SLMCX vs. ANDIX

Last updated Jun 23, 2026

SLMCX (Columbia Seligman Technology and Information Fund) and ANDIX (AQR International Defensive Style Fund) are both mutual funds - SLMCX is a Technology Equities fund managed by Columbia, while ANDIX is a Foreign Large Cap Equities fund managed by AQR Funds. A 0.61 correlation means they provide meaningful diversification when combined. SLMCX charges 1.17%/yr vs 0.55%/yr for ANDIX.

Performance

SLMCX vs. ANDIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Columbia Seligman Technology and Information Fund (SLMCX) and AQR International Defensive Style Fund (ANDIX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

SLMCX

• 1D: 3.72%
• 1M: 8.37%
• YTD: 59.22%
• 6M: 57.18%
• 1Y: 121.94%
• 3Y*: 45.79%
• 5Y*: 26.62%
• 10Y*: 28.21%

ANDIX

• 1D: —
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

SLMCX vs. ANDIX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
SLMCX Columbia Seligman Technology and Information Fund	59.22%	37.32%	26.67%	44.27%	-31.14%	38.97%	44.45%	54.15%	-8.12%	34.08%
ANDIX AQR International Defensive Style Fund	5.63%	21.41%	2.83%	12.06%	-14.26%	7.59%	8.43%	18.39%	-10.35%	22.86%

Correlation

The correlation between SLMCX and ANDIX is 0.40, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.40
Correlation (3Y) Calculated over the trailing 3-year period	0.48
Correlation (5Y) Calculated over the trailing 5-year period	0.58
Correlation (10Y) Calculated over the trailing 10-year period	0.61
Correlation (All Time) Calculated using the full available price history since Jul 9, 2012	0.61

Over the past year, the correlation between SLMCX and ANDIX has dropped to 0.40 - well below their long-term average of 0.61, suggesting their price drivers have been diverging.

Return for Risk

SLMCX vs. ANDIX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

SLMCX

SLMCX Risk / Return Rank: 96
SLMCX Sharpe Ratio Rank: 99
SLMCX Sortino Ratio Rank: 94
SLMCX Omega Ratio Rank: 91
SLMCX Calmar Ratio Rank: 99
SLMCX Martin Ratio Rank: 98

ANDIX

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

SLMCX vs. ANDIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Columbia Seligman Technology and Information Fund (SLMCX) and AQR International Defensive Style Fund (ANDIX). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	SLMCX	ANDIX	Difference
Sharpe ratio: Return per unit of total volatility	4.37	—	—
Sortino ratio: Return per unit of downside risk	4.60	—	—
Omega ratio: Gain probability vs. loss probability	1.62	—	—
Calmar ratio: Return relative to maximum drawdown	9.82	—	—
Martin ratio: Return relative to average drawdown	35.85	—	—

Drawdowns

Drawdown Indicators

	SLMCX	ANDIX	Difference
Max Drawdown Largest peak-to-trough decline	-68.10%	—	—
Max Drawdown (1Y) Largest decline over 1 year	-12.33%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-29.13%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-37.32%	—	—
Max Drawdown (10Y) Largest decline over 10 years	-37.32%	—	—
Current Drawdown Current decline from peak	0.00%	—	—
Average Drawdown Average peak-to-trough decline	-12.99%	—	—
Ulcer Index Depth and duration of drawdowns from previous peaks	3.37%	—	—

Volatility

Volatility by Period

	SLMCX	ANDIX	Difference
Volatility (1M) Calculated over the trailing 1-month period	11.53%	—	—
Volatility (6M) Calculated over the trailing 6-month period	21.80%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	27.70%	—	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	26.55%	—	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	26.31%	—	—

SLMCX vs. ANDIX - Expense Ratio Comparison

SLMCX has a 1.17% expense ratio, which is higher than ANDIX's 0.55% expense ratio.

Dividends

SLMCX vs. ANDIX - Dividend Comparison

SLMCX's dividend yield for the trailing twelve months is around 5.94%, less than ANDIX's 70.16% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
ANDIX AQR International Defensive Style Fund	70.16%	4.74%	2.29%	3.02%	2.00%	2.53%	1.73%	2.51%	2.40%	3.30%	1.47%	2.09%
SLMCX Columbia Seligman Technology and Information Fund	5.94%	9.45%	14.27%	5.16%	9.42%	11.75%	10.40%	11.44%	12.33%	11.15%	8.19%	10.79%

Frequently Asked Questions

Can I hold both SLMCX and ANDIX in my portfolio?

SLMCX and ANDIX have a correlation of 0.40, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.