NFEPX vs. CTCAX
Compare and contrast key facts about Columbia Large Cap Growth Opportunity Fund (NFEPX) and Columbia Global Technology Growth Fund Class A (CTCAX).
NFEPX is managed by Columbia. It was launched on Dec 31, 1997. CTCAX is managed by Columbia. It was launched on Nov 9, 2000.
Performance
NFEPX vs. CTCAX - Performance Comparison
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NFEPX vs. CTCAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NFEPX Columbia Large Cap Growth Opportunity Fund | -13.25% | 15.54% | 24.80% | 31.61% | -29.54% | 20.42% | 40.86% | 36.35% | -4.14% | 27.96% |
CTCAX Columbia Global Technology Growth Fund Class A | -10.22% | 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, NFEPX achieves a -13.25% return, which is significantly lower than CTCAX's -10.22% return. Over the past 10 years, NFEPX has underperformed CTCAX with an annualized return of 13.14%, while CTCAX has yielded a comparatively higher 20.26% annualized return.
NFEPX
- 1D
- -0.20%
- 1M
- -8.39%
- YTD
- -13.25%
- 6M
- -11.30%
- 1Y
- 13.34%
- 3Y*
- 14.19%
- 5Y*
- 6.39%
- 10Y*
- 13.14%
CTCAX
- 1D
- -1.69%
- 1M
- -9.75%
- YTD
- -10.22%
- 6M
- -8.54%
- 1Y
- 27.76%
- 3Y*
- 23.83%
- 5Y*
- 12.52%
- 10Y*
- 20.26%
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NFEPX vs. CTCAX - Expense Ratio Comparison
NFEPX has a 0.80% expense ratio, which is lower than CTCAX's 1.18% expense ratio.
Return for Risk
NFEPX vs. CTCAX — Risk / Return Rank
NFEPX
CTCAX
NFEPX vs. CTCAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Large Cap Growth Opportunity Fund (NFEPX) 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.
| NFEPX | CTCAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.60 | 1.02 | -0.43 |
Sortino ratioReturn per unit of downside risk | 1.01 | 1.57 | -0.56 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.22 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 0.63 | 1.67 | -1.04 |
Martin ratioReturn relative to average drawdown | 2.29 | 5.92 | -3.63 |
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
| NFEPX | CTCAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.60 | 1.02 | -0.43 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.30 | 0.49 | -0.19 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.62 | 0.82 | -0.21 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 0.70 | -0.24 |
Correlation
The correlation between NFEPX and CTCAX is 0.89, 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
NFEPX vs. CTCAX - Dividend Comparison
NFEPX's dividend yield for the trailing twelve months is around 5.86%, more than CTCAX's 3.66% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NFEPX Columbia Large Cap Growth Opportunity Fund | 5.86% | 5.08% | 2.94% | 0.00% | 19.87% | 37.27% | 11.00% | 8.94% | 11.47% | 5.79% | 12.73% | 21.91% |
CTCAX Columbia Global Technology Growth Fund Class A | 3.66% | 3.29% | 1.08% | 2.36% | 3.53% | 4.15% | 0.91% | 2.55% | 5.82% | 3.52% | 0.36% | 1.80% |
Drawdowns
NFEPX vs. CTCAX - Drawdown Comparison
The maximum NFEPX drawdown since its inception was -53.78%, smaller than the maximum CTCAX drawdown of -61.04%. Use the drawdown chart below to compare losses from any high point for NFEPX and CTCAX.
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Drawdown Indicators
| NFEPX | CTCAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.78% | -61.04% | +7.26% |
Max Drawdown (1Y)Largest decline over 1 year | -16.01% | -14.43% | -1.58% |
Max Drawdown (5Y)Largest decline over 5 years | -36.26% | -39.55% | +3.29% |
Max Drawdown (10Y)Largest decline over 10 years | -36.26% | -39.55% | +3.29% |
Current DrawdownCurrent decline from peak | -16.01% | -14.43% | -1.58% |
Average DrawdownAverage peak-to-trough decline | -13.50% | -10.75% | -2.75% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.37% | 4.07% | +0.30% |
Volatility
NFEPX vs. CTCAX - Volatility Comparison
The current volatility for Columbia Large Cap Growth Opportunity Fund (NFEPX) is 5.73%, while Columbia Global Technology Growth Fund Class A (CTCAX) has a volatility of 7.45%. This indicates that NFEPX 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
| NFEPX | CTCAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.73% | 7.45% | -1.72% |
Volatility (6M)Calculated over the trailing 6-month period | 12.08% | 16.24% | -4.16% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.24% | 27.00% | -4.76% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.51% | 25.81% | -4.30% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.37% | 24.66% | -3.29% |