CTCAX vs. FNCMX

In the year-to-date period, CTCAX achieves a -10.57% return, which is significantly lower than FNCMX's -9.85% return. Over the past 10 years, CTCAX has outperformed FNCMX with an annualized return of 14.98%, while FNCMX has yielded a comparatively lower 13.60% annualized return.

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CTCAX has a 1.18% expense ratio, which is higher than FNCMX's 0.29% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Columbia Global Technology Growth Fund Class A (CTCAX) and Fidelity NASDAQ Composite Index Fund (FNCMX). 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.

The current CTCAX Sharpe Ratio is 0.24, which is lower than the FNCMX Sharpe Ratio of 0.44. The chart below compares the historical Sharpe Ratios of CTCAX and FNCMX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

CTCAX has not paid dividends to shareholders, while FNCMX's dividend yield for the trailing twelve months is around 0.67%.

The maximum CTCAX drawdown since its inception was -62.92%, which is greater than FNCMX's maximum drawdown of -55.71%. Use the drawdown chart below to compare losses from any high point for CTCAX and FNCMX. For additional features, visit the drawdowns tool.

Columbia Global Technology Growth Fund Class A (CTCAX) has a higher volatility of 18.93% compared to Fidelity NASDAQ Composite Index Fund (FNCMX) at 17.20%. This indicates that CTCAX's price experiences larger fluctuations and is considered to be riskier than FNCMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.