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CCOYX vs. WIREX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

CCOYX vs. WIREX - 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 Wireless Fund (WIREX). The values are adjusted to include any dividend payments, if applicable.

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CCOYX vs. WIREX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
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%
WIREX
Wireless Fund
-11.18%26.45%38.24%57.70%-34.76%23.22%41.12%37.03%-4.60%19.65%

Returns By Period

In the year-to-date period, CCOYX achieves a 0.25% return, which is significantly higher than WIREX's -11.18% return.


CCOYX

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

WIREX

1D
-1.51%
1M
-9.44%
YTD
-11.18%
6M
-9.46%
1Y
28.92%
3Y*
26.56%
5Y*
14.08%
10Y*
17.28%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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CCOYX vs. WIREX - Expense Ratio Comparison

CCOYX has a 0.82% expense ratio, which is lower than WIREX's 1.95% expense ratio.


Return for Risk

CCOYX vs. WIREX — Risk / Return Rank

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

CCOYX
CCOYX Risk / Return Rank: 9191
Overall Rank
CCOYX Sharpe Ratio Rank: 9191
Sharpe Ratio Rank
CCOYX Sortino Ratio Rank: 8888
Sortino Ratio Rank
CCOYX Omega Ratio Rank: 8484
Omega Ratio Rank
CCOYX Calmar Ratio Rank: 9696
Calmar Ratio Rank
CCOYX Martin Ratio Rank: 9595
Martin Ratio Rank

WIREX
WIREX Risk / Return Rank: 6262
Overall Rank
WIREX Sharpe Ratio Rank: 6161
Sharpe Ratio Rank
WIREX Sortino Ratio Rank: 6666
Sortino Ratio Rank
WIREX Omega Ratio Rank: 6060
Omega Ratio Rank
WIREX Calmar Ratio Rank: 6969
Calmar Ratio Rank
WIREX Martin Ratio Rank: 5454
Martin Ratio Rank
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. WIREX - 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 Wireless Fund (WIREX). 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.


CCOYXWIREXDifference

Sharpe ratio

Return per unit of total volatility

1.92

1.09

+0.83

Sortino ratio

Return per unit of downside risk

2.48

1.65

+0.83

Omega ratio

Gain probability vs. loss probability

1.35

1.23

+0.12

Calmar ratio

Return relative to maximum drawdown

3.58

1.57

+2.01

Martin ratio

Return relative to average drawdown

13.62

5.25

+8.37

CCOYX vs. WIREX - Sharpe Ratio Comparison

The current CCOYX Sharpe Ratio is 1.92, which is higher than the WIREX Sharpe Ratio of 1.09. The chart below compares the historical Sharpe Ratios of CCOYX and WIREX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


CCOYXWIREXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.92

1.09

+0.83

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.66

0.01

+0.65

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.01

Sharpe Ratio (All Time)

Calculated using the full available price history

0.82

0.00

+0.82

Correlation

The correlation between CCOYX and WIREX 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. WIREX - Dividend Comparison

CCOYX's dividend yield for the trailing twelve months is around 8.06%, more than WIREX's 3.83% yield.


TTM202520242023202220212020201920182017
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%
WIREX
Wireless Fund
3.83%3.41%1.95%0.45%6.80%16.58%11.36%21.52%5.51%0.00%

Drawdowns

CCOYX vs. WIREX - Drawdown Comparison

The maximum CCOYX drawdown since its inception was -37.16%, smaller than the maximum WIREX drawdown of -98.24%. Use the drawdown chart below to compare losses from any high point for CCOYX and WIREX.


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Drawdown Indicators


CCOYXWIREXDifference

Max Drawdown

Largest peak-to-trough decline

-37.16%

-98.24%

+61.08%

Max Drawdown (1Y)

Largest decline over 1 year

-14.88%

-16.20%

+1.32%

Max Drawdown (5Y)

Largest decline over 5 years

-37.16%

-98.24%

+61.08%

Max Drawdown (10Y)

Largest decline over 10 years

-98.24%

Current Drawdown

Current decline from peak

-11.91%

-97.44%

+85.53%

Average Drawdown

Average peak-to-trough decline

-7.82%

-60.77%

+52.95%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.91%

4.84%

-0.93%

Volatility

CCOYX vs. WIREX - Volatility Comparison

Columbia Seligman Technology and Information Fund Institutional 3 Class (CCOYX) has a higher volatility of 9.50% compared to Wireless Fund (WIREX) at 7.08%. This indicates that CCOYX's price experiences larger fluctuations and is considered to be riskier than WIREX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


CCOYXWIREXDifference

Volatility (1M)

Calculated over the trailing 1-month period

9.50%

7.08%

+2.42%

Volatility (6M)

Calculated over the trailing 6-month period

21.01%

16.19%

+4.82%

Volatility (1Y)

Calculated over the trailing 1-year period

30.59%

26.56%

+4.03%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

25.96%

2,245.99%

-2,220.03%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

26.70%

1,588.19%

-1,561.49%