Columbia Seligman Global Technology Fund (SHGTX)
The investment seeks long-term capital appreciation. The fund generally invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in equity securities of U.S. and non-U.S. companies with business operations in technology and technology-related industries. It generally invests at least 40% of its net assets in companies that maintain their principal place of business or conduct their principal business activities outside the U.S., have their securities traded on non-U.S. exchanges or have been formed under the laws of non-U.S. countries.
Fund Info
US19766H3205
19766H320
May 22, 1994
$2,000
Large-Cap
Growth
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Columbia Seligman Global Technology Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Columbia Seligman Global Technology Fund had a return of 21.73% year-to-date (YTD) and 24.39% in the last 12 months. Over the past 10 years, Columbia Seligman Global Technology Fund had an annualized return of 9.97%, while the S&P 500 had an annualized return of 11.10%, indicating that Columbia Seligman Global Technology Fund did not perform as well as the benchmark.
SHGTX
21.73%
2.31%
8.63%
24.39%
11.42%
9.97%
^GSPC (Benchmark)
23.56%
0.49%
11.03%
30.56%
13.70%
11.10%
Monthly Returns
The table below presents the monthly returns of SHGTX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 0.72% | 3.69% | 3.94% | -4.08% | 7.47% | 4.15% | -0.64% | 0.40% | 1.20% | -1.12% | 21.73% | ||
| 2023 | 11.95% | -0.86% | 5.40% | -4.45% | 9.59% | 7.11% | 4.09% | -2.56% | -4.94% | -5.68% | 14.29% | -0.06% | 36.30% |
| 2022 | -11.46% | -0.85% | 1.66% | -11.45% | 2.01% | -12.74% | 12.49% | -6.72% | -11.81% | 5.39% | 8.75% | -11.76% | -34.17% |
| 2021 | 1.95% | 6.79% | 2.06% | 3.07% | 1.17% | 5.44% | -0.13% | 3.10% | -5.37% | 6.36% | 3.83% | -5.82% | 23.82% |
| 2020 | 0.29% | -6.80% | -13.46% | 13.89% | 8.18% | 6.80% | 5.75% | 4.38% | -3.34% | -0.45% | 18.67% | -1.27% | 32.45% |
| 2019 | 12.90% | 6.21% | 2.74% | 7.83% | -12.40% | 8.64% | 6.56% | -2.91% | 2.20% | 4.64% | 4.95% | -4.88% | 39.65% |
| 2018 | 6.16% | 0.41% | -0.72% | -4.78% | 7.62% | -2.79% | 2.05% | 3.26% | -2.43% | -9.60% | 1.48% | -18.32% | -18.77% |
| 2017 | 7.63% | 3.53% | 3.24% | 2.75% | 5.21% | -4.52% | 4.03% | 2.33% | 3.26% | 5.26% | -0.07% | -8.60% | 25.47% |
| 2016 | -8.05% | 3.44% | 7.63% | -5.68% | 5.17% | -2.07% | 7.78% | 3.92% | 2.44% | -0.96% | 2.44% | -6.89% | 7.77% |
| 2015 | -0.59% | 8.01% | -2.15% | 0.30% | 8.19% | -3.52% | -2.54% | -5.31% | -2.00% | 8.04% | 4.68% | -9.75% | 1.54% |
| 2014 | -0.04% | 4.54% | 0.74% | -1.77% | 3.94% | 5.81% | -1.70% | 5.41% | -1.45% | 0.67% | 4.68% | -9.28% | 11.01% |
| 2013 | 4.79% | -0.64% | 2.02% | -0.45% | 3.71% | -1.61% | 5.81% | -1.09% | 3.73% | 0.49% | 2.48% | 2.34% | 23.46% |
Expense Ratio
SHGTX has a high expense ratio of 1.29%, indicating higher-than-average management fees.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of SHGTX is 29, suggesting that the investment has average results relative to other mutual funds in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Columbia Seligman Global Technology Fund (SHGTX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Columbia Seligman Global Technology Fund provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|
| Dividend | $0.00 | $0.00 | $0.00 | $0.00 | $0.16 |
Dividend yield | 0.00% | 0.00% | 0.00% | 0.00% | 0.27% |
Monthly Dividends
The table displays the monthly dividend distributions for Columbia Seligman Global Technology Fund. 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2020 | $0.16 | $0.16 |
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.
Worst Drawdowns
The table below displays the maximum drawdowns of the Columbia Seligman Global Technology Fund. 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 Global Technology Fund was 82.03%, occurring on Oct 9, 2002. Recovery took 3679 trading sessions.
The current Columbia Seligman Global Technology Fund drawdown is 1.82%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -82.03% | Mar 13, 2000 | 644 | Oct 9, 2002 | 3679 | May 30, 2017 | 4323 |
| -45.27% | Oct 14, 1997 | 258 | Oct 8, 1998 | 172 | Jun 7, 1999 | 430 |
| -43.17% | Dec 9, 2021 | 214 | Oct 14, 2022 | 519 | Nov 7, 2024 | 733 |
| -36.78% | Feb 20, 2020 | 20 | Mar 18, 2020 | 75 | Jul 6, 2020 | 95 |
| -35.04% | Mar 13, 2018 | 199 | Dec 24, 2018 | 216 | Nov 1, 2019 | 415 |
Volatility
Volatility Chart
The current Columbia Seligman Global Technology Fund volatility is 5.34%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.