% | -33.92% | -5.48% |
Current DrawdownCurrent decline from peak | -0.74% | -3.21% | +2.47% |
Average DrawdownAverage peak-to-trough decline | -5.93% | -10.71% | +4.78% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.01% | 2.04% | +1.97% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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