SHGTX vs. TOWTX
Compare and contrast key facts about Columbia Seligman Global Technology Fund (SHGTX) and Towpath Technology Fund (TOWTX).
SHGTX is managed by Columbia. It was launched on May 22, 1994. TOWTX is managed by Oelschlager Investments. It was launched on Feb 2, 2021.
Performance
SHGTX vs. TOWTX - Performance Comparison
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Returns By Period
In the year-to-date period, SHGTX achieves a 6.99% return, which is significantly higher than TOWTX's -5.71% return.
SHGTX
- 1D
- 0.26%
- 1M
- -2.12%
- YTD
- 6.99%
- 6M
- 9.94%
- 1Y
- 88.68%
- 3Y*
- 31.49%
- 5Y*
- 16.93%
- 10Y*
- 23.00%
TOWTX
- 1D
- 0.85%
- 1M
- -2.00%
- YTD
- -5.71%
- 6M
- -3.74%
- 1Y
- 17.70%
- 3Y*
- 11.79%
- 5Y*
- 6.74%
- 10Y*
- —
SHGTX vs. TOWTX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
SHGTX Columbia Seligman Global Technology Fund | 6.99% | 35.09% | 26.04% | 45.28% | -31.70% | 33.94% |
TOWTX Towpath Technology Fund | -5.71% | 9.55% | 12.82% | 29.78% | -15.96% | 17.73% |
Correlation
The correlation between SHGTX and TOWTX is 0.85, indicating a strong positive relationship between their price movements. Combining them offers limited diversification — they'll tend to fall together during downturns. For meaningful risk reduction, look for holdings with correlations below 0.5.
SHGTX vs. TOWTX - Expense Ratio Comparison
SHGTX has a 1.29% expense ratio, which is higher than TOWTX's 1.10% expense ratio.
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Return for Risk
SHGTX vs. TOWTX — Risk / Return Rank
SHGTX
TOWTX
SHGTX vs. TOWTX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Seligman Global Technology Fund (SHGTX) and Towpath Technology Fund (TOWTX). 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.
| SHGTX | TOWTX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.02 | 0.38 | +1.64 |
Sortino ratioReturn per unit of downside risk | 2.60 | 0.67 | +1.94 |
Omega ratioGain probability vs. loss probability | 1.36 | 1.09 | +0.27 |
Calmar ratioReturn relative to maximum drawdown | 4.27 | 0.64 | +3.63 |
Martin ratioReturn relative to average drawdown | 15.81 | 2.00 | +13.82 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| SHGTX | TOWTX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.02 | 0.38 | +1.64 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.62 | 0.00 | +0.62 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.87 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.60 | 0.00 | +0.60 |
Drawdowns
SHGTX vs. TOWTX - Drawdown Comparison
The maximum SHGTX drawdown since its inception was -77.47%, smaller than the maximum TOWTX drawdown of -98.79%. Use the drawdown chart below to compare losses from any high point for SHGTX and TOWTX.
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Drawdown Indicators
| SHGTX | TOWTX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -77.47% | -98.79% | +21.32% |
Max Drawdown (1Y)Largest decline over 1 year | -12.45% | -11.62% | -0.83% |
Max Drawdown (5Y)Largest decline over 5 years | -43.17% | -98.79% | +55.62% |
Max Drawdown (10Y)Largest decline over 10 years | -43.17% | — | — |
Current DrawdownCurrent decline from peak | -5.59% | -98.54% | +92.95% |
Average DrawdownAverage peak-to-trough decline | -25.06% | -26.35% | +1.29% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.03% | 3.73% | +0.30% |
Volatility
SHGTX vs. TOWTX - Volatility Comparison
Columbia Seligman Global Technology Fund (SHGTX) has a higher volatility of 10.69% compared to Towpath Technology Fund (TOWTX) at 4.93%. This indicates that SHGTX's price experiences larger fluctuations and is considered to be riskier than TOWTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SHGTX | TOWTX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.69% | 4.93% | +5.76% |
Volatility (6M)Calculated over the trailing 6-month period | 21.66% | 11.40% | +10.26% |
Volatility (1Y)Calculated over the trailing 1-year period | 31.07% | 18.40% | +12.67% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 27.26% | 3,100.13% | -3,072.87% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.64% | 3,032.20% | -3,005.56% |
Dividends
SHGTX vs. TOWTX - Dividend Comparison
SHGTX's dividend yield for the trailing twelve months is around 7.90%, more than TOWTX's 1.81% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SHGTX Columbia Seligman Global Technology Fund | 7.90% | 8.45% | 14.04% | 6.22% | 3.94% | 11.77% | 9.92% | 10.26% | 12.75% | 7.25% | 8.13% | 8.09% |
TOWTX Towpath Technology Fund | 1.81% | 1.70% | 3.55% | 0.42% | 0.57% | 0.66% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |