CTCAX vs. XLK

The year-to-date returns for both investments are quite close, with CTCAX having a -10.57% return and XLK slightly higher at -10.19%. Over the past 10 years, CTCAX has underperformed XLK with an annualized return of 14.98%, while XLK has yielded a comparatively higher 18.48% annualized return.

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CTCAX has a 1.18% expense ratio, which is higher than XLK's 0.13% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Columbia Global Technology Growth Fund Class A (CTCAX) and Technology Select Sector SPDR Fund (XLK). 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 comparable to the XLK Sharpe Ratio of 0.22. The chart below compares the historical Sharpe Ratios of CTCAX and XLK, 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 XLK's dividend yield for the trailing twelve months is around 0.75%.

The maximum CTCAX drawdown since its inception was -62.92%, smaller than the maximum XLK drawdown of -82.05%. Use the drawdown chart below to compare losses from any high point for CTCAX and XLK. For additional features, visit the drawdowns tool.

Columbia Global Technology Growth Fund Class A (CTCAX) and Technology Select Sector SPDR Fund (XLK) have volatilities of 18.93% and 19.02%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.