SHGTX vs. FELAX
Compare and contrast key facts about Columbia Seligman Global Technology Fund (SHGTX) and Fidelity Advisor Semiconductors Fund Class A (FELAX).
SHGTX is managed by Columbia Threadneedle. It was launched on May 22, 1994. FELAX is managed by Fidelity. It was launched on Dec 27, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SHGTX or FELAX.
Performance
SHGTX vs. FELAX - Performance Comparison
Returns By Period
In the year-to-date period, SHGTX achieves a 20.89% return, which is significantly lower than FELAX's 36.21% return. Over the past 10 years, SHGTX has underperformed FELAX with an annualized return of 9.92%, while FELAX has yielded a comparatively higher 20.66% annualized return.
SHGTX
20.89%
1.66%
8.98%
24.01%
10.89%
9.92%
FELAX
36.21%
-5.04%
4.00%
43.56%
26.26%
20.66%
Key characteristics
| SHGTX | FELAX | |
|---|---|---|
| Sharpe Ratio | 1.14 | 1.23 |
| Sortino Ratio | 1.60 | 1.75 |
| Omega Ratio | 1.21 | 1.22 |
| Calmar Ratio | 1.07 | 1.81 |
| Martin Ratio | 5.78 | 5.11 |
| Ulcer Index | 4.11% | 8.58% |
| Daily Std Dev | 20.78% | 35.55% |
| Max Drawdown | -82.03% | -71.33% |
| Current Drawdown | -2.50% | -12.71% |
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SHGTX vs. FELAX - Expense Ratio Comparison
SHGTX has a 1.29% expense ratio, which is higher than FELAX's 1.01% expense ratio.
Correlation
The correlation between SHGTX and FELAX is 0.89, 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.
Risk-Adjusted Performance
SHGTX vs. FELAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Seligman Global Technology Fund (SHGTX) and Fidelity Advisor Semiconductors Fund Class A (FELAX). 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.
Dividends
SHGTX vs. FELAX - Dividend Comparison
Neither SHGTX nor FELAX has paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
SHGTX Columbia Seligman Global Technology Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.27% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FELAX Fidelity Advisor Semiconductors Fund Class A | 0.00% | 0.00% | 0.00% | 0.00% | 0.11% | 0.26% | 0.61% | 0.49% | 0.24% | 10.72% | 0.04% |
Drawdowns
SHGTX vs. FELAX - Drawdown Comparison
The maximum SHGTX drawdown since its inception was -82.03%, which is greater than FELAX's maximum drawdown of -71.33%. Use the drawdown chart below to compare losses from any high point for SHGTX and FELAX. For additional features, visit the drawdowns tool.
Volatility
SHGTX vs. FELAX - Volatility Comparison
The current volatility for Columbia Seligman Global Technology Fund (SHGTX) is 5.30%, while Fidelity Advisor Semiconductors Fund Class A (FELAX) has a volatility of 9.14%. This indicates that SHGTX experiences smaller price fluctuations and is considered to be less risky than FELAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.