NSEPX vs. CTCAX
Compare and contrast key facts about Columbia Select Large Cap Equity Fund (NSEPX) and Columbia Global Technology Growth Fund Class A (CTCAX).
NSEPX is managed by Columbia. It was launched on Oct 2, 1998. CTCAX is managed by Columbia. It was launched on Nov 9, 2000.
Performance
NSEPX vs. CTCAX - Performance Comparison
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NSEPX vs. CTCAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NSEPX Columbia Select Large Cap Equity Fund | -6.19% | 14.12% | 24.24% | 28.34% | -19.38% | 29.92% | 19.60% | 28.76% | -5.67% | 24.44% |
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
The year-to-date returns for both investments are quite close, with NSEPX having a -6.19% return and CTCAX slightly higher at -6.10%. Over the past 10 years, NSEPX has underperformed CTCAX with an annualized return of 13.46%, while CTCAX has yielded a comparatively higher 20.80% annualized return.
NSEPX
- 1D
- 3.10%
- 1M
- -4.64%
- YTD
- -6.19%
- 6M
- -3.19%
- 1Y
- 15.20%
- 3Y*
- 16.57%
- 5Y*
- 10.39%
- 10Y*
- 13.46%
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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NSEPX vs. CTCAX - Expense Ratio Comparison
NSEPX has a 0.55% expense ratio, which is lower than CTCAX's 1.18% expense ratio.
Return for Risk
NSEPX vs. CTCAX — Risk / Return Rank
NSEPX
CTCAX
NSEPX vs. CTCAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Select Large Cap Equity Fund (NSEPX) 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.
| NSEPX | CTCAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.86 | 1.24 | -0.38 |
Sortino ratioReturn per unit of downside risk | 1.31 | 1.84 | -0.53 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.26 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.29 | 2.30 | -1.01 |
Martin ratioReturn relative to average drawdown | 5.48 | 8.07 | -2.59 |
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
| NSEPX | CTCAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.86 | 1.24 | -0.38 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.61 | 0.50 | +0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | 0.84 | -0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.71 | -0.27 |
Correlation
The correlation between NSEPX 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
NSEPX vs. CTCAX - Dividend Comparison
NSEPX's dividend yield for the trailing twelve months is around 3.22%, less than CTCAX's 3.50% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NSEPX Columbia Select Large Cap Equity Fund | 3.22% | 3.02% | 6.28% | 4.88% | 6.25% | 7.45% | 7.13% | 5.16% | 11.11% | 5.57% | 2.18% | 12.10% |
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
NSEPX vs. CTCAX - Drawdown Comparison
The maximum NSEPX drawdown since its inception was -52.50%, smaller than the maximum CTCAX drawdown of -61.04%. Use the drawdown chart below to compare losses from any high point for NSEPX and CTCAX.
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Drawdown Indicators
| NSEPX | CTCAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -52.50% | -61.04% | +8.54% |
Max Drawdown (1Y)Largest decline over 1 year | -12.43% | -14.43% | +2.00% |
Max Drawdown (5Y)Largest decline over 5 years | -25.27% | -39.55% | +14.28% |
Max Drawdown (10Y)Largest decline over 10 years | -33.37% | -39.55% | +6.18% |
Current DrawdownCurrent decline from peak | -7.76% | -10.51% | +2.75% |
Average DrawdownAverage peak-to-trough decline | -12.68% | -10.75% | -1.93% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.93% | 4.12% | -1.19% |
Volatility
NSEPX vs. CTCAX - Volatility Comparison
The current volatility for Columbia Select Large Cap Equity Fund (NSEPX) is 5.65%, while Columbia Global Technology Growth Fund Class A (CTCAX) has a volatility of 8.94%. This indicates that NSEPX 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
| NSEPX | CTCAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.65% | 8.94% | -3.29% |
Volatility (6M)Calculated over the trailing 6-month period | 9.63% | 16.85% | -7.22% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.38% | 27.31% | -8.93% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.20% | 25.88% | -8.68% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.17% | 24.70% | -6.53% |