SHGTX vs. RYSIX

In the year-to-date period, SHGTX achieves a 20.89% return, which is significantly higher than RYSIX's 12.83% return. Over the past 10 years, SHGTX has underperformed RYSIX with an annualized return of 9.92%, while RYSIX has yielded a comparatively higher 18.65% annualized return.

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SHGTX has a 1.29% expense ratio, which is lower than RYSIX's 1.36% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Columbia Seligman Global Technology Fund (SHGTX) and Rydex Electronics Fund (RYSIX). 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 1.14, which is higher than the RYSIX Sharpe Ratio of 0.79. The chart below compares the historical Sharpe Ratios of SHGTX and RYSIX, 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 RYSIX has paid dividends to shareholders.

The maximum SHGTX drawdown since its inception was -82.03%, smaller than the maximum RYSIX drawdown of -88.67%. Use the drawdown chart below to compare losses from any high point for SHGTX and RYSIX. For additional features, visit the drawdowns tool.

The current volatility for Columbia Seligman Global Technology Fund (SHGTX) is 5.30%, while Rydex Electronics Fund (RYSIX) has a volatility of 8.49%. This indicates that SHGTX experiences smaller price fluctuations and is considered to be less risky than RYSIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.