PACIX vs. CTCAX
Compare and contrast key facts about Columbia Convertible Securities Fund (PACIX) and Columbia Global Technology Growth Fund Class A (CTCAX).
PACIX is managed by Columbia. It was launched on Sep 24, 1987. CTCAX is managed by Columbia. It was launched on Nov 9, 2000.
Performance
PACIX vs. CTCAX - Performance Comparison
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PACIX vs. CTCAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PACIX Columbia Convertible Securities Fund | 0.04% | 19.58% | 9.51% | 11.91% | -19.54% | 3.71% | 47.86% | 26.15% | -1.03% | 15.07% |
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, PACIX achieves a 0.04% return, which is significantly higher than CTCAX's -10.22% return. Over the past 10 years, PACIX has underperformed CTCAX with an annualized return of 11.54%, while CTCAX has yielded a comparatively higher 20.26% annualized return.
PACIX
- 1D
- -1.58%
- 1M
- -6.43%
- YTD
- 0.04%
- 6M
- 2.18%
- 1Y
- 22.13%
- 3Y*
- 12.16%
- 5Y*
- 3.68%
- 10Y*
- 11.54%
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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PACIX vs. CTCAX - Expense Ratio Comparison
PACIX has a 1.12% expense ratio, which is lower than CTCAX's 1.18% expense ratio.
Return for Risk
PACIX vs. CTCAX — Risk / Return Rank
PACIX
CTCAX
PACIX vs. CTCAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Convertible Securities Fund (PACIX) 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.
| PACIX | CTCAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.49 | 1.02 | +0.47 |
Sortino ratioReturn per unit of downside risk | 2.03 | 1.57 | +0.46 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.22 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 2.60 | 1.67 | +0.93 |
Martin ratioReturn relative to average drawdown | 9.39 | 5.92 | +3.46 |
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
| PACIX | CTCAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.49 | 1.02 | +0.47 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.29 | 0.49 | -0.20 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.87 | 0.82 | +0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.81 | 0.70 | +0.11 |
Correlation
The correlation between PACIX and CTCAX is 0.84, 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
PACIX vs. CTCAX - Dividend Comparison
PACIX's dividend yield for the trailing twelve months is around 1.48%, less than CTCAX's 3.66% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PACIX Columbia Convertible Securities Fund | 1.48% | 1.45% | 1.96% | 2.53% | 9.87% | 22.27% | 7.81% | 6.29% | 5.29% | 2.75% | 2.34% | 9.91% |
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
PACIX vs. CTCAX - Drawdown Comparison
The maximum PACIX drawdown since its inception was -43.86%, smaller than the maximum CTCAX drawdown of -61.04%. Use the drawdown chart below to compare losses from any high point for PACIX and CTCAX.
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Drawdown Indicators
| PACIX | CTCAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.86% | -61.04% | +17.18% |
Max Drawdown (1Y)Largest decline over 1 year | -7.85% | -14.43% | +6.58% |
Max Drawdown (5Y)Largest decline over 5 years | -26.71% | -39.55% | +12.84% |
Max Drawdown (10Y)Largest decline over 10 years | -28.74% | -39.55% | +10.81% |
Current DrawdownCurrent decline from peak | -7.85% | -14.43% | +6.58% |
Average DrawdownAverage peak-to-trough decline | -6.86% | -10.75% | +3.89% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.17% | 4.07% | -1.90% |
Volatility
PACIX vs. CTCAX - Volatility Comparison
The current volatility for Columbia Convertible Securities Fund (PACIX) is 5.94%, while Columbia Global Technology Growth Fund Class A (CTCAX) has a volatility of 7.45%. This indicates that PACIX 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
| PACIX | CTCAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.94% | 7.45% | -1.51% |
Volatility (6M)Calculated over the trailing 6-month period | 11.69% | 16.24% | -4.55% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.68% | 27.00% | -12.32% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.97% | 25.81% | -12.84% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.25% | 24.66% | -11.41% |