PortfoliosLab logoPortfoliosLab logo
CCOYX vs. FIKHX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

CCOYX vs. FIKHX - 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 Fidelity Advisor Technology Fund Class Z (FIKHX). The values are adjusted to include any dividend payments, if applicable.

Loading graphics...

CCOYX vs. FIKHX - Yearly Performance Comparison


2026 (YTD)20252024202320222021202020192018
CCOYX
Columbia Seligman Technology and Information Fund Institutional 3 Class
5.84%37.79%27.11%44.77%-30.92%39.45%44.92%54.68%-11.68%
FIKHX
Fidelity Advisor Technology Fund Class Z
0.00%24.77%35.52%59.89%-35.93%27.74%64.56%51.18%-17.39%

Returns By Period


CCOYX

1D
5.58%
1M
-4.94%
YTD
5.84%
6M
9.67%
1Y
65.81%
3Y*
32.08%
5Y*
17.47%
10Y*

FIKHX

1D
1M
YTD
6M
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


CCOYX vs. FIKHX - Expense Ratio Comparison

CCOYX has a 0.82% expense ratio, which is higher than FIKHX's 0.59% expense ratio.


Return for Risk

CCOYX vs. FIKHX — Risk / Return Rank

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

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

FIKHX
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. FIKHX - 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 Fidelity Advisor Technology Fund Class Z (FIKHX). 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.


CCOYXFIKHXDifference

Sharpe ratio

Return per unit of total volatility

2.19

Sortino ratio

Return per unit of downside risk

2.77

Omega ratio

Gain probability vs. loss probability

1.39

Calmar ratio

Return relative to maximum drawdown

4.50

Martin ratio

Return relative to average drawdown

17.02

CCOYX vs. FIKHX - Sharpe Ratio Comparison


Loading graphics...

Sharpe Ratios by Period


CCOYXFIKHXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.19

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.67

Sharpe Ratio (All Time)

Calculated using the full available price history

0.85

Correlation

The correlation between CCOYX and FIKHX is 0.89, 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. FIKHX - Dividend Comparison

CCOYX's dividend yield for the trailing twelve months is around 7.63%, less than FIKHX's 9.85% yield.


TTM202520242023202220212020201920182017
CCOYX
Columbia Seligman Technology and Information Fund Institutional 3 Class
7.63%8.08%12.32%4.60%8.17%10.62%9.52%10.61%11.42%10.60%
FIKHX
Fidelity Advisor Technology Fund Class Z
9.85%9.85%7.33%3.86%3.32%11.52%7.42%2.64%22.38%0.00%

Drawdowns

CCOYX vs. FIKHX - Drawdown Comparison


Loading graphics...

Drawdown Indicators


CCOYXFIKHXDifference

Max Drawdown

Largest peak-to-trough decline

-37.16%

Max Drawdown (1Y)

Largest decline over 1 year

-14.88%

Max Drawdown (5Y)

Largest decline over 5 years

-37.16%

Current Drawdown

Current decline from peak

-7.00%

Average Drawdown

Average peak-to-trough decline

-7.81%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.94%

Volatility

CCOYX vs. FIKHX - Volatility Comparison


Loading graphics...

Volatility by Period


CCOYXFIKHXDifference

Volatility (1M)

Calculated over the trailing 1-month period

11.14%

Volatility (6M)

Calculated over the trailing 6-month period

21.67%

Volatility (1Y)

Calculated over the trailing 1-year period

31.00%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

26.06%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

26.75%