CMTFX vs. FAGCX

In the year-to-date period, CMTFX achieves a -6.76% return, which is significantly higher than FAGCX's -7.58% return. Over the past 10 years, CMTFX has outperformed FAGCX with an annualized return of 15.90%, while FAGCX has yielded a comparatively lower 10.24% annualized return.

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CMTFX has a 0.92% expense ratio, which is higher than FAGCX's 0.79% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Columbia Global Technology Growth Fund (CMTFX) and Fidelity Advisor Growth Opportunities Fund Class I (FAGCX). 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.

The current CMTFX Sharpe Ratio is 0.27, which is lower than the FAGCX Sharpe Ratio of 0.44. The chart below compares the historical Sharpe Ratios of CMTFX and FAGCX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

CMTFX's dividend yield for the trailing twelve months is around 1.09%, while FAGCX has not paid dividends to shareholders.

The maximum CMTFX drawdown since its inception was -68.25%, roughly equal to the maximum FAGCX drawdown of -65.09%. Use the drawdown chart below to compare losses from any high point for CMTFX and FAGCX. For additional features, visit the drawdowns tool.

Columbia Global Technology Growth Fund (CMTFX) has a higher volatility of 9.35% compared to Fidelity Advisor Growth Opportunities Fund Class I (FAGCX) at 8.05%. This indicates that CMTFX's price experiences larger fluctuations and is considered to be riskier than FAGCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.