- ISIN
- US19766H3460
- Issuer
- Columbia
- Inception Date
- Nov 30, 2001
- Category
- Technology Equities
- Min. Investment
- $0
- Index Tracked
- No Index (Active)
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Blend
Share Price Chart
Loading charts...
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Performance
SCMIX Performance Chart
Columbia Seligman Technology and Information Fund Institutional 2 Class (SCMIX) is up 45.9% since the beginning of the year. SCMIX is currently trading at $279 per share. Investors who bought $1,000 worth of SCMIX shares 5 years ago would now be looking at an investment worth $2,902.
Loading charts...
Compare this symbol against anything
Returns By Period
Columbia Seligman Technology and Information Fund Institutional 2 Class (SCMIX) has returned 45.86% so far this year and 85.10% over the past 12 months. Looking at the last ten years, SCMIX has achieved an annualized return of 26.64%, outperforming the S&P 500 Index benchmark, which averaged 13.26% per year.
Columbia Seligman Technology and Information Fund Institutional 2 Class
- 1D
- 4.87%
- 1M
- -3.55%
- 6M
- 32.98%
- YTD
- 45.86%
- 1Y
- 85.10%
- 3Y*
- 39.53%
- 5Y*
- 23.75%
- 10Y*
- 26.64%
- ALL TIME*
- 15.79%
Benchmark (S&P 500 Index)
- 1D
- 0.70%
- 1M
- 0.09%
- 6M
- 7.94%
- YTD
- 9.41%
- 1Y
- 20.07%
- 3Y*
- 17.84%
- 5Y*
- 11.25%
- 10Y*
- 13.26%
- ALL TIME*
- 8.09%
SCMIX Monthly Returns History
Based on dividend-adjusted daily data since Jan 2, 2002, SCMIX's average daily return is +0.07%, while the average monthly return is +1.41%. At this rate, an investment would double in approximately 4.1 years.
Historically, 61% of months were positive and 39% were negative. The best month was Apr 2026 with a return of +28.4%, while the worst month was Oct 2008 at -17.8%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 4 months.
On a daily basis, SCMIX closed higher 54% of trading days. The best single day was Apr 9, 2025 with a return of +12.7%, while the worst single day was Mar 16, 2020 at -14.3%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 9.68% | 0.78% | -4.26% | 28.38% | 10.63% | 5.70% | -8.18% | 45.86% | |||||
| 2025 | 3.07% | -6.00% | -10.18% | -1.16% | 9.24% | 10.93% | 6.53% | 4.24% | 13.25% | 9.88% | -3.50% | -0.93% | 37.73% |
| 2024 | 0.77% | 3.68% | 4.01% | -3.94% | 7.37% | 3.92% | -0.77% | 0.37% | 1.46% | -0.95% | 8.92% | 0.06% | 27.06% |
| 2023 | 12.25% | -1.24% | 5.04% | -4.42% | 9.56% | 7.07% | 4.13% | -2.36% | -4.92% | -5.47% | 13.85% | 6.51% | 44.68% |
| 2022 | -10.90% | -0.75% | 1.42% | -11.37% | 2.11% | -12.73% | 12.40% | -6.66% | -11.58% | 5.37% | 8.64% | -8.23% | -30.96% |
| 2021 | 2.55% | 6.83% | 2.26% | 2.89% | 1.21% | 5.27% | -0.30% | 2.90% | -5.35% | 6.57% | 3.91% | 5.54% | 39.37% |
Benchmark Metrics
Columbia Seligman Technology and Information Fund Institutional 2 Class has an annualized alpha of 7.39%, beta of 1.10, and R2 of 0.77 versus S&P 500 Index. Calculated based on daily prices since January 02, 2002.
- This fund captured 149.20% of S&P 500 Index gains and 109.97% of its losses - amplifying both gains and losses, but participating more in upside than downside.
- This fund generated an annualized alpha of 7.39% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.
- With beta of 1.10 and R2 of 0.77, 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
- 7.39%
- Beta
- 1.10
- R²
- 0.77
- Upside Capture
- 149.20%
- Downside Capture
- 109.97%
Expense Ratio
SCMIX has an expense ratio of 0.89%, placing it in the medium range.
Return for Risk
Risk / Return Rank
SCMIX ranks 93 for risk / return — above 93% of mutual funds peers on PortfoliosLab. Its historical combined result is among the stronger results in the peer group.
Risk / Return Metrics
The table below present risk-adjusted performance metrics for Columbia Seligman Technology and Information Fund Institutional 2 Class (SCMIX) 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.
| SCMIX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.34 | ||
| Sortino ratioReturn per unit of downside risk | +1.23 | ||
| Omega ratioGain probability vs. loss probability | 1.42 | 1.25 | +0.17 |
| Calmar ratioReturn relative to maximum drawdown | 6.39 | 2.00 | +4.38 |
| Martin ratioReturn relative to average drawdown | 21.01 | 8.49 | +12.52 |
Dividends
Dividend History
Columbia Seligman Technology and Information Fund Institutional 2 Class provided a 5.44% dividend yield over the last twelve months, with an annual payout of $15.20 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $15.20 | $15.20 | $18.13 | $5.95 | $7.70 | $15.57 | $11.09 | $9.38 | $7.28 | $8.10 | $5.00 | $6.14 |
Dividend yield | 5.44% | 7.93% | 12.11% | 4.52% | 8.08% | 10.45% | 9.38% | 10.47% | 11.30% | 10.48% | 7.88% | 10.40% |
Monthly Dividends
The table displays the monthly dividend distributions for Columbia Seligman Technology and Information 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 | $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 | $15.20 | $15.20 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $18.13 | $18.13 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $5.95 | $5.95 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $7.70 | $7.70 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $15.57 | $15.57 |
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.
Loading charts...
Worst Drawdowns
The table below displays the maximum drawdowns of the Columbia Seligman Technology and Information 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 Seligman Technology and Information Fund Institutional 2 Class was 50.85%, occurring on Oct 7, 2002. Recovery took 700 trading sessions.
The current Columbia Seligman Technology and Information Fund Institutional 2 Class drawdown is 8.51%.
Drawdown | Fall | Recovery | Underwater | Related event |
|---|---|---|---|---|
-50.85%Oct 2002 | 9mo | 2y 9mo | 3y 6moJan 2002 - Jul 2005 | Dot-com crash2000–2002 |
-48.85%Nov 2008 | 1y 20d | 1y 3mo | 2y 4moNov 2007 - Mar 2010 | Financial crisis2007–2009 |
-37.18%Oct 2022 | 9mo 20d | 1y 3mo | 2y 22dDec 2021 - Jan 2024 | Bear market2022 |
-36.74%Mar 2020 | 27d | 3mo 20d | 4mo 17dFeb 2020 - Jul 2020 | COVID crash2020 |
-29.08%Apr 2025 | 2mo 11d | 3mo 2d | 5mo 13dJan 2025 - Jul 2025 | 2025 selloff2025 |
Drawdown Indicators
| SCMIX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.85% | -56.78% | +5.93% |
Max Drawdown (1Y)Largest decline over 1 year | -12.76% | -9.10% | -3.66% |
Max Drawdown (3Y)Largest decline over 3 years | -29.08% | -18.90% | -10.18% |
Max Drawdown (5Y)Largest decline over 5 years | -37.18% | -25.43% | -11.75% |
Max Drawdown (10Y)Largest decline over 10 years | -37.18% | -33.92% | -3.26% |
Current DrawdownCurrent decline from peak | -8.51% | -1.58% | -6.93% |
Average DrawdownAverage peak-to-trough decline | -9.38% | -10.70% | +1.32% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.85% | 2.14% | +1.71% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
Loading charts...
Build a portfolio with SCMIX
Add Columbia Seligman Technology and Information Fund Institutional 2 Class to a portfolio and analyze allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Analyzer with SCMIX