UMMGX vs. SHGTX
Compare and contrast key facts about Columbia Bond Fund (UMMGX) and Columbia Seligman Global Technology Fund (SHGTX).
UMMGX is managed by Columbia. It was launched on Jan 9, 1986. SHGTX is managed by Columbia. It was launched on May 22, 1994.
Performance
UMMGX vs. SHGTX - Performance Comparison
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UMMGX vs. SHGTX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
UMMGX Columbia Bond Fund | 0.03% | 8.03% | 2.06% | 6.73% | -15.66% | -0.79% | 9.10% | 9.23% | -0.50% | 3.73% |
SHGTX Columbia Seligman Global Technology Fund | 4.81% | 35.09% | 26.04% | 45.28% | -31.70% | 38.60% | 45.56% | 54.92% | -8.70% | 34.52% |
Returns By Period
In the year-to-date period, UMMGX achieves a 0.03% return, which is significantly lower than SHGTX's 4.81% return. Over the past 10 years, UMMGX has underperformed SHGTX with an annualized return of 2.07%, while SHGTX has yielded a comparatively higher 22.68% annualized return.
UMMGX
- 1D
- 0.00%
- 1M
- -1.43%
- YTD
- 0.03%
- 6M
- 0.77%
- 1Y
- 4.54%
- 3Y*
- 4.20%
- 5Y*
- 0.12%
- 10Y*
- 2.07%
SHGTX
- 1D
- 5.55%
- 1M
- -5.32%
- YTD
- 4.81%
- 6M
- 8.30%
- 1Y
- 60.42%
- 3Y*
- 30.37%
- 5Y*
- 16.45%
- 10Y*
- 22.68%
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UMMGX vs. SHGTX - Expense Ratio Comparison
UMMGX has a 0.52% expense ratio, which is lower than SHGTX's 1.29% expense ratio.
Return for Risk
UMMGX vs. SHGTX — Risk / Return Rank
UMMGX
SHGTX
UMMGX vs. SHGTX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Bond Fund (UMMGX) and Columbia Seligman Global Technology Fund (SHGTX). 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.
| UMMGX | SHGTX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.31 | 2.02 | -0.71 |
Sortino ratioReturn per unit of downside risk | 1.95 | 2.60 | -0.65 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.36 | -0.13 |
Calmar ratioReturn relative to maximum drawdown | 2.09 | 4.13 | -2.04 |
Martin ratioReturn relative to average drawdown | 6.63 | 15.42 | -8.78 |
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
| UMMGX | SHGTX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.31 | 2.02 | -0.71 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.02 | 0.61 | -0.59 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.40 | 0.85 | -0.45 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.94 | 0.60 | +0.34 |
Correlation
The correlation between UMMGX and SHGTX is -0.11. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Dividends
UMMGX vs. SHGTX - Dividend Comparison
UMMGX's dividend yield for the trailing twelve months is around 4.08%, less than SHGTX's 8.06% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UMMGX Columbia Bond Fund | 4.08% | 4.20% | 3.70% | 3.73% | 2.73% | 1.76% | 4.77% | 4.21% | 2.71% | 1.88% | 4.66% | 3.56% |
SHGTX Columbia Seligman Global Technology Fund | 8.06% | 8.45% | 14.04% | 6.22% | 3.94% | 11.77% | 9.92% | 10.26% | 12.75% | 7.25% | 8.13% | 8.09% |
Drawdowns
UMMGX vs. SHGTX - Drawdown Comparison
The maximum UMMGX drawdown since its inception was -20.86%, smaller than the maximum SHGTX drawdown of -77.47%. Use the drawdown chart below to compare losses from any high point for UMMGX and SHGTX.
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Drawdown Indicators
| UMMGX | SHGTX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -20.86% | -77.47% | +56.61% |
Max Drawdown (1Y)Largest decline over 1 year | -2.76% | -14.93% | +12.17% |
Max Drawdown (5Y)Largest decline over 5 years | -20.86% | -43.17% | +22.31% |
Max Drawdown (10Y)Largest decline over 10 years | -20.86% | -43.17% | +22.31% |
Current DrawdownCurrent decline from peak | -2.58% | -7.51% | +4.93% |
Average DrawdownAverage peak-to-trough decline | -2.73% | -25.06% | +22.33% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.87% | 4.00% | -3.13% |
Volatility
UMMGX vs. SHGTX - Volatility Comparison
The current volatility for Columbia Bond Fund (UMMGX) is 1.05%, while Columbia Seligman Global Technology Fund (SHGTX) has a volatility of 11.08%. This indicates that UMMGX experiences smaller price fluctuations and is considered to be less risky than SHGTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| UMMGX | SHGTX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.05% | 11.08% | -10.03% |
Volatility (6M)Calculated over the trailing 6-month period | 2.35% | 21.67% | -19.32% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.43% | 31.05% | -26.62% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.31% | 27.29% | -20.98% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.18% | 26.64% | -21.46% |