CMTFX vs. NSEPX
Compare and contrast key facts about Columbia Global Technology Growth Fund (CMTFX) and Columbia Select Large Cap Equity Fund (NSEPX).
CMTFX is managed by Columbia. It was launched on Nov 8, 2000. NSEPX is managed by Columbia. It was launched on Oct 2, 1998.
Performance
CMTFX vs. NSEPX - Performance Comparison
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CMTFX vs. NSEPX - 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% |
NSEPX Columbia Select Large Cap Equity Fund | -6.19% | 14.12% | 24.24% | 28.34% | -19.38% | 29.92% | 19.60% | 28.76% | -5.67% | 24.44% |
Returns By Period
The year-to-date returns for both stocks are quite close, with CMTFX having a -6.05% return and NSEPX slightly lower at -6.19%. Over the past 10 years, CMTFX has outperformed NSEPX with an annualized return of 21.08%, while NSEPX has yielded a comparatively lower 13.46% 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%
NSEPX
- 1D
- 3.10%
- 1M
- -4.64%
- YTD
- -6.19%
- 6M
- -3.19%
- 1Y
- 15.20%
- 3Y*
- 16.57%
- 5Y*
- 10.39%
- 10Y*
- 13.46%
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CMTFX vs. NSEPX - Expense Ratio Comparison
CMTFX has a 0.92% expense ratio, which is higher than NSEPX's 0.55% expense ratio.
Return for Risk
CMTFX vs. NSEPX — Risk / Return Rank
CMTFX
NSEPX
CMTFX vs. NSEPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Global Technology Growth Fund (CMTFX) and Columbia Select Large Cap Equity Fund (NSEPX). 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 | NSEPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.25 | 0.86 | +0.39 |
Sortino ratioReturn per unit of downside risk | 1.86 | 1.31 | +0.54 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.20 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 2.34 | 1.29 | +1.05 |
Martin ratioReturn relative to average drawdown | 8.20 | 5.48 | +2.72 |
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 | NSEPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.25 | 0.86 | +0.39 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.51 | 0.61 | -0.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.86 | 0.74 | +0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.44 | 0.00 |
Correlation
The correlation between CMTFX and NSEPX is 0.85, 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. NSEPX - Dividend Comparison
CMTFX's dividend yield for the trailing twelve months is around 3.29%, more than NSEPX's 3.22% 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% |
NSEPX Columbia Select Large Cap Equity Fund | 3.22% | 3.02% | 6.28% | 4.88% | 6.25% | 7.45% | 7.13% | 5.16% | 11.11% | 5.57% | 2.18% | 12.10% |
Drawdowns
CMTFX vs. NSEPX - Drawdown Comparison
The maximum CMTFX drawdown since its inception was -68.28%, which is greater than NSEPX's maximum drawdown of -52.50%. Use the drawdown chart below to compare losses from any high point for CMTFX and NSEPX.
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Drawdown Indicators
| CMTFX | NSEPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -68.28% | -52.50% | -15.78% |
Max Drawdown (1Y)Largest decline over 1 year | -14.35% | -12.43% | -1.92% |
Max Drawdown (5Y)Largest decline over 5 years | -39.42% | -25.27% | -14.15% |
Max Drawdown (10Y)Largest decline over 10 years | -39.42% | -33.37% | -6.05% |
Current DrawdownCurrent decline from peak | -10.42% | -7.76% | -2.66% |
Average DrawdownAverage peak-to-trough decline | -16.39% | -12.68% | -3.71% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.09% | 2.93% | +1.16% |
Volatility
CMTFX vs. NSEPX - Volatility Comparison
Columbia Global Technology Growth Fund (CMTFX) has a higher volatility of 8.94% compared to Columbia Select Large Cap Equity Fund (NSEPX) at 5.65%. This indicates that CMTFX's price experiences larger fluctuations and is considered to be riskier than NSEPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CMTFX | NSEPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.94% | 5.65% | +3.29% |
Volatility (6M)Calculated over the trailing 6-month period | 16.85% | 9.63% | +7.22% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.32% | 18.38% | +8.94% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.88% | 17.20% | +8.68% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.70% | 18.17% | +6.53% |