SHGTX vs. FELAX

In the year-to-date period, SHGTX achieves a -11.50% return, which is significantly higher than FELAX's -15.20% return. Over the past 10 years, SHGTX has underperformed FELAX with an annualized return of 7.62%, while FELAX has yielded a comparatively higher 22.95% annualized return.

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SHGTX has a 1.29% expense ratio, which is higher than FELAX's 1.01% expense ratio.

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.

The current SHGTX Sharpe Ratio is -0.15, which is lower than the FELAX Sharpe Ratio of 0.05. The chart below compares the historical Sharpe Ratios of SHGTX and FELAX, 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 FELAX has paid dividends to shareholders.

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.

The current volatility for Columbia Seligman Global Technology Fund (SHGTX) is 17.21%, while Fidelity Advisor Semiconductors Fund Class A (FELAX) has a volatility of 23.58%. 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.