CMTFX vs. HTGC
Compare and contrast key facts about Columbia Global Technology Growth Fund (CMTFX) and Hercules Capital, Inc. (HTGC).
CMTFX is managed by Columbia Threadneedle. It was launched on Nov 8, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CMTFX or HTGC.
Correlation
The correlation between CMTFX and HTGC is 0.49, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
CMTFX vs. HTGC - Performance Comparison
Key characteristics
CMTFX:
0.27
HTGC:
-0.17
CMTFX:
0.57
HTGC:
-0.03
CMTFX:
1.08
HTGC:
1.00
CMTFX:
0.29
HTGC:
-0.16
CMTFX:
0.90
HTGC:
-0.43
CMTFX:
8.76%
HTGC:
9.40%
CMTFX:
30.13%
HTGC:
26.12%
CMTFX:
-68.25%
HTGC:
-68.29%
CMTFX:
-11.58%
HTGC:
-19.02%
Returns By Period
In the year-to-date period, CMTFX achieves a -6.76% return, which is significantly higher than HTGC's -11.32% return. Over the past 10 years, CMTFX has outperformed HTGC with an annualized return of 15.90%, while HTGC has yielded a comparatively lower 14.22% annualized return.
CMTFX
-6.76%
6.24%
-7.93%
8.08%
15.01%
15.90%
HTGC
-11.32%
-0.06%
-7.56%
-4.51%
22.24%
14.22%
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Risk-Adjusted Performance
CMTFX vs. HTGC — Risk-Adjusted Performance Rank
CMTFX
HTGC
CMTFX vs. HTGC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Global Technology Growth Fund (CMTFX) and Hercules Capital, Inc. (HTGC). 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.
Dividends
CMTFX vs. HTGC - Dividend Comparison
CMTFX's dividend yield for the trailing twelve months is around 1.09%, less than HTGC's 9.15% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CMTFX Columbia Global Technology Growth Fund | 1.09% | 1.02% | 2.23% | 3.36% | 4.19% | 0.87% | 1.22% | 5.89% | 3.60% | 0.35% | 1.74% | 4.64% |
HTGC Hercules Capital, Inc. | 9.15% | 7.96% | 11.40% | 14.90% | 9.34% | 9.57% | 9.49% | 11.40% | 9.45% | 8.79% | 10.17% | 8.33% |
Drawdowns
CMTFX vs. HTGC - Drawdown Comparison
The maximum CMTFX drawdown since its inception was -68.25%, roughly equal to the maximum HTGC drawdown of -68.29%. Use the drawdown chart below to compare losses from any high point for CMTFX and HTGC. For additional features, visit the drawdowns tool.
Volatility
CMTFX vs. HTGC - Volatility Comparison
Columbia Global Technology Growth Fund (CMTFX) has a higher volatility of 9.35% compared to Hercules Capital, Inc. (HTGC) at 7.38%. This indicates that CMTFX's price experiences larger fluctuations and is considered to be riskier than HTGC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.