GEGTX vs. SHGTX
Compare and contrast key facts about Columbia Large Cap Growth Fund (GEGTX) and Columbia Seligman Global Technology Fund (SHGTX).
GEGTX is managed by Columbia. It was launched on Dec 14, 1990. SHGTX is managed by Columbia. It was launched on May 22, 1994.
Performance
GEGTX vs. SHGTX - Performance Comparison
Loading graphics...
GEGTX vs. SHGTX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
GEGTX Columbia Large Cap Growth Fund | -9.54% | 16.44% | 31.91% | 43.94% | -32.01% | 29.40% | 34.43% | 36.17% | -3.88% | 28.00% |
SHGTX Columbia Seligman Global Technology Fund | 4.81% | 35.09% | 26.04% | 45.28% | -31.70% | 38.60% | 45.56% | 54.92% | -8.70% | 34.52% |
Returns By Period
In the year-to-date period, GEGTX achieves a -9.54% return, which is significantly lower than SHGTX's 4.81% return. Over the past 10 years, GEGTX has underperformed SHGTX with an annualized return of 15.26%, while SHGTX has yielded a comparatively higher 22.68% annualized return.
GEGTX
- 1D
- 3.78%
- 1M
- -4.74%
- YTD
- -9.54%
- 6M
- -7.88%
- 1Y
- 17.30%
- 3Y*
- 20.75%
- 5Y*
- 10.67%
- 10Y*
- 15.26%
SHGTX
- 1D
- 5.55%
- 1M
- -5.32%
- YTD
- 4.81%
- 6M
- 8.30%
- 1Y
- 60.42%
- 3Y*
- 30.37%
- 5Y*
- 16.45%
- 10Y*
- 22.68%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
GEGTX vs. SHGTX - Expense Ratio Comparison
GEGTX has a 0.74% expense ratio, which is lower than SHGTX's 1.29% expense ratio.
Return for Risk
GEGTX vs. SHGTX — Risk / Return Rank
GEGTX
SHGTX
GEGTX vs. SHGTX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Large Cap Growth Fund (GEGTX) and Columbia Seligman Global Technology Fund (SHGTX). 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 | SHGTX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.83 | 2.02 | -1.19 |
Sortino ratioReturn per unit of downside risk | 1.34 | 2.60 | -1.26 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.36 | -0.18 |
Calmar ratioReturn relative to maximum drawdown | 1.19 | 4.13 | -2.94 |
Martin ratioReturn relative to average drawdown | 4.27 | 15.42 | -11.15 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| GEGTX | SHGTX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.83 | 2.02 | -1.19 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.50 | 0.61 | -0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.72 | 0.85 | -0.13 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.64 | 0.60 | +0.04 |
Correlation
The correlation between GEGTX and SHGTX is 0.82, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
GEGTX vs. SHGTX - Dividend Comparison
GEGTX's dividend yield for the trailing twelve months is around 9.74%, more than SHGTX's 8.06% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GEGTX Columbia Large Cap Growth Fund | 9.74% | 8.81% | 5.29% | 4.12% | 0.00% | 8.54% | 12.38% | 8.02% | 9.24% | 6.28% | 1.81% | 10.17% |
SHGTX Columbia Seligman Global Technology Fund | 8.06% | 8.45% | 14.04% | 6.22% | 3.94% | 11.77% | 9.92% | 10.26% | 12.75% | 7.25% | 8.13% | 8.09% |
Drawdowns
GEGTX vs. SHGTX - Drawdown Comparison
The maximum GEGTX drawdown since its inception was -53.08%, smaller than the maximum SHGTX drawdown of -77.47%. Use the drawdown chart below to compare losses from any high point for GEGTX and SHGTX.
Loading graphics...
Drawdown Indicators
| GEGTX | SHGTX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.08% | -77.47% | +24.39% |
Max Drawdown (1Y)Largest decline over 1 year | -15.25% | -14.93% | -0.32% |
Max Drawdown (5Y)Largest decline over 5 years | -35.64% | -43.17% | +7.53% |
Max Drawdown (10Y)Largest decline over 10 years | -35.64% | -43.17% | +7.53% |
Current DrawdownCurrent decline from peak | -12.05% | -7.51% | -4.54% |
Average DrawdownAverage peak-to-trough decline | -9.96% | -25.06% | +15.10% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.27% | 4.00% | +0.27% |
Volatility
GEGTX vs. SHGTX - Volatility Comparison
The current volatility for Columbia Large Cap Growth Fund (GEGTX) is 6.79%, while Columbia Seligman Global Technology Fund (SHGTX) has a volatility of 11.08%. This indicates that GEGTX experiences smaller price fluctuations and is considered to be less risky than SHGTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| GEGTX | SHGTX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.79% | 11.08% | -4.29% |
Volatility (6M)Calculated over the trailing 6-month period | 12.21% | 21.67% | -9.46% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.21% | 31.05% | -8.84% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.66% | 27.29% | -5.63% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.23% | 26.64% | -5.41% |