SLVRX vs. CTCAX
Compare and contrast key facts about Columbia Select Large Cap Value Fund Class R (SLVRX) and Columbia Global Technology Growth Fund Class A (CTCAX).
SLVRX is managed by Columbia. It was launched on Apr 30, 2003. CTCAX is managed by Columbia. It was launched on Nov 9, 2000.
Performance
SLVRX vs. CTCAX - Performance Comparison
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SLVRX vs. CTCAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SLVRX Columbia Select Large Cap Value Fund Class R | 0.13% | 27.32% | 12.24% | 5.25% | -1.30% | 26.02% | 5.92% | 26.26% | -12.52% | 18.96% |
CTCAX Columbia Global Technology Growth Fund Class A | -10.22% | 24.78% | 31.39% | 56.46% | -34.81% | 22.73% | 49.46% | 43.91% | -1.48% | 42.99% |
Returns By Period
In the year-to-date period, SLVRX achieves a 0.13% return, which is significantly higher than CTCAX's -10.22% return. Over the past 10 years, SLVRX has underperformed CTCAX with an annualized return of 12.07%, while CTCAX has yielded a comparatively higher 20.26% annualized return.
SLVRX
- 1D
- -0.60%
- 1M
- -8.87%
- YTD
- 0.13%
- 6M
- 9.17%
- 1Y
- 24.03%
- 3Y*
- 15.22%
- 5Y*
- 10.31%
- 10Y*
- 12.07%
CTCAX
- 1D
- -1.69%
- 1M
- -9.75%
- YTD
- -10.22%
- 6M
- -8.54%
- 1Y
- 27.76%
- 3Y*
- 23.83%
- 5Y*
- 12.52%
- 10Y*
- 20.26%
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SLVRX vs. CTCAX - Expense Ratio Comparison
SLVRX has a 1.05% expense ratio, which is lower than CTCAX's 1.18% expense ratio.
Return for Risk
SLVRX vs. CTCAX — Risk / Return Rank
SLVRX
CTCAX
SLVRX vs. CTCAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Select Large Cap Value Fund Class R (SLVRX) and Columbia Global Technology Growth Fund Class A (CTCAX). 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.
| SLVRX | CTCAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.48 | 1.02 | +0.46 |
Sortino ratioReturn per unit of downside risk | 2.00 | 1.57 | +0.43 |
Omega ratioGain probability vs. loss probability | 1.32 | 1.22 | +0.10 |
Calmar ratioReturn relative to maximum drawdown | 1.87 | 1.67 | +0.20 |
Martin ratioReturn relative to average drawdown | 8.01 | 5.92 | +2.08 |
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
| SLVRX | CTCAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.48 | 1.02 | +0.46 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.65 | 0.49 | +0.17 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.65 | 0.82 | -0.18 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 0.70 | -0.25 |
Correlation
The correlation between SLVRX and CTCAX is 0.71, 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
SLVRX vs. CTCAX - Dividend Comparison
SLVRX's dividend yield for the trailing twelve months is around 8.48%, more than CTCAX's 3.66% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SLVRX Columbia Select Large Cap Value Fund Class R | 8.48% | 8.50% | 3.27% | 3.42% | 1.15% | 5.83% | 7.46% | 6.83% | 4.60% | 3.92% | 8.22% | 4.27% |
CTCAX Columbia Global Technology Growth Fund Class A | 3.66% | 3.29% | 1.08% | 2.36% | 3.53% | 4.15% | 0.91% | 2.55% | 5.82% | 3.52% | 0.36% | 1.80% |
Drawdowns
SLVRX vs. CTCAX - Drawdown Comparison
The maximum SLVRX drawdown since its inception was -60.20%, roughly equal to the maximum CTCAX drawdown of -61.04%. Use the drawdown chart below to compare losses from any high point for SLVRX and CTCAX.
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Drawdown Indicators
| SLVRX | CTCAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.20% | -61.04% | +0.84% |
Max Drawdown (1Y)Largest decline over 1 year | -12.41% | -14.43% | +2.02% |
Max Drawdown (5Y)Largest decline over 5 years | -18.53% | -39.55% | +21.02% |
Max Drawdown (10Y)Largest decline over 10 years | -41.51% | -39.55% | -1.96% |
Current DrawdownCurrent decline from peak | -9.03% | -14.43% | +5.40% |
Average DrawdownAverage peak-to-trough decline | -7.47% | -10.75% | +3.28% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.89% | 4.07% | -1.18% |
Volatility
SLVRX vs. CTCAX - Volatility Comparison
The current volatility for Columbia Select Large Cap Value Fund Class R (SLVRX) is 3.73%, while Columbia Global Technology Growth Fund Class A (CTCAX) has a volatility of 7.45%. This indicates that SLVRX experiences smaller price fluctuations and is considered to be less risky than CTCAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SLVRX | CTCAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.73% | 7.45% | -3.72% |
Volatility (6M)Calculated over the trailing 6-month period | 9.04% | 16.24% | -7.20% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.96% | 27.00% | -10.04% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.86% | 25.81% | -9.95% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.68% | 24.66% | -5.98% |