TEFQX vs. CCOYX
TEFQX (Firsthand Technology Opportunities Fund) and CCOYX (Columbia Seligman Technology and Information Fund Institutional 3 Class) are both Technology Equities funds. Over the past 5 years, TEFQX returned -20.77%/yr vs 23.81%/yr for CCOYX. Their 0.74 correlation means they have sometimes moved together and sometimes differently. TEFQX charges 1.85%/yr vs 0.82%/yr for CCOYX.
Performance
TEFQX vs. CCOYX - Performance Comparison
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Returns By Period
In the year-to-date period, TEFQX achieves a -8.13% return, which is significantly lower than CCOYX's 45.90% return.
TEFQX
- 1D
- 6.10%
- 1M
- -14.39%
- 6M
- -3.62%
- YTD
- -8.13%
- 1Y
- -6.42%
- 3Y*
- -4.98%
- 5Y*
- -20.77%
- 10Y*
- 3.95%
- ALL TIME*
- -0.59%
CCOYX
- 1D
- 4.87%
- 1M
- -3.54%
- 6M
- 33.01%
- YTD
- 45.90%
- 1Y
- 85.19%
- 3Y*
- 39.60%
- 5Y*
- 23.81%
- 10Y*
- —
- ALL TIME*
- 25.98%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
TEFQX vs. CCOYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TEFQX Firsthand Technology Opportunities Fund | -8.13% | 29.82% | -22.02% | 10.81% | -60.11% | -16.48% | 97.04% | 28.50% | 4.31% | 40.37% |
CCOYX Columbia Seligman Technology and Information Fund Institutional 3 Class | 45.90% | 37.79% | 27.11% | 44.77% | -30.92% | 39.45% | 44.92% | 54.68% | -7.78% | 19.33% |
Correlation
The correlation between TEFQX and CCOYX is 0.71, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.71 |
Correlation (3Y) Balances recent behavior with more history. | 0.71 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.74 |
Correlation (All Time) Calculated using the full available price history since Mar 1, 2017 | 0.74 |
The correlation between TEFQX and CCOYX has been stable across timeframes, ranging from 0.71 to 0.74 - a consistent structural relationship.
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Return for Risk
TEFQX vs. CCOYX — Risk / Return Rank
TEFQX
CCOYX
TEFQX vs. CCOYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Firsthand Technology Opportunities Fund (TEFQX) and Columbia Seligman Technology and Information Fund Institutional 3 Class (CCOYX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| TEFQX | CCOYX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -3.05 | ||
| Sortino ratioReturn per unit of downside risk | -3.37 | ||
| Omega ratioGain probability vs. loss probability | 0.98 | 1.42 | -0.44 |
| Calmar ratioReturn relative to maximum drawdown | -0.35 | 6.39 | -6.75 |
| Martin ratioReturn relative to average drawdown | -0.80 | 21.04 | -21.84 |
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Drawdowns
TEFQX vs. CCOYX - Drawdown Comparison
The maximum TEFQX drawdown since its inception was -92.33%, which is greater than CCOYX's maximum drawdown of -37.16%. Use the drawdown chart below to compare losses from any high point for TEFQX and CCOYX.
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Drawdown Indicators
| TEFQX | CCOYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -92.33% | -37.16% | -55.17% |
Max Drawdown (1Y)Largest decline over 1 year | -31.51% | -12.76% | -18.75% |
Max Drawdown (3Y)Largest decline over 3 years | -61.62% | -29.08% | -32.54% |
Max Drawdown (5Y)Largest decline over 5 years | -78.25% | -37.16% | -41.09% |
Max Drawdown (10Y)Largest decline over 10 years | -80.17% | — | — |
Current DrawdownCurrent decline from peak | -71.54% | -8.51% | -63.03% |
Average DrawdownAverage peak-to-trough decline | -60.16% | -7.64% | -52.52% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 13.71% | 3.85% | +9.86% |
Volatility
TEFQX vs. CCOYX - Volatility Comparison
Firsthand Technology Opportunities Fund (TEFQX) has a higher volatility of 12.86% compared to Columbia Seligman Technology and Information Fund Institutional 3 Class (CCOYX) at 10.03%. This indicates that TEFQX's price experiences larger fluctuations and is considered to be riskier than CCOYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TEFQX | CCOYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 12.86% | 10.03% | +2.83% |
Volatility (6M)Calculated over the trailing 6-month period | 31.86% | 23.32% | +8.54% |
Volatility (1Y)Calculated over the trailing 1-year period | 38.27% | 29.59% | +8.68% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 74.41% | 26.92% | +47.49% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 55.78% | 26.97% | +28.81% |
TEFQX vs. CCOYX - Expense Ratio Comparison
TEFQX has a 1.85% expense ratio, which is higher than CCOYX's 0.82% expense ratio.
Dividends
TEFQX vs. CCOYX - Dividend Comparison
TEFQX has not paid dividends to shareholders, while CCOYX's dividend yield for the trailing twelve months is around 5.54%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
CCOYX Columbia Seligman Technology and Information Fund Institutional 3 Class | 5.54% | 8.08% | 12.32% | 4.60% | 8.17% | 10.62% | 9.52% | 10.61% | 11.42% | 10.60% | 0.00% |
TEFQX Firsthand Technology Opportunities Fund | 0.00% | 0.00% | 0.00% | 1.91% | 54.72% | 6.88% | 15.27% | 5.54% | 0.00% | 0.00% | 27.74% |
Frequently Asked Questions
TEFQX and CCOYX have a correlation of 0.71, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
TEFQX has higher volatility (12.86%) compared to CCOYX (10.03%). In terms of maximum drawdown, TEFQX dropped -92.33% vs CCOYX's -37.16%.
CCOYX currently has the higher Sharpe Ratio (2.76 vs -0.29), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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