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NSTMX vs. CTCAX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

NSTMX vs. CTCAX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Columbia Short Term Bond Fund (NSTMX) and Columbia Global Technology Growth Fund Class A (CTCAX). The values are adjusted to include any dividend payments, if applicable.

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NSTMX vs. CTCAX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
NSTMX
Columbia Short Term Bond Fund
0.03%5.95%5.45%6.97%-4.82%0.73%3.42%5.20%0.62%1.04%
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, NSTMX achieves a 0.03% return, which is significantly higher than CTCAX's -10.22% return. Over the past 10 years, NSTMX has underperformed CTCAX with an annualized return of 2.49%, while CTCAX has yielded a comparatively higher 20.26% annualized return.


NSTMX

1D
0.10%
1M
-0.81%
YTD
0.03%
6M
1.19%
1Y
4.38%
3Y*
5.32%
5Y*
2.71%
10Y*
2.49%

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%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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NSTMX vs. CTCAX - Expense Ratio Comparison

NSTMX has a 0.46% expense ratio, which is lower than CTCAX's 1.18% expense ratio.


Return for Risk

NSTMX vs. CTCAX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

NSTMX
NSTMX Risk / Return Rank: 9898
Overall Rank
NSTMX Sharpe Ratio Rank: 9797
Sharpe Ratio Rank
NSTMX Sortino Ratio Rank: 9898
Sortino Ratio Rank
NSTMX Omega Ratio Rank: 9797
Omega Ratio Rank
NSTMX Calmar Ratio Rank: 9898
Calmar Ratio Rank
NSTMX Martin Ratio Rank: 9898
Martin Ratio Rank

CTCAX
CTCAX Risk / Return Rank: 6262
Overall Rank
CTCAX Sharpe Ratio Rank: 5656
Sharpe Ratio Rank
CTCAX Sortino Ratio Rank: 6262
Sortino Ratio Rank
CTCAX Omega Ratio Rank: 5757
Omega Ratio Rank
CTCAX Calmar Ratio Rank: 7373
Calmar Ratio Rank
CTCAX Martin Ratio Rank: 6262
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

NSTMX vs. CTCAX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Columbia Short Term Bond Fund (NSTMX) 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.


NSTMXCTCAXDifference

Sharpe ratio

Return per unit of total volatility

2.61

1.02

+1.59

Sortino ratio

Return per unit of downside risk

5.08

1.57

+3.51

Omega ratio

Gain probability vs. loss probability

1.71

1.22

+0.49

Calmar ratio

Return relative to maximum drawdown

5.38

1.67

+3.71

Martin ratio

Return relative to average drawdown

20.18

5.92

+14.26

NSTMX vs. CTCAX - Sharpe Ratio Comparison

The current NSTMX Sharpe Ratio is 2.61, which is higher than the CTCAX Sharpe Ratio of 1.02. The chart below compares the historical Sharpe Ratios of NSTMX and CTCAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


NSTMXCTCAXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.61

1.02

+1.59

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

1.25

0.49

+0.76

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

1.17

0.82

+0.35

Sharpe Ratio (All Time)

Calculated using the full available price history

1.69

0.70

+0.99

Correlation

The correlation between NSTMX and CTCAX is -0.07. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.


Dividends

NSTMX vs. CTCAX - Dividend Comparison

NSTMX's dividend yield for the trailing twelve months is around 4.30%, more than CTCAX's 3.66% yield.


TTM20252024202320222021202020192018201720162015
NSTMX
Columbia Short Term Bond Fund
4.30%4.73%3.84%3.71%2.11%1.53%2.32%3.45%1.42%1.44%0.89%0.84%
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

NSTMX vs. CTCAX - Drawdown Comparison

The maximum NSTMX drawdown since its inception was -9.50%, smaller than the maximum CTCAX drawdown of -61.04%. Use the drawdown chart below to compare losses from any high point for NSTMX and CTCAX.


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Drawdown Indicators


NSTMXCTCAXDifference

Max Drawdown

Largest peak-to-trough decline

-9.50%

-61.04%

+51.54%

Max Drawdown (1Y)

Largest decline over 1 year

-0.91%

-14.43%

+13.52%

Max Drawdown (5Y)

Largest decline over 5 years

-7.06%

-39.55%

+32.49%

Max Drawdown (10Y)

Largest decline over 10 years

-9.50%

-39.55%

+30.05%

Current Drawdown

Current decline from peak

-0.81%

-14.43%

+13.62%

Average Drawdown

Average peak-to-trough decline

-0.54%

-10.75%

+10.21%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.24%

4.07%

-3.83%

Volatility

NSTMX vs. CTCAX - Volatility Comparison

The current volatility for Columbia Short Term Bond Fund (NSTMX) is 0.48%, while Columbia Global Technology Growth Fund Class A (CTCAX) has a volatility of 7.45%. This indicates that NSTMX 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


NSTMXCTCAXDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.48%

7.45%

-6.97%

Volatility (6M)

Calculated over the trailing 6-month period

1.17%

16.24%

-15.07%

Volatility (1Y)

Calculated over the trailing 1-year period

1.85%

27.00%

-25.15%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

2.19%

25.81%

-23.62%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

2.13%

24.66%

-22.53%