CTCAX vs. QQQM

In the year-to-date period, CTCAX achieves a -10.57% return, which is significantly lower than QQQM's -7.40% return.

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CTCAX has a 1.18% expense ratio, which is higher than QQQM's 0.15% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Columbia Global Technology Growth Fund Class A (CTCAX) and Invesco NASDAQ 100 ETF (QQQM). 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 QQQM Sharpe Ratio of 0.48. The chart below compares the historical Sharpe Ratios of CTCAX and QQQM, 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 QQQM's dividend yield for the trailing twelve months is around 0.64%.

The maximum CTCAX drawdown since its inception was -62.92%, which is greater than QQQM's maximum drawdown of -35.05%. Use the drawdown chart below to compare losses from any high point for CTCAX and QQQM. For additional features, visit the drawdowns tool.

Columbia Global Technology Growth Fund Class A (CTCAX) has a higher volatility of 18.93% compared to Invesco NASDAQ 100 ETF (QQQM) at 16.54%. This indicates that CTCAX's price experiences larger fluctuations and is considered to be riskier than QQQM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.