GEGTX vs. CTCAX
GEGTX (Columbia Large Cap Growth Fund) and CTCAX (Columbia Global Technology Growth Fund Class A) are both mutual funds - GEGTX is a Large Cap Growth Equities fund managed by Columbia, while CTCAX is a Technology Equities fund managed by Columbia. Over the past 10 years, GEGTX returned 17.25%/yr vs 24.65%/yr for CTCAX. Their correlation of 0.92 suggests significant overlap in exposure. GEGTX charges 0.74%/yr vs 1.18%/yr for CTCAX.
Performance
GEGTX vs. CTCAX - Performance Comparison
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Returns By Period
In the year-to-date period, GEGTX achieves a 9.90% return, which is significantly lower than CTCAX's 30.99% return. Over the past 10 years, GEGTX has underperformed CTCAX with an annualized return of 17.25%, while CTCAX has yielded a comparatively higher 24.65% annualized return.
GEGTX
- 1D
- -1.25%
- 1M
- 6.69%
- YTD
- 9.90%
- 6M
- 8.74%
- 1Y
- 28.01%
- 3Y*
- 24.62%
- 5Y*
- 14.11%
- 10Y*
- 17.25%
CTCAX
- 1D
- -0.81%
- 1M
- 14.21%
- YTD
- 30.99%
- 6M
- 29.92%
- 1Y
- 59.47%
- 3Y*
- 35.71%
- 5Y*
- 20.33%
- 10Y*
- 24.65%
GEGTX vs. CTCAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
GEGTX Columbia Large Cap Growth Fund | 9.90% | 16.44% | 31.91% | 43.94% | -32.01% | 29.40% | 34.43% | 36.17% | -3.88% | 28.00% |
CTCAX Columbia Global Technology Growth Fund Class A | 30.99% | 24.78% | 31.39% | 56.46% | -34.81% | 22.73% | 49.46% | 43.91% | -1.48% | 42.99% |
Correlation
The correlation between GEGTX and CTCAX is 0.91, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.91 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.94 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.96 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.96 |
Correlation (All Time) Calculated using the full available price history since Nov 1, 2002 | 0.92 |
The correlation between GEGTX and CTCAX has been stable across timeframes, ranging from 0.91 to 0.96 - a consistent structural relationship.
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Return for Risk
GEGTX vs. CTCAX — Risk / Return Rank
GEGTX
CTCAX
GEGTX vs. CTCAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Large Cap Growth Fund (GEGTX) 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.
| GEGTX | CTCAX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.03 | ||
| Sortino ratioReturn per unit of downside risk | -1.01 | ||
| Omega ratioGain probability vs. loss probability | 1.32 | 1.47 | -0.14 |
| Calmar ratioReturn relative to maximum drawdown | 1.88 | 4.21 | -2.33 |
| Martin ratioReturn relative to average drawdown | 6.72 | 15.74 | -9.01 |
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
| GEGTX | CTCAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.86 | 2.89 | -1.03 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.66 | 0.79 | -0.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.81 | 1.00 | -0.18 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.67 | 0.77 | -0.11 |
Drawdowns
GEGTX vs. CTCAX - Drawdown Comparison
The maximum GEGTX drawdown since its inception was -53.08%, smaller than the maximum CTCAX drawdown of -61.04%. Use the drawdown chart below to compare losses from any high point for GEGTX and CTCAX.
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Drawdown Indicators
| GEGTX | CTCAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.08% | -61.04% | +7.96% |
Max Drawdown (1Y)Largest decline over 1 year | -15.25% | -14.43% | -0.82% |
Max Drawdown (3Y)Largest decline over 3 years | -23.67% | -26.67% | +3.00% |
Max Drawdown (5Y)Largest decline over 5 years | -35.64% | -39.55% | +3.91% |
Max Drawdown (10Y)Largest decline over 10 years | -35.64% | -39.55% | +3.91% |
Current DrawdownCurrent decline from peak | -1.63% | -0.81% | -0.82% |
Average DrawdownAverage peak-to-trough decline | -9.92% | -10.68% | +0.76% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.25% | 3.86% | +0.39% |
Volatility
GEGTX vs. CTCAX - Volatility Comparison
The current volatility for Columbia Large Cap Growth Fund (GEGTX) is 3.86%, while Columbia Global Technology Growth Fund Class A (CTCAX) has a volatility of 6.55%. This indicates that GEGTX 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
| GEGTX | CTCAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.86% | 6.55% | -2.69% |
Volatility (6M)Calculated over the trailing 6-month period | 11.73% | 16.74% | -5.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.40% | 21.07% | -5.67% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.63% | 25.98% | -4.35% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.28% | 24.84% | -3.56% |
GEGTX vs. CTCAX - Expense Ratio Comparison
GEGTX has a 0.74% expense ratio, which is lower than CTCAX's 1.18% expense ratio.
Dividends
GEGTX vs. CTCAX - Dividend Comparison
GEGTX's dividend yield for the trailing twelve months is around 8.02%, more than CTCAX's 2.51% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CTCAX Columbia Global Technology Growth Fund Class A | 2.51% | 3.29% | 1.08% | 2.36% | 3.53% | 4.15% | 0.91% | 2.55% | 5.82% | 3.52% | 0.36% | 1.80% |
GEGTX Columbia Large Cap Growth Fund | 8.02% | 8.81% | 5.29% | 4.12% | 0.00% | 8.54% | 12.38% | 8.02% | 9.24% | 6.28% | 1.81% | 10.17% |
Frequently Asked Questions
With a correlation of 0.91, GEGTX and CTCAX 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.
CTCAX has higher volatility (6.55%) compared to GEGTX (3.86%). In terms of maximum drawdown, GEGTX dropped -53.08% vs CTCAX's -61.04%.
CTCAX currently has the higher Sharpe Ratio (2.89 vs 1.86), 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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