CLMVX vs. CTCAX
Compare and contrast key facts about Columbia Mortgage Opportunities Fund (CLMVX) and Columbia Global Technology Growth Fund Class A (CTCAX).
CLMVX is managed by Columbia. It was launched on Apr 29, 2014. CTCAX is managed by Columbia. It was launched on Nov 9, 2000.
Performance
CLMVX vs. CTCAX - Performance Comparison
Loading graphics...
CLMVX vs. CTCAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CLMVX Columbia Mortgage Opportunities Fund | 0.86% | 11.95% | 5.30% | 7.57% | -17.82% | 5.44% | 9.25% | 6.44% | 7.90% | 5.41% |
CTCAX Columbia Global Technology Growth Fund Class A | -6.10% | 24.78% | 31.39% | 56.46% | -34.81% | 22.73% | 49.46% | 43.91% | -1.48% | 42.99% |
Returns By Period
In the year-to-date period, CLMVX achieves a 0.86% return, which is significantly higher than CTCAX's -6.10% return. Over the past 10 years, CLMVX has underperformed CTCAX with an annualized return of 4.51%, while CTCAX has yielded a comparatively higher 20.80% annualized return.
CLMVX
- 1D
- 0.35%
- 1M
- -1.23%
- YTD
- 0.86%
- 6M
- 2.25%
- 1Y
- 8.18%
- 3Y*
- 7.56%
- 5Y*
- 0.87%
- 10Y*
- 4.51%
CTCAX
- 1D
- 4.59%
- 1M
- -5.90%
- YTD
- -6.10%
- 6M
- -5.08%
- 1Y
- 32.32%
- 3Y*
- 25.70%
- 5Y*
- 12.94%
- 10Y*
- 20.80%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
CLMVX vs. CTCAX - Expense Ratio Comparison
CLMVX has a 0.70% expense ratio, which is lower than CTCAX's 1.18% expense ratio.
Return for Risk
CLMVX vs. CTCAX — Risk / Return Rank
CLMVX
CTCAX
CLMVX vs. CTCAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Mortgage Opportunities Fund (CLMVX) and Columbia Global Technology Growth Fund Class A (CTCAX). 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.
| CLMVX | CTCAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.81 | 1.24 | +0.57 |
Sortino ratioReturn per unit of downside risk | 2.69 | 1.84 | +0.85 |
Omega ratioGain probability vs. loss probability | 1.34 | 1.26 | +0.08 |
Calmar ratioReturn relative to maximum drawdown | 3.54 | 2.30 | +1.24 |
Martin ratioReturn relative to average drawdown | 11.54 | 8.07 | +3.47 |
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
| CLMVX | CTCAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.81 | 1.24 | +0.57 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.13 | 0.50 | -0.37 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.82 | 0.84 | -0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.79 | 0.71 | +0.08 |
Correlation
The correlation between CLMVX and CTCAX is 0.05, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
CLMVX vs. CTCAX - Dividend Comparison
CLMVX's dividend yield for the trailing twelve months is around 5.45%, more than CTCAX's 3.50% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CLMVX Columbia Mortgage Opportunities Fund | 5.45% | 5.63% | 5.88% | 6.64% | 6.89% | 4.43% | 6.05% | 4.36% | 4.51% | 7.85% | 4.52% | 4.86% |
CTCAX Columbia Global Technology Growth Fund Class A | 3.50% | 3.29% | 1.08% | 2.36% | 3.53% | 4.15% | 0.91% | 2.55% | 5.82% | 3.52% | 0.36% | 1.80% |
Drawdowns
CLMVX vs. CTCAX - Drawdown Comparison
The maximum CLMVX drawdown since its inception was -22.15%, smaller than the maximum CTCAX drawdown of -61.04%. Use the drawdown chart below to compare losses from any high point for CLMVX and CTCAX.
Loading graphics...
Drawdown Indicators
| CLMVX | CTCAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -22.15% | -61.04% | +38.89% |
Max Drawdown (1Y)Largest decline over 1 year | -2.49% | -14.43% | +11.94% |
Max Drawdown (5Y)Largest decline over 5 years | -22.15% | -39.55% | +17.40% |
Max Drawdown (10Y)Largest decline over 10 years | -22.15% | -39.55% | +17.40% |
Current DrawdownCurrent decline from peak | -1.57% | -10.51% | +8.94% |
Average DrawdownAverage peak-to-trough decline | -4.00% | -10.75% | +6.75% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.77% | 4.12% | -3.35% |
Volatility
CLMVX vs. CTCAX - Volatility Comparison
The current volatility for Columbia Mortgage Opportunities Fund (CLMVX) is 1.66%, while Columbia Global Technology Growth Fund Class A (CTCAX) has a volatility of 8.94%. This indicates that CLMVX experiences smaller price fluctuations and is considered to be less risky than CTCAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| CLMVX | CTCAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.66% | 8.94% | -7.28% |
Volatility (6M)Calculated over the trailing 6-month period | 2.64% | 16.85% | -14.21% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.77% | 27.31% | -22.54% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.71% | 25.88% | -19.17% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.52% | 24.70% | -19.18% |