CMTFX vs. FAGOX

The year-to-date returns for both investments are quite close, with CMTFX having a -13.91% return and FAGOX slightly higher at -13.42%. Over the past 10 years, CMTFX has outperformed FAGOX with an annualized return of 15.13%, while FAGOX has yielded a comparatively lower 8.75% annualized return.

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CMTFX has a 0.92% expense ratio, which is lower than FAGOX's 1.28% 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 M (FAGOX). 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 -0.02, which is lower than the FAGOX Sharpe Ratio of 0.22. The chart below compares the historical Sharpe Ratios of CMTFX and FAGOX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Neither CMTFX nor FAGOX has paid dividends to shareholders.

The maximum CMTFX drawdown since its inception was -68.25%, roughly equal to the maximum FAGOX drawdown of -65.31%. Use the drawdown chart below to compare losses from any high point for CMTFX and FAGOX. For additional features, visit the drawdowns tool.

Columbia Global Technology Growth Fund (CMTFX) has a higher volatility of 17.96% compared to Fidelity Advisor Growth Opportunities Fund Class M (FAGOX) at 16.82%. This indicates that CMTFX's price experiences larger fluctuations and is considered to be riskier than FAGOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.