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

Correlation

The correlation between SLMCX and FISMX is 0.57, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


-0.50.00.51.00.6

Performance

SLMCX vs. FISMX - Performance Comparison

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

700.00%800.00%900.00%1,000.00%1,100.00%1,200.00%JulyAugustSeptemberOctoberNovemberDecember
719.64%
1,065.76%
SLMCX
FISMX

Key characteristics

Sharpe Ratio

SLMCX:

0.52

FISMX:

-0.19

Sortino Ratio

SLMCX:

0.78

FISMX:

-0.18

Omega Ratio

SLMCX:

1.12

FISMX:

0.98

Calmar Ratio

SLMCX:

0.50

FISMX:

-0.18

Martin Ratio

SLMCX:

2.52

FISMX:

-0.55

Ulcer Index

SLMCX:

4.96%

FISMX:

3.87%

Daily Std Dev

SLMCX:

24.02%

FISMX:

11.19%

Max Drawdown

SLMCX:

-86.89%

FISMX:

-58.76%

Current Drawdown

SLMCX:

-13.20%

FISMX:

-10.87%

Returns By Period

In the year-to-date period, SLMCX achieves a 13.48% return, which is significantly higher than FISMX's -2.20% return. Over the past 10 years, SLMCX has outperformed FISMX with an annualized return of 8.56%, while FISMX has yielded a comparatively lower 6.77% annualized return.


SLMCX

YTD

13.48%

1M

-9.67%

6M

-2.42%

1Y

12.64%

5Y*

9.70%

10Y*

8.56%

FISMX

YTD

-2.20%

1M

-3.25%

6M

-4.90%

1Y

-2.08%

5Y*

4.00%

10Y*

6.77%

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. FISMX - Expense Ratio Comparison

SLMCX has a 1.17% expense ratio, which is higher than FISMX's 1.01% 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 FISMX: current value at 1.01% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%1.01%

Risk-Adjusted Performance

SLMCX vs. FISMX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Columbia Seligman Technology and Information Fund (SLMCX) and Fidelity International Small Cap Fund (FISMX). 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 0.52, compared to the broader market-1.000.001.002.003.000.52-0.19
The chart of Sortino ratio for SLMCX, currently valued at 0.78, compared to the broader market-2.000.002.004.006.008.000.78-0.18
The chart of Omega ratio for SLMCX, currently valued at 1.12, compared to the broader market0.501.001.502.002.503.001.120.98
The chart of Calmar ratio for SLMCX, currently valued at 0.50, compared to the broader market0.002.004.006.008.0010.0012.000.50-0.18
The chart of Martin ratio for SLMCX, currently valued at 2.52, compared to the broader market0.0010.0020.0030.0040.0050.0060.002.52-0.55
SLMCX
FISMX

The current SLMCX Sharpe Ratio is 0.52, which is higher than the FISMX Sharpe Ratio of -0.19. The chart below compares the historical Sharpe Ratios of SLMCX and FISMX, 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 Ratio0.000.501.001.502.00JulyAugustSeptemberOctoberNovemberDecember
0.52
-0.19
SLMCX
FISMX

Dividends

SLMCX vs. FISMX - Dividend Comparison

Neither SLMCX nor FISMX has paid dividends to shareholders.


TTM20232022202120202019201820172016201520142013
SLMCX
Columbia Seligman Technology and Information Fund
0.00%0.00%0.00%0.00%0.42%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
FISMX
Fidelity International Small Cap Fund
0.00%1.87%0.70%2.57%0.83%1.83%1.91%0.98%1.46%5.45%18.12%2.92%

Drawdowns

SLMCX vs. FISMX - Drawdown Comparison

The maximum SLMCX drawdown since its inception was -86.89%, which is greater than FISMX's maximum drawdown of -58.76%. Use the drawdown chart below to compare losses from any high point for SLMCX and FISMX. For additional features, visit the drawdowns tool.


-15.00%-10.00%-5.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-13.20%
-10.87%
SLMCX
FISMX

Volatility

SLMCX vs. FISMX - Volatility Comparison

Columbia Seligman Technology and Information Fund (SLMCX) has a higher volatility of 15.35% compared to Fidelity International Small Cap Fund (FISMX) at 4.14%. This indicates that SLMCX's price experiences larger fluctuations and is considered to be riskier than FISMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%12.00%14.00%16.00%JulyAugustSeptemberOctoberNovemberDecember
15.35%
4.14%
SLMCX
FISMX
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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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