IEVAX vs. CTCAX
Compare and contrast key facts about Columbia Global Value Fund (IEVAX) and Columbia Global Technology Growth Fund Class A (CTCAX).
IEVAX is managed by Columbia. It was launched on Mar 19, 1995. CTCAX is managed by Columbia. It was launched on Nov 9, 2000.
Performance
IEVAX vs. CTCAX - Performance Comparison
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IEVAX vs. CTCAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IEVAX Columbia Global Value Fund | -0.80% | 21.42% | 11.78% | 12.00% | -8.52% | 20.31% | 3.77% | 24.55% | -12.22% | 21.93% |
CTCAX Columbia Global Technology Growth Fund Class A | -6.10% | 24.78% | 31.39% | 56.46% | -34.81% | 22.73% | 49.46% | 43.91% | -1.48% | 42.99% |
Returns By Period
In the year-to-date period, IEVAX achieves a -0.80% return, which is significantly higher than CTCAX's -6.10% return. Over the past 10 years, IEVAX has underperformed CTCAX with an annualized return of 9.58%, while CTCAX has yielded a comparatively higher 20.80% annualized return.
IEVAX
- 1D
- 2.72%
- 1M
- -5.58%
- YTD
- -0.80%
- 6M
- 3.01%
- 1Y
- 18.16%
- 3Y*
- 13.74%
- 5Y*
- 8.48%
- 10Y*
- 9.58%
CTCAX
- 1D
- 4.59%
- 1M
- -5.90%
- YTD
- -6.10%
- 6M
- -5.08%
- 1Y
- 32.32%
- 3Y*
- 25.70%
- 5Y*
- 12.94%
- 10Y*
- 20.80%
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IEVAX vs. CTCAX - Expense Ratio Comparison
IEVAX has a 1.13% expense ratio, which is lower than CTCAX's 1.18% expense ratio.
Return for Risk
IEVAX vs. CTCAX — Risk / Return Rank
IEVAX
CTCAX
IEVAX vs. CTCAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Global Value Fund (IEVAX) 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.
| IEVAX | CTCAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.22 | 1.24 | -0.01 |
Sortino ratioReturn per unit of downside risk | 1.71 | 1.84 | -0.13 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.26 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.52 | 2.30 | -0.78 |
Martin ratioReturn relative to average drawdown | 7.26 | 8.07 | -0.81 |
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
| IEVAX | CTCAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.22 | 1.24 | -0.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.61 | 0.50 | +0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.58 | 0.84 | -0.27 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.71 | -0.27 |
Correlation
The correlation between IEVAX and CTCAX is 0.75, 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
IEVAX vs. CTCAX - Dividend Comparison
IEVAX's dividend yield for the trailing twelve months is around 10.80%, more than CTCAX's 3.50% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IEVAX Columbia Global Value Fund | 10.80% | 10.06% | 10.32% | 6.26% | 7.61% | 11.24% | 8.76% | 9.16% | 6.75% | 1.66% | 2.28% | 4.68% |
CTCAX Columbia Global Technology Growth Fund Class A | 3.50% | 3.29% | 1.08% | 2.36% | 3.53% | 4.15% | 0.91% | 2.55% | 5.82% | 3.52% | 0.36% | 1.80% |
Drawdowns
IEVAX vs. CTCAX - Drawdown Comparison
The maximum IEVAX drawdown since its inception was -56.85%, smaller than the maximum CTCAX drawdown of -61.04%. Use the drawdown chart below to compare losses from any high point for IEVAX and CTCAX.
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Drawdown Indicators
| IEVAX | CTCAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.85% | -61.04% | +4.19% |
Max Drawdown (1Y)Largest decline over 1 year | -12.17% | -14.43% | +2.26% |
Max Drawdown (5Y)Largest decline over 5 years | -20.58% | -39.55% | +18.97% |
Max Drawdown (10Y)Largest decline over 10 years | -37.88% | -39.55% | +1.67% |
Current DrawdownCurrent decline from peak | -6.32% | -10.51% | +4.19% |
Average DrawdownAverage peak-to-trough decline | -8.50% | -10.75% | +2.25% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.55% | 4.12% | -1.57% |
Volatility
IEVAX vs. CTCAX - Volatility Comparison
The current volatility for Columbia Global Value Fund (IEVAX) is 5.27%, while Columbia Global Technology Growth Fund Class A (CTCAX) has a volatility of 8.94%. This indicates that IEVAX 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
| IEVAX | CTCAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.27% | 8.94% | -3.67% |
Volatility (6M)Calculated over the trailing 6-month period | 8.11% | 16.85% | -8.74% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.91% | 27.31% | -12.40% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.06% | 25.88% | -11.82% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.59% | 24.70% | -8.11% |