CMTFX vs. STK
Compare and contrast key facts about Columbia Global Technology Growth Fund (CMTFX) and Columbia Seligman Premium Technology Growth Closed Fund (STK).
CMTFX is managed by Columbia. It was launched on Nov 8, 2000. STK is an actively managed fund by Aberdeen. It was launched on Nov 25, 2009.
Performance
CMTFX vs. STK - Performance Comparison
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CMTFX vs. STK - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CMTFX Columbia Global Technology Growth Fund | -10.17% | 25.10% | 31.72% | 56.85% | -34.63% | 23.04% | 49.65% | 44.21% | -1.26% | 43.38% |
STK Columbia Seligman Premium Technology Growth Closed Fund | 4.31% | 24.85% | 17.74% | 46.60% | -30.36% | 48.63% | 25.39% | 52.73% | -14.91% | 33.52% |
Returns By Period
In the year-to-date period, CMTFX achieves a -10.17% return, which is significantly lower than STK's 4.31% return. Over the past 10 years, CMTFX has outperformed STK with an annualized return of 20.54%, while STK has yielded a comparatively lower 19.03% annualized return.
CMTFX
- 1D
- -1.69%
- 1M
- -9.74%
- YTD
- -10.17%
- 6M
- -8.43%
- 1Y
- 28.08%
- 3Y*
- 24.15%
- 5Y*
- 12.80%
- 10Y*
- 20.54%
STK
- 1D
- 5.54%
- 1M
- -6.23%
- YTD
- 4.31%
- 6M
- 12.70%
- 1Y
- 46.63%
- 3Y*
- 22.64%
- 5Y*
- 14.46%
- 10Y*
- 19.03%
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CMTFX vs. STK - Expense Ratio Comparison
CMTFX has a 0.92% expense ratio, which is lower than STK's 1.26% expense ratio.
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 Closed 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.
| CMTFX | STK | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.03 | 1.83 | -0.80 |
Sortino ratioReturn per unit of downside risk | 1.58 | 2.53 | -0.95 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.36 | -0.14 |
Calmar ratioReturn relative to maximum drawdown | 1.70 | 3.31 | -1.61 |
Martin ratioReturn relative to average drawdown | 6.04 | 12.25 | -6.21 |
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 | STK | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.03 | 1.83 | -0.80 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.50 | 0.59 | -0.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.84 | 0.74 | +0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.64 | -0.20 |
Correlation
The correlation between CMTFX and STK is 0.69, 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.
Dividends
CMTFX vs. STK - Dividend Comparison
CMTFX's dividend yield for the trailing twelve months is around 3.44%, less than STK's 7.16% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CMTFX Columbia Global Technology Growth Fund | 3.44% | 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 Closed Fund | 7.16% | 7.38% | 16.02% | 6.70% | 12.62% | 8.48% | 6.79% | 7.86% | 14.88% | 11.82% | 9.87% | 10.32% |
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 | -14.35% | -13.59% | -0.76% |
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 | -14.35% | -7.51% | -6.84% |
Average DrawdownAverage peak-to-trough decline | -16.40% | -7.47% | -8.93% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.04% | 3.67% | +0.37% |
Volatility
CMTFX vs. STK - Volatility Comparison
The current volatility for Columbia Global Technology Growth Fund (CMTFX) is 7.45%, while Columbia Seligman Premium Technology Growth Closed Fund (STK) has a volatility of 9.65%. This indicates that CMTFX experiences smaller price fluctuations and is considered to be less risky than STK based on this measure. 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 | 7.45% | 9.65% | -2.20% |
Volatility (6M)Calculated over the trailing 6-month period | 16.24% | 17.90% | -1.66% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.01% | 25.65% | +1.36% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.81% | 24.83% | +0.98% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.66% | 25.91% | -1.25% |