CMTFX vs. CDDYX
Compare and contrast key facts about Columbia Global Technology Growth Fund (CMTFX) and Columbia Dividend Income Fund Institutional 3 Class (CDDYX).
CMTFX is managed by Columbia. It was launched on Nov 8, 2000. CDDYX is managed by Columbia. It was launched on Nov 8, 2012.
Performance
CMTFX vs. CDDYX - Performance Comparison
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CMTFX vs. CDDYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CMTFX Columbia Global Technology Growth Fund | -6.05% | 25.10% | 31.72% | 56.85% | -34.63% | 23.04% | 49.65% | 44.21% | -1.26% | 43.38% |
CDDYX Columbia Dividend Income Fund Institutional 3 Class | 3.28% | 15.95% | 15.17% | 10.65% | -4.84% | 26.43% | 7.92% | 28.74% | -4.27% | 20.34% |
Returns By Period
In the year-to-date period, CMTFX achieves a -6.05% return, which is significantly lower than CDDYX's 3.28% return. Over the past 10 years, CMTFX has outperformed CDDYX with an annualized return of 21.08%, while CDDYX has yielded a comparatively lower 12.31% annualized return.
CMTFX
- 1D
- 4.58%
- 1M
- -5.89%
- YTD
- -6.05%
- 6M
- -4.98%
- 1Y
- 32.66%
- 3Y*
- 26.02%
- 5Y*
- 13.22%
- 10Y*
- 21.08%
CDDYX
- 1D
- 1.60%
- 1M
- -3.90%
- YTD
- 3.28%
- 6M
- 5.98%
- 1Y
- 16.96%
- 3Y*
- 15.18%
- 5Y*
- 10.80%
- 10Y*
- 12.31%
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CMTFX vs. CDDYX - Expense Ratio Comparison
CMTFX has a 0.92% expense ratio, which is higher than CDDYX's 0.55% expense ratio.
Return for Risk
CMTFX vs. CDDYX — Risk / Return Rank
CMTFX
CDDYX
CMTFX vs. CDDYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Global Technology Growth Fund (CMTFX) and Columbia Dividend Income Fund Institutional 3 Class (CDDYX). 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.
| CMTFX | CDDYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.25 | 1.23 | +0.02 |
Sortino ratioReturn per unit of downside risk | 1.86 | 1.75 | +0.11 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.27 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 2.34 | 1.78 | +0.56 |
Martin ratioReturn relative to average drawdown | 8.20 | 8.25 | -0.04 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| CMTFX | CDDYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.25 | 1.23 | +0.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.51 | 0.82 | -0.30 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.86 | 0.79 | +0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.86 | -0.42 |
Correlation
The correlation between CMTFX and CDDYX is 0.71, 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
CMTFX vs. CDDYX - Dividend Comparison
CMTFX's dividend yield for the trailing twelve months is around 3.29%, less than CDDYX's 5.21% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CMTFX Columbia Global Technology Growth Fund | 3.29% | 3.09% | 1.02% | 2.23% | 3.36% | 4.19% | 0.87% | 2.44% | 5.89% | 3.60% | 0.35% | 1.74% |
CDDYX Columbia Dividend Income Fund Institutional 3 Class | 5.21% | 5.33% | 5.99% | 4.96% | 3.90% | 2.93% | 1.85% | 3.28% | 7.65% | 4.03% | 3.84% | 8.35% |
Drawdowns
CMTFX vs. CDDYX - Drawdown Comparison
The maximum CMTFX drawdown since its inception was -68.28%, which is greater than CDDYX's maximum drawdown of -32.74%. Use the drawdown chart below to compare losses from any high point for CMTFX and CDDYX.
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Drawdown Indicators
| CMTFX | CDDYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -68.28% | -32.74% | -35.54% |
Max Drawdown (1Y)Largest decline over 1 year | -14.35% | -10.17% | -4.18% |
Max Drawdown (5Y)Largest decline over 5 years | -39.42% | -16.91% | -22.51% |
Max Drawdown (10Y)Largest decline over 10 years | -39.42% | -32.74% | -6.68% |
Current DrawdownCurrent decline from peak | -10.42% | -3.95% | -6.47% |
Average DrawdownAverage peak-to-trough decline | -16.39% | -2.79% | -13.60% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.09% | 2.19% | +1.90% |
Volatility
CMTFX vs. CDDYX - Volatility Comparison
Columbia Global Technology Growth Fund (CMTFX) has a higher volatility of 8.94% compared to Columbia Dividend Income Fund Institutional 3 Class (CDDYX) at 3.45%. This indicates that CMTFX's price experiences larger fluctuations and is considered to be riskier than CDDYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CMTFX | CDDYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.94% | 3.45% | +5.49% |
Volatility (6M)Calculated over the trailing 6-month period | 16.85% | 7.00% | +9.85% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.32% | 13.67% | +13.65% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.88% | 13.31% | +12.57% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.70% | 15.68% | +9.02% |