SLMCX vs. SPY
Compare and contrast key facts about Columbia Seligman Technology and Information Fund (SLMCX) and State Street SPDR S&P 500 ETF (SPY).
SLMCX is managed by Columbia. It was launched on Jun 22, 1983. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Performance
SLMCX vs. SPY - Performance Comparison
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SLMCX vs. SPY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SLMCX Columbia Seligman Technology and Information Fund | 0.17% | 37.32% | 26.67% | 44.27% | -31.14% | 38.97% | 44.45% | 54.15% | -8.12% | 34.08% |
SPY State Street SPDR S&P 500 ETF | -4.37% | 17.72% | 24.89% | 26.18% | -18.18% | 28.73% | 18.33% | 31.22% | -4.57% | 21.71% |
Returns By Period
In the year-to-date period, SLMCX achieves a 0.17% return, which is significantly higher than SPY's -4.37% return. Over the past 10 years, SLMCX has outperformed SPY with an annualized return of 22.20%, while SPY has yielded a comparatively lower 13.98% annualized return.
SLMCX
- 1D
- -2.99%
- 1M
- -9.33%
- YTD
- 0.17%
- 6M
- 5.15%
- 1Y
- 58.16%
- 3Y*
- 29.27%
- 5Y*
- 16.53%
- 10Y*
- 22.20%
SPY
- 1D
- 2.91%
- 1M
- -4.94%
- YTD
- -4.37%
- 6M
- -1.82%
- 1Y
- 17.59%
- 3Y*
- 18.19%
- 5Y*
- 11.69%
- 10Y*
- 13.98%
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SLMCX vs. SPY - Expense Ratio Comparison
SLMCX has a 1.17% expense ratio, which is higher than SPY's 0.09% expense ratio.
Return for Risk
SLMCX vs. SPY — Risk / Return Rank
SLMCX
SPY
SLMCX vs. SPY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Seligman Technology and Information Fund (SLMCX) and State Street SPDR S&P 500 ETF (SPY). 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.
| SLMCX | SPY | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.90 | 0.93 | +0.97 |
Sortino ratioReturn per unit of downside risk | 2.46 | 1.45 | +1.01 |
Omega ratioGain probability vs. loss probability | 1.34 | 1.22 | +0.12 |
Calmar ratioReturn relative to maximum drawdown | 3.54 | 1.53 | +2.02 |
Martin ratioReturn relative to average drawdown | 13.44 | 7.30 | +6.14 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| SLMCX | SPY | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.90 | 0.93 | +0.97 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.64 | 0.69 | -0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.86 | 0.78 | +0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.69 | 0.56 | +0.13 |
Correlation
The correlation between SLMCX and SPY is 0.78, 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.
Dividends
SLMCX vs. SPY - Dividend Comparison
SLMCX's dividend yield for the trailing twelve months is around 9.44%, more than SPY's 1.14% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SLMCX Columbia Seligman Technology and Information Fund | 9.44% | 9.45% | 14.27% | 5.16% | 9.42% | 11.75% | 10.40% | 11.44% | 12.33% | 11.15% | 8.19% | 10.79% |
SPY State Street SPDR S&P 500 ETF | 1.14% | 1.07% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% |
Drawdowns
SLMCX vs. SPY - Drawdown Comparison
The maximum SLMCX drawdown since its inception was -68.10%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for SLMCX and SPY.
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Drawdown Indicators
| SLMCX | SPY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -68.10% | -55.19% | -12.91% |
Max Drawdown (1Y)Largest decline over 1 year | -14.88% | -12.05% | -2.83% |
Max Drawdown (5Y)Largest decline over 5 years | -37.32% | -24.50% | -12.82% |
Max Drawdown (10Y)Largest decline over 10 years | -37.32% | -33.72% | -3.60% |
Current DrawdownCurrent decline from peak | -11.96% | -6.24% | -5.72% |
Average DrawdownAverage peak-to-trough decline | -13.05% | -9.09% | -3.96% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.93% | 2.52% | +1.41% |
Volatility
SLMCX vs. SPY - Volatility Comparison
Columbia Seligman Technology and Information Fund (SLMCX) has a higher volatility of 9.50% compared to State Street SPDR S&P 500 ETF (SPY) at 5.31%. This indicates that SLMCX's price experiences larger fluctuations and is considered to be riskier than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SLMCX | SPY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.50% | 5.31% | +4.19% |
Volatility (6M)Calculated over the trailing 6-month period | 21.01% | 9.47% | +11.54% |
Volatility (1Y)Calculated over the trailing 1-year period | 30.59% | 19.05% | +11.54% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.96% | 17.06% | +8.90% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.93% | 17.92% | +8.01% |