CTCAX vs. VITAX
Compare and contrast key facts about Columbia Global Technology Growth Fund Class A (CTCAX) and Vanguard Information Technology Index Fund Admiral Shares (VITAX).
CTCAX is managed by Columbia. It was launched on Nov 9, 2000. VITAX is a passively managed fund by Vanguard that tracks the performance of the MSCI US IMI Info Technology 25/50. It was launched on Mar 25, 2004.
Performance
CTCAX vs. VITAX - Performance Comparison
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CTCAX vs. VITAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CTCAX Columbia Global Technology Growth Fund Class A | -10.22% | 24.78% | 31.39% | 56.46% | -34.81% | 22.73% | 49.46% | 43.91% | -1.48% | 42.99% |
VITAX Vanguard Information Technology Index Fund Admiral Shares | -11.14% | 21.78% | 29.26% | 52.69% | -29.67% | 30.36% | 45.93% | 48.72% | 2.51% | 37.07% |
Returns By Period
In the year-to-date period, CTCAX achieves a -10.22% return, which is significantly higher than VITAX's -11.14% return. Both investments have delivered pretty close results over the past 10 years, with CTCAX having a 20.26% annualized return and VITAX not far ahead at 20.84%.
CTCAX
- 1D
- -1.69%
- 1M
- -9.75%
- YTD
- -10.22%
- 6M
- -8.54%
- 1Y
- 27.76%
- 3Y*
- 23.83%
- 5Y*
- 12.52%
- 10Y*
- 20.26%
VITAX
- 1D
- -1.79%
- 1M
- -7.83%
- YTD
- -11.14%
- 6M
- -10.25%
- 1Y
- 23.94%
- 3Y*
- 20.87%
- 5Y*
- 14.06%
- 10Y*
- 20.84%
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CTCAX vs. VITAX - Expense Ratio Comparison
CTCAX has a 1.18% expense ratio, which is higher than VITAX's 0.10% expense ratio.
Return for Risk
CTCAX vs. VITAX — Risk / Return Rank
CTCAX
VITAX
CTCAX vs. VITAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Global Technology Growth Fund Class A (CTCAX) and Vanguard Information Technology Index Fund Admiral Shares (VITAX). 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 | VITAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.02 | 0.87 | +0.15 |
Sortino ratioReturn per unit of downside risk | 1.57 | 1.39 | +0.18 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.19 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.67 | 1.26 | +0.41 |
Martin ratioReturn relative to average drawdown | 5.92 | 3.92 | +2.00 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| CTCAX | VITAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.02 | 0.87 | +0.15 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.49 | 0.56 | -0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.82 | 0.85 | -0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.70 | 0.59 | +0.12 |
Correlation
The correlation between CTCAX and VITAX is 0.96, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
CTCAX vs. VITAX - Dividend Comparison
CTCAX's dividend yield for the trailing twelve months is around 3.66%, more than VITAX's 0.46% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CTCAX Columbia Global Technology Growth Fund Class A | 3.66% | 3.29% | 1.08% | 2.36% | 3.53% | 4.15% | 0.91% | 2.55% | 5.82% | 3.52% | 0.36% | 1.80% |
VITAX Vanguard Information Technology Index Fund Admiral Shares | 0.46% | 0.40% | 0.60% | 0.65% | 0.91% | 0.63% | 0.82% | 1.11% | 1.29% | 0.99% | 1.31% | 1.28% |
Drawdowns
CTCAX vs. VITAX - Drawdown Comparison
The maximum CTCAX drawdown since its inception was -61.04%, which is greater than VITAX's maximum drawdown of -54.81%. Use the drawdown chart below to compare losses from any high point for CTCAX and VITAX.
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Drawdown Indicators
| CTCAX | VITAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.04% | -54.81% | -6.23% |
Max Drawdown (1Y)Largest decline over 1 year | -14.43% | -16.38% | +1.95% |
Max Drawdown (5Y)Largest decline over 5 years | -39.55% | -35.10% | -4.45% |
Max Drawdown (10Y)Largest decline over 10 years | -39.55% | -35.10% | -4.45% |
Current DrawdownCurrent decline from peak | -14.43% | -16.38% | +1.95% |
Average DrawdownAverage peak-to-trough decline | -10.75% | -8.06% | -2.69% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.07% | 5.24% | -1.17% |
Volatility
CTCAX vs. VITAX - Volatility Comparison
Columbia Global Technology Growth Fund Class A (CTCAX) has a higher volatility of 7.45% compared to Vanguard Information Technology Index Fund Admiral Shares (VITAX) at 6.70%. This indicates that CTCAX's price experiences larger fluctuations and is considered to be riskier than VITAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CTCAX | VITAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.45% | 6.70% | +0.75% |
Volatility (6M)Calculated over the trailing 6-month period | 16.24% | 15.84% | +0.40% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.00% | 27.38% | -0.38% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.81% | 25.22% | +0.59% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.66% | 24.69% | -0.03% |