CCOYX vs. TEFQX
Compare and contrast key facts about Columbia Seligman Technology and Information Fund Institutional 3 Class (CCOYX) and Firsthand Technology Opportunities Fund (TEFQX).
CCOYX is an actively managed fund by Columbia. It was launched on Jun 23, 1983. TEFQX is managed by Firsthand Funds. It was launched on Sep 29, 1999.
Performance
CCOYX vs. TEFQX - Performance Comparison
Loading graphics...
CCOYX vs. TEFQX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% | -7.78% | 19.33% |
TEFQX Firsthand Technology Opportunities Fund | -15.04% | 29.82% | -22.02% | 10.81% | -60.11% | -16.48% | 97.04% | 28.50% | 4.31% | 40.37% |
Returns By Period
In the year-to-date period, CCOYX achieves a 5.84% return, which is significantly higher than TEFQX's -15.04% return.
CCOYX
- 1D
- 5.58%
- 1M
- -4.94%
- YTD
- 5.84%
- 6M
- 9.67%
- 1Y
- 65.81%
- 3Y*
- 32.08%
- 5Y*
- 17.47%
- 10Y*
- —
TEFQX
- 1D
- 6.09%
- 1M
- -8.13%
- YTD
- -15.04%
- 6M
- -20.68%
- 1Y
- 14.52%
- 3Y*
- -5.01%
- 5Y*
- -20.06%
- 10Y*
- 3.92%
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. TEFQX - Expense Ratio Comparison
CCOYX has a 0.82% expense ratio, which is lower than TEFQX's 1.85% expense ratio.
Return for Risk
CCOYX vs. TEFQX — Risk / Return Rank
CCOYX
TEFQX
CCOYX vs. TEFQX - 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 Firsthand Technology Opportunities Fund (TEFQX). 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 | TEFQX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.19 | 0.43 | +1.76 |
Sortino ratioReturn per unit of downside risk | 2.77 | 0.83 | +1.94 |
Omega ratioGain probability vs. loss probability | 1.39 | 1.11 | +0.28 |
Calmar ratioReturn relative to maximum drawdown | 4.50 | 0.31 | +4.19 |
Martin ratioReturn relative to average drawdown | 17.02 | 0.83 | +16.20 |
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 graphics...
Sharpe Ratios by Period
| CCOYX | TEFQX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.19 | 0.43 | +1.76 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.67 | -0.27 | +0.95 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.07 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.85 | -0.02 | +0.87 |
Correlation
The correlation between CCOYX and TEFQX is 0.74, 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. TEFQX - Dividend Comparison
CCOYX's dividend yield for the trailing twelve months is around 7.63%, while TEFQX has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
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% | 0.00% |
TEFQX Firsthand Technology Opportunities Fund | 0.00% | 0.00% | 0.00% | 1.91% | 54.72% | 6.88% | 15.27% | 5.54% | 0.00% | 0.00% | 27.74% |
Drawdowns
CCOYX vs. TEFQX - Drawdown Comparison
The maximum CCOYX drawdown since its inception was -37.16%, smaller than the maximum TEFQX drawdown of -92.33%. Use the drawdown chart below to compare losses from any high point for CCOYX and TEFQX.
Loading graphics...
Drawdown Indicators
| CCOYX | TEFQX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.16% | -92.33% | +55.17% |
Max Drawdown (1Y)Largest decline over 1 year | -14.88% | -29.26% | +14.38% |
Max Drawdown (5Y)Largest decline over 5 years | -37.16% | -79.25% | +42.09% |
Max Drawdown (10Y)Largest decline over 10 years | — | -80.17% | — |
Current DrawdownCurrent decline from peak | -7.00% | -73.68% | +66.68% |
Average DrawdownAverage peak-to-trough decline | -7.81% | -60.08% | +52.27% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.94% | 11.04% | -7.10% |
Volatility
CCOYX vs. TEFQX - Volatility Comparison
The current volatility for Columbia Seligman Technology and Information Fund Institutional 3 Class (CCOYX) is 11.14%, while Firsthand Technology Opportunities Fund (TEFQX) has a volatility of 11.87%. This indicates that CCOYX experiences smaller price fluctuations and is considered to be less risky than TEFQX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| CCOYX | TEFQX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 11.14% | 11.87% | -0.73% |
Volatility (6M)Calculated over the trailing 6-month period | 21.67% | 24.60% | -2.93% |
Volatility (1Y)Calculated over the trailing 1-year period | 31.00% | 36.62% | -5.62% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.06% | 73.89% | -47.83% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.75% | 55.22% | -28.47% |