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Columbia Global Technology Growth Fund Class I: (MF: CMTFX)
(NASDAQ Mutual Funds) As of Jul 12, 2024 08:00 PM ET
$90.69 USD
+0.65 (0.72%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Jun 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 25.26 | 34 |
| 3 months | 9.65 | 19 |
| 6 months | 25.26 | 34 |
| 1 Year | 40.30 | 29 |
| 3 Year | 12.01 | 12 |
| 5 Year | 21.84 | 24 |
| 10 Year | 20.54 | 12 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 317.04 |
| Bear Market (10/07 - 2/09) | -56.83 |
| Bull Market (2/09 - 3/21) | 1,974.27 |
Load Adjusted Returns as of Jun 30, 2024
| 1 Year | 40.30 |
| 5 Year | 21.83 |
| 10 Year | 20.54 |
| Since Inception | 12.12 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 14.23 | 9.65 | NA | NA |
| 2023 | 21.33 | 15.40 | -4.02 | 16.70 |
| 2022 | -11.23 | -23.58 | -5.76 | 2.39 |
| 2021 | 2.24 | 10.24 | -0.84 | 10.22 |
| 2020 | -12.57 | 31.80 | 11.64 | 16.44 |
| 2019 | 19.69 | 5.13 | 0.70 | 12.35 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 25.26 | 56.82 | -34.54 | 23.19 | 49.80 | 42.37 | -1.10 | 43.32 | 13.01 | 10.49 | 16.95 |
| % Total Return Rel to Index | 9.96 | 30.58 | -16.34 | -5.48 | 31.40 | 10.88 | 3.28 | 21.52 | 1.07 | 9.10 | 3.30 |
| % Total Return Rel to Peer | 5.66 | 9.37 | 2.54 | 5.16 | 0.42 | 4.16 | 2.75 | 8.86 | 2.33 | 6.55 | 6.51 |
| % Perf Quintile vs Peer* | 0.00 | 2.00 | 2.00 | 2.00 | 3.00 | 2.00 | 3.00 | 2.00 | 2.00 | 1.00 | 1.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.09 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.47 |
| Capital Gains ($) | 0.00 | 1.56 | 1.53 | 3.02 | 0.60 | 0.50 | 1.73 | 1.13 | 0.08 | 0.35 | 0.76 |
| Expense Ratio | 0.93 | 0.94 | 0.92 | 0.93 | 0.97 | 0.99 | 1.00 | 1.07 | 1.11 | 1.15 | 1.17 |
* 1 = Top 20%, 5 = Bottom 20%