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ILGCX vs. CMTFX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

ILGCX vs. CMTFX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Columbia Integrated Large Cap Growth Fund Class A (ILGCX) and Columbia Global Technology Growth Fund (CMTFX). The values are adjusted to include any dividend payments, if applicable.

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ILGCX vs. CMTFX - Yearly Performance Comparison


2026 (YTD)2025202420232022
ILGCX
Columbia Integrated Large Cap Growth Fund Class A
-8.30%14.93%31.88%41.54%-20.15%
CMTFX
Columbia Global Technology Growth Fund
-10.17%25.10%31.72%56.85%-29.20%

Returns By Period

In the year-to-date period, ILGCX achieves a -8.30% return, which is significantly higher than CMTFX's -10.17% return.


ILGCX

1D
0.00%
1M
-2.85%
YTD
-8.30%
6M
-6.63%
1Y
17.46%
3Y*
22.32%
5Y*
10Y*

CMTFX

1D
-1.69%
1M
-9.74%
YTD
-10.17%
6M
-8.43%
1Y
28.08%
3Y*
24.15%
5Y*
12.80%
10Y*
20.54%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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ILGCX vs. CMTFX - Expense Ratio Comparison

ILGCX has a 0.79% expense ratio, which is lower than CMTFX's 0.92% expense ratio.


Return for Risk

ILGCX vs. CMTFX — Risk / Return Rank

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

ILGCX
ILGCX Risk / Return Rank: 2929
Overall Rank
ILGCX Sharpe Ratio Rank: 2525
Sharpe Ratio Rank
ILGCX Sortino Ratio Rank: 2828
Sortino Ratio Rank
ILGCX Omega Ratio Rank: 2727
Omega Ratio Rank
ILGCX Calmar Ratio Rank: 3434
Calmar Ratio Rank
ILGCX Martin Ratio Rank: 3131
Martin Ratio Rank

CMTFX
CMTFX Risk / Return Rank: 6363
Overall Rank
CMTFX Sharpe Ratio Rank: 5757
Sharpe Ratio Rank
CMTFX Sortino Ratio Rank: 6363
Sortino Ratio Rank
CMTFX Omega Ratio Rank: 5858
Omega Ratio Rank
CMTFX Calmar Ratio Rank: 7474
Calmar Ratio Rank
CMTFX Martin Ratio Rank: 6464
Martin Ratio Rank
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.

ILGCX vs. CMTFX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Columbia Integrated Large Cap Growth Fund Class A (ILGCX) and Columbia Global Technology Growth Fund (CMTFX). 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.


ILGCXCMTFXDifference

Sharpe ratio

Return per unit of total volatility

0.65

1.03

-0.39

Sortino ratio

Return per unit of downside risk

1.08

1.58

-0.50

Omega ratio

Gain probability vs. loss probability

1.15

1.22

-0.07

Calmar ratio

Return relative to maximum drawdown

0.94

1.70

-0.76

Martin ratio

Return relative to average drawdown

3.37

6.04

-2.67

ILGCX vs. CMTFX - Sharpe Ratio Comparison

The current ILGCX Sharpe Ratio is 0.65, which is lower than the CMTFX Sharpe Ratio of 1.03. The chart below compares the historical Sharpe Ratios of ILGCX and CMTFX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


ILGCXCMTFXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.65

1.03

-0.39

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.50

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.84

Sharpe Ratio (All Time)

Calculated using the full available price history

0.54

0.44

+0.11

Correlation

The correlation between ILGCX and CMTFX is 0.95, 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

ILGCX vs. CMTFX - Dividend Comparison

ILGCX's dividend yield for the trailing twelve months is around 151.73%, more than CMTFX's 3.44% yield.


TTM20252024202320222021202020192018201720162015
ILGCX
Columbia Integrated Large Cap Growth Fund Class A
151.73%38.35%13.20%0.02%33.99%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
CMTFX
Columbia Global Technology Growth Fund
3.44%3.09%1.02%2.23%3.36%4.19%0.87%2.44%5.89%3.60%0.35%1.74%

Drawdowns

ILGCX vs. CMTFX - Drawdown Comparison

The maximum ILGCX drawdown since its inception was -25.89%, smaller than the maximum CMTFX drawdown of -68.28%. Use the drawdown chart below to compare losses from any high point for ILGCX and CMTFX.


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Drawdown Indicators


ILGCXCMTFXDifference

Max Drawdown

Largest peak-to-trough decline

-25.89%

-68.28%

+42.39%

Max Drawdown (1Y)

Largest decline over 1 year

-12.13%

-14.35%

+2.22%

Max Drawdown (5Y)

Largest decline over 5 years

-39.42%

Max Drawdown (10Y)

Largest decline over 10 years

-39.42%

Current Drawdown

Current decline from peak

-10.69%

-14.35%

+3.66%

Average Drawdown

Average peak-to-trough decline

-6.94%

-16.40%

+9.46%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.32%

4.04%

+0.28%

Volatility

ILGCX vs. CMTFX - Volatility Comparison

The current volatility for Columbia Integrated Large Cap Growth Fund Class A (ILGCX) is 4.06%, while Columbia Global Technology Growth Fund (CMTFX) has a volatility of 7.45%. This indicates that ILGCX experiences smaller price fluctuations and is considered to be less risky than CMTFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


ILGCXCMTFXDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.06%

7.45%

-3.39%

Volatility (6M)

Calculated over the trailing 6-month period

11.36%

16.24%

-4.88%

Volatility (1Y)

Calculated over the trailing 1-year period

22.12%

27.01%

-4.89%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

21.58%

25.81%

-4.23%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

21.58%

24.66%

-3.08%