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

Correlation

The correlation between SLMCX and FIKHX is 0.92, 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.


-0.50.00.51.0
Correlation: 0.9

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.

50.00%100.00%150.00%200.00%250.00%NovemberDecember2025FebruaryMarchApril
164.31%
62.90%
SLMCX
FIKHX

Key characteristics

Sharpe Ratio

SLMCX:

-0.14

FIKHX:

-0.24

Sortino Ratio

SLMCX:

0.00

FIKHX:

-0.13

Omega Ratio

SLMCX:

1.00

FIKHX:

0.98

Calmar Ratio

SLMCX:

-0.13

FIKHX:

-0.24

Martin Ratio

SLMCX:

-0.49

FIKHX:

-0.76

Ulcer Index

SLMCX:

7.88%

FIKHX:

10.58%

Daily Std Dev

SLMCX:

28.30%

FIKHX:

32.88%

Max Drawdown

SLMCX:

-86.89%

FIKHX:

-46.63%

Current Drawdown

SLMCX:

-25.19%

FIKHX:

-28.88%

Returns By Period

The year-to-date returns for both stocks are quite close, with SLMCX having a -20.33% return and FIKHX slightly lower at -20.36%.


SLMCX

YTD

-20.33%

1M

-13.60%

6M

-15.03%

1Y

-1.36%

5Y*

17.63%

10Y*

16.29%

FIKHX

YTD

-20.36%

1M

-11.50%

6M

-22.90%

1Y

-5.71%

5Y*

11.35%

10Y*

N/A

*Annualized

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 is 1.17%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
SLMCX: 1.17%
Expense ratio chart for FIKHX: current value is 0.59%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
FIKHX: 0.59%

Risk-Adjusted Performance

SLMCX vs. FIKHX — Risk-Adjusted Performance Rank

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

SLMCX
The Risk-Adjusted Performance Rank of SLMCX is 2424
Overall Rank
The Sharpe Ratio Rank of SLMCX is 2424
Sharpe Ratio Rank
The Sortino Ratio Rank of SLMCX is 2626
Sortino Ratio Rank
The Omega Ratio Rank of SLMCX is 2626
Omega Ratio Rank
The Calmar Ratio Rank of SLMCX is 2121
Calmar Ratio Rank
The Martin Ratio Rank of SLMCX is 2222
Martin Ratio Rank

FIKHX
The Risk-Adjusted Performance Rank of FIKHX is 1717
Overall Rank
The Sharpe Ratio Rank of FIKHX is 1818
Sharpe Ratio Rank
The Sortino Ratio Rank of FIKHX is 2121
Sortino Ratio Rank
The Omega Ratio Rank of FIKHX is 2121
Omega Ratio Rank
The Calmar Ratio Rank of FIKHX is 1313
Calmar Ratio Rank
The Martin Ratio Rank of FIKHX is 1515
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

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 -0.14, compared to the broader market-1.000.001.002.003.00
SLMCX: -0.14
FIKHX: -0.24
The chart of Sortino ratio for SLMCX, currently valued at 0.00, compared to the broader market-2.000.002.004.006.008.00
SLMCX: 0.00
FIKHX: -0.13
The chart of Omega ratio for SLMCX, currently valued at 1.00, compared to the broader market0.501.001.502.002.503.00
SLMCX: 1.00
FIKHX: 0.98
The chart of Calmar ratio for SLMCX, currently valued at -0.13, compared to the broader market0.002.004.006.008.0010.00
SLMCX: -0.13
FIKHX: -0.24
The chart of Martin ratio for SLMCX, currently valued at -0.49, compared to the broader market0.0010.0020.0030.0040.0050.00
SLMCX: -0.49
FIKHX: -0.76

The current SLMCX Sharpe Ratio is -0.14, which is higher than the FIKHX Sharpe Ratio of -0.24. 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 Ratio-0.500.000.501.001.502.00NovemberDecember2025FebruaryMarchApril
-0.14
-0.24
SLMCX
FIKHX

Dividends

SLMCX vs. FIKHX - Dividend Comparison

SLMCX's dividend yield for the trailing twelve months is around 17.92%, while FIKHX has not paid dividends to shareholders.


TTM20242023202220212020201920182017201620152014
SLMCX
Columbia Seligman Technology and Information Fund
17.92%14.27%5.16%9.42%11.75%10.40%11.44%12.33%11.15%8.19%10.79%12.70%
FIKHX
Fidelity Advisor Technology Fund Class Z
0.00%0.00%0.00%0.00%0.00%0.00%0.00%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.


-35.00%-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2025FebruaryMarchApril
-25.19%
-28.88%
SLMCX
FIKHX

Volatility

SLMCX vs. FIKHX - Volatility Comparison

The current volatility for Columbia Seligman Technology and Information Fund (SLMCX) is 18.20%, while Fidelity Advisor Technology Fund Class Z (FIKHX) has a volatility of 19.82%. 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.


5.00%10.00%15.00%20.00%NovemberDecember2025FebruaryMarchApril
18.20%
19.82%
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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