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CCIZX vs. NWJCX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

CCIZX vs. NWJCX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Columbia Seligman Technology and Information Fund Institutional Class (CCIZX) and Nationwide NYSE Arca Tech 100 Index Fund (NWJCX). The values are adjusted to include any dividend payments, if applicable.

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CCIZX vs. NWJCX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
CCIZX
Columbia Seligman Technology and Information Fund Institutional Class
5.82%37.68%27.01%44.64%-30.98%39.31%44.80%54.52%-7.86%34.41%
NWJCX
Nationwide NYSE Arca Tech 100 Index Fund
1.42%19.96%18.77%41.70%-21.56%25.46%24.25%33.67%0.51%31.31%

Returns By Period

In the year-to-date period, CCIZX achieves a 5.82% return, which is significantly higher than NWJCX's 1.42% return. Over the past 10 years, CCIZX has outperformed NWJCX with an annualized return of 23.18%, while NWJCX has yielded a comparatively lower 17.47% annualized return.


CCIZX

1D
5.58%
1M
-4.94%
YTD
5.82%
6M
9.63%
1Y
65.69%
3Y*
31.97%
5Y*
17.37%
10Y*
23.18%

NWJCX

1D
3.67%
1M
-5.70%
YTD
1.42%
6M
1.60%
1Y
28.37%
3Y*
22.50%
5Y*
13.12%
10Y*
17.47%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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CCIZX vs. NWJCX - Expense Ratio Comparison

CCIZX has a 0.91% expense ratio, which is higher than NWJCX's 0.65% expense ratio.


Return for Risk

CCIZX vs. NWJCX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

CCIZX
CCIZX Risk / Return Rank: 9393
Overall Rank
CCIZX Sharpe Ratio Rank: 9393
Sharpe Ratio Rank
CCIZX Sortino Ratio Rank: 9191
Sortino Ratio Rank
CCIZX Omega Ratio Rank: 8787
Omega Ratio Rank
CCIZX Calmar Ratio Rank: 9898
Calmar Ratio Rank
CCIZX Martin Ratio Rank: 9797
Martin Ratio Rank

NWJCX
NWJCX Risk / Return Rank: 7575
Overall Rank
NWJCX Sharpe Ratio Rank: 6868
Sharpe Ratio Rank
NWJCX Sortino Ratio Rank: 7171
Sortino Ratio Rank
NWJCX Omega Ratio Rank: 6464
Omega Ratio Rank
NWJCX Calmar Ratio Rank: 8585
Calmar Ratio Rank
NWJCX Martin Ratio Rank: 8585
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.

CCIZX vs. NWJCX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Columbia Seligman Technology and Information Fund Institutional Class (CCIZX) and Nationwide NYSE Arca Tech 100 Index Fund (NWJCX). 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.


CCIZXNWJCXDifference

Sharpe ratio

Return per unit of total volatility

2.19

1.27

+0.92

Sortino ratio

Return per unit of downside risk

2.76

1.86

+0.91

Omega ratio

Gain probability vs. loss probability

1.39

1.26

+0.13

Calmar ratio

Return relative to maximum drawdown

4.50

2.27

+2.22

Martin ratio

Return relative to average drawdown

16.98

9.19

+7.79

CCIZX vs. NWJCX - Sharpe Ratio Comparison

The current CCIZX Sharpe Ratio is 2.19, which is higher than the NWJCX Sharpe Ratio of 1.27. The chart below compares the historical Sharpe Ratios of CCIZX and NWJCX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


CCIZXNWJCXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.19

1.27

+0.92

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.67

0.62

+0.06

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.89

0.82

+0.07

Sharpe Ratio (All Time)

Calculated using the full available price history

0.80

0.76

+0.04

Correlation

The correlation between CCIZX and NWJCX is 0.92, 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

CCIZX vs. NWJCX - Dividend Comparison

CCIZX's dividend yield for the trailing twelve months is around 7.55%, more than NWJCX's 4.26% yield.


TTM20252024202320222021202020192018201720162015
CCIZX
Columbia Seligman Technology and Information Fund Institutional Class
7.55%7.99%12.19%4.54%8.14%10.50%9.41%10.49%11.33%10.47%7.80%10.30%
NWJCX
Nationwide NYSE Arca Tech 100 Index Fund
4.26%4.27%31.15%11.59%17.83%8.74%5.04%1.98%2.59%3.94%0.74%0.64%

Drawdowns

CCIZX vs. NWJCX - Drawdown Comparison

The maximum CCIZX drawdown since its inception was -37.20%, which is greater than NWJCX's maximum drawdown of -31.31%. Use the drawdown chart below to compare losses from any high point for CCIZX and NWJCX.


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Drawdown Indicators


CCIZXNWJCXDifference

Max Drawdown

Largest peak-to-trough decline

-37.20%

-31.31%

-5.89%

Max Drawdown (1Y)

Largest decline over 1 year

-14.87%

-12.75%

-2.12%

Max Drawdown (5Y)

Largest decline over 5 years

-37.20%

-31.31%

-5.89%

Max Drawdown (10Y)

Largest decline over 10 years

-37.20%

-31.31%

-5.89%

Current Drawdown

Current decline from peak

-7.01%

-6.88%

-0.13%

Average Drawdown

Average peak-to-trough decline

-6.90%

-5.17%

-1.73%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.94%

3.15%

+0.79%

Volatility

CCIZX vs. NWJCX - Volatility Comparison

Columbia Seligman Technology and Information Fund Institutional Class (CCIZX) has a higher volatility of 11.14% compared to Nationwide NYSE Arca Tech 100 Index Fund (NWJCX) at 7.82%. This indicates that CCIZX's price experiences larger fluctuations and is considered to be riskier than NWJCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


CCIZXNWJCXDifference

Volatility (1M)

Calculated over the trailing 1-month period

11.14%

7.82%

+3.32%

Volatility (6M)

Calculated over the trailing 6-month period

21.67%

14.27%

+7.40%

Volatility (1Y)

Calculated over the trailing 1-year period

30.99%

22.74%

+8.25%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

26.07%

21.44%

+4.63%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

25.98%

21.37%

+4.61%