NBGPX vs. CTCAX
Compare and contrast key facts about Columbia Capital Allocation Moderate Aggressive Portfolio (NBGPX) and Columbia Global Technology Growth Fund Class A (CTCAX).
NBGPX is managed by Columbia. It was launched on Oct 14, 1996. CTCAX is managed by Columbia. It was launched on Nov 9, 2000.
Performance
NBGPX vs. CTCAX - Performance Comparison
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NBGPX vs. CTCAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NBGPX Columbia Capital Allocation Moderate Aggressive Portfolio | -1.91% | 17.29% | 13.35% | 17.73% | -17.91% | 12.96% | 12.98% | 21.65% | -7.94% | 18.82% |
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, NBGPX achieves a -1.91% return, which is significantly higher than CTCAX's -6.10% return. Over the past 10 years, NBGPX has underperformed CTCAX with an annualized return of 8.41%, while CTCAX has yielded a comparatively higher 20.80% annualized return.
NBGPX
- 1D
- 2.24%
- 1M
- -4.49%
- YTD
- -1.91%
- 6M
- 0.22%
- 1Y
- 16.11%
- 3Y*
- 13.26%
- 5Y*
- 6.28%
- 10Y*
- 8.41%
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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NBGPX vs. CTCAX - Expense Ratio Comparison
NBGPX has a 0.14% expense ratio, which is lower than CTCAX's 1.18% expense ratio.
Return for Risk
NBGPX vs. CTCAX — Risk / Return Rank
NBGPX
CTCAX
NBGPX vs. CTCAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Capital Allocation Moderate Aggressive Portfolio (NBGPX) 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.
| NBGPX | CTCAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.36 | 1.24 | +0.12 |
Sortino ratioReturn per unit of downside risk | 1.96 | 1.84 | +0.12 |
Omega ratioGain probability vs. loss probability | 1.29 | 1.26 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.96 | 2.30 | -0.34 |
Martin ratioReturn relative to average drawdown | 9.12 | 8.07 | +1.05 |
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
| NBGPX | CTCAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.36 | 1.24 | +0.12 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.54 | 0.50 | +0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.69 | 0.84 | -0.15 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.62 | 0.71 | -0.09 |
Correlation
The correlation between NBGPX and CTCAX is 0.86, 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
NBGPX vs. CTCAX - Dividend Comparison
NBGPX's dividend yield for the trailing twelve months is around 8.00%, more than CTCAX's 3.50% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NBGPX Columbia Capital Allocation Moderate Aggressive Portfolio | 8.00% | 8.12% | 6.80% | 4.67% | 6.52% | 16.00% | 5.44% | 7.61% | 9.89% | 7.46% | 4.03% | 6.92% |
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
NBGPX vs. CTCAX - Drawdown Comparison
The maximum NBGPX drawdown since its inception was -40.41%, smaller than the maximum CTCAX drawdown of -61.04%. Use the drawdown chart below to compare losses from any high point for NBGPX and CTCAX.
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Drawdown Indicators
| NBGPX | CTCAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.41% | -61.04% | +20.63% |
Max Drawdown (1Y)Largest decline over 1 year | -8.48% | -14.43% | +5.95% |
Max Drawdown (5Y)Largest decline over 5 years | -24.03% | -39.55% | +15.52% |
Max Drawdown (10Y)Largest decline over 10 years | -26.76% | -39.55% | +12.79% |
Current DrawdownCurrent decline from peak | -5.08% | -10.51% | +5.43% |
Average DrawdownAverage peak-to-trough decline | -4.74% | -10.75% | +6.01% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.82% | 4.12% | -2.30% |
Volatility
NBGPX vs. CTCAX - Volatility Comparison
The current volatility for Columbia Capital Allocation Moderate Aggressive Portfolio (NBGPX) is 4.66%, while Columbia Global Technology Growth Fund Class A (CTCAX) has a volatility of 8.94%. This indicates that NBGPX 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
| NBGPX | CTCAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.66% | 8.94% | -4.28% |
Volatility (6M)Calculated over the trailing 6-month period | 7.21% | 16.85% | -9.64% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.16% | 27.31% | -15.15% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.81% | 25.88% | -14.07% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.19% | 24.70% | -12.51% |