NAMAX vs. CTCAX
Compare and contrast key facts about Columbia Select Mid Cap Value Fund (NAMAX) and Columbia Global Technology Growth Fund Class A (CTCAX).
NAMAX is managed by Columbia. It was launched on Nov 20, 2001. CTCAX is managed by Columbia. It was launched on Nov 9, 2000.
Performance
NAMAX vs. CTCAX - Performance Comparison
Loading graphics...
NAMAX vs. CTCAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NAMAX Columbia Select Mid Cap Value Fund | 7.05% | 13.77% | 13.14% | 9.65% | -9.33% | 32.28% | 6.90% | 31.56% | -18.46% | 13.71% |
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, NAMAX achieves a 7.05% return, which is significantly higher than CTCAX's -6.10% return. Over the past 10 years, NAMAX has underperformed CTCAX with an annualized return of 10.27%, while CTCAX has yielded a comparatively higher 20.80% annualized return.
NAMAX
- 1D
- 2.49%
- 1M
- -6.16%
- YTD
- 7.05%
- 6M
- 9.61%
- 1Y
- 24.99%
- 3Y*
- 14.52%
- 5Y*
- 9.53%
- 10Y*
- 10.27%
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%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
NAMAX vs. CTCAX - Expense Ratio Comparison
NAMAX has a 0.88% expense ratio, which is lower than CTCAX's 1.18% expense ratio.
Return for Risk
NAMAX vs. CTCAX — Risk / Return Rank
NAMAX
CTCAX
NAMAX vs. CTCAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Select Mid Cap Value Fund (NAMAX) 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.
| NAMAX | CTCAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.32 | 1.24 | +0.09 |
Sortino ratioReturn per unit of downside risk | 1.88 | 1.84 | +0.04 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.26 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.90 | 2.30 | -0.40 |
Martin ratioReturn relative to average drawdown | 8.28 | 8.07 | +0.21 |
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
| NAMAX | CTCAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.32 | 1.24 | +0.09 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.53 | 0.50 | +0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.51 | 0.84 | -0.33 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 0.71 | -0.25 |
Correlation
The correlation between NAMAX and CTCAX is 0.76, 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
NAMAX vs. CTCAX - Dividend Comparison
NAMAX's dividend yield for the trailing twelve months is around 6.24%, more than CTCAX's 3.50% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NAMAX Columbia Select Mid Cap Value Fund | 6.24% | 6.71% | 7.07% | 0.74% | 6.39% | 8.99% | 3.22% | 3.38% | 27.38% | 21.08% | 8.07% | 17.05% |
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
NAMAX vs. CTCAX - Drawdown Comparison
The maximum NAMAX drawdown since its inception was -60.44%, roughly equal to the maximum CTCAX drawdown of -61.04%. Use the drawdown chart below to compare losses from any high point for NAMAX and CTCAX.
Loading graphics...
Drawdown Indicators
| NAMAX | CTCAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.44% | -61.04% | +0.60% |
Max Drawdown (1Y)Largest decline over 1 year | -13.67% | -14.43% | +0.76% |
Max Drawdown (5Y)Largest decline over 5 years | -20.90% | -39.55% | +18.65% |
Max Drawdown (10Y)Largest decline over 10 years | -43.24% | -39.55% | -3.69% |
Current DrawdownCurrent decline from peak | -6.21% | -10.51% | +4.30% |
Average DrawdownAverage peak-to-trough decline | -8.56% | -10.75% | +2.19% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.14% | 4.12% | -0.98% |
Volatility
NAMAX vs. CTCAX - Volatility Comparison
The current volatility for Columbia Select Mid Cap Value Fund (NAMAX) is 5.84%, while Columbia Global Technology Growth Fund Class A (CTCAX) has a volatility of 8.94%. This indicates that NAMAX 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.
Loading graphics...
Volatility by Period
| NAMAX | CTCAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.84% | 8.94% | -3.10% |
Volatility (6M)Calculated over the trailing 6-month period | 10.56% | 16.85% | -6.29% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.99% | 27.31% | -8.32% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.12% | 25.88% | -7.76% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.02% | 24.70% | -4.68% |