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Columbia Seligman Technology and Information Fund ...
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Fund Info

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

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Columbia Seligman Technology and Information Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


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S&P 500 Index

Returns By Period

Columbia Seligman Technology and Information Fund (SLMCX) has returned 0.17% so far this year and 58.16% over the past 12 months. Looking at the last ten years, SLMCX has achieved an annualized return of 22.20%, outperforming the S&P 500 Index benchmark, which averaged 12.16% per year.


Columbia Seligman Technology and Information Fund

1D
-2.99%
1M
-9.33%
YTD
0.17%
6M
5.15%
1Y
58.16%
3Y*
29.27%
5Y*
16.53%
10Y*
22.20%

Benchmark (S&P 500 Index)

1D
2.91%
1M
-5.09%
YTD
-4.63%
6M
-2.39%
1Y
16.33%
3Y*
16.69%
5Y*
10.18%
10Y*
12.16%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns

Based on dividend-adjusted daily data since Jun 30, 1983, SLMCX's average daily return is +0.10%, while the average monthly return is +2.03%. At this rate, your investment would double in approximately 2.9 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%-9.33%0.17%
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 14.49%, beta of 1.12, and R² of 0.39 versus S&P 500 Index. Calculated based on daily prices since July 08, 1983.

  • This fund captured 186.69% of S&P 500 Index gains and 118.17% 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
14.49%
Beta
1.12
0.39
Upside Capture
186.69%
Downside Capture
118.17%

Expense Ratio

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


Return for Risk

Risk / Return Rank

SLMCX ranks 91 for risk / return — in the top 91% 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: 9191
Overall Rank
SLMCX Sharpe Ratio Rank: 9090
Sharpe Ratio Rank
SLMCX Sortino Ratio Rank: 8888
Sortino Ratio Rank
SLMCX Omega Ratio Rank: 8484
Omega Ratio Rank
SLMCX Calmar Ratio Rank: 9696
Calmar Ratio Rank
SLMCX Martin Ratio Rank: 9595
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 a chosen benchmark (S&P 500 Index).


SLMCXBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

1.90

0.90

+1.00

Sortino ratio

Return per unit of downside risk

2.46

1.39

+1.07

Omega ratio

Gain probability vs. loss probability

1.34

1.21

+0.13

Calmar ratio

Return relative to maximum drawdown

3.54

1.40

+2.14

Martin ratio

Return relative to average drawdown

13.44

6.61

+6.83

Explore SLMCX risk-adjusted metrics in detail

Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.

Dividends

Dividend History

Columbia Seligman Technology and Information Fund provided a 9.44% 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

9.44%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
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.

The current Columbia Seligman Technology and Information Fund drawdown is 11.96%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-68.1%Mar 27, 2000635Oct 7, 20021889Apr 9, 20102524
-40.64%Jul 17, 199062Oct 11, 199097Mar 1, 1991159
-37.32%Dec 28, 2021202Oct 14, 2022316Jan 19, 2024518
-36.76%Feb 20, 202020Mar 18, 202075Jul 6, 202095
-36.64%Oct 6, 198715Oct 26, 198728Dec 4, 198743

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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