CCOYX vs. ETIEX

Last updated Apr 1, 2026

Compare and contrast key facts about Columbia Seligman Technology and Information Fund Institutional 3 Class (CCOYX) and Eventide Exponential Technologies Fund (ETIEX).

CCOYX is an actively managed fund by Columbia. It was launched on Jun 23, 1983. ETIEX is managed by Eventide Funds. It was launched on Jun 29, 2020.

Performance

CCOYX vs. ETIEX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Columbia Seligman Technology and Information Fund Institutional 3 Class (CCOYX) and Eventide Exponential Technologies Fund (ETIEX). The values are adjusted to include any dividend payments, if applicable.

CCOYX vs. ETIEX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020
CCOYX Columbia Seligman Technology and Information Fund Institutional 3 Class	0.25%	37.79%	27.11%	44.77%	-30.92%	39.45%	37.07%
ETIEX Eventide Exponential Technologies Fund	-15.66%	8.94%	2.52%	31.96%	-44.98%	15.57%	58.17%

Returns By Period

In the year-to-date period, CCOYX achieves a 0.25% return, which is significantly higher than ETIEX's -15.66% return.

CCOYX

• 1D: -2.98%
• 1M: -9.31%
• YTD: 0.25%
• 6M: 5.33%
• 1Y: 58.69%
• 3Y*: 29.72%
• 5Y*: 16.92%
• 10Y*: —

ETIEX

• 1D: -2.45%
• 1M: -11.68%
• YTD: -15.66%
• 6M: -14.67%
• 1Y: 5.57%
• 3Y*: 3.72%
• 5Y*: -5.72%
• 10Y*: —

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

CCOYX vs. ETIEX - Expense Ratio Comparison

CCOYX has a 0.82% expense ratio, which is lower than ETIEX's 1.43% expense ratio.

ETIEX

Eventide Exponential Technologies Fund

CCOYX

Columbia Seligman Technology and Information Fund Institutional 3 Class

Return for Risk

CCOYX vs. ETIEX — Risk / Return Rank

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

CCOYX

CCOYX Risk / Return Rank: 91
CCOYX Sharpe Ratio Rank: 91
CCOYX Sortino Ratio Rank: 88
CCOYX Omega Ratio Rank: 84
CCOYX Calmar Ratio Rank: 96
CCOYX Martin Ratio Rank: 95

ETIEX

ETIEX Risk / Return Rank: 8
ETIEX Sharpe Ratio Rank: 8
ETIEX Sortino Ratio Rank: 10
ETIEX Omega Ratio Rank: 9
ETIEX Calmar Ratio Rank: 7
ETIEX Martin Ratio Rank: 8

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.

CCOYX vs. ETIEX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Columbia Seligman Technology and Information Fund Institutional 3 Class (CCOYX) and Eventide Exponential Technologies Fund (ETIEX). 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.

	CCOYX	ETIEX	Difference
Sharpe ratio Return per unit of total volatility	1.92	0.15	+1.76
Sortino ratio Return per unit of downside risk	2.48	0.42	+2.06
Omega ratio Gain probability vs. loss probability	1.35	1.06	+0.29
Calmar ratio Return relative to maximum drawdown	3.58	0.08	+3.50
Martin ratio Return relative to average drawdown	13.62	0.26	+13.35
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

CCOYX vs. ETIEX - Sharpe Ratio Comparison

The current CCOYX Sharpe Ratio is 1.92, which is higher than the ETIEX Sharpe Ratio of 0.15. The chart below compares the historical Sharpe Ratios of CCOYX and ETIEX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	CCOYX	ETIEX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.92	0.15	+1.76
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.66	-0.17	+0.83
Sharpe Ratio (All Time) Calculated using the full available price history	0.82	0.12	+0.70

Correlation

The correlation between CCOYX and ETIEX is 0.81, 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

CCOYX vs. ETIEX - Dividend Comparison

CCOYX's dividend yield for the trailing twelve months is around 8.06%, while ETIEX has not paid dividends to shareholders.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017
CCOYX Columbia Seligman Technology and Information Fund Institutional 3 Class	8.06%	8.08%	12.32%	4.60%	8.17%	10.62%	9.52%	10.61%	11.42%	10.60%
ETIEX Eventide Exponential Technologies Fund	0.00%	0.00%	0.00%	0.00%	0.00%	1.26%	0.11%	0.00%	0.00%	0.00%

Drawdowns

CCOYX vs. ETIEX - Drawdown Comparison

The maximum CCOYX drawdown since its inception was -37.16%, smaller than the maximum ETIEX drawdown of -53.83%. Use the drawdown chart below to compare losses from any high point for CCOYX and ETIEX.

Drawdown Indicators

	CCOYX	ETIEX	Difference
Max Drawdown Largest peak-to-trough decline	-37.16%	-53.83%	+16.67%
Max Drawdown (1Y) Largest decline over 1 year	-14.88%	-19.88%	+5.00%
Max Drawdown (5Y) Largest decline over 5 years	-37.16%	-53.83%	+16.67%
Current Drawdown Current decline from peak	-11.91%	-40.08%	+28.17%
Average Drawdown Average peak-to-trough decline	-7.82%	-30.22%	+22.40%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.91%	5.92%	-2.01%

Volatility

CCOYX vs. ETIEX - Volatility Comparison

Columbia Seligman Technology and Information Fund Institutional 3 Class (CCOYX) and Eventide Exponential Technologies Fund (ETIEX) have volatilities of 9.50% and 9.16%, 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

	CCOYX	ETIEX	Difference
Volatility (1M) Calculated over the trailing 1-month period	9.50%	9.16%	+0.34%
Volatility (6M) Calculated over the trailing 6-month period	21.01%	19.26%	+1.75%
Volatility (1Y) Calculated over the trailing 1-year period	30.59%	29.04%	+1.55%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	25.96%	33.05%	-7.09%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	26.70%	33.64%	-6.94%