CTCAX vs. ISGLX

Last updated Aug 1, 2026

CTCAX (Columbia Global Technology Growth Fund Class A) and ISGLX (Columbia Integrated Small Cap Growth Fund) are both mutual funds - CTCAX is a Technology Equities fund managed by Columbia, while ISGLX is a Small Cap Growth Equities fund managed by Columbia. Their 0.58 correlation means they have sometimes moved together and sometimes differently. CTCAX charges 1.18%/yr vs 0.98%/yr for ISGLX.

Performance

CTCAX vs. ISGLX - 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 Small Cap Growth Fund (ISGLX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

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%

ISGLX

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

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

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
CTCAX Columbia Global Technology Growth Fund Class A	$0.00	$0.00	$0.00

CTCAX vs. ISGLX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022
CTCAX Columbia Global Technology Growth Fund Class A	18.39%	24.78%	31.39%	56.46%	-27.45%
ISGLX Columbia Integrated Small Cap Growth Fund	0.00%	0.00%	20.26%	17.89%	-19.47%

Correlation

The correlation between CTCAX and ISGLX is 0.58, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.

	Correlation
Correlation (3Y) Balances recent behavior with more history.	0.37
Correlation (All Time) Calculated using the full available price history since Feb 9, 2022	0.58

The correlation between CTCAX and ISGLX shifts across timeframes, from 0.37 (3 years) to 0.58 (all time), reflecting how their relationship changes across market environments.

Return for Risk

CTCAX vs. ISGLX — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

CTCAX

CTCAX Risk / Return Rank: 42
CTCAX Sharpe Ratio Rank: 37
CTCAX Sortino Ratio Rank: 35
CTCAX Omega Ratio Rank: 36
CTCAX Calmar Ratio Rank: 57
CTCAX Martin Ratio Rank: 44

ISGLX

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

CTCAX vs. ISGLX - 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 Small Cap Growth Fund (ISGLX). 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	ISGLX	Difference
Sharpe ratio: Return per unit of total volatility	1.12	—	—
Sortino ratio: Return per unit of downside risk	1.59	—	—
Omega ratio: Gain probability vs. loss probability	1.20	—	—
Calmar ratio: Return relative to maximum drawdown	1.94	—	—
Martin ratio: Return relative to average drawdown	6.18	—	—

Drawdowns

Drawdown Indicators

	CTCAX	ISGLX	Difference
Max Drawdown Largest peak-to-trough decline	-61.04%	—	—
Max Drawdown (1Y) Largest decline over 1 year	-15.22%	—	—
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	-10.35%	—	—
Average Drawdown Average peak-to-trough decline	-10.65%	—	—
Ulcer Index Depth and duration of drawdowns from previous peaks	4.77%	—	—

Volatility

Volatility by Period

	CTCAX	ISGLX	Difference
Volatility (1M) Calculated over the trailing 1-month period	10.69%	—	—
Volatility (6M) Calculated over the trailing 6-month period	22.57%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	26.35%	—	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	26.92%	—	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	25.27%	—	—

CTCAX vs. ISGLX - Expense Ratio Comparison

CTCAX has a 1.18% expense ratio, which is higher than ISGLX's 0.98% expense ratio.

Dividends

CTCAX vs. ISGLX - Dividend Comparison

CTCAX's dividend yield for the trailing twelve months is around 2.78%, while ISGLX has not paid dividends to shareholders.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
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%
ISGLX Columbia Integrated Small Cap Growth Fund	0.00%	0.00%	0.00%	0.00%	5.09%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both CTCAX and ISGLX in my portfolio?

CTCAX and ISGLX have a correlation of 0.58, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.