RFRAX vs. CTCAX
Compare and contrast key facts about Columbia Floating Rate Fund (RFRAX) and Columbia Global Technology Growth Fund Class A (CTCAX).
RFRAX is managed by Columbia. It was launched on Feb 15, 2006. CTCAX is managed by Columbia. It was launched on Nov 9, 2000.
Performance
RFRAX vs. CTCAX - Performance Comparison
Loading graphics...
RFRAX vs. CTCAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RFRAX Columbia Floating Rate Fund | -1.13% | 5.83% | 6.55% | 11.01% | -2.90% | 4.53% | 1.03% | 7.60% | 0.08% | 3.82% |
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, RFRAX achieves a -1.13% return, which is significantly higher than CTCAX's -10.22% return. Over the past 10 years, RFRAX has underperformed CTCAX with an annualized return of 4.35%, while CTCAX has yielded a comparatively higher 20.26% annualized return.
RFRAX
- 1D
- -0.03%
- 1M
- 0.09%
- YTD
- -1.13%
- 6M
- -0.05%
- 1Y
- 4.37%
- 3Y*
- 6.48%
- 5Y*
- 4.33%
- 10Y*
- 4.35%
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%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
RFRAX vs. CTCAX - Expense Ratio Comparison
RFRAX has a 1.02% expense ratio, which is lower than CTCAX's 1.18% expense ratio.
Return for Risk
RFRAX vs. CTCAX — Risk / Return Rank
RFRAX
CTCAX
RFRAX vs. CTCAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Floating Rate Fund (RFRAX) 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.
| RFRAX | CTCAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.79 | 1.02 | +0.77 |
Sortino ratioReturn per unit of downside risk | 2.99 | 1.57 | +1.42 |
Omega ratioGain probability vs. loss probability | 1.51 | 1.22 | +0.29 |
Calmar ratioReturn relative to maximum drawdown | 2.19 | 1.67 | +0.52 |
Martin ratioReturn relative to average drawdown | 8.05 | 5.92 | +2.12 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| RFRAX | CTCAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.79 | 1.02 | +0.77 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.67 | 0.49 | +1.18 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.15 | 0.82 | +0.32 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.07 | 0.70 | +0.36 |
Correlation
The correlation between RFRAX and CTCAX is 0.24, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
RFRAX vs. CTCAX - Dividend Comparison
RFRAX's dividend yield for the trailing twelve months is around 6.19%, more than CTCAX's 3.66% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RFRAX Columbia Floating Rate Fund | 6.19% | 6.81% | 6.62% | 7.60% | 4.44% | 3.08% | 3.44% | 4.82% | 4.41% | 3.52% | 3.85% | 4.10% |
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
RFRAX vs. CTCAX - Drawdown Comparison
The maximum RFRAX drawdown since its inception was -33.04%, smaller than the maximum CTCAX drawdown of -61.04%. Use the drawdown chart below to compare losses from any high point for RFRAX and CTCAX.
Loading graphics...
Drawdown Indicators
| RFRAX | CTCAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.04% | -61.04% | +28.00% |
Max Drawdown (1Y)Largest decline over 1 year | -2.12% | -14.43% | +12.31% |
Max Drawdown (5Y)Largest decline over 5 years | -6.90% | -39.55% | +32.65% |
Max Drawdown (10Y)Largest decline over 10 years | -21.74% | -39.55% | +17.81% |
Current DrawdownCurrent decline from peak | -1.25% | -14.43% | +13.18% |
Average DrawdownAverage peak-to-trough decline | -2.28% | -10.75% | +8.47% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.58% | 4.07% | -3.49% |
Volatility
RFRAX vs. CTCAX - Volatility Comparison
The current volatility for Columbia Floating Rate Fund (RFRAX) is 0.76%, while Columbia Global Technology Growth Fund Class A (CTCAX) has a volatility of 7.45%. This indicates that RFRAX 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.
Loading graphics...
Volatility by Period
| RFRAX | CTCAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.76% | 7.45% | -6.69% |
Volatility (6M)Calculated over the trailing 6-month period | 1.73% | 16.24% | -14.51% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.68% | 27.00% | -24.32% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.61% | 25.81% | -23.20% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.81% | 24.66% | -20.85% |