SLMCX vs. FIKHX
Compare and contrast key facts about Columbia Seligman Technology and Information Fund (SLMCX) and Fidelity Advisor Technology Fund Class Z (FIKHX).
SLMCX is managed by Columbia Threadneedle. It was launched on Jun 22, 1983. FIKHX is managed by Fidelity. It was launched on Oct 2, 2018.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SLMCX or FIKHX.
Performance
SLMCX vs. FIKHX - Performance Comparison
Returns By Period
In the year-to-date period, SLMCX achieves a 21.26% return, which is significantly lower than FIKHX's 31.06% return.
SLMCX
21.26%
2.14%
9.32%
25.56%
9.66%
8.46%
FIKHX
31.06%
0.23%
13.43%
34.59%
17.59%
N/A
Key characteristics
| SLMCX | FIKHX | |
|---|---|---|
| Sharpe Ratio | 1.25 | 1.48 |
| Sortino Ratio | 1.73 | 2.00 |
| Omega Ratio | 1.23 | 1.26 |
| Calmar Ratio | 0.98 | 1.79 |
| Martin Ratio | 6.36 | 6.96 |
| Ulcer Index | 3.96% | 4.93% |
| Daily Std Dev | 20.20% | 23.26% |
| Max Drawdown | -86.89% | -46.63% |
| Current Drawdown | -4.80% | -3.23% |
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SLMCX vs. FIKHX - Expense Ratio Comparison
SLMCX has a 1.17% expense ratio, which is higher than FIKHX's 0.59% expense ratio.
Correlation
The correlation between SLMCX and FIKHX is 0.91, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Risk-Adjusted Performance
SLMCX vs. FIKHX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Seligman Technology and Information Fund (SLMCX) and Fidelity Advisor Technology Fund Class Z (FIKHX). 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.
Dividends
SLMCX vs. FIKHX - Dividend Comparison
Neither SLMCX nor FIKHX has paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|
SLMCX Columbia Seligman Technology and Information Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.42% |
FIKHX Fidelity Advisor Technology Fund Class Z | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
SLMCX vs. FIKHX - Drawdown Comparison
The maximum SLMCX drawdown since its inception was -86.89%, which is greater than FIKHX's maximum drawdown of -46.63%. Use the drawdown chart below to compare losses from any high point for SLMCX and FIKHX. For additional features, visit the drawdowns tool.
Volatility
SLMCX vs. FIKHX - Volatility Comparison
The current volatility for Columbia Seligman Technology and Information Fund (SLMCX) is 5.23%, while Fidelity Advisor Technology Fund Class Z (FIKHX) has a volatility of 6.45%. This indicates that SLMCX experiences smaller price fluctuations and is considered to be less risky than FIKHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.