CTCAX vs. CBALX
Compare and contrast key facts about Columbia Global Technology Growth Fund Class A (CTCAX) and Columbia Balanced Fund (CBALX).
CTCAX is managed by Columbia. It was launched on Nov 9, 2000. CBALX is managed by Columbia. It was launched on Sep 30, 1991.
Performance
CTCAX vs. CBALX - Performance Comparison
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CTCAX vs. CBALX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CTCAX Columbia Global Technology Growth Fund Class A | -6.10% | 24.78% | 31.39% | 56.46% | -34.81% | 22.73% | 49.46% | 43.91% | -1.48% | 42.99% |
CBALX Columbia Balanced Fund | -3.50% | 14.14% | 14.60% | 21.49% | -16.63% | 14.92% | 17.91% | 23.05% | -5.75% | 14.29% |
Returns By Period
In the year-to-date period, CTCAX achieves a -6.10% return, which is significantly lower than CBALX's -3.50% return. Over the past 10 years, CTCAX has outperformed CBALX with an annualized return of 20.80%, while CBALX has yielded a comparatively lower 9.16% annualized return.
CTCAX
- 1D
- 4.59%
- 1M
- -5.90%
- YTD
- -6.10%
- 6M
- -5.08%
- 1Y
- 32.32%
- 3Y*
- 25.70%
- 5Y*
- 12.94%
- 10Y*
- 20.80%
CBALX
- 1D
- 1.95%
- 1M
- -3.48%
- YTD
- -3.50%
- 6M
- -1.90%
- 1Y
- 11.61%
- 3Y*
- 12.90%
- 5Y*
- 6.99%
- 10Y*
- 9.16%
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CTCAX vs. CBALX - Expense Ratio Comparison
CTCAX has a 1.18% expense ratio, which is higher than CBALX's 0.67% expense ratio.
Return for Risk
CTCAX vs. CBALX — Risk / Return Rank
CTCAX
CBALX
CTCAX vs. CBALX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Global Technology Growth Fund Class A (CTCAX) and Columbia Balanced Fund (CBALX). 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.
| CTCAX | CBALX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.24 | 1.04 | +0.20 |
Sortino ratioReturn per unit of downside risk | 1.84 | 1.54 | +0.30 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.23 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 2.30 | 1.55 | +0.75 |
Martin ratioReturn relative to average drawdown | 8.07 | 6.54 | +1.53 |
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
| CTCAX | CBALX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.24 | 1.04 | +0.20 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.50 | 0.63 | -0.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.84 | 0.81 | +0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.71 | 0.68 | +0.03 |
Correlation
The correlation between CTCAX and CBALX is 0.86, 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
CTCAX vs. CBALX - Dividend Comparison
CTCAX's dividend yield for the trailing twelve months is around 3.50%, less than CBALX's 6.73% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CTCAX Columbia Global Technology Growth Fund Class A | 3.50% | 3.29% | 1.08% | 2.36% | 3.53% | 4.15% | 0.91% | 2.55% | 5.82% | 3.52% | 0.36% | 1.80% |
CBALX Columbia Balanced Fund | 6.73% | 6.42% | 7.83% | 1.84% | 5.36% | 9.26% | 5.31% | 4.16% | 5.82% | 2.79% | 1.60% | 4.05% |
Drawdowns
CTCAX vs. CBALX - Drawdown Comparison
The maximum CTCAX drawdown since its inception was -61.04%, which is greater than CBALX's maximum drawdown of -34.53%. Use the drawdown chart below to compare losses from any high point for CTCAX and CBALX.
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Drawdown Indicators
| CTCAX | CBALX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.04% | -34.53% | -26.51% |
Max Drawdown (1Y)Largest decline over 1 year | -14.43% | -7.87% | -6.56% |
Max Drawdown (5Y)Largest decline over 5 years | -39.55% | -20.91% | -18.64% |
Max Drawdown (10Y)Largest decline over 10 years | -39.55% | -22.73% | -16.82% |
Current DrawdownCurrent decline from peak | -10.51% | -4.73% | -5.78% |
Average DrawdownAverage peak-to-trough decline | -10.75% | -5.34% | -5.41% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.12% | 1.86% | +2.26% |
Volatility
CTCAX vs. CBALX - Volatility Comparison
Columbia Global Technology Growth Fund Class A (CTCAX) has a higher volatility of 8.94% compared to Columbia Balanced Fund (CBALX) at 3.84%. This indicates that CTCAX's price experiences larger fluctuations and is considered to be riskier than CBALX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CTCAX | CBALX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.94% | 3.84% | +5.10% |
Volatility (6M)Calculated over the trailing 6-month period | 16.85% | 6.44% | +10.41% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.31% | 11.58% | +15.73% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.88% | 11.08% | +14.80% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.70% | 11.31% | +13.39% |