BGSAX vs. CCOYX
BGSAX (BlackRock Technology Opportunities Fund Investor A) and CCOYX (Columbia Seligman Technology and Information Fund Institutional 3 Class) are both Technology Equities funds. Both are actively managed. Over the past 5 years, BGSAX returned 11.65%/yr vs 23.81%/yr for CCOYX. Their correlation of 0.89 means they have usually moved in the same direction. BGSAX charges 1.14%/yr vs 0.82%/yr for CCOYX.
Performance
BGSAX vs. CCOYX - Performance Comparison
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Returns By Period
In the year-to-date period, BGSAX achieves a 22.08% return, which is significantly lower than CCOYX's 45.90% return.
BGSAX
- 1D
- 7.10%
- 1M
- -7.32%
- 6M
- 19.39%
- YTD
- 22.08%
- 1Y
- 32.24%
- 3Y*
- 29.84%
- 5Y*
- 11.65%
- 10Y*
- 23.00%
- ALL TIME*
- 10.39%
CCOYX
- 1D
- 4.87%
- 1M
- -3.54%
- 6M
- 33.01%
- YTD
- 45.90%
- 1Y
- 85.19%
- 3Y*
- 39.60%
- 5Y*
- 23.81%
- 10Y*
- —
- ALL TIME*
- 25.98%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
BGSAX vs. CCOYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BGSAX BlackRock Technology Opportunities Fund Investor A | 22.08% | 19.63% | 40.56% | 49.09% | -43.13% | 8.19% | 86.27% | 43.84% | 2.03% | 35.45% |
CCOYX Columbia Seligman Technology and Information Fund Institutional 3 Class | 45.90% | 37.79% | 27.11% | 44.77% | -30.92% | 39.45% | 44.92% | 54.68% | -7.78% | 19.33% |
Correlation
The correlation between BGSAX and CCOYX is 0.86, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.86 |
Correlation (3Y) Balances recent behavior with more history. | 0.87 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.91 |
Correlation (All Time) Calculated using the full available price history since Mar 1, 2017 | 0.89 |
The correlation between BGSAX and CCOYX has been stable across timeframes, ranging from 0.86 to 0.91 - a consistent structural relationship.
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Return for Risk
BGSAX vs. CCOYX — Risk / Return Rank
BGSAX
CCOYX
BGSAX vs. CCOYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Technology Opportunities Fund Investor A (BGSAX) and Columbia Seligman Technology and Information Fund Institutional 3 Class (CCOYX). 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.
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.
| BGSAX | CCOYX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.84 | ||
| Sortino ratioReturn per unit of downside risk | -1.83 | ||
| Omega ratioGain probability vs. loss probability | 1.18 | 1.42 | -0.25 |
| Calmar ratioReturn relative to maximum drawdown | 1.42 | 6.39 | -4.97 |
| Martin ratioReturn relative to average drawdown | 4.11 | 21.04 | -16.93 |
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Drawdowns
BGSAX vs. CCOYX - Drawdown Comparison
The maximum BGSAX drawdown since its inception was -73.75%, which is greater than CCOYX's maximum drawdown of -37.16%. Use the drawdown chart below to compare losses from any high point for BGSAX and CCOYX.
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Drawdown Indicators
| BGSAX | CCOYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -73.75% | -37.16% | -36.59% |
Max Drawdown (1Y)Largest decline over 1 year | -20.84% | -12.76% | -8.08% |
Max Drawdown (3Y)Largest decline over 3 years | -27.75% | -29.08% | +1.33% |
Max Drawdown (5Y)Largest decline over 5 years | -49.22% | -37.16% | -12.06% |
Max Drawdown (10Y)Largest decline over 10 years | -49.22% | — | — |
Current DrawdownCurrent decline from peak | -15.21% | -8.51% | -6.70% |
Average DrawdownAverage peak-to-trough decline | -26.26% | -7.64% | -18.62% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.19% | 3.85% | +3.34% |
Volatility
BGSAX vs. CCOYX - Volatility Comparison
BlackRock Technology Opportunities Fund Investor A (BGSAX) has a higher volatility of 14.54% compared to Columbia Seligman Technology and Information Fund Institutional 3 Class (CCOYX) at 10.03%. This indicates that BGSAX's price experiences larger fluctuations and is considered to be riskier than CCOYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BGSAX | CCOYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 14.54% | 10.03% | +4.51% |
Volatility (6M)Calculated over the trailing 6-month period | 28.48% | 23.32% | +5.16% |
Volatility (1Y)Calculated over the trailing 1-year period | 32.23% | 29.59% | +2.64% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 29.22% | 26.92% | +2.30% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.62% | 26.97% | -0.35% |
BGSAX vs. CCOYX - Expense Ratio Comparison
BGSAX has a 1.14% expense ratio, which is higher than CCOYX's 0.82% expense ratio.
Dividends
BGSAX vs. CCOYX - Dividend Comparison
BGSAX's dividend yield for the trailing twelve months is around 17.42%, more than CCOYX's 5.54% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
BGSAX BlackRock Technology Opportunities Fund Investor A | 17.42% | 13.55% | 8.68% | 0.00% | 0.00% | 7.66% | 4.86% | 1.50% | 1.24% | 8.01% | 1.17% |
CCOYX Columbia Seligman Technology and Information Fund Institutional 3 Class | 5.54% | 8.08% | 12.32% | 4.60% | 8.17% | 10.62% | 9.52% | 10.61% | 11.42% | 10.60% | 0.00% |
Frequently Asked Questions
BGSAX and CCOYX have a correlation of 0.86, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BGSAX has higher volatility (14.54%) compared to CCOYX (10.03%). In terms of maximum drawdown, BGSAX dropped -73.75% vs CCOYX's -37.16%.
CCOYX currently has the higher Sharpe Ratio (2.76 vs 0.92), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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