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Columbia Global Technology Growth Fund Class Adv: (MF: CTYRX)
(NASDAQ Mutual Funds) As of Aug 9, 2024 08:00 PM ET
$81.60 USD
+0.51 (0.63%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Jun 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 25.27 | 33 |
| 3 months | 9.66 | 18 |
| 6 months | 25.27 | 33 |
| 1 Year | 40.32 | 28 |
| 3 Year | 12.02 | 12 |
| 5 Year | 21.84 | 24 |
| 10 Year | 20.53 | 12 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Jun 30, 2024
| 1 Year | 40.32 |
| 5 Year | 21.84 |
| 10 Year | 20.53 |
| Since Inception | 22.53 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 14.23 | 9.66 | NA | NA |
| 2023 | 21.33 | 15.40 | -4.02 | 16.71 |
| 2022 | -11.23 | -23.58 | -5.77 | 2.40 |
| 2021 | 2.24 | 10.24 | -0.84 | 10.23 |
| 2020 | -12.56 | 31.77 | 11.65 | 16.43 |
| 2019 | 19.65 | 5.14 | 0.69 | 12.37 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 25.27 | 56.84 | -34.55 | 23.19 | 49.78 | 42.36 | -1.12 | 43.36 | 12.94 | 10.52 | 16.94 |
| % Total Return Rel to Index | 9.97 | 30.59 | -16.34 | -5.48 | 31.38 | 10.87 | 3.26 | 21.56 | 1.00 | 9.13 | 3.30 |
| % Total Return Rel to Peer | 5.66 | 9.39 | 2.53 | 5.16 | 0.40 | 4.15 | 2.73 | 8.90 | 2.27 | 6.58 | 6.51 |
| % Perf Quintile vs Peer* | 0.00 | 2.00 | 2.00 | 2.00 | 3.00 | 2.00 | 3.00 | 2.00 | 2.00 | 1.00 | 1.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 1.56 | 1.53 | 3.02 | 0.60 | 0.50 | 1.72 | 1.13 | 0.08 | 0.35 | 0.86 |
| Expense Ratio | 0.93 | 0.94 | 0.92 | 0.93 | 0.97 | 0.99 | 1.01 | 1.07 | 1.11 | 1.15 | 1.16 |
* 1 = Top 20%, 5 = Bottom 20%