Columbia Seligman Technology and Information Fund (SLMCX)
The investment seeks to provide shareholders with capital gain. Under normal market conditions, the fund invests at least 80% of its net assets in securities of technology and information companies. These companies in which the adviser will concentrate are companies operating in the information technology and communications services sectors, applying a global industry classification standard, as may be amended from time to time, to determine industry/sector classifications, as well as other related industries. The fund may invest up to 25% of its net assets in foreign investments. It is non-diversified.
Fund Info
| ISIN | US19766H4294 |
|---|---|
| CUSIP | 19766H429 |
| Issuer | Columbia Threadneedle |
| Inception Date | Jun 22, 1983 |
| Category | Technology Equities |
| Min. Investment | $2,000 |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Growth |
Expense Ratio
SLMCX has a high expense ratio of 1.17%, indicating higher-than-average management fees.
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.
Returns By Period
Columbia Seligman Technology and Information Fund had a return of 12.03% year-to-date (YTD) and 37.84% in the last 12 months. Over the past 10 years, Columbia Seligman Technology and Information Fund had an annualized return of 20.24%, outperforming the S&P 500 benchmark which had an annualized return of 10.84%.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 12.03% | 11.29% |
| 1 month | 11.61% | 6.86% |
| 6 months | 20.46% | 16.73% |
| 1 year | 37.84% | 26.63% |
| 5 years (annualized) | 23.40% | 13.23% |
| 10 years (annualized) | 20.24% | 10.84% |
Monthly Returns
The table below presents the monthly returns of SLMCX, 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 | 0.73% | 3.66% | 3.99% | -3.96% | 12.03% | ||||||||
| 2023 | 12.21% | -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% |
| 2021 | 2.52% | 6.82% | 2.23% | 2.86% | 1.19% | 5.25% | -0.32% | 2.86% | -5.37% | 6.55% | 3.89% | 5.51% | 38.97% |
| 2020 | 0.22% | -7.21% | -13.69% | 14.05% | 7.97% | 6.76% | 5.66% | 4.31% | -3.52% | -0.55% | 18.97% | 8.78% | 44.45% |
| 2019 | 12.61% | 6.06% | 2.47% | 7.74% | -12.18% | 8.68% | 6.27% | -2.92% | 2.10% | 4.59% | 5.23% | 5.65% | 54.15% |
| 2018 | 6.13% | 0.36% | -1.07% | -4.52% | 7.79% | -2.45% | 2.23% | 3.53% | -2.25% | -9.19% | 1.19% | -8.65% | -8.12% |
| 2017 | 7.44% | 3.78% | 3.04% | 3.22% | 4.92% | -4.76% | 4.03% | 2.30% | 3.26% | 5.68% | -0.37% | -2.21% | 34.08% |
| 2016 | -8.05% | 3.23% | 7.77% | -5.82% | 5.14% | -2.30% | 7.65% | 3.54% | 2.53% | -0.92% | 2.34% | 0.61% | 15.37% |
| 2015 | -0.79% | 7.51% | -2.29% | -0.10% | 8.50% | -3.70% | -2.47% | -5.19% | -2.09% | 8.05% | 4.86% | -2.11% | 9.22% |
| 2014 | -0.22% | 4.90% | 1.15% | -1.55% | 4.29% | 5.93% | -1.88% | 5.81% | -1.61% | 0.80% | 4.63% | 1.40% | 25.80% |
| 2013 | 4.86% | -0.53% | 1.86% | -1.14% | 4.19% | -2.18% | 5.31% | -1.75% | 2.72% | 0.77% | 2.20% | 5.22% | 23.31% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of SLMCX is 74, 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.
SLMCX (Columbia Seligman Technology and Information Fund)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Columbia Seligman Technology and Information Fund (SLMCX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Columbia Seligman Technology and Information Fund granted a 4.61% dividend yield in the last twelve months. The annual payout for that period amounted to $5.77 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $5.77 | $5.77 | $7.70 | $15.22 | $10.85 | $9.16 | $7.19 | $7.89 | $4.80 | $5.93 | $7.08 | $0.79 |
Dividend yield | 4.61% | 5.16% | 9.42% | 11.75% | 10.40% | 11.44% | 12.33% | 11.15% | 8.19% | 10.79% | 12.70% | 1.57% |
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.
| 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 | |||||||
| 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 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $10.85 | $10.85 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $9.16 | $9.16 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $7.19 | $7.19 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $7.89 | $7.89 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $4.80 | $4.80 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $5.93 | $5.93 |
| 2014 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $7.08 | $7.08 |
| 2013 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.78 | $0.79 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
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 86.89%, occurring on Oct 11, 1990. Recovery took 2449 trading sessions.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -86.89% | Dec 18, 1989 | 214 | Oct 11, 1990 | 2449 | Mar 3, 2000 | 2663 |
| -77.96% | Mar 27, 2000 | 632 | Oct 7, 2002 | 2862 | Feb 27, 2014 | 3494 |
| -47.79% | Oct 6, 1987 | 47 | Dec 9, 1987 | 527 | Dec 15, 1989 | 574 |
| -37.32% | Dec 28, 2021 | 202 | Oct 14, 2022 | 316 | Jan 19, 2024 | 518 |
| -36.76% | Feb 20, 2020 | 20 | Mar 18, 2020 | 75 | Jul 6, 2020 | 95 |
Volatility
Volatility Chart
The current Columbia Seligman Technology and Information Fund volatility is 4.81%, 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.