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Columbia Seligman Technology and Information Fund ...
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Fund Info

ISIN

US19766H3460

Issuer

Columbia

Inception Date

Nov 30, 2001

Min. Investment

$0

Index Tracked

No Index (Active)

Asset Class

Equity

Asset Class Size

Large-Cap

Asset Class Style

Blend

Expense Ratio

SCMIX has an expense ratio of 0.89%, placing it in the medium range.


Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Popular comparisons:
SCMIX vs. SPY SCMIX vs. QQQ
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Performance

Performance Chart


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S&P 500

Returns By Period

Columbia Seligman Technology and Information Fund Institutional 2 Class (SCMIX) returned -5.55% year-to-date (YTD) and 6.11% over the past 12 months. Over the past 10 years, SCMIX delivered an annualized return of 17.92%, outperforming the S&P 500 benchmark at 10.84%.


SCMIX

YTD

-5.55%

1M

9.73%

6M

-4.73%

1Y

6.11%

3Y*

13.51%

5Y*

19.58%

10Y*

17.92%

^GSPC (Benchmark)

YTD

0.52%

1M

6.32%

6M

-1.44%

1Y

12.25%

3Y*

12.45%

5Y*

14.20%

10Y*

10.84%

*Annualized

Monthly Returns

The table below presents the monthly returns of SCMIX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20253.07%-6.00%-10.18%-1.16%9.79%-5.55%
20240.77%3.68%4.01%-3.94%7.37%3.92%-0.77%0.37%1.46%-0.95%8.92%0.06%27.06%
202312.25%-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%
20212.55%6.83%2.26%2.89%1.21%5.27%-0.30%2.90%-5.35%6.57%3.91%5.54%39.37%
20200.26%-7.19%-13.67%14.10%7.98%6.80%5.67%4.35%-3.51%-0.53%19.01%8.80%44.85%
201912.65%6.08%2.51%7.75%-12.16%8.71%6.29%-2.90%2.12%4.63%5.25%5.68%54.60%
20186.16%0.40%-1.06%-4.49%7.81%-2.43%2.26%3.56%-2.21%-9.17%1.22%-8.60%-7.81%
20177.47%3.78%3.08%3.25%4.94%-4.72%4.03%2.33%3.27%5.72%-0.35%-2.18%34.46%
2016-8.01%3.26%7.81%-5.79%5.18%-2.29%7.70%3.57%2.56%-0.90%2.36%0.64%15.81%
2015-0.77%7.55%-2.27%-0.06%8.53%-3.67%-2.45%-5.15%-2.07%8.10%4.90%-2.09%9.62%
2014-0.19%4.92%1.19%-1.51%4.31%5.97%-1.85%5.85%-1.58%0.83%4.65%1.46%26.29%
Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of SCMIX is 22, meaning it’s performing worse than 78% of other mutual funds on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of SCMIX is 2222
Overall Rank
The Sharpe Ratio Rank of SCMIX is 1818
Sharpe Ratio Rank
The Sortino Ratio Rank of SCMIX is 2323
Sortino Ratio Rank
The Omega Ratio Rank of SCMIX is 2323
Omega Ratio Rank
The Calmar Ratio Rank of SCMIX is 2323
Calmar Ratio Rank
The Martin Ratio Rank of SCMIX is 2121
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Columbia Seligman Technology and Information Fund Institutional 2 Class (SCMIX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

Columbia Seligman Technology and Information Fund Institutional 2 Class Sharpe ratios as of May 30, 2025 (values are recalculated daily):

  • 1-Year: 0.21
  • 5-Year: 0.75
  • 10-Year: 0.70
  • All Time: 0.54

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

The chart below shows the rolling Sharpe ratio of Columbia Seligman Technology and Information Fund Institutional 2 Class compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.


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Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

Dividends

Dividend History

Columbia Seligman Technology and Information Fund Institutional 2 Class provided a 12.82% dividend yield over the last twelve months, with an annual payout of $18.13 per share.


4.00%6.00%8.00%10.00%12.00%$0.00$5.00$10.00$15.00$20.0020142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend$18.13$18.13$5.95$7.70$15.57$11.09$9.38$7.28$8.10$5.00$6.14$7.38

Dividend yield

12.82%12.11%4.52%8.08%10.45%9.38%10.47%11.30%10.48%7.88%10.40%12.40%

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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.00$0.00$0.00$0.00$0.00$0.00
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
2020$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$11.09$11.09
2019$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$9.38$9.38
2018$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$7.28$7.28
2017$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$8.10$8.10
2016$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$5.00$5.00
2015$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$6.14$6.14
2014$7.38$7.38

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 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 699 trading sessions.

The current Columbia Seligman Technology and Information Fund Institutional 2 Class drawdown is 11.32%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-50.85%Jan 10, 2002186Oct 7, 2002699Jul 19, 2005885
-48.85%Nov 1, 2007266Nov 20, 2008331Mar 18, 2010597
-37.18%Dec 28, 2021202Oct 14, 2022316Jan 19, 2024518
-36.74%Feb 20, 202020Mar 18, 202075Jul 6, 202095
-29.08%Jan 27, 202551Apr 8, 2025
Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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