SCMIX vs. SHGTX
Compare and contrast key facts about Columbia Seligman Technology and Information Fund Institutional 2 Class (SCMIX) and Columbia Seligman Global Technology Fund (SHGTX).
SCMIX is an actively managed fund by Columbia. It was launched on Nov 30, 2001. SHGTX is managed by Columbia. It was launched on May 22, 1994.
Performance
SCMIX vs. SHGTX - Performance Comparison
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SCMIX vs. SHGTX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SCMIX Columbia Seligman Technology and Information Fund Institutional 2 Class | 5.82% | 37.73% | 27.06% | 44.68% | -30.96% | 39.37% | 44.85% | 54.60% | -7.81% | 34.46% |
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, SCMIX achieves a 5.82% return, which is significantly higher than SHGTX's 4.81% return. Both investments have delivered pretty close results over the past 10 years, with SCMIX having a 23.23% annualized return and SHGTX not far behind at 22.68%.
SCMIX
- 1D
- 5.57%
- 1M
- -4.94%
- YTD
- 5.82%
- 6M
- 9.64%
- 1Y
- 65.73%
- 3Y*
- 32.02%
- 5Y*
- 17.41%
- 10Y*
- 23.23%
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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SCMIX vs. SHGTX - Expense Ratio Comparison
SCMIX has a 0.89% expense ratio, which is lower than SHGTX's 1.29% expense ratio.
Return for Risk
SCMIX vs. SHGTX — Risk / Return Rank
SCMIX
SHGTX
SCMIX vs. SHGTX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Seligman Technology and Information Fund Institutional 2 Class (SCMIX) 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.
| SCMIX | SHGTX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.19 | 2.02 | +0.17 |
Sortino ratioReturn per unit of downside risk | 2.76 | 2.60 | +0.16 |
Omega ratioGain probability vs. loss probability | 1.39 | 1.36 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 4.50 | 4.13 | +0.37 |
Martin ratioReturn relative to average drawdown | 17.00 | 15.42 | +1.58 |
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
| SCMIX | SHGTX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.19 | 2.02 | +0.17 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.67 | 0.61 | +0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.90 | 0.85 | +0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.61 | 0.60 | +0.01 |
Correlation
The correlation between SCMIX and SHGTX is 0.98, 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
SCMIX vs. SHGTX - Dividend Comparison
SCMIX's dividend yield for the trailing twelve months is around 7.50%, less than SHGTX's 8.06% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCMIX Columbia Seligman Technology and Information Fund Institutional 2 Class | 7.50% | 7.93% | 12.11% | 4.52% | 8.08% | 10.45% | 9.38% | 10.47% | 11.30% | 10.48% | 7.88% | 10.40% |
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
SCMIX vs. SHGTX - Drawdown Comparison
The maximum SCMIX drawdown since its inception was -50.85%, smaller than the maximum SHGTX drawdown of -77.47%. Use the drawdown chart below to compare losses from any high point for SCMIX and SHGTX.
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Drawdown Indicators
| SCMIX | SHGTX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.85% | -77.47% | +26.62% |
Max Drawdown (1Y)Largest decline over 1 year | -14.88% | -14.93% | +0.05% |
Max Drawdown (5Y)Largest decline over 5 years | -37.18% | -43.17% | +5.99% |
Max Drawdown (10Y)Largest decline over 10 years | -37.18% | -43.17% | +5.99% |
Current DrawdownCurrent decline from peak | -7.01% | -7.51% | +0.50% |
Average DrawdownAverage peak-to-trough decline | -9.47% | -25.06% | +15.59% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.94% | 4.00% | -0.06% |
Volatility
SCMIX vs. SHGTX - Volatility Comparison
Columbia Seligman Technology and Information Fund Institutional 2 Class (SCMIX) and Columbia Seligman Global Technology Fund (SHGTX) have volatilities of 11.14% and 11.08%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SCMIX | SHGTX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 11.14% | 11.08% | +0.06% |
Volatility (6M)Calculated over the trailing 6-month period | 21.67% | 21.67% | 0.00% |
Volatility (1Y)Calculated over the trailing 1-year period | 31.00% | 31.05% | -0.05% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.07% | 27.29% | -1.22% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.99% | 26.64% | -0.65% |