RFRAX vs. SHGTX
Compare and contrast key facts about Columbia Floating Rate Fund (RFRAX) and Columbia Seligman Global Technology Fund (SHGTX).
RFRAX is managed by Columbia. It was launched on Feb 15, 2006. SHGTX is managed by Columbia. It was launched on May 22, 1994.
Performance
RFRAX vs. SHGTX - Performance Comparison
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RFRAX vs. SHGTX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RFRAX Columbia Floating Rate Fund | -0.98% | 5.83% | 6.55% | 11.01% | -2.90% | 4.53% | 1.03% | 7.60% | 0.08% | 3.82% |
SHGTX Columbia Seligman Global Technology Fund | 4.81% | 35.09% | 26.04% | 45.28% | -31.70% | 38.60% | 45.56% | 54.92% | -8.70% | 34.52% |
Returns By Period
In the year-to-date period, RFRAX achieves a -0.98% return, which is significantly lower than SHGTX's 4.81% return. Over the past 10 years, RFRAX has underperformed SHGTX with an annualized return of 4.36%, while SHGTX has yielded a comparatively higher 22.68% annualized return.
RFRAX
- 1D
- 0.15%
- 1M
- 0.43%
- YTD
- -0.98%
- 6M
- 0.16%
- 1Y
- 4.56%
- 3Y*
- 6.54%
- 5Y*
- 4.34%
- 10Y*
- 4.36%
SHGTX
- 1D
- 5.55%
- 1M
- -5.32%
- YTD
- 4.81%
- 6M
- 8.30%
- 1Y
- 60.42%
- 3Y*
- 30.37%
- 5Y*
- 16.45%
- 10Y*
- 22.68%
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RFRAX vs. SHGTX - Expense Ratio Comparison
RFRAX has a 1.02% expense ratio, which is lower than SHGTX's 1.29% expense ratio.
Return for Risk
RFRAX vs. SHGTX — Risk / Return Rank
RFRAX
SHGTX
RFRAX vs. SHGTX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Floating Rate Fund (RFRAX) and Columbia Seligman Global Technology Fund (SHGTX). 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 | SHGTX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.71 | 2.02 | -0.30 |
Sortino ratioReturn per unit of downside risk | 2.85 | 2.60 | +0.25 |
Omega ratioGain probability vs. loss probability | 1.49 | 1.36 | +0.12 |
Calmar ratioReturn relative to maximum drawdown | 2.29 | 4.13 | -1.84 |
Martin ratioReturn relative to average drawdown | 8.37 | 15.42 | -7.04 |
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
| RFRAX | SHGTX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.71 | 2.02 | -0.30 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.67 | 0.61 | +1.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.15 | 0.85 | +0.30 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.07 | 0.60 | +0.47 |
Correlation
The correlation between RFRAX and SHGTX is 0.25, 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. SHGTX - Dividend Comparison
RFRAX's dividend yield for the trailing twelve months is around 6.18%, less than SHGTX's 8.06% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RFRAX Columbia Floating Rate Fund | 6.18% | 6.81% | 6.62% | 7.60% | 4.44% | 3.08% | 3.44% | 4.82% | 4.41% | 3.52% | 3.85% | 4.10% |
SHGTX Columbia Seligman Global Technology Fund | 8.06% | 8.45% | 14.04% | 6.22% | 3.94% | 11.77% | 9.92% | 10.26% | 12.75% | 7.25% | 8.13% | 8.09% |
Drawdowns
RFRAX vs. SHGTX - Drawdown Comparison
The maximum RFRAX drawdown since its inception was -33.04%, smaller than the maximum SHGTX drawdown of -77.47%. Use the drawdown chart below to compare losses from any high point for RFRAX and SHGTX.
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Drawdown Indicators
| RFRAX | SHGTX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.04% | -77.47% | +44.43% |
Max Drawdown (1Y)Largest decline over 1 year | -2.00% | -14.93% | +12.93% |
Max Drawdown (5Y)Largest decline over 5 years | -6.90% | -43.17% | +36.27% |
Max Drawdown (10Y)Largest decline over 10 years | -21.74% | -43.17% | +21.43% |
Current DrawdownCurrent decline from peak | -1.09% | -7.51% | +6.42% |
Average DrawdownAverage peak-to-trough decline | -2.28% | -25.06% | +22.78% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.59% | 4.00% | -3.41% |
Volatility
RFRAX vs. SHGTX - Volatility Comparison
The current volatility for Columbia Floating Rate Fund (RFRAX) is 0.75%, while Columbia Seligman Global Technology Fund (SHGTX) has a volatility of 11.08%. This indicates that RFRAX experiences smaller price fluctuations and is considered to be less risky than SHGTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RFRAX | SHGTX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.75% | 11.08% | -10.33% |
Volatility (6M)Calculated over the trailing 6-month period | 1.74% | 21.67% | -19.93% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.68% | 31.05% | -28.37% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.61% | 27.29% | -24.68% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.81% | 26.64% | -22.83% |