JAMFX vs. SLMCX
JAMFX (Jacob Internet Fund) and SLMCX (Columbia Seligman Technology and Information Fund Class A) are both Technology Equities funds. Over the past 10 years, JAMFX returned 8.15%/yr vs 26.27%/yr for SLMCX. Their 0.77 correlation means they have sometimes moved together and sometimes differently. JAMFX charges 2.02%/yr vs 1.16%/yr for SLMCX.
Performance
JAMFX vs. SLMCX - Performance Comparison
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Returns By Period
In the year-to-date period, JAMFX achieves a -18.22% return, which is significantly lower than SLMCX's 45.62% return. Over the past 10 years, JAMFX has underperformed SLMCX with an annualized return of 8.15%, while SLMCX has yielded a comparatively higher 26.27% annualized return.
JAMFX
- 1D
- 1.14%
- 1M
- -6.48%
- 6M
- -8.72%
- YTD
- -18.22%
- 1Y
- -16.50%
- 3Y*
- 4.38%
- 5Y*
- -11.21%
- 10Y*
- 8.15%
- ALL TIME*
- 0.79%
SLMCX
- 1D
- 4.87%
- 1M
- -3.57%
- 6M
- 32.79%
- YTD
- 45.62%
- 1Y
- 84.57%
- 3Y*
- 39.12%
- 5Y*
- 23.40%
- 10Y*
- 26.27%
- ALL TIME*
- 23.19%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
JAMFX Jacob Internet Fund | $0.00 | $0.00 | $0.00 |
| $0.00 | $0.00 | $0.00 |
JAMFX vs. SLMCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JAMFX Jacob Internet Fund | -18.22% | 13.17% | 14.31% | 34.64% | -59.54% | 12.88% | 122.48% | 21.70% | 1.98% | 24.07% |
SLMCX Columbia Seligman Technology and Information Fund Class A | 45.62% | 37.32% | 26.67% | 44.27% | -31.14% | 38.97% | 44.45% | 54.15% | -8.12% | 34.08% |
Correlation
The correlation between JAMFX and SLMCX is 0.57, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.57 |
Correlation (3Y) Balances recent behavior with more history. | 0.65 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.72 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.74 |
Correlation (All Time) Calculated using the full available price history since Dec 13, 1999 | 0.77 |
Over the past year, the correlation between JAMFX and SLMCX has dropped to 0.57 - well below their long-term average of 0.77, suggesting their price drivers have been diverging.
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Return for Risk
JAMFX vs. SLMCX — Risk / Return Rank
JAMFX
SLMCX
JAMFX vs. SLMCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Jacob Internet Fund (JAMFX) and Columbia Seligman Technology and Information Fund Class A (SLMCX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| JAMFX | SLMCX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -3.39 | ||
| Sortino ratioReturn per unit of downside risk | -3.95 | ||
| Omega ratioGain probability vs. loss probability | 0.91 | 1.42 | -0.51 |
| Calmar ratioReturn relative to maximum drawdown | -0.51 | 6.33 | -6.84 |
| Martin ratioReturn relative to average drawdown | -0.86 | 20.79 | -21.66 |
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Drawdowns
JAMFX vs. SLMCX - Drawdown Comparison
The maximum JAMFX drawdown since its inception was -96.46%, which is greater than SLMCX's maximum drawdown of -68.10%. Use the drawdown chart below to compare losses from any high point for JAMFX and SLMCX.
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Drawdown Indicators
| JAMFX | SLMCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -96.46% | -68.10% | -28.36% |
Max Drawdown (1Y)Largest decline over 1 year | -40.83% | -12.79% | -28.04% |
Max Drawdown (3Y)Largest decline over 3 years | -40.83% | -29.13% | -11.70% |
Max Drawdown (5Y)Largest decline over 5 years | -70.01% | -37.32% | -32.69% |
Max Drawdown (10Y)Largest decline over 10 years | -70.50% | -37.32% | -33.18% |
Current DrawdownCurrent decline from peak | -54.42% | -8.54% | -45.88% |
Average DrawdownAverage peak-to-trough decline | -63.93% | -12.97% | -50.96% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 24.10% | 3.87% | +20.23% |
Volatility
JAMFX vs. SLMCX - Volatility Comparison
The current volatility for Jacob Internet Fund (JAMFX) is 7.75%, while Columbia Seligman Technology and Information Fund Class A (SLMCX) has a volatility of 10.04%. This indicates that JAMFX experiences smaller price fluctuations and is considered to be less risky than SLMCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JAMFX | SLMCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.75% | 10.04% | -2.29% |
Volatility (6M)Calculated over the trailing 6-month period | 25.60% | 23.32% | +2.28% |
Volatility (1Y)Calculated over the trailing 1-year period | 32.11% | 29.59% | +2.52% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 37.98% | 26.92% | +11.06% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 33.44% | 26.39% | +7.05% |
JAMFX vs. SLMCX - Expense Ratio Comparison
JAMFX has a 2.02% expense ratio, which is higher than SLMCX's 1.16% expense ratio.
Dividends
JAMFX vs. SLMCX - Dividend Comparison
JAMFX's dividend yield for the trailing twelve months is around 3.01%, less than SLMCX's 6.49% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JAMFX Jacob Internet Fund | 3.01% | 2.46% | 0.00% | 0.00% | 0.00% | 3.07% | 13.77% | 12.76% | 8.77% | 12.56% | 4.94% | 12.97% |
SLMCX Columbia Seligman Technology and Information Fund Class A | 6.49% | 9.45% | 14.27% | 5.16% | 9.42% | 11.75% | 10.40% | 11.44% | 12.33% | 11.15% | 8.19% | 10.79% |
Frequently Asked Questions
JAMFX and SLMCX have a correlation of 0.57, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SLMCX has higher volatility (10.04%) compared to JAMFX (7.75%). In terms of maximum drawdown, JAMFX dropped -96.46% vs SLMCX's -68.10%.
SLMCX currently has the higher Sharpe Ratio (2.74 vs -0.65), 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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