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

Correlation

The correlation between SLMCX and FIKHX is 0.87, 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.


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%December2025FebruaryMarchAprilMay
195.08%
84.12%
SLMCX
FIKHX

Key characteristics

Sharpe Ratio

SLMCX:

0.17

FIKHX:

0.05

Sortino Ratio

SLMCX:

0.42

FIKHX:

0.26

Omega Ratio

SLMCX:

1.06

FIKHX:

1.04

Calmar Ratio

SLMCX:

0.16

FIKHX:

0.02

Martin Ratio

SLMCX:

0.51

FIKHX:

0.06

Ulcer Index

SLMCX:

9.19%

FIKHX:

11.92%

Daily Std Dev

SLMCX:

28.59%

FIKHX:

33.02%

Max Drawdown

SLMCX:

-86.89%

FIKHX:

-46.63%

Current Drawdown

SLMCX:

-16.48%

FIKHX:

-19.61%

Returns By Period

In the year-to-date period, SLMCX achieves a -11.05% return, which is significantly lower than FIKHX's -9.99% return.


SLMCX

YTD

-11.05%

1M

17.85%

6M

-9.17%

1Y

4.78%

5Y*

18.75%

10Y*

17.51%

FIKHX

YTD

-9.99%

1M

21.20%

6M

-15.86%

1Y

1.61%

5Y*

12.25%

10Y*

N/A

*Annualized

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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.


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 3333
Overall Rank
The Sharpe Ratio Rank of SLMCX is 3030
Sharpe Ratio Rank
The Sortino Ratio Rank of SLMCX is 3434
Sortino Ratio Rank
The Omega Ratio Rank of SLMCX is 3434
Omega Ratio Rank
The Calmar Ratio Rank of SLMCX is 3434
Calmar Ratio Rank
The Martin Ratio Rank of SLMCX is 3131
Martin Ratio Rank

FIKHX
The Risk-Adjusted Performance Rank of FIKHX is 2424
Overall Rank
The Sharpe Ratio Rank of FIKHX is 2323
Sharpe Ratio Rank
The Sortino Ratio Rank of FIKHX is 2727
Sortino Ratio Rank
The Omega Ratio Rank of FIKHX is 2626
Omega Ratio Rank
The Calmar Ratio Rank of FIKHX is 2222
Calmar Ratio Rank
The Martin Ratio Rank of FIKHX is 2222
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.


The current SLMCX Sharpe Ratio is 0.17, which is higher than the FIKHX Sharpe Ratio of 0.05. 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-0.500.000.501.001.502.00December2025FebruaryMarchAprilMay
0.17
0.05
SLMCX
FIKHX

Dividends

SLMCX vs. FIKHX - Dividend Comparison

SLMCX's dividend yield for the trailing twelve months is around 16.05%, while FIKHX has not paid dividends to shareholders.


TTM20242023202220212020201920182017201620152014
SLMCX
Columbia Seligman Technology and Information Fund
16.05%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%December2025FebruaryMarchAprilMay
-16.48%
-19.61%
SLMCX
FIKHX

Volatility

SLMCX vs. FIKHX - Volatility Comparison

The current volatility for Columbia Seligman Technology and Information Fund (SLMCX) is 14.94%, while Fidelity Advisor Technology Fund Class Z (FIKHX) has a volatility of 16.83%. 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%December2025FebruaryMarchAprilMay
14.94%
16.83%
SLMCX
FIKHX