SLMCX vs. ANDIX

Last updated Aug 1, 2026

SLMCX (Columbia Seligman Technology and Information Fund Class A) and ANDIX (AQR International Defensive Style Fund) are both mutual funds - SLMCX is a Technology Equities fund actively managed by Columbia, while ANDIX is a Foreign Large Cap Equities fund managed by AQR. Their 0.61 correlation means they have sometimes moved together and sometimes differently. SLMCX charges 1.16%/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 Class A (SLMCX) and AQR International Defensive Style Fund (ANDIX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

SLMCX

• 1D: 4.87%
• 1M: -3.57%
• 6M: 32.79%
• YTD: 45.62%
• 1Y: 84.57%
• 3Y*: 39.12%
• 5Y*: 23.40%
• 10Y*: 26.27%
• ALL TIME*: 23.19%

ANDIX

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

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

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
SLMCX Columbia Seligman Technology and Information Fund Class A	$0.00	$0.00	$0.00

SLMCX vs. ANDIX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
SLMCX Columbia Seligman Technology and Information Fund Class A	45.62%	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 historical price movements had little consistent relationship.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	0.40
Correlation (3Y) Balances recent behavior with more history.	0.47
Correlation (5Y) Shows whether the relationship held over a longer period.	0.57
Correlation (10Y) Provides a long-term view across more market conditions.	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 historical risk-adjusted metric ranks over the past 12 months.

SLMCX

SLMCX Risk / Return Rank: 93
SLMCX Sharpe Ratio Rank: 97
SLMCX Sortino Ratio Rank: 88
SLMCX Omega Ratio Rank: 86
SLMCX Calmar Ratio Rank: 98
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) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

SLMCX vs. ANDIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Columbia Seligman Technology and Information Fund Class A (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	2.74	—	—
Sortino ratio: Return per unit of downside risk	3.19	—	—
Omega ratio: Gain probability vs. loss probability	1.42	—	—
Calmar ratio: Return relative to maximum drawdown	6.33	—	—
Martin ratio: Return relative to average drawdown	20.79	—	—

Drawdowns

Drawdown Indicators

	SLMCX	ANDIX	Difference
Max Drawdown Largest peak-to-trough decline	-68.10%	—	—
Max Drawdown (1Y) Largest decline over 1 year	-12.79%	—	—
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	-8.54%	—	—
Average Drawdown Average peak-to-trough decline	-12.97%	—	—
Ulcer Index Depth and duration of drawdowns from previous peaks	3.87%	—	—

Volatility

Volatility by Period

	SLMCX	ANDIX	Difference
Volatility (1M) Calculated over the trailing 1-month period	10.04%	—	—
Volatility (6M) Calculated over the trailing 6-month period	23.32%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	29.59%	—	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	26.92%	—	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	26.39%	—	—

SLMCX vs. ANDIX - Expense Ratio Comparison

SLMCX has a 1.16% 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 6.49%, 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 Class A	6.49%	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.