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ISIN
US19766H4294
CUSIP
19766H429
Issuer
Columbia
Inception Date
Jun 22, 1983
Min. Investment
$2,000
Distribution Policy
Distributing
Asset Class
Equity
Asset Class Size
Large-Cap
Asset Class Style
Growth

Share Price Chart


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Performance

SLMCX Performance Chart

Columbia Seligman Technology and Information Fund (SLMCX) is up 59.2% since the beginning of the year. SLMCX is currently trading at $250 per share. Investors who bought $1,000 worth of SLMCX shares 5 years ago would now be looking at an investment worth $3,255.


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S&P 500 Index

Returns By Period

Columbia Seligman Technology and Information Fund (SLMCX) has returned 59.22% so far this year and 121.94% over the past 12 months. Looking at the last ten years, SLMCX has achieved an annualized return of 28.21%, outperforming the S&P 500 Index benchmark, which averaged 13.88% per year.


Columbia Seligman Technology and Information Fund

1D
3.72%
1M
8.37%
YTD
59.22%
6M
57.18%
1Y
121.94%
3Y*
45.79%
5Y*
26.62%
10Y*
28.21%

Benchmark (S&P 500 Index)

1D
-0.37%
1M
-0.01%
YTD
9.16%
6M
8.64%
1Y
25.22%
3Y*
19.78%
5Y*
11.99%
10Y*
13.88%
*Multi-year figures are annualized to reflect compound growth (CAGR)

SLMCX Monthly Returns History

Based on dividend-adjusted daily data since Jun 30, 1983, SLMCX's average daily return is +0.10%, while the average monthly return is +2.11%. At this rate, an investment would double in approximately 2.8 years.

Historically, 61% of months were positive and 39% were negative. The best month was Dec 1987 with a return of +75.9%, while the worst month was Oct 1987 at -25.7%. The longest winning streak lasted 12 consecutive months, and the longest losing streak was 5 months.

On a daily basis, SLMCX closed higher 53% of trading days. The best single day was Dec 4, 1987 with a return of +97.0%, while the worst single day was Dec 9, 1987 at -21.0%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20269.66%0.75%-4.28%28.34%10.60%6.07%59.22%
20253.05%-6.02%-10.20%-1.18%9.22%10.90%6.50%4.22%13.22%9.86%-3.53%-0.96%37.32%
20240.73%3.66%3.99%-3.96%7.34%3.89%-0.79%0.35%1.44%-0.97%8.90%0.02%26.67%
202312.21%-1.26%5.02%-4.45%9.54%7.04%4.11%-2.39%-4.94%-5.50%13.83%6.50%44.27%
2022-10.93%-0.76%1.40%-11.39%2.08%-12.75%12.38%-6.67%-11.60%5.33%8.63%-8.23%-31.14%
20212.52%6.81%2.23%2.86%1.19%5.25%-0.32%2.86%-5.37%6.55%3.89%5.51%38.97%

Benchmark Metrics

Columbia Seligman Technology and Information Fund has an annualized alpha of 15.12%, beta of 1.12, and R2 of 0.39 versus S&P 500 Index. Calculated based on daily prices since June 30, 1983.

  • This fund captured 188.24% of S&P 500 Index gains and 117.26% of its losses - amplifying both gains and losses, but participating more in upside than downside.
  • R2 of 0.39 means the benchmark explains less than half of this fund's behavior - treat beta with caution or consider switching to a more representative benchmark.

Alpha
15.12%
Beta
1.12
0.39
Upside Capture
188.24%
Downside Capture
117.26%

Expense Ratio

SLMCX has a high expense ratio of 1.17%, indicating above-average management fees.


Return for Risk

Risk / Return Rank

SLMCX ranks 96 for risk / return — in the top 96% of mutual funds on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.


SLMCX Risk / Return Rank: 9696
Overall Rank
SLMCX Sharpe Ratio Rank: 9999
Sharpe Ratio Rank
SLMCX Sortino Ratio Rank: 9494
Sortino Ratio Rank
SLMCX Omega Ratio Rank: 9191
Omega Ratio Rank
SLMCX Calmar Ratio Rank: 9999
Calmar Ratio Rank
SLMCX Martin Ratio Rank: 9898
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Columbia Seligman Technology and Information Fund (SLMCX) 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.


SLMCXBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

+2.34

Sortino ratioReturn per unit of downside risk

+1.84

Omega ratioGain probability vs. loss probability

1.62

1.37

+0.26

Calmar ratioReturn relative to maximum drawdown

9.82

2.78

+7.04

Martin ratioReturn relative to average drawdown

35.85

12.44

+23.41

Dividends

Dividend History

Columbia Seligman Technology and Information Fund provided a 5.94% dividend yield over the last twelve months, with an annual payout of $14.81 per share.


6.00%8.00%10.00%12.00%14.00%$0.00$5.00$10.00$15.0020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$14.81$14.81$17.76$5.77$7.70$15.22$10.85$9.16$7.19$7.89$4.80$5.93

Dividend yield

5.94%9.45%14.27%5.16%9.42%11.75%10.40%11.44%12.33%11.15%8.19%10.79%

Monthly Dividends

The table displays the monthly dividend distributions for Columbia Seligman Technology and Information Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
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$14.81$14.81
2024$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$17.76$17.76
2023$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$5.77$5.77
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$15.22$15.22

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. 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 was 68.10%, occurring on Oct 7, 2002. Recovery took 1889 trading sessions.


Related event

Drawdown

Fall

Recovery

Underwater

Dot-com crash2000–2002
-68.10%Oct 2002
2y 6mo7y 6mo
10y 15dMar 2000 - Apr 2010
1990 bear market1990
-40.64%Oct 1990
2mo 26d4mo 21d
7mo 17dJul 1990 - Mar 1991
Bear market2022
-37.32%Oct 2022
9mo 20d1y 3mo
2y 22dDec 2021 - Jan 2024
COVID crash2020
-36.76%Mar 2020
27d3mo 20d
4mo 17dFeb 2020 - Jul 2020
Black Monday1987
-36.64%Oct 1987
20d1mo 9d
1mo 29dOct 1987 - Dec 1987

Drawdown Indicators


SLMCXBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-68.10%

-56.78%

-11.32%

Max Drawdown (1Y)

Largest decline over 1 year

-12.33%

-9.10%

-3.23%

Max Drawdown (3Y)

Largest decline over 3 years

-29.13%

-18.90%

-10.23%

Max Drawdown (5Y)

Largest decline over 5 years

-37.32%

-25.43%

-11.89%

Max Drawdown (10Y)

Largest decline over 10 years

-37.32%

-33.92%

-3.40%

Current Drawdown

Current decline from peak

0.00%

-1.80%

+1.80%

Average Drawdown

Average peak-to-trough decline

-12.99%

-10.71%

-2.28%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.37%

2.03%

+1.34%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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