CTHRX vs. CMTFX
CTHRX (Columbia Global Technology Growth Fund Institutional 2 Class) and CMTFX (Columbia Global Technology Growth Fund) are both Technology Equities funds from Columbia. Over the past 10 years, CTHRX returned 25.13%/yr vs 25.04%/yr for CMTFX. With a 1.00 correlation, they move nearly in lockstep. CTHRX charges 0.86%/yr vs 0.92%/yr for CMTFX.
Performance
CTHRX vs. CMTFX - Performance Comparison
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Returns By Period
The year-to-date returns for both stocks are quite close, with CTHRX having a 32.22% return and CMTFX slightly lower at 32.19%. Both investments have delivered pretty close results over the past 10 years, with CTHRX having a 25.13% annualized return and CMTFX not far behind at 25.04%.
CTHRX
- 1D
- 1.47%
- 1M
- 17.03%
- YTD
- 32.22%
- 6M
- 31.35%
- 1Y
- 62.30%
- 3Y*
- 36.48%
- 5Y*
- 21.32%
- 10Y*
- 25.13%
CMTFX
- 1D
- 1.47%
- 1M
- 17.02%
- YTD
- 32.19%
- 6M
- 31.32%
- 1Y
- 62.23%
- 3Y*
- 36.42%
- 5Y*
- 21.26%
- 10Y*
- 25.04%
CTHRX vs. CMTFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CTHRX Columbia Global Technology Growth Fund Institutional 2 Class | 32.22% | 25.15% | 31.79% | 56.93% | -34.59% | 23.10% | 49.92% | 44.27% | -1.20% | 43.52% |
CMTFX Columbia Global Technology Growth Fund | 32.19% | 25.10% | 31.72% | 56.85% | -34.63% | 23.04% | 49.65% | 44.21% | -1.26% | 43.38% |
Correlation
The correlation between CTHRX and CMTFX is 1.00 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 1.00 |
Correlation (3Y) Calculated over the trailing 3-year period | 1.00 |
Correlation (5Y) Calculated over the trailing 5-year period | 1.00 |
Correlation (10Y) Calculated over the trailing 10-year period | 1.00 |
Correlation (All Time) Calculated using the full available price history since Nov 12, 2012 | 1.00 |
The correlation between CTHRX and CMTFX has been stable across timeframes, ranging from 1.00 to 1.00 - a consistent structural relationship.
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Return for Risk
CTHRX vs. CMTFX — Risk / Return Rank
CTHRX
CMTFX
CTHRX vs. CMTFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Global Technology Growth Fund Institutional 2 Class (CTHRX) and Columbia Global Technology Growth Fund (CMTFX). 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.
| CTHRX | CMTFX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | 0.00 | ||
| Sortino ratioReturn per unit of downside risk | 0.00 | ||
| Omega ratioGain probability vs. loss probability | 1.49 | 1.49 | 0.00 |
| Calmar ratioReturn relative to maximum drawdown | 4.50 | 4.49 | +0.01 |
| Martin ratioReturn relative to average drawdown | 16.86 | 16.81 | +0.05 |
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
| CTHRX | CMTFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 3.06 | 3.06 | 0.00 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.83 | 0.82 | 0.00 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.02 | 1.01 | 0.00 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.07 | 0.50 | +0.57 |
Drawdowns
CTHRX vs. CMTFX - Drawdown Comparison
The maximum CTHRX drawdown since its inception was -39.40%, smaller than the maximum CMTFX drawdown of -68.28%. Use the drawdown chart below to compare losses from any high point for CTHRX and CMTFX.
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Drawdown Indicators
| CTHRX | CMTFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -39.40% | -68.28% | +28.88% |
Max Drawdown (1Y)Largest decline over 1 year | -14.33% | -14.35% | +0.02% |
Max Drawdown (3Y)Largest decline over 3 years | -26.62% | -26.63% | +0.01% |
Max Drawdown (5Y)Largest decline over 5 years | -39.40% | -39.42% | +0.02% |
Max Drawdown (10Y)Largest decline over 10 years | -39.40% | -39.42% | +0.02% |
Current DrawdownCurrent decline from peak | 0.00% | 0.00% | 0.00% |
Average DrawdownAverage peak-to-trough decline | -5.94% | -16.29% | +10.35% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.82% | 3.82% | 0.00% |
Volatility
CTHRX vs. CMTFX - Volatility Comparison
Columbia Global Technology Growth Fund Institutional 2 Class (CTHRX) and Columbia Global Technology Growth Fund (CMTFX) have volatilities of 6.37% and 6.37%, 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.
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Volatility by Period
| CTHRX | CMTFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.37% | 6.37% | 0.00% |
Volatility (6M)Calculated over the trailing 6-month period | 16.73% | 16.72% | +0.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.06% | 21.06% | 0.00% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.97% | 25.98% | -0.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.85% | 24.84% | +0.01% |
CTHRX vs. CMTFX - Expense Ratio Comparison
CTHRX has a 0.86% expense ratio, which is lower than CMTFX's 0.92% expense ratio.
Dividends
CTHRX vs. CMTFX - Dividend Comparison
CTHRX's dividend yield for the trailing twelve months is around 2.28%, less than CMTFX's 2.34% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CMTFX Columbia Global Technology Growth Fund | 2.34% | 3.09% | 1.02% | 2.23% | 3.36% | 4.19% | 0.87% | 2.44% | 5.89% | 3.60% | 0.35% | 1.74% |
CTHRX Columbia Global Technology Growth Fund Institutional 2 Class | 2.28% | 3.01% | 0.99% | 2.18% | 3.28% | 4.16% | 1.01% | 2.39% | 5.85% | 3.60% | 0.35% | 1.71% |
Frequently Asked Questions
With a correlation of 1.00, CTHRX and CMTFX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
CMTFX has higher volatility (6.37%) compared to CTHRX (6.37%). In terms of maximum drawdown, CTHRX dropped -39.40% vs CMTFX's -68.28%.
CTHRX currently has the higher Sharpe Ratio (3.06 vs 3.06), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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