CTHRX vs. VITAX

Last updated Jun 24, 2026

CTHRX (Columbia Global Technology Growth Fund Institutional 2 Class) and VITAX (Vanguard Information Technology Index Fund Admiral Shares) are both Technology Equities funds. CTHRX is actively managed, while VITAX is passively managed. Over the past 10 years, CTHRX returned 25.57%/yr vs 25.96%/yr for VITAX. With a 0.97 correlation, they move nearly in lockstep. CTHRX charges 0.86%/yr vs 0.09%/yr for VITAX.

Performance

CTHRX vs. VITAX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Columbia Global Technology Growth Fund Institutional 2 Class (CTHRX) and Vanguard Information Technology Index Fund Admiral Shares (VITAX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, CTHRX achieves a 31.24% return, which is significantly higher than VITAX's 28.08% return. Both investments have delivered pretty close results over the past 10 years, with CTHRX having a 25.57% annualized return and VITAX not far ahead at 25.96%.

CTHRX

• 1D: 0.17%
• 1M: 7.94%
• YTD: 31.24%
• 6M: 30.08%
• 1Y: 58.01%
• 3Y*: 35.57%
• 5Y*: 19.85%
• 10Y*: 25.57%

VITAX

• 1D: 0.31%
• 1M: 4.14%
• YTD: 28.08%
• 6M: 26.17%
• 1Y: 52.48%
• 3Y*: 31.76%
• 5Y*: 20.58%
• 10Y*: 25.96%

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

CTHRX vs. VITAX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
CTHRX Columbia Global Technology Growth Fund Institutional 2 Class	31.24%	25.15%	31.79%	56.93%	-34.59%	23.10%	49.92%	44.27%	-1.20%	43.52%
VITAX Vanguard Information Technology Index Fund Admiral Shares	28.08%	21.78%	29.26%	52.69%	-29.67%	30.36%	45.93%	48.72%	2.51%	37.07%

Correlation

The correlation between CTHRX and VITAX is 0.96 - 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	0.96
Correlation (3Y) Calculated over the trailing 3-year period	0.98
Correlation (5Y) Calculated over the trailing 5-year period	0.98
Correlation (10Y) Calculated over the trailing 10-year period	0.98
Correlation (All Time) Calculated using the full available price history since Nov 9, 2012	0.97

The correlation between CTHRX and VITAX has been stable across timeframes, ranging from 0.96 to 0.98 - a consistent structural relationship.

Return for Risk

CTHRX vs. VITAX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

CTHRX

CTHRX Risk / Return Rank: 79
CTHRX Sharpe Ratio Rank: 85
CTHRX Sortino Ratio Rank: 67
CTHRX Omega Ratio Rank: 69
CTHRX Calmar Ratio Rank: 88
CTHRX Martin Ratio Rank: 85

VITAX

VITAX Risk / Return Rank: 66
VITAX Sharpe Ratio Rank: 80
VITAX Sortino Ratio Rank: 60
VITAX Omega Ratio Rank: 62
VITAX Calmar Ratio Rank: 77
VITAX Martin Ratio Rank: 53

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

CTHRX vs. VITAX - 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 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.

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.

	CTHRX	VITAX	Difference
Sharpe ratio: Return per unit of total volatility	2.56	2.41	+0.14
Sortino ratio: Return per unit of downside risk	3.12	2.98	+0.14
Omega ratio: Gain probability vs. loss probability	1.42	1.40	+0.03
Calmar ratio: Return relative to maximum drawdown	4.17	3.31	+0.86
Martin ratio: Return relative to average drawdown	14.89	10.14	+4.75

CTHRX vs. VITAX - Sharpe Ratio Comparison

The current CTHRX Sharpe Ratio is 2.56, which is comparable to the VITAX Sharpe Ratio of 2.41. The chart below compares the historical Sharpe Ratios of CTHRX and VITAX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

CTHRX vs. VITAX - Drawdown Comparison

The maximum CTHRX drawdown since its inception was -39.40%, smaller than the maximum VITAX drawdown of -54.81%. Use the drawdown chart below to compare losses from any high point for CTHRX and VITAX.

Drawdown Indicators

	CTHRX	VITAX	Difference
Max Drawdown Largest peak-to-trough decline	-39.40%	-54.81%	+15.41%
Max Drawdown (1Y) Largest decline over 1 year	-14.33%	-16.38%	+2.05%
Max Drawdown (3Y) Largest decline over 3 years	-26.62%	-27.38%	+0.76%
Max Drawdown (5Y) Largest decline over 5 years	-39.40%	-35.10%	-4.30%
Max Drawdown (10Y) Largest decline over 10 years	-39.40%	-35.10%	-4.30%
Current Drawdown Current decline from peak	-0.74%	-4.17%	+3.43%
Average Drawdown Average peak-to-trough decline	-5.93%	-8.01%	+2.08%
Ulcer Index Depth and duration of drawdowns from previous peaks	4.01%	5.34%	-1.33%

Volatility

CTHRX vs. VITAX - Volatility Comparison

Columbia Global Technology Growth Fund Institutional 2 Class (CTHRX) has a higher volatility of 11.61% compared to Vanguard Information Technology Index Fund Admiral Shares (VITAX) at 10.67%. This indicates that CTHRX'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.

Volatility by Period

	CTHRX	VITAX	Difference
Volatility (1M) Calculated over the trailing 1-month period	11.61%	10.67%	+0.94%
Volatility (6M) Calculated over the trailing 6-month period	19.36%	18.29%	+1.07%
Volatility (1Y) Calculated over the trailing 1-year period	23.45%	22.54%	+0.91%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	26.37%	25.71%	+0.66%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	25.07%	25.02%	+0.05%

CTHRX vs. VITAX - Expense Ratio Comparison

CTHRX has a 0.86% expense ratio, which is higher than VITAX's 0.09% expense ratio.

Dividends

CTHRX vs. VITAX - Dividend Comparison

CTHRX's dividend yield for the trailing twelve months is around 2.29%, more than VITAX's 0.32% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
CTHRX Columbia Global Technology Growth Fund Institutional 2 Class	2.29%	3.01%	0.99%	2.18%	3.28%	4.16%	1.01%	2.39%	5.85%	3.60%	0.35%	1.71%
VITAX Vanguard Information Technology Index Fund Admiral Shares	0.32%	0.40%	0.60%	0.65%	0.91%	0.63%	0.82%	1.11%	1.29%	0.99%	1.31%	1.28%

Frequently Asked Questions

Can I hold both CTHRX and VITAX in my portfolio?

With a correlation of 0.96, CTHRX and VITAX 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.

Which is riskier, CTHRX or VITAX?

CTHRX has higher volatility (11.61%) compared to VITAX (10.67%). In terms of maximum drawdown, CTHRX dropped -39.40% vs VITAX's -54.81%.

Which has better risk-adjusted returns?

CTHRX currently has the higher Sharpe Ratio (2.56 vs 2.41), 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.