SHGTX vs. FSPTX
Compare and contrast key facts about Columbia Seligman Global Technology Fund (SHGTX) and Fidelity Select Technology Portfolio (FSPTX).
SHGTX is managed by Columbia Threadneedle. It was launched on May 22, 1994. FSPTX is managed by Fidelity. It was launched on Jul 13, 1981.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SHGTX or FSPTX.
Correlation
The correlation between SHGTX and FSPTX is 0.87, 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.
Performance
SHGTX vs. FSPTX - Performance Comparison
Key characteristics
SHGTX:
0.47
FSPTX:
1.23
SHGTX:
0.71
FSPTX:
1.71
SHGTX:
1.11
FSPTX:
1.22
SHGTX:
0.52
FSPTX:
1.84
SHGTX:
2.53
FSPTX:
6.15
SHGTX:
4.60%
FSPTX:
4.79%
SHGTX:
24.94%
FSPTX:
23.93%
SHGTX:
-82.03%
FSPTX:
-84.32%
SHGTX:
-14.78%
FSPTX:
-8.67%
Returns By Period
In the year-to-date period, SHGTX achieves a 11.17% return, which is significantly lower than FSPTX's 29.25% return. Over the past 10 years, SHGTX has underperformed FSPTX with an annualized return of 9.83%, while FSPTX has yielded a comparatively higher 12.91% annualized return.
SHGTX
11.17%
-8.67%
-5.70%
10.83%
10.42%
9.83%
FSPTX
29.25%
-1.29%
1.82%
29.07%
13.38%
12.91%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
SHGTX vs. FSPTX - Expense Ratio Comparison
SHGTX has a 1.29% expense ratio, which is higher than FSPTX's 0.67% expense ratio.
Risk-Adjusted Performance
SHGTX vs. FSPTX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Seligman Global Technology Fund (SHGTX) and Fidelity Select Technology Portfolio (FSPTX). 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. FSPTX - Dividend Comparison
Neither SHGTX nor FSPTX has paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% | 0.00% |
FSPTX Fidelity Select Technology Portfolio | 0.00% | 0.01% | 0.00% | 0.00% | 0.09% | 0.25% | 0.14% | 0.00% | 0.05% | 4.28% | 17.85% | 8.07% |
Drawdowns
SHGTX vs. FSPTX - Drawdown Comparison
The maximum SHGTX drawdown since its inception was -82.03%, roughly equal to the maximum FSPTX drawdown of -84.32%. Use the drawdown chart below to compare losses from any high point for SHGTX and FSPTX. For additional features, visit the drawdowns tool.
Volatility
SHGTX vs. FSPTX - Volatility Comparison
Columbia Seligman Global Technology Fund (SHGTX) has a higher volatility of 16.17% compared to Fidelity Select Technology Portfolio (FSPTX) at 7.45%. This indicates that SHGTX's price experiences larger fluctuations and is considered to be riskier than FSPTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.