WSTAX vs. CCIZX
WSTAX (Nomura Science and Technology Fund Class A) and CCIZX (Columbia Seligman Technology and Information Fund Institutional Class) are both Technology Equities funds. Over the past 10 years, WSTAX returned 24.74%/yr vs 28.33%/yr for CCIZX. Their correlation of 0.91 suggests significant overlap in exposure. WSTAX charges 1.17%/yr vs 0.91%/yr for CCIZX.
Performance
WSTAX vs. CCIZX - Performance Comparison
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Returns By Period
In the year-to-date period, WSTAX achieves a 41.80% return, which is significantly lower than CCIZX's 58.82% return. Over the past 10 years, WSTAX has underperformed CCIZX with an annualized return of 24.74%, while CCIZX has yielded a comparatively higher 28.33% annualized return.
WSTAX
- 1D
- 1.03%
- 1M
- 15.75%
- YTD
- 41.80%
- 6M
- 42.57%
- 1Y
- 76.95%
- 3Y*
- 52.21%
- 5Y*
- 25.51%
- 10Y*
- 24.74%
CCIZX
- 1D
- 3.67%
- 1M
- 15.58%
- YTD
- 58.82%
- 6M
- 55.55%
- 1Y
- 126.87%
- 3Y*
- 48.00%
- 5Y*
- 27.12%
- 10Y*
- 28.33%
WSTAX vs. CCIZX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WSTAX Nomura Science and Technology Fund Class A | 41.80% | 33.91% | 59.64% | 40.44% | -32.50% | 14.19% | 36.12% | 50.35% | -5.23% | 32.77% |
CCIZX Columbia Seligman Technology and Information Fund Institutional Class | 58.82% | 37.68% | 27.01% | 44.64% | -30.98% | 39.31% | 44.80% | 54.52% | -7.86% | 34.41% |
Correlation
The correlation between WSTAX and CCIZX is 0.91, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.91 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.92 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.93 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.93 |
Correlation (All Time) Calculated using the full available price history since Jan 4, 2011 | 0.91 |
The correlation between WSTAX and CCIZX has been stable across timeframes, ranging from 0.91 to 0.93 - a consistent structural relationship.
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Return for Risk
WSTAX vs. CCIZX — Risk / Return Rank
WSTAX
CCIZX
WSTAX vs. CCIZX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Nomura Science and Technology Fund Class A (WSTAX) and Columbia Seligman Technology and Information Fund Institutional Class (CCIZX). 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.
| WSTAX | CCIZX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.71 | ||
| Sortino ratioReturn per unit of downside risk | -1.37 | ||
| Omega ratioGain probability vs. loss probability | 1.53 | 1.71 | -0.18 |
| Calmar ratioReturn relative to maximum drawdown | 4.75 | 10.70 | -5.95 |
| Martin ratioReturn relative to average drawdown | 17.39 | 41.53 | -24.14 |
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
| WSTAX | CCIZX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 3.34 | 5.05 | -1.71 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.69 | 1.04 | -0.35 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.81 | 1.09 | -0.28 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.53 | 0.92 | -0.40 |
Drawdowns
WSTAX vs. CCIZX - Drawdown Comparison
The maximum WSTAX drawdown since its inception was -55.39%, which is greater than CCIZX's maximum drawdown of -37.20%. Use the drawdown chart below to compare losses from any high point for WSTAX and CCIZX.
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Drawdown Indicators
| WSTAX | CCIZX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.39% | -37.20% | -18.19% |
Max Drawdown (1Y)Largest decline over 1 year | -16.73% | -12.32% | -4.41% |
Max Drawdown (3Y)Largest decline over 3 years | -27.35% | -29.09% | +1.74% |
Max Drawdown (5Y)Largest decline over 5 years | -55.39% | -37.20% | -18.19% |
Max Drawdown (10Y)Largest decline over 10 years | -55.39% | -37.20% | -18.19% |
Current DrawdownCurrent decline from peak | 0.00% | 0.00% | 0.00% |
Average DrawdownAverage peak-to-trough decline | -14.95% | -6.83% | -8.12% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.56% | 3.17% | +1.39% |
Volatility
WSTAX vs. CCIZX - Volatility Comparison
Nomura Science and Technology Fund Class A (WSTAX) and Columbia Seligman Technology and Information Fund Institutional Class (CCIZX) have volatilities of 7.17% and 7.25%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WSTAX | CCIZX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.17% | 7.25% | -0.08% |
Volatility (6M)Calculated over the trailing 6-month period | 18.78% | 20.07% | -1.29% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.79% | 26.09% | -2.30% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 36.95% | 26.21% | +10.74% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 30.71% | 26.13% | +4.58% |
WSTAX vs. CCIZX - Expense Ratio Comparison
WSTAX has a 1.17% expense ratio, which is higher than CCIZX's 0.91% expense ratio.
Dividends
WSTAX vs. CCIZX - Dividend Comparison
WSTAX's dividend yield for the trailing twelve months is around 12.92%, more than CCIZX's 5.03% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CCIZX Columbia Seligman Technology and Information Fund Institutional Class | 5.03% | 7.99% | 12.19% | 4.54% | 8.14% | 10.50% | 9.41% | 10.49% | 11.33% | 10.47% | 7.80% | 10.30% |
WSTAX Nomura Science and Technology Fund Class A | 12.92% | 18.32% | 36.08% | 11.62% | 33.72% | 42.99% | 8.89% | 11.48% | 13.99% | 6.95% | 0.00% | 2.50% |
Frequently Asked Questions
With a correlation of 0.91, WSTAX and CCIZX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
CCIZX has higher volatility (7.25%) compared to WSTAX (7.17%). In terms of maximum drawdown, WSTAX dropped -55.39% vs CCIZX's -37.20%.
CCIZX currently has the higher Sharpe Ratio (5.05 vs 3.34), 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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