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SLMCX vs. FIKHX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

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.


-0.50.00.51.00.9

Performance

SLMCX vs. FIKHX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Columbia Seligman Technology and Information Fund (SLMCX) and Fidelity Advisor Technology Fund Class Z (FIKHX). The values are adjusted to include any dividend payments, if applicable.

-10.00%-5.00%0.00%5.00%10.00%JulyAugustSeptemberOctoberNovemberDecember
-1.67%
11.96%
SLMCX
FIKHX

Key characteristics

Sharpe Ratio

SLMCX:

0.57

FIKHX:

1.69

Sortino Ratio

SLMCX:

0.83

FIKHX:

2.25

Omega Ratio

SLMCX:

1.13

FIKHX:

1.30

Calmar Ratio

SLMCX:

0.55

FIKHX:

2.08

Martin Ratio

SLMCX:

2.87

FIKHX:

8.29

Ulcer Index

SLMCX:

4.78%

FIKHX:

4.82%

Daily Std Dev

SLMCX:

24.00%

FIKHX:

23.62%

Max Drawdown

SLMCX:

-86.89%

FIKHX:

-46.63%

Current Drawdown

SLMCX:

-12.83%

FIKHX:

-1.50%

Returns By Period

In the year-to-date period, SLMCX achieves a 13.97% return, which is significantly lower than FIKHX's 39.63% return.


SLMCX

YTD

13.97%

1M

-8.82%

6M

-0.76%

1Y

13.66%

5Y*

9.82%

10Y*

8.50%

FIKHX

YTD

39.63%

1M

3.44%

6M

14.18%

1Y

39.98%

5Y*

18.63%

10Y*

N/A

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


SLMCX vs. FIKHX - Expense Ratio Comparison

SLMCX has a 1.17% expense ratio, which is higher than FIKHX's 0.59% expense ratio.


SLMCX
Columbia Seligman Technology and Information Fund
Expense ratio chart for SLMCX: current value at 1.17% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%1.17%
Expense ratio chart for FIKHX: current value at 0.59% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.59%

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.


Sharpe ratio
The chart of Sharpe ratio for SLMCX, currently valued at 0.57, compared to the broader market-1.000.001.002.003.004.000.571.69
The chart of Sortino ratio for SLMCX, currently valued at 0.83, compared to the broader market-2.000.002.004.006.008.0010.000.832.25
The chart of Omega ratio for SLMCX, currently valued at 1.13, compared to the broader market0.501.001.502.002.503.003.501.131.30
The chart of Calmar ratio for SLMCX, currently valued at 0.55, compared to the broader market0.002.004.006.008.0010.0012.0014.000.552.08
The chart of Martin ratio for SLMCX, currently valued at 2.87, compared to the broader market0.0020.0040.0060.002.878.29
SLMCX
FIKHX

The current SLMCX Sharpe Ratio is 0.57, which is lower than the FIKHX Sharpe Ratio of 1.69. The chart below compares the historical Sharpe Ratios of SLMCX and FIKHX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.501.001.502.00JulyAugustSeptemberOctoberNovemberDecember
0.57
1.69
SLMCX
FIKHX

Dividends

SLMCX vs. FIKHX - Dividend Comparison

Neither SLMCX nor FIKHX has paid dividends to shareholders.


TTM2023202220212020
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.


-15.00%-10.00%-5.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-12.83%
-1.50%
SLMCX
FIKHX

Volatility

SLMCX vs. FIKHX - Volatility Comparison

Columbia Seligman Technology and Information Fund (SLMCX) has a higher volatility of 15.37% compared to Fidelity Advisor Technology Fund Class Z (FIKHX) at 5.82%. This indicates that SLMCX's price experiences larger fluctuations and is considered to be riskier than FIKHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


4.00%6.00%8.00%10.00%12.00%14.00%16.00%JulyAugustSeptemberOctoberNovemberDecember
15.37%
5.82%
SLMCX
FIKHX
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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