DFDPX vs. CTCAX
DFDPX (DF Dent Premier Growth Fund) and CTCAX (Columbia Global Technology Growth Fund Class A) are both mutual funds - DFDPX is a Large Cap Growth Equities fund managed by DF Dent Funds, while CTCAX is a Technology Equities fund managed by Columbia. Over the past 10 years, DFDPX returned 12.24%/yr vs 24.75%/yr for CTCAX. Their correlation of 0.84 suggests significant overlap in exposure. DFDPX charges 0.99%/yr vs 1.18%/yr for CTCAX.
Performance
DFDPX vs. CTCAX - Performance Comparison
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Returns By Period
In the year-to-date period, DFDPX achieves a -1.06% return, which is significantly lower than CTCAX's 32.06% return. Over the past 10 years, DFDPX has underperformed CTCAX with an annualized return of 12.24%, while CTCAX has yielded a comparatively higher 24.75% annualized return.
DFDPX
- 1D
- -1.00%
- 1M
- 3.01%
- YTD
- -1.06%
- 6M
- -2.23%
- 1Y
- 3.41%
- 3Y*
- 11.01%
- 5Y*
- 4.06%
- 10Y*
- 12.24%
CTCAX
- 1D
- 1.47%
- 1M
- 17.00%
- YTD
- 32.06%
- 6M
- 31.15%
- 1Y
- 61.81%
- 3Y*
- 36.07%
- 5Y*
- 20.96%
- 10Y*
- 24.75%
DFDPX vs. CTCAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DFDPX DF Dent Premier Growth Fund | -1.06% | 6.88% | 14.77% | 24.60% | -28.05% | 17.01% | 28.33% | 42.94% | 1.71% | 31.97% |
CTCAX Columbia Global Technology Growth Fund Class A | 32.06% | 24.78% | 31.39% | 56.46% | -34.81% | 22.73% | 49.46% | 43.91% | -1.48% | 42.99% |
Correlation
The correlation between DFDPX and CTCAX is 0.63, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.63 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.69 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.80 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.83 |
Correlation (All Time) Calculated using the full available price history since Nov 1, 2002 | 0.84 |
Over the past year, the correlation between DFDPX and CTCAX has dropped to 0.63 - well below their long-term average of 0.84, suggesting their price drivers have been diverging.
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Return for Risk
DFDPX vs. CTCAX — Risk / Return Rank
DFDPX
CTCAX
DFDPX vs. CTCAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for DF Dent Premier Growth Fund (DFDPX) and Columbia Global Technology Growth Fund Class A (CTCAX). 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.
| DFDPX | CTCAX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.77 | ||
| Sortino ratioReturn per unit of downside risk | -3.21 | ||
| Omega ratioGain probability vs. loss probability | 1.06 | 1.49 | -0.43 |
| Calmar ratioReturn relative to maximum drawdown | 0.21 | 4.43 | -4.22 |
| Martin ratioReturn relative to average drawdown | 0.59 | 16.56 | -15.97 |
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
| DFDPX | CTCAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.27 | 3.04 | -2.77 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.18 | 0.81 | -0.63 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.58 | 1.00 | -0.42 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.78 | -0.33 |
Drawdowns
DFDPX vs. CTCAX - Drawdown Comparison
The maximum DFDPX drawdown since its inception was -58.16%, roughly equal to the maximum CTCAX drawdown of -61.04%. Use the drawdown chart below to compare losses from any high point for DFDPX and CTCAX.
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Drawdown Indicators
| DFDPX | CTCAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.16% | -61.04% | +2.88% |
Max Drawdown (1Y)Largest decline over 1 year | -18.08% | -14.43% | -3.65% |
Max Drawdown (3Y)Largest decline over 3 years | -18.28% | -26.67% | +8.39% |
Max Drawdown (5Y)Largest decline over 5 years | -35.38% | -39.55% | +4.17% |
Max Drawdown (10Y)Largest decline over 10 years | -35.38% | -39.55% | +4.17% |
Current DrawdownCurrent decline from peak | -4.83% | 0.00% | -4.83% |
Average DrawdownAverage peak-to-trough decline | -8.74% | -10.68% | +1.94% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.41% | 3.86% | +2.55% |
Volatility
DFDPX vs. CTCAX - Volatility Comparison
The current volatility for DF Dent Premier Growth Fund (DFDPX) is 3.33%, while Columbia Global Technology Growth Fund Class A (CTCAX) has a volatility of 6.37%. This indicates that DFDPX experiences smaller price fluctuations and is considered to be less risky than CTCAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DFDPX | CTCAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.33% | 6.37% | -3.04% |
Volatility (6M)Calculated over the trailing 6-month period | 10.98% | 16.72% | -5.74% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.88% | 21.06% | -7.18% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.19% | 25.98% | -3.79% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.13% | 24.84% | -3.71% |
DFDPX vs. CTCAX - Expense Ratio Comparison
DFDPX has a 0.99% expense ratio, which is lower than CTCAX's 1.18% expense ratio.
Dividends
DFDPX vs. CTCAX - Dividend Comparison
DFDPX's dividend yield for the trailing twelve months is around 7.44%, more than CTCAX's 2.49% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CTCAX Columbia Global Technology Growth Fund Class A | 2.49% | 3.29% | 1.08% | 2.36% | 3.53% | 4.15% | 0.91% | 2.55% | 5.82% | 3.52% | 0.36% | 1.80% |
DFDPX DF Dent Premier Growth Fund | 7.44% | 7.36% | 14.66% | 18.69% | 0.00% | 7.37% | 2.26% | 7.21% | 9.12% | 9.82% | 4.48% | 13.48% |
Frequently Asked Questions
DFDPX and CTCAX have a correlation of 0.63, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CTCAX has higher volatility (6.37%) compared to DFDPX (3.33%). In terms of maximum drawdown, DFDPX dropped -58.16% vs CTCAX's -61.04%.
CTCAX currently has the higher Sharpe Ratio (3.04 vs 0.27), 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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