SLMCX vs. PSTAX

In the year-to-date period, SLMCX achieves a 1.91% return, which is significantly lower than PSTAX's 4.62% return. Over the past 10 years, SLMCX has outperformed PSTAX with an annualized return of 8.73%, while PSTAX has yielded a comparatively lower 4.66% annualized return.

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SLMCX has a 1.17% expense ratio, which is lower than PSTAX's 1.20% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Columbia Seligman Technology and Information Fund (SLMCX) and Virtus KAR Capital Growth Fund (PSTAX). 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 0.41, which is comparable to the PSTAX Sharpe Ratio of 0.47. The chart below compares the historical Sharpe Ratios of SLMCX and PSTAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Neither SLMCX nor PSTAX has paid dividends to shareholders.

The maximum SLMCX drawdown since its inception was -77.96%, roughly equal to the maximum PSTAX drawdown of -80.92%. Use the drawdown chart below to compare losses from any high point for SLMCX and PSTAX. For additional features, visit the drawdowns tool.

Columbia Seligman Technology and Information Fund (SLMCX) has a higher volatility of 8.24% compared to Virtus KAR Capital Growth Fund (PSTAX) at 5.25%. This indicates that SLMCX's price experiences larger fluctuations and is considered to be riskier than PSTAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.