SLMCX vs. CREEX
SLMCX (Columbia Seligman Technology and Information Fund Class A) and CREEX (Columbia Real Estate Equity Fund) are both mutual funds - SLMCX is a Technology Equities fund actively managed by Columbia, while CREEX is a REIT fund managed by Columbia. Over the past 10 years, SLMCX returned 26.53%/yr vs 5.76%/yr for CREEX. Their 0.44 correlation means their historical movements had little consistent relationship. SLMCX charges 1.16%/yr vs 1.01%/yr for CREEX.
Performance
SLMCX vs. CREEX - Performance Comparison
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Returns By Period
In the year-to-date period, SLMCX achieves a 46.25% return, which is significantly higher than CREEX's 20.10% return. Over the past 10 years, SLMCX has outperformed CREEX with an annualized return of 26.53%, while CREEX has yielded a comparatively lower 5.76% annualized return.
SLMCX
- 1D
- 0.43%
- 1M
- -3.16%
- 6M
- 31.43%
- YTD
- 46.25%
- 1Y
- 85.36%
- 3Y*
- 39.19%
- 5Y*
- 23.50%
- 10Y*
- 26.53%
- ALL TIME*
- 23.21%
CREEX
- 1D
- -0.55%
- 1M
- 0.74%
- 6M
- 18.19%
- YTD
- 20.10%
- 1Y
- 25.16%
- 3Y*
- 11.19%
- 5Y*
- 4.76%
- 10Y*
- 5.76%
- ALL TIME*
- 9.31%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
SLMCX vs. CREEX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SLMCX Columbia Seligman Technology and Information Fund Class A | 46.25% | 37.32% | 26.67% | 44.27% | -31.14% | 38.97% | 44.45% | 54.15% | -8.12% | 34.08% |
CREEX Columbia Real Estate Equity Fund | 20.10% | 0.19% | 7.40% | 16.20% | -25.10% | 41.91% | -3.54% | 28.40% | -7.21% | 4.56% |
Correlation
The correlation between SLMCX and CREEX is 0.09, meaning there was essentially no consistent relationship between their historical price movements. Each responded to its own set of market drivers.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.09 |
Correlation (3Y) Balances recent behavior with more history. | 0.28 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.43 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.40 |
Correlation (All Time) Calculated using the full available price history since Mar 31, 1994 | 0.44 |
Over the past year, the correlation between SLMCX and CREEX has dropped to 0.09 - well below their long-term average of 0.44, suggesting their price drivers have been diverging.
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Return for Risk
SLMCX vs. CREEX — Risk / Return Rank
SLMCX
CREEX
SLMCX vs. CREEX - 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 Columbia Real Estate Equity Fund (CREEX). 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 | CREEX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.05 | ||
| Sortino ratioReturn per unit of downside risk | +0.81 | ||
| Omega ratioGain probability vs. loss probability | 1.43 | 1.30 | +0.13 |
| Calmar ratioReturn relative to maximum drawdown | 6.48 | 3.10 | +3.38 |
| Martin ratioReturn relative to average drawdown | 21.12 | 10.26 | +10.87 |
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Drawdowns
SLMCX vs. CREEX - Drawdown Comparison
The maximum SLMCX drawdown since its inception was -68.10%, roughly equal to the maximum CREEX drawdown of -70.78%. Use the drawdown chart below to compare losses from any high point for SLMCX and CREEX.
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Drawdown Indicators
| SLMCX | CREEX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -68.10% | -70.78% | +2.68% |
Max Drawdown (1Y)Largest decline over 1 year | -12.79% | -7.94% | -4.85% |
Max Drawdown (3Y)Largest decline over 3 years | -29.13% | -19.89% | -9.24% |
Max Drawdown (5Y)Largest decline over 5 years | -37.32% | -31.25% | -6.07% |
Max Drawdown (10Y)Largest decline over 10 years | -37.32% | -41.42% | +4.10% |
Current DrawdownCurrent decline from peak | -8.15% | -3.01% | -5.14% |
Average DrawdownAverage peak-to-trough decline | -12.97% | -10.67% | -2.30% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.90% | 2.39% | +1.51% |
Volatility
SLMCX vs. CREEX - Volatility Comparison
Columbia Seligman Technology and Information Fund Class A (SLMCX) has a higher volatility of 9.67% compared to Columbia Real Estate Equity Fund (CREEX) at 4.86%. This indicates that SLMCX's price experiences larger fluctuations and is considered to be riskier than CREEX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SLMCX | CREEX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.67% | 4.86% | +4.81% |
Volatility (6M)Calculated over the trailing 6-month period | 23.32% | 10.84% | +12.48% |
Volatility (1Y)Calculated over the trailing 1-year period | 29.58% | 14.17% | +15.41% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.91% | 19.10% | +7.81% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.38% | 20.72% | +5.66% |
SLMCX vs. CREEX - Expense Ratio Comparison
SLMCX has a 1.16% expense ratio, which is higher than CREEX's 1.01% expense ratio.
Dividends
SLMCX vs. CREEX - Dividend Comparison
SLMCX's dividend yield for the trailing twelve months is around 6.46%, more than CREEX's 5.58% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CREEX Columbia Real Estate Equity Fund | 5.58% | 6.26% | 10.13% | 32.32% | 5.92% | 6.41% | 7.50% | 12.02% | 8.22% | 14.73% | 4.23% | 8.59% |
SLMCX Columbia Seligman Technology and Information Fund Class A | 6.46% | 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
SLMCX and CREEX have a correlation of 0.09, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SLMCX has higher volatility (9.67%) compared to CREEX (4.86%). In terms of maximum drawdown, SLMCX dropped -68.10% vs CREEX's -70.78%.
SLMCX currently has the higher Sharpe Ratio (2.80 vs 1.75), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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