CTCAX vs. ILGCX

Last updated Jun 3, 2026

CTCAX (Columbia Global Technology Growth Fund Class A) and ILGCX (Columbia Integrated Large Cap Growth Fund Class A) are both mutual funds - CTCAX is a Technology Equities fund managed by Columbia, while ILGCX is a Large Cap Growth Equities fund actively managed by Columbia. Their correlation of 0.93 suggests significant overlap in exposure. CTCAX charges 1.18%/yr vs 0.79%/yr for ILGCX.

Performance

CTCAX vs. ILGCX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Columbia Global Technology Growth Fund Class A (CTCAX) and Columbia Integrated Large Cap Growth Fund Class A (ILGCX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

CTCAX

• 1D: 2.50%
• 1M: 15.65%
• YTD: 30.14%
• 6M: 29.40%
• 1Y: 61.29%
• 3Y*: 35.41%
• 5Y*: 20.29%
• 10Y*: 24.56%

ILGCX

• 1D: —
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

CTCAX vs. ILGCX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022
CTCAX Columbia Global Technology Growth Fund Class A	30.14%	24.78%	31.39%	56.46%	-29.36%
ILGCX Columbia Integrated Large Cap Growth Fund Class A	-8.30%	14.93%	31.88%	41.54%	-20.15%

Correlation

The correlation between CTCAX and ILGCX is 0.73, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.73
Correlation (3Y) Calculated over the trailing 3-year period	0.89
Correlation (All Time) Calculated using the full available price history since Feb 10, 2022	0.93

The correlation between CTCAX and ILGCX shifts across timeframes, from 0.73 (1 year) to 0.93 (all time), reflecting how their relationship changes across market environments.

Return for Risk

CTCAX vs. ILGCX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

CTCAX

CTCAX Risk / Return Rank: 82
CTCAX Sharpe Ratio Rank: 91
CTCAX Sortino Ratio Rank: 76
CTCAX Omega Ratio Rank: 74
CTCAX Calmar Ratio Rank: 88
CTCAX Martin Ratio Rank: 85

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

CTCAX vs. ILGCX - 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 Integrated Large Cap Growth Fund Class A (ILGCX). 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	ILGCX	Difference
Sharpe ratio Return per unit of total volatility	3.00	—	—
Sortino ratio Return per unit of downside risk	3.64	—	—
Omega ratio Gain probability vs. loss probability	1.48	—	—
Calmar ratio Return relative to maximum drawdown	4.30	—	—
Martin ratio Return relative to average drawdown	16.11	—	—
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

Sharpe Ratios by Period

	CTCAX	ILGCX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	3.00	—	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.79	—	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.99	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.77	—	—

Drawdowns

Drawdown Indicators

	CTCAX	ILGCX	Difference
Max Drawdown Largest peak-to-trough decline	-61.04%	—	—
Max Drawdown (1Y) Largest decline over 1 year	-14.43%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-26.67%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-39.55%	—	—
Max Drawdown (10Y) Largest decline over 10 years	-39.55%	—	—
Current Drawdown Current decline from peak	0.00%	—	—
Average Drawdown Average peak-to-trough decline	-10.68%	—	—
Ulcer Index Depth and duration of drawdowns from previous peaks	3.86%	—	—

Volatility

Volatility by Period

	CTCAX	ILGCX	Difference
Volatility (1M) Calculated over the trailing 1-month period	6.33%	—	—
Volatility (6M) Calculated over the trailing 6-month period	16.68%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	21.06%	—	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	25.98%	—	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	24.84%	—	—

CTCAX vs. ILGCX - Expense Ratio Comparison

CTCAX has a 1.18% expense ratio, which is higher than ILGCX's 0.79% expense ratio.

Dividends

CTCAX vs. ILGCX - Dividend Comparison

CTCAX's dividend yield for the trailing twelve months is around 2.53%, less than ILGCX's 151.73% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
CTCAX Columbia Global Technology Growth Fund Class A	2.53%	3.29%	1.08%	2.36%	3.53%	4.15%	0.91%	2.55%	5.82%	3.52%	0.36%	1.80%
ILGCX Columbia Integrated Large Cap Growth Fund Class A	151.73%	38.35%	13.20%	0.02%	33.99%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both CTCAX and ILGCX in my portfolio?

CTCAX and ILGCX have a correlation of 0.73, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.