SLMCX vs. QQQ

The year-to-date returns for both investments are quite close, with SLMCX having a 21.26% return and QQQ slightly higher at 21.78%. Over the past 10 years, SLMCX has underperformed QQQ with an annualized return of 8.46%, while QQQ has yielded a comparatively higher 17.95% annualized return.

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SLMCX has a 1.17% expense ratio, which is higher than QQQ's 0.20% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Columbia Seligman Technology and Information Fund (SLMCX) and Invesco QQQ (QQQ). 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 1.25, which is comparable to the QQQ Sharpe Ratio of 1.70. The chart below compares the historical Sharpe Ratios of SLMCX and QQQ, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

SLMCX has not paid dividends to shareholders, while QQQ's dividend yield for the trailing twelve months is around 0.61%.

The maximum SLMCX drawdown since its inception was -86.89%, roughly equal to the maximum QQQ drawdown of -82.98%. Use the drawdown chart below to compare losses from any high point for SLMCX and QQQ. For additional features, visit the drawdowns tool.

The current volatility for Columbia Seligman Technology and Information Fund (SLMCX) is 5.23%, while Invesco QQQ (QQQ) has a volatility of 5.62%. This indicates that SLMCX experiences smaller price fluctuations and is considered to be less risky than QQQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.