SHGTX vs. FSPGX
Compare and contrast key facts about Columbia Seligman Global Technology Fund (SHGTX) and Fidelity Large Cap Growth Index Fund (FSPGX).
SHGTX is managed by Columbia Threadneedle. It was launched on May 22, 1994. FSPGX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SHGTX or FSPGX.
Performance
SHGTX vs. FSPGX - Performance Comparison
Returns By Period
In the year-to-date period, SHGTX achieves a 22.70% return, which is significantly lower than FSPGX's 30.47% return.
SHGTX
22.70%
3.13%
9.00%
23.86%
11.79%
10.06%
FSPGX
30.47%
2.78%
14.28%
36.29%
19.60%
N/A
Key characteristics
| SHGTX | FSPGX | |
|---|---|---|
| Sharpe Ratio | 1.22 | 2.24 |
| Sortino Ratio | 1.69 | 2.91 |
| Omega Ratio | 1.22 | 1.41 |
| Calmar Ratio | 1.14 | 2.87 |
| Martin Ratio | 6.17 | 11.26 |
| Ulcer Index | 4.12% | 3.35% |
| Daily Std Dev | 20.80% | 16.83% |
| Max Drawdown | -82.03% | -32.66% |
| Current Drawdown | -1.04% | -1.31% |
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SHGTX vs. FSPGX - Expense Ratio Comparison
SHGTX has a 1.29% expense ratio, which is higher than FSPGX's 0.04% expense ratio.
Correlation
The correlation between SHGTX and FSPGX is 0.88, 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. FSPGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Seligman Global Technology Fund (SHGTX) and Fidelity Large Cap Growth Index Fund (FSPGX). 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. FSPGX - Dividend Comparison
SHGTX has not paid dividends to shareholders, while FSPGX's dividend yield for the trailing twelve months is around 0.43%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|
SHGTX Columbia Seligman Global Technology Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.27% | 0.00% | 0.00% | 0.00% | 0.00% |
FSPGX Fidelity Large Cap Growth Index Fund | 0.43% | 0.73% | 0.86% | 0.54% | 0.74% | 0.99% | 1.14% | 0.99% | 0.30% |
Drawdowns
SHGTX vs. FSPGX - Drawdown Comparison
The maximum SHGTX drawdown since its inception was -82.03%, which is greater than FSPGX's maximum drawdown of -32.66%. Use the drawdown chart below to compare losses from any high point for SHGTX and FSPGX. For additional features, visit the drawdowns tool.
Volatility
SHGTX vs. FSPGX - Volatility Comparison
Columbia Seligman Global Technology Fund (SHGTX) and Fidelity Large Cap Growth Index Fund (FSPGX) have volatilities of 5.37% and 5.58%, 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.