CTCAX vs. CREEX
CTCAX (Columbia Global Technology Growth Fund Class A) and CREEX (Columbia Real Estate Equity Fund) are both mutual funds - CTCAX is a Technology Equities fund managed by Columbia, while CREEX is a REIT fund managed by Columbia. Over the past 10 years, CTCAX returned 22.83%/yr vs 5.65%/yr for CREEX. Their 0.52 correlation means they have sometimes moved together and sometimes differently. CTCAX charges 1.18%/yr vs 1.01%/yr for CREEX.
Performance
CTCAX vs. CREEX - Performance Comparison
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Returns By Period
In the year-to-date period, CTCAX achieves a 18.39% return, which is significantly lower than CREEX's 20.76% return. Over the past 10 years, CTCAX has outperformed CREEX with an annualized return of 22.83%, while CREEX has yielded a comparatively lower 5.65% annualized return.
CTCAX
- 1D
- 5.75%
- 1M
- -3.72%
- 6M
- 16.09%
- YTD
- 18.39%
- 1Y
- 32.88%
- 3Y*
- 27.89%
- 5Y*
- 16.25%
- 10Y*
- 22.83%
- ALL TIME*
- 17.93%
CREEX
- 1D
- -1.35%
- 1M
- 1.29%
- 6M
- 17.72%
- YTD
- 20.76%
- 1Y
- 25.84%
- 3Y*
- 11.31%
- 5Y*
- 4.87%
- 10Y*
- 5.65%
- ALL TIME*
- 9.32%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
CTCAX vs. CREEX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CTCAX Columbia Global Technology Growth Fund Class A | 18.39% | 24.78% | 31.39% | 56.46% | -34.81% | 22.73% | 49.46% | 43.91% | -1.48% | 42.99% |
CREEX Columbia Real Estate Equity Fund | 20.76% | 0.19% | 7.40% | 16.20% | -25.10% | 41.91% | -3.54% | 28.40% | -7.21% | 4.56% |
Correlation
The correlation between CTCAX and CREEX is 0.00, meaning there was essentially no consistent relationship between their historical price movements. Each responded to its own set of market drivers.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.00 |
Correlation (3Y) Balances recent behavior with more history. | 0.18 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.37 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.38 |
Correlation (All Time) Calculated using the full available price history since Oct 31, 2002 | 0.52 |
Over the past year, the correlation between CTCAX and CREEX has dropped to 0.00 - well below their long-term average of 0.52, suggesting their price drivers have been diverging.
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Return for Risk
CTCAX vs. CREEX — Risk / Return Rank
CTCAX
CREEX
CTCAX vs. CREEX - 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 Real Estate Equity Fund (CREEX). 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.
| CTCAX | CREEX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.53 | ||
| Sortino ratioReturn per unit of downside risk | -0.70 | ||
| Omega ratioGain probability vs. loss probability | 1.20 | 1.29 | -0.08 |
| Calmar ratioReturn relative to maximum drawdown | 1.94 | 2.93 | -1.00 |
| Martin ratioReturn relative to average drawdown | 6.18 | 9.74 | -3.57 |
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Drawdowns
CTCAX vs. CREEX - Drawdown Comparison
The maximum CTCAX drawdown since its inception was -61.04%, smaller than the maximum CREEX drawdown of -70.78%. Use the drawdown chart below to compare losses from any high point for CTCAX and CREEX.
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Drawdown Indicators
| CTCAX | CREEX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.04% | -70.78% | +9.74% |
Max Drawdown (1Y)Largest decline over 1 year | -15.22% | -7.94% | -7.28% |
Max Drawdown (3Y)Largest decline over 3 years | -26.67% | -19.89% | -6.78% |
Max Drawdown (5Y)Largest decline over 5 years | -39.55% | -31.25% | -8.30% |
Max Drawdown (10Y)Largest decline over 10 years | -39.55% | -41.42% | +1.87% |
Current DrawdownCurrent decline from peak | -10.35% | -2.48% | -7.87% |
Average DrawdownAverage peak-to-trough decline | -10.65% | -10.67% | +0.02% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.77% | 2.40% | +2.37% |
Volatility
CTCAX vs. CREEX - Volatility Comparison
Columbia Global Technology Growth Fund Class A (CTCAX) has a higher volatility of 10.69% compared to Columbia Real Estate Equity Fund (CREEX) at 4.81%. This indicates that CTCAX's price experiences larger fluctuations and is considered to be riskier than CREEX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CTCAX | CREEX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.69% | 4.81% | +5.88% |
Volatility (6M)Calculated over the trailing 6-month period | 22.57% | 10.92% | +11.65% |
Volatility (1Y)Calculated over the trailing 1-year period | 26.35% | 14.27% | +12.08% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.92% | 19.11% | +7.81% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.27% | 20.72% | +4.55% |
CTCAX vs. CREEX - Expense Ratio Comparison
CTCAX has a 1.18% expense ratio, which is higher than CREEX's 1.01% expense ratio.
Dividends
CTCAX vs. CREEX - Dividend Comparison
CTCAX's dividend yield for the trailing twelve months is around 2.78%, less than CREEX's 5.55% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CREEX Columbia Real Estate Equity Fund | 5.55% | 6.26% | 10.13% | 32.32% | 5.92% | 6.41% | 7.50% | 12.02% | 8.22% | 14.73% | 4.23% | 8.59% |
CTCAX Columbia Global Technology Growth Fund Class A | 2.78% | 3.29% | 1.08% | 2.36% | 3.53% | 4.15% | 0.91% | 2.55% | 5.82% | 3.52% | 0.36% | 1.80% |
Frequently Asked Questions
CTCAX and CREEX have a correlation of 0.00, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CTCAX has higher volatility (10.69%) compared to CREEX (4.81%). In terms of maximum drawdown, CTCAX dropped -61.04% vs CREEX's -70.78%.
CREEX currently has the higher Sharpe Ratio (1.65 vs 1.12), 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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