CMTFX vs. CREEX
CMTFX (Columbia Global Technology Growth Fund) and CREEX (Columbia Real Estate Equity Fund) are both mutual funds - CMTFX is a Technology Equities fund managed by Columbia, while CREEX is a REIT fund managed by Columbia. Over the past 10 years, CMTFX returned 23.12%/yr vs 5.65%/yr for CREEX. Their 0.50 correlation means they have sometimes moved together and sometimes differently. CMTFX charges 0.92%/yr vs 1.01%/yr for CREEX.
Performance
CMTFX vs. CREEX - Performance Comparison
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Returns By Period
In the year-to-date period, CMTFX achieves a 18.56% return, which is significantly lower than CREEX's 20.76% return. Over the past 10 years, CMTFX has outperformed CREEX with an annualized return of 23.12%, while CREEX has yielded a comparatively lower 5.65% annualized return.
CMTFX
- 1D
- 5.75%
- 1M
- -3.70%
- 6M
- 16.23%
- YTD
- 18.56%
- 1Y
- 33.21%
- 3Y*
- 28.21%
- 5Y*
- 16.54%
- 10Y*
- 23.12%
- ALL TIME*
- 12.43%
CREEX
- 1D
- -1.35%
- 1M
- 1.29%
- 6M
- 17.72%
- YTD
- 20.76%
- 1Y
- 25.84%
- 3Y*
- 11.31%
- 5Y*
- 4.87%
- 10Y*
- 5.65%
- ALL TIME*
- 9.32%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
CMTFX vs. CREEX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CMTFX Columbia Global Technology Growth Fund | 18.56% | 25.10% | 31.72% | 56.85% | -34.63% | 23.04% | 49.65% | 44.21% | -1.26% | 43.38% |
CREEX Columbia Real Estate Equity Fund | 20.76% | 0.19% | 7.40% | 16.20% | -25.10% | 41.91% | -3.54% | 28.40% | -7.21% | 4.56% |
Correlation
The correlation between CMTFX and CREEX is 0.00, meaning there was essentially no consistent relationship between their historical price movements. Each responded to its own set of market drivers.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.00 |
Correlation (3Y) Balances recent behavior with more history. | 0.18 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.37 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.38 |
Correlation (All Time) Calculated using the full available price history since Nov 9, 2000 | 0.50 |
Over the past year, the correlation between CMTFX and CREEX has dropped to 0.00 - well below their long-term average of 0.50, suggesting their price drivers have been diverging.
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Return for Risk
CMTFX vs. CREEX — Risk / Return Rank
CMTFX
CREEX
CMTFX vs. CREEX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Global Technology Growth Fund (CMTFX) and Columbia Real Estate Equity Fund (CREEX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| CMTFX | CREEX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.51 | ||
| Sortino ratioReturn per unit of downside risk | -0.68 | ||
| Omega ratioGain probability vs. loss probability | 1.20 | 1.29 | -0.08 |
| Calmar ratioReturn relative to maximum drawdown | 1.96 | 2.93 | -0.97 |
| Martin ratioReturn relative to average drawdown | 6.29 | 9.74 | -3.46 |
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Drawdowns
CMTFX vs. CREEX - Drawdown Comparison
The maximum CMTFX drawdown since its inception was -68.28%, roughly equal to the maximum CREEX drawdown of -70.78%. Use the drawdown chart below to compare losses from any high point for CMTFX and CREEX.
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Drawdown Indicators
| CMTFX | CREEX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -68.28% | -70.78% | +2.50% |
Max Drawdown (1Y)Largest decline over 1 year | -15.19% | -7.94% | -7.25% |
Max Drawdown (3Y)Largest decline over 3 years | -26.63% | -19.89% | -6.74% |
Max Drawdown (5Y)Largest decline over 5 years | -39.42% | -31.25% | -8.17% |
Max Drawdown (10Y)Largest decline over 10 years | -39.42% | -41.42% | +2.00% |
Current DrawdownCurrent decline from peak | -10.32% | -2.48% | -7.84% |
Average DrawdownAverage peak-to-trough decline | -16.23% | -10.67% | -5.56% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.74% | 2.40% | +2.34% |
Volatility
CMTFX vs. CREEX - Volatility Comparison
Columbia Global Technology Growth Fund (CMTFX) has a higher volatility of 10.69% compared to Columbia Real Estate Equity Fund (CREEX) at 4.81%. This indicates that CMTFX's price experiences larger fluctuations and is considered to be riskier than CREEX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CMTFX | CREEX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.69% | 4.81% | +5.88% |
Volatility (6M)Calculated over the trailing 6-month period | 22.58% | 10.92% | +11.66% |
Volatility (1Y)Calculated over the trailing 1-year period | 26.36% | 14.27% | +12.09% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.92% | 19.11% | +7.81% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.27% | 20.72% | +4.55% |
CMTFX vs. CREEX - Expense Ratio Comparison
CMTFX has a 0.92% expense ratio, which is lower than CREEX's 1.01% expense ratio.
Dividends
CMTFX vs. CREEX - Dividend Comparison
CMTFX's dividend yield for the trailing twelve months is around 2.61%, less than CREEX's 5.55% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CMTFX Columbia Global Technology Growth Fund | 2.61% | 3.09% | 1.02% | 2.23% | 3.36% | 4.19% | 0.87% | 2.44% | 5.89% | 3.60% | 0.35% | 1.74% |
CREEX Columbia Real Estate Equity Fund | 5.55% | 6.26% | 10.13% | 32.32% | 5.92% | 6.41% | 7.50% | 12.02% | 8.22% | 14.73% | 4.23% | 8.59% |
Frequently Asked Questions
CMTFX and CREEX have a correlation of 0.00, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CMTFX has higher volatility (10.69%) compared to CREEX (4.81%). In terms of maximum drawdown, CMTFX dropped -68.28% vs CREEX's -70.78%.
CREEX currently has the higher Sharpe Ratio (1.65 vs 1.13), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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