SLMCX vs. VGT

In the year-to-date period, SLMCX achieves a 21.26% return, which is significantly lower than VGT's 25.23% return. Over the past 10 years, SLMCX has underperformed VGT with an annualized return of 8.46%, while VGT has yielded a comparatively higher 20.52% annualized return.

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SLMCX has a 1.17% expense ratio, which is higher than VGT's 0.10% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Columbia Seligman Technology and Information Fund (SLMCX) and Vanguard Information Technology ETF (VGT). 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 VGT Sharpe Ratio of 1.60. The chart below compares the historical Sharpe Ratios of SLMCX and VGT, 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 VGT's dividend yield for the trailing twelve months is around 0.62%.

The maximum SLMCX drawdown since its inception was -86.89%, which is greater than VGT's maximum drawdown of -54.63%. Use the drawdown chart below to compare losses from any high point for SLMCX and VGT. For additional features, visit the drawdowns tool.

The current volatility for Columbia Seligman Technology and Information Fund (SLMCX) is 5.23%, while Vanguard Information Technology ETF (VGT) has a volatility of 6.53%. This indicates that SLMCX experiences smaller price fluctuations and is considered to be less risky than VGT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.