CCIZX vs. SHGTX
CCIZX (Columbia Seligman Technology and Information Fund Institutional Class) and SHGTX (Columbia Seligman Global Technology Fund) are both Technology Equities funds from Columbia. Over the past 10 years, CCIZX returned 28.33%/yr vs 27.87%/yr for SHGTX. With a 0.99 correlation, they move nearly in lockstep. CCIZX charges 0.91%/yr vs 1.29%/yr for SHGTX.
Performance
CCIZX vs. SHGTX - Performance Comparison
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Returns By Period
The year-to-date returns for both stocks are quite close, with CCIZX having a 58.82% return and SHGTX slightly lower at 58.37%. Both investments have delivered pretty close results over the past 10 years, with CCIZX having a 28.33% annualized return and SHGTX not far behind at 27.87%.
CCIZX
- 1D
- 3.67%
- 1M
- 15.58%
- YTD
- 58.82%
- 6M
- 55.55%
- 1Y
- 126.87%
- 3Y*
- 48.00%
- 5Y*
- 27.12%
- 10Y*
- 28.33%
SHGTX
- 1D
- 3.58%
- 1M
- 16.12%
- YTD
- 58.37%
- 6M
- 55.67%
- 1Y
- 121.45%
- 3Y*
- 46.55%
- 5Y*
- 26.25%
- 10Y*
- 27.87%
CCIZX vs. SHGTX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CCIZX Columbia Seligman Technology and Information Fund Institutional Class | 58.82% | 37.68% | 27.01% | 44.64% | -30.98% | 39.31% | 44.80% | 54.52% | -7.86% | 34.41% |
SHGTX Columbia Seligman Global Technology Fund | 58.37% | 35.09% | 26.04% | 45.28% | -31.70% | 38.60% | 45.56% | 54.92% | -8.70% | 34.52% |
Correlation
The correlation between CCIZX and SHGTX is 1.00 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 1.00 |
Correlation (3Y) Calculated over the trailing 3-year period | 1.00 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.99 |
Correlation (10Y) Calculated over the trailing 10-year period | 1.00 |
Correlation (All Time) Calculated using the full available price history since Jan 4, 2011 | 0.99 |
The correlation between CCIZX and SHGTX has been stable across timeframes, ranging from 0.99 to 1.00 - a consistent structural relationship.
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Return for Risk
CCIZX vs. SHGTX — Risk / Return Rank
CCIZX
SHGTX
CCIZX vs. SHGTX - 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 Columbia Seligman Global Technology Fund (SHGTX). 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.
| CCIZX | SHGTX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.20 | ||
| Sortino ratioReturn per unit of downside risk | +0.15 | ||
| Omega ratioGain probability vs. loss probability | 1.71 | 1.69 | +0.02 |
| Calmar ratioReturn relative to maximum drawdown | 10.70 | 10.16 | +0.55 |
| Martin ratioReturn relative to average drawdown | 41.53 | 38.70 | +2.83 |
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
| CCIZX | SHGTX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 5.05 | 4.85 | +0.20 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.04 | 0.96 | +0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.09 | 1.04 | +0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.92 | 0.66 | +0.26 |
Drawdowns
CCIZX vs. SHGTX - Drawdown Comparison
The maximum CCIZX drawdown since its inception was -37.20%, smaller than the maximum SHGTX drawdown of -77.47%. Use the drawdown chart below to compare losses from any high point for CCIZX and SHGTX.
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Drawdown Indicators
| CCIZX | SHGTX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.20% | -77.47% | +40.27% |
Max Drawdown (1Y)Largest decline over 1 year | -12.32% | -12.45% | +0.13% |
Max Drawdown (3Y)Largest decline over 3 years | -29.09% | -28.90% | -0.19% |
Max Drawdown (5Y)Largest decline over 5 years | -37.20% | -43.17% | +5.97% |
Max Drawdown (10Y)Largest decline over 10 years | -37.20% | -43.17% | +5.97% |
Current DrawdownCurrent decline from peak | 0.00% | 0.00% | 0.00% |
Average DrawdownAverage peak-to-trough decline | -6.83% | -24.94% | +18.11% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.17% | 3.26% | -0.09% |
Volatility
CCIZX vs. SHGTX - Volatility Comparison
Columbia Seligman Technology and Information Fund Institutional Class (CCIZX) and Columbia Seligman Global Technology Fund (SHGTX) have volatilities of 7.25% and 7.24%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CCIZX | SHGTX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.25% | 7.24% | +0.01% |
Volatility (6M)Calculated over the trailing 6-month period | 20.07% | 20.14% | -0.07% |
Volatility (1Y)Calculated over the trailing 1-year period | 26.09% | 26.07% | +0.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.21% | 27.43% | -1.22% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.13% | 26.79% | -0.66% |
CCIZX vs. SHGTX - Expense Ratio Comparison
CCIZX has a 0.91% expense ratio, which is lower than SHGTX's 1.29% expense ratio.
Dividends
CCIZX vs. SHGTX - Dividend Comparison
CCIZX's dividend yield for the trailing twelve months is around 5.03%, less than SHGTX's 5.33% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CCIZX Columbia Seligman Technology and Information Fund Institutional Class | 5.03% | 7.99% | 12.19% | 4.54% | 8.14% | 10.50% | 9.41% | 10.49% | 11.33% | 10.47% | 7.80% | 10.30% |
SHGTX Columbia Seligman Global Technology Fund | 5.33% | 8.45% | 14.04% | 6.22% | 3.94% | 11.77% | 9.92% | 10.26% | 12.75% | 7.25% | 8.13% | 8.09% |
Frequently Asked Questions
With a correlation of 1.00, CCIZX and SHGTX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
CCIZX has higher volatility (7.25%) compared to SHGTX (7.24%). In terms of maximum drawdown, CCIZX dropped -37.20% vs SHGTX's -77.47%.
CCIZX currently has the higher Sharpe Ratio (5.05 vs 4.85), 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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