AQEAX vs. CTCAX
Compare and contrast key facts about Columbia Disciplined Core Fund (AQEAX) and Columbia Global Technology Growth Fund Class A (CTCAX).
AQEAX is managed by Columbia. It was launched on Apr 24, 2003. CTCAX is managed by Columbia. It was launched on Nov 9, 2000.
Performance
AQEAX vs. CTCAX - Performance Comparison
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AQEAX vs. CTCAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AQEAX Columbia Disciplined Core Fund | -4.97% | 14.25% | 25.67% | 24.11% | -19.03% | 32.22% | 13.79% | 36.92% | -3.97% | 22.22% |
CTCAX Columbia Global Technology Growth Fund Class A | -6.10% | 24.78% | 31.39% | 56.46% | -34.81% | 22.73% | 49.46% | 43.91% | -1.48% | 42.99% |
Returns By Period
In the year-to-date period, AQEAX achieves a -4.97% return, which is significantly higher than CTCAX's -6.10% return. Over the past 10 years, AQEAX has underperformed CTCAX with an annualized return of 13.53%, while CTCAX has yielded a comparatively higher 20.80% annualized return.
AQEAX
- 1D
- 2.87%
- 1M
- -4.47%
- YTD
- -4.97%
- 6M
- -2.44%
- 1Y
- 15.23%
- 3Y*
- 16.13%
- 5Y*
- 10.43%
- 10Y*
- 13.53%
CTCAX
- 1D
- 4.59%
- 1M
- -5.90%
- YTD
- -6.10%
- 6M
- -5.08%
- 1Y
- 32.32%
- 3Y*
- 25.70%
- 5Y*
- 12.94%
- 10Y*
- 20.80%
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AQEAX vs. CTCAX - Expense Ratio Comparison
AQEAX has a 0.97% expense ratio, which is lower than CTCAX's 1.18% expense ratio.
Return for Risk
AQEAX vs. CTCAX — Risk / Return Rank
AQEAX
CTCAX
AQEAX vs. CTCAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Disciplined Core Fund (AQEAX) and Columbia Global Technology Growth Fund Class A (CTCAX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| AQEAX | CTCAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.84 | 1.24 | -0.39 |
Sortino ratioReturn per unit of downside risk | 1.32 | 1.84 | -0.52 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.26 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.31 | 2.30 | -1.00 |
Martin ratioReturn relative to average drawdown | 5.76 | 8.07 | -2.31 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| AQEAX | CTCAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.84 | 1.24 | -0.39 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.52 | 0.50 | +0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.68 | 0.84 | -0.16 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.54 | 0.71 | -0.17 |
Correlation
The correlation between AQEAX and CTCAX is 0.84, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
AQEAX vs. CTCAX - Dividend Comparison
AQEAX's dividend yield for the trailing twelve months is around 11.94%, more than CTCAX's 3.50% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AQEAX Columbia Disciplined Core Fund | 11.94% | 11.34% | 11.89% | 3.91% | 7.58% | 17.49% | 4.96% | 19.02% | 8.62% | 4.62% | 1.28% | 1.28% |
CTCAX Columbia Global Technology Growth Fund Class A | 3.50% | 3.29% | 1.08% | 2.36% | 3.53% | 4.15% | 0.91% | 2.55% | 5.82% | 3.52% | 0.36% | 1.80% |
Drawdowns
AQEAX vs. CTCAX - Drawdown Comparison
The maximum AQEAX drawdown since its inception was -57.90%, smaller than the maximum CTCAX drawdown of -61.04%. Use the drawdown chart below to compare losses from any high point for AQEAX and CTCAX.
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Drawdown Indicators
| AQEAX | CTCAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.90% | -61.04% | +3.14% |
Max Drawdown (1Y)Largest decline over 1 year | -12.54% | -14.43% | +1.89% |
Max Drawdown (5Y)Largest decline over 5 years | -34.13% | -39.55% | +5.42% |
Max Drawdown (10Y)Largest decline over 10 years | -34.22% | -39.55% | +5.33% |
Current DrawdownCurrent decline from peak | -6.40% | -10.51% | +4.11% |
Average DrawdownAverage peak-to-trough decline | -8.87% | -10.75% | +1.88% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.85% | 4.12% | -1.27% |
Volatility
AQEAX vs. CTCAX - Volatility Comparison
The current volatility for Columbia Disciplined Core Fund (AQEAX) is 5.23%, while Columbia Global Technology Growth Fund Class A (CTCAX) has a volatility of 8.94%. This indicates that AQEAX experiences smaller price fluctuations and is considered to be less risky than CTCAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AQEAX | CTCAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.23% | 8.94% | -3.71% |
Volatility (6M)Calculated over the trailing 6-month period | 9.85% | 16.85% | -7.00% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.85% | 27.31% | -8.46% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.07% | 25.88% | -5.81% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.97% | 24.70% | -4.73% |