CCIZX vs. WSTAX

Last updated Aug 1, 2026

CCIZX (Columbia Seligman Technology and Information Fund Institutional Class) and WSTAX (Nomura Science and Technology Fund Class A) are both Technology Equities funds. Over the past 10 years, CCIZX returned 26.59%/yr vs 23.25%/yr for WSTAX. Their correlation of 0.91 means they have usually moved in the same direction. CCIZX charges 0.91%/yr vs 1.17%/yr for WSTAX.

Performance

CCIZX vs. WSTAX - 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 Nomura Science and Technology Fund Class A (WSTAX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, CCIZX achieves a 45.83% return, which is significantly higher than WSTAX's 31.65% return. Over the past 10 years, CCIZX has outperformed WSTAX with an annualized return of 26.59%, while WSTAX has yielded a comparatively lower 23.25% annualized return.

CCIZX

• 1D: 4.87%
• 1M: -3.55%
• 6M: 32.96%
• YTD: 45.83%
• 1Y: 85.03%
• 3Y*: 39.48%
• 5Y*: 23.70%
• 10Y*: 26.59%
• ALL TIME*: 21.13%

WSTAX

• 1D: 5.34%
• 1M: -3.36%
• 6M: 22.27%
• YTD: 31.65%
• 1Y: 49.56%
• 3Y*: 44.90%
• 5Y*: 21.87%
• 10Y*: 23.25%
• ALL TIME*: 12.44%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
CCIZX Columbia Seligman Technology and Information Fund Institutional Class	$0.00	$0.00	$0.00
WSTAX Nomura Science and Technology Fund Class A	$0.00	$0.00	$0.00

CCIZX vs. WSTAX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
CCIZX Columbia Seligman Technology and Information Fund Institutional Class	45.83%	37.68%	27.01%	44.64%	-30.98%	39.31%	44.80%	54.52%	-7.86%	34.41%
WSTAX Nomura Science and Technology Fund Class A	31.65%	33.91%	59.64%	40.44%	-32.50%	14.19%	36.12%	50.35%	-5.23%	32.77%

Correlation

The correlation between CCIZX and WSTAX is 0.89, 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.	0.89
Correlation (3Y) Balances recent behavior with more history.	0.91
Correlation (5Y) Shows whether the relationship held over a longer period.	0.93
Correlation (10Y) Provides a long-term view across more market conditions.	0.92
Correlation (All Time) Calculated using the full available price history since Jan 3, 2011	0.91

The correlation between CCIZX and WSTAX has been stable across timeframes, ranging from 0.89 to 0.93 - a consistent structural relationship.

Return for Risk

CCIZX vs. WSTAX — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

CCIZX

CCIZX Risk / Return Rank: 93
CCIZX Sharpe Ratio Rank: 97
CCIZX Sortino Ratio Rank: 88
CCIZX Omega Ratio Rank: 86
CCIZX Calmar Ratio Rank: 98
CCIZX Martin Ratio Rank: 98

WSTAX

WSTAX Risk / Return Rank: 69
WSTAX Sharpe Ratio Rank: 69
WSTAX Sortino Ratio Rank: 61
WSTAX Omega Ratio Rank: 62
WSTAX Calmar Ratio Rank: 82
WSTAX Martin Ratio Rank: 71

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

CCIZX vs. WSTAX - 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 Nomura Science and Technology Fund Class A (WSTAX). 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.

	CCIZX	WSTAX	Difference
Sharpe ratio: Return per unit of total volatility	2.75	1.62	+1.13
Sortino ratio: Return per unit of downside risk	3.20	2.15	+1.06
Omega ratio: Gain probability vs. loss probability	1.42	1.28	+0.15
Calmar ratio: Return relative to maximum drawdown	6.38	2.77	+3.61
Martin ratio: Return relative to average drawdown	20.99	8.73	+12.26

CCIZX vs. WSTAX - Sharpe Ratio Comparison

The current CCIZX Sharpe Ratio is 2.75, which is higher than the WSTAX Sharpe Ratio of 1.62. The chart below compares the historical Sharpe Ratios of CCIZX and WSTAX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

CCIZX vs. WSTAX - Drawdown Comparison

The maximum CCIZX drawdown since its inception was -37.20%, smaller than the maximum WSTAX drawdown of -55.39%. Use the drawdown chart below to compare losses from any high point for CCIZX and WSTAX.

Drawdown Indicators

	CCIZX	WSTAX	Difference
Max Drawdown Largest peak-to-trough decline	-37.20%	-55.39%	+18.19%
Max Drawdown (1Y) Largest decline over 1 year	-12.77%	-16.73%	+3.96%
Max Drawdown (3Y) Largest decline over 3 years	-29.09%	-27.35%	-1.74%
Max Drawdown (5Y) Largest decline over 5 years	-37.20%	-55.39%	+18.19%
Max Drawdown (10Y) Largest decline over 10 years	-37.20%	-55.39%	+18.19%
Current Drawdown Current decline from peak	-8.52%	-9.75%	+1.23%
Average Drawdown Average peak-to-trough decline	-6.81%	-14.89%	+8.08%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.85%	5.30%	-1.45%

Volatility

CCIZX vs. WSTAX - Volatility Comparison

Columbia Seligman Technology and Information Fund Institutional Class (CCIZX) and Nomura Science and Technology Fund Class A (WSTAX) have volatilities of 10.03% and 10.23%, 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.

Volatility by Period

	CCIZX	WSTAX	Difference
Volatility (1M) Calculated over the trailing 1-month period	10.03%	10.23%	-0.20%
Volatility (6M) Calculated over the trailing 6-month period	23.32%	23.94%	-0.62%
Volatility (1Y) Calculated over the trailing 1-year period	29.59%	28.62%	+0.97%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	26.92%	37.65%	-10.73%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	26.38%	31.01%	-4.63%

CCIZX vs. WSTAX - Expense Ratio Comparison

CCIZX has a 0.91% expense ratio, which is lower than WSTAX's 1.17% expense ratio.

Dividends

CCIZX vs. WSTAX - Dividend Comparison

CCIZX's dividend yield for the trailing twelve months is around 5.48%, less than WSTAX's 13.91% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
CCIZX Columbia Seligman Technology and Information Fund Institutional Class	5.48%	7.99%	12.19%	4.54%	8.14%	10.50%	9.41%	10.49%	11.33%	10.47%	7.80%	10.30%
WSTAX Nomura Science and Technology Fund Class A	13.91%	18.32%	36.08%	11.62%	33.72%	42.99%	8.89%	11.48%	13.99%	6.95%	0.00%	2.50%

Frequently Asked Questions

Can I hold both CCIZX and WSTAX in my portfolio?

CCIZX and WSTAX have a correlation of 0.89, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, CCIZX or WSTAX?

WSTAX has higher volatility (10.23%) compared to CCIZX (10.03%). In terms of maximum drawdown, CCIZX dropped -37.20% vs WSTAX's -55.39%.

Which has better risk-adjusted returns?

CCIZX currently has the higher Sharpe Ratio (2.75 vs 1.62), 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.