CCOYX vs. VITAX
Compare and contrast key facts about Columbia Seligman Technology and Information Fund Institutional 3 Class (CCOYX) and Vanguard Information Technology Index Fund Admiral Shares (VITAX).
CCOYX is an actively managed fund by Columbia. It was launched on Jun 23, 1983. VITAX is a passively managed fund by Vanguard that tracks the performance of the MSCI US IMI Info Technology 25/50. It was launched on Mar 25, 2004.
Performance
CCOYX vs. VITAX - Performance Comparison
Loading graphics...
CCOYX vs. VITAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CCOYX Columbia Seligman Technology and Information Fund Institutional 3 Class | 0.25% | 37.79% | 27.11% | 44.77% | -30.92% | 39.45% | 44.92% | 54.68% | -7.78% | 19.33% |
VITAX Vanguard Information Technology Index Fund Admiral Shares | -11.14% | 21.78% | 29.26% | 52.69% | -29.67% | 30.36% | 45.93% | 48.72% | 2.51% | 23.40% |
Returns By Period
In the year-to-date period, CCOYX achieves a 0.25% return, which is significantly higher than VITAX's -11.14% return.
CCOYX
- 1D
- -2.98%
- 1M
- -9.31%
- YTD
- 0.25%
- 6M
- 5.33%
- 1Y
- 58.69%
- 3Y*
- 29.72%
- 5Y*
- 16.92%
- 10Y*
- —
VITAX
- 1D
- -1.79%
- 1M
- -7.83%
- YTD
- -11.14%
- 6M
- -10.25%
- 1Y
- 23.94%
- 3Y*
- 20.87%
- 5Y*
- 14.06%
- 10Y*
- 20.84%
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. VITAX - Expense Ratio Comparison
CCOYX has a 0.82% expense ratio, which is higher than VITAX's 0.10% expense ratio.
Return for Risk
CCOYX vs. VITAX — Risk / Return Rank
CCOYX
VITAX
CCOYX vs. VITAX - 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 Vanguard Information Technology Index Fund Admiral Shares (VITAX). 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 | VITAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.92 | 0.87 | +1.04 |
Sortino ratioReturn per unit of downside risk | 2.48 | 1.39 | +1.09 |
Omega ratioGain probability vs. loss probability | 1.35 | 1.19 | +0.15 |
Calmar ratioReturn relative to maximum drawdown | 3.58 | 1.26 | +2.32 |
Martin ratioReturn relative to average drawdown | 13.62 | 3.92 | +9.69 |
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 | VITAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.92 | 0.87 | +1.04 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.66 | 0.56 | +0.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.85 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.82 | 0.59 | +0.24 |
Correlation
The correlation between CCOYX and VITAX is 0.93, 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. VITAX - Dividend Comparison
CCOYX's dividend yield for the trailing twelve months is around 8.06%, more than VITAX's 0.46% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% | 0.00% | 0.00% |
VITAX Vanguard Information Technology Index Fund Admiral Shares | 0.46% | 0.40% | 0.60% | 0.65% | 0.91% | 0.63% | 0.82% | 1.11% | 1.29% | 0.99% | 1.31% | 1.28% |
Drawdowns
CCOYX vs. VITAX - Drawdown Comparison
The maximum CCOYX drawdown since its inception was -37.16%, smaller than the maximum VITAX drawdown of -54.81%. Use the drawdown chart below to compare losses from any high point for CCOYX and VITAX.
Loading graphics...
Drawdown Indicators
| CCOYX | VITAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.16% | -54.81% | +17.65% |
Max Drawdown (1Y)Largest decline over 1 year | -14.88% | -16.38% | +1.50% |
Max Drawdown (5Y)Largest decline over 5 years | -37.16% | -35.10% | -2.06% |
Max Drawdown (10Y)Largest decline over 10 years | — | -35.10% | — |
Current DrawdownCurrent decline from peak | -11.91% | -16.38% | +4.47% |
Average DrawdownAverage peak-to-trough decline | -7.82% | -8.06% | +0.24% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.91% | 5.24% | -1.33% |
Volatility
CCOYX vs. VITAX - Volatility Comparison
Columbia Seligman Technology and Information Fund Institutional 3 Class (CCOYX) has a higher volatility of 9.50% compared to Vanguard Information Technology Index Fund Admiral Shares (VITAX) at 6.70%. This indicates that CCOYX's price experiences larger fluctuations and is considered to be riskier than VITAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| CCOYX | VITAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.50% | 6.70% | +2.80% |
Volatility (6M)Calculated over the trailing 6-month period | 21.01% | 15.84% | +5.17% |
Volatility (1Y)Calculated over the trailing 1-year period | 30.59% | 27.38% | +3.21% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.96% | 25.22% | +0.74% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.70% | 24.69% | +2.01% |