CTCAX vs. CDDYX
Compare and contrast key facts about Columbia Global Technology Growth Fund Class A (CTCAX) and Columbia Dividend Income Fund Institutional 3 Class (CDDYX).
CTCAX is managed by Columbia. It was launched on Nov 9, 2000. CDDYX is managed by Columbia. It was launched on Nov 8, 2012.
Performance
CTCAX vs. CDDYX - Performance Comparison
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CTCAX vs. CDDYX - 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% |
CDDYX Columbia Dividend Income Fund Institutional 3 Class | 3.28% | 15.95% | 15.17% | 10.65% | -4.84% | 26.43% | 7.92% | 28.74% | -4.27% | 20.34% |
Returns By Period
In the year-to-date period, CTCAX achieves a -6.10% return, which is significantly lower than CDDYX's 3.28% return. Over the past 10 years, CTCAX has outperformed CDDYX with an annualized return of 20.80%, while CDDYX has yielded a comparatively lower 12.31% 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%
CDDYX
- 1D
- 1.60%
- 1M
- -3.90%
- YTD
- 3.28%
- 6M
- 5.98%
- 1Y
- 16.96%
- 3Y*
- 15.18%
- 5Y*
- 10.80%
- 10Y*
- 12.31%
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CTCAX vs. CDDYX - Expense Ratio Comparison
CTCAX has a 1.18% expense ratio, which is higher than CDDYX's 0.55% expense ratio.
Return for Risk
CTCAX vs. CDDYX — Risk / Return Rank
CTCAX
CDDYX
CTCAX vs. CDDYX - 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 Dividend Income Fund Institutional 3 Class (CDDYX). 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 | CDDYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.24 | 1.23 | 0.00 |
Sortino ratioReturn per unit of downside risk | 1.84 | 1.75 | +0.09 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.27 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 2.30 | 1.78 | +0.52 |
Martin ratioReturn relative to average drawdown | 8.07 | 8.25 | -0.18 |
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 | CDDYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.24 | 1.23 | 0.00 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.50 | 0.82 | -0.31 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.84 | 0.79 | +0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.71 | 0.86 | -0.15 |
Correlation
The correlation between CTCAX and CDDYX is 0.71, 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. CDDYX - Dividend Comparison
CTCAX's dividend yield for the trailing twelve months is around 3.50%, less than CDDYX's 5.21% 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% |
CDDYX Columbia Dividend Income Fund Institutional 3 Class | 5.21% | 5.33% | 5.99% | 4.96% | 3.90% | 2.93% | 1.85% | 3.28% | 7.65% | 4.03% | 3.84% | 8.35% |
Drawdowns
CTCAX vs. CDDYX - Drawdown Comparison
The maximum CTCAX drawdown since its inception was -61.04%, which is greater than CDDYX's maximum drawdown of -32.74%. Use the drawdown chart below to compare losses from any high point for CTCAX and CDDYX.
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Drawdown Indicators
| CTCAX | CDDYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.04% | -32.74% | -28.30% |
Max Drawdown (1Y)Largest decline over 1 year | -14.43% | -10.17% | -4.26% |
Max Drawdown (5Y)Largest decline over 5 years | -39.55% | -16.91% | -22.64% |
Max Drawdown (10Y)Largest decline over 10 years | -39.55% | -32.74% | -6.81% |
Current DrawdownCurrent decline from peak | -10.51% | -3.95% | -6.56% |
Average DrawdownAverage peak-to-trough decline | -10.75% | -2.79% | -7.96% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.12% | 2.19% | +1.93% |
Volatility
CTCAX vs. CDDYX - Volatility Comparison
Columbia Global Technology Growth Fund Class A (CTCAX) has a higher volatility of 8.94% compared to Columbia Dividend Income Fund Institutional 3 Class (CDDYX) at 3.45%. This indicates that CTCAX's price experiences larger fluctuations and is considered to be riskier than CDDYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CTCAX | CDDYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.94% | 3.45% | +5.49% |
Volatility (6M)Calculated over the trailing 6-month period | 16.85% | 7.00% | +9.85% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.31% | 13.67% | +13.64% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.88% | 13.31% | +12.57% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.70% | 15.68% | +9.02% |