CMTFX vs. STK
CMTFX (Columbia Global Technology Growth Fund) and STK (Columbia Seligman Premium Technology Growth Fund) are both Technology Equities funds from Columbia. Over the past 10 years, CMTFX returned 23.31%/yr vs 22.11%/yr for STK. Their 0.70 correlation means they have sometimes moved together and sometimes differently. CMTFX charges 0.92%/yr vs 1.12%/yr for STK.
Performance
CMTFX vs. STK - Performance Comparison
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Returns By Period
In the year-to-date period, CMTFX achieves a 19.13% return, which is significantly lower than STK's 37.62% return. Over the past 10 years, CMTFX has outperformed STK with an annualized return of 23.31%, while STK has yielded a comparatively lower 22.11% annualized return.
CMTFX
- 1D
- 0.49%
- 1M
- -3.23%
- 6M
- 16.26%
- YTD
- 19.13%
- 1Y
- 33.86%
- 3Y*
- 28.36%
- 5Y*
- 16.65%
- 10Y*
- 23.31%
- ALL TIME*
- 12.45%
STK
- 1D
- 1.00%
- 1M
- -3.86%
- 6M
- 24.49%
- YTD
- 37.62%
- 1Y
- 74.26%
- 3Y*
- 30.64%
- 5Y*
- 19.12%
- 10Y*
- 22.11%
- ALL TIME*
- 16.75%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $3.39M | $2.89M | $3.63M |
CMTFX vs. STK - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CMTFX Columbia Global Technology Growth Fund | 19.13% | 25.10% | 31.72% | 56.85% | -34.63% | 23.04% | 49.65% | 44.21% | -1.26% | 43.38% |
STK Columbia Seligman Premium Technology Growth Fund | 37.62% | 24.85% | 17.74% | 46.60% | -30.36% | 48.63% | 25.39% | 52.73% | -14.91% | 33.52% |
Correlation
The correlation between CMTFX and STK is 0.83, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.83 |
Correlation (3Y) Balances recent behavior with more history. | 0.81 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.84 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.78 |
Correlation (All Time) Calculated using the full available price history since Nov 27, 2009 | 0.70 |
The correlation between CMTFX and STK shifts across timeframes, from 0.70 (all time) to 0.84 (5 years), reflecting how their relationship changes across market environments.
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Return for Risk
CMTFX vs. STK — Risk / Return Rank
CMTFX
STK
CMTFX vs. STK - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Global Technology Growth Fund (CMTFX) and Columbia Seligman Premium Technology Growth Fund (STK). 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 | STK | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.39 | ||
| Sortino ratioReturn per unit of downside risk | -1.41 | ||
| Omega ratioGain probability vs. loss probability | 1.21 | 1.41 | -0.20 |
| Calmar ratioReturn relative to maximum drawdown | 2.05 | 3.57 | -1.52 |
| Martin ratioReturn relative to average drawdown | 6.51 | 12.93 | -6.43 |
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Drawdowns
CMTFX vs. STK - Drawdown Comparison
The maximum CMTFX drawdown since its inception was -68.28%, which is greater than STK's maximum drawdown of -41.74%. Use the drawdown chart below to compare losses from any high point for CMTFX and STK.
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Drawdown Indicators
| CMTFX | STK | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -68.28% | -41.74% | -26.54% |
Max Drawdown (1Y)Largest decline over 1 year | -15.19% | -20.93% | +5.74% |
Max Drawdown (3Y)Largest decline over 3 years | -26.63% | -26.59% | -0.04% |
Max Drawdown (5Y)Largest decline over 5 years | -39.42% | -36.27% | -3.15% |
Max Drawdown (10Y)Largest decline over 10 years | -39.42% | -41.74% | +2.32% |
Current DrawdownCurrent decline from peak | -9.88% | -14.04% | +4.16% |
Average DrawdownAverage peak-to-trough decline | -16.23% | -7.44% | -8.79% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.78% | 5.76% | -0.98% |
Volatility
CMTFX vs. STK - Volatility Comparison
Columbia Global Technology Growth Fund (CMTFX) and Columbia Seligman Premium Technology Growth Fund (STK) have volatilities of 10.33% and 10.63%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CMTFX | STK | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.33% | 10.63% | -0.30% |
Volatility (6M)Calculated over the trailing 6-month period | 22.57% | 25.35% | -2.78% |
Volatility (1Y)Calculated over the trailing 1-year period | 26.36% | 29.07% | -2.71% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.91% | 26.23% | +0.68% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.27% | 26.66% | -1.39% |
CMTFX vs. STK - Expense Ratio Comparison
CMTFX has a 0.92% expense ratio, which is lower than STK's 1.12% expense ratio.
Dividends
CMTFX vs. STK - Dividend Comparison
CMTFX's dividend yield for the trailing twelve months is around 2.59%, less than STK's 5.48% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CMTFX Columbia Global Technology Growth Fund | 2.59% | 3.09% | 1.02% | 2.23% | 3.36% | 4.19% | 0.87% | 2.44% | 5.89% | 3.60% | 0.35% | 1.74% |
STK Columbia Seligman Premium Technology Growth Fund | 5.48% | 7.38% | 16.02% | 6.70% | 12.62% | 8.48% | 6.79% | 7.86% | 14.88% | 11.82% | 9.87% | 10.32% |
Frequently Asked Questions
CMTFX and STK have a correlation of 0.83, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
STK has higher volatility (10.63%) compared to CMTFX (10.33%). In terms of maximum drawdown, CMTFX dropped -68.28% vs STK's -41.74%.
STK currently has the higher Sharpe Ratio (2.57 vs 1.18), 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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