CCIZX vs. WSTAX
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 28.33%/yr vs 24.74%/yr for WSTAX. Their correlation of 0.91 suggests significant overlap in exposure. CCIZX charges 0.91%/yr vs 1.17%/yr for WSTAX.
Performance
CCIZX vs. WSTAX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, CCIZX achieves a 58.82% return, which is significantly higher than WSTAX's 41.80% return. Over the past 10 years, CCIZX has outperformed WSTAX with an annualized return of 28.33%, while WSTAX has yielded a comparatively lower 24.74% annualized return.
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%
WSTAX
- 1D
- 1.03%
- 1M
- 15.75%
- YTD
- 41.80%
- 6M
- 42.57%
- 1Y
- 76.95%
- 3Y*
- 52.21%
- 5Y*
- 25.51%
- 10Y*
- 24.74%
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 | 58.82% | 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 | 41.80% | 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 0.91, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.91 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.92 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.93 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.93 |
Correlation (All Time) Calculated using the full available price history since Jan 4, 2011 | 0.91 |
The correlation between CCIZX and WSTAX has been stable across timeframes, ranging from 0.91 to 0.93 - a consistent structural relationship.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
CCIZX vs. WSTAX — Risk / Return Rank
CCIZX
WSTAX
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.
| CCIZX | WSTAX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.71 | ||
| Sortino ratioReturn per unit of downside risk | +1.37 | ||
| Omega ratioGain probability vs. loss probability | 1.71 | 1.53 | +0.18 |
| Calmar ratioReturn relative to maximum drawdown | 10.70 | 4.75 | +5.95 |
| Martin ratioReturn relative to average drawdown | 41.53 | 17.39 | +24.14 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading charts...
Sharpe Ratios by Period
| CCIZX | WSTAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 5.05 | 3.34 | +1.71 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.04 | 0.69 | +0.35 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.09 | 0.81 | +0.28 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.92 | 0.53 | +0.40 |
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.
Loading charts...
Drawdown Indicators
| CCIZX | WSTAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.20% | -55.39% | +18.19% |
Max Drawdown (1Y)Largest decline over 1 year | -12.32% | -16.73% | +4.41% |
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 DrawdownCurrent decline from peak | 0.00% | 0.00% | 0.00% |
Average DrawdownAverage peak-to-trough decline | -6.83% | -14.95% | +8.12% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.17% | 4.56% | -1.39% |
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 7.25% and 7.17%, 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.
Loading charts...
Volatility by Period
| CCIZX | WSTAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.25% | 7.17% | +0.08% |
Volatility (6M)Calculated over the trailing 6-month period | 20.07% | 18.78% | +1.29% |
Volatility (1Y)Calculated over the trailing 1-year period | 26.09% | 23.79% | +2.30% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.21% | 36.95% | -10.74% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.13% | 30.71% | -4.58% |
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 5.03%, less than WSTAX's 12.92% 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% |
WSTAX Nomura Science and Technology Fund Class A | 12.92% | 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
With a correlation of 0.91, CCIZX and WSTAX 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 WSTAX (7.17%). In terms of maximum drawdown, CCIZX dropped -37.20% vs WSTAX's -55.39%.
CCIZX currently has the higher Sharpe Ratio (5.05 vs 3.34), 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.
Find the right allocation for CCIZX and WSTAX
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer