SHGTX vs. CMTFX

In the year-to-date period, SHGTX achieves a 11.17% return, which is significantly lower than CMTFX's 30.30% return. Over the past 10 years, SHGTX has underperformed CMTFX with an annualized return of 9.83%, while CMTFX has yielded a comparatively higher 17.25% annualized return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

SHGTX has a 1.29% expense ratio, which is higher than CMTFX's 0.92% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Columbia Seligman Global Technology Fund (SHGTX) and Columbia Global Technology Growth Fund (CMTFX). 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.

The current SHGTX Sharpe Ratio is 0.47, which is lower than the CMTFX Sharpe Ratio of 1.37. The chart below compares the historical Sharpe Ratios of SHGTX and CMTFX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Neither SHGTX nor CMTFX has paid dividends to shareholders.

The maximum SHGTX drawdown since its inception was -82.03%, which is greater than CMTFX's maximum drawdown of -68.25%. Use the drawdown chart below to compare losses from any high point for SHGTX and CMTFX. For additional features, visit the drawdowns tool.

Columbia Seligman Global Technology Fund (SHGTX) has a higher volatility of 16.17% compared to Columbia Global Technology Growth Fund (CMTFX) at 5.74%. This indicates that SHGTX's price experiences larger fluctuations and is considered to be riskier than CMTFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.