Back to top
Columbia Seligman Technology And Information Fund Class Adv: (MF: SCIOX)
(NASDAQ Mutual Funds) As of Aug 6, 2024 08:00 PM ET
$113.19 USD
+0.96 (0.86%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Jun 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 16.44 | 70 |
| 3 months | 7.16 | 52 |
| 6 months | 16.44 | 70 |
| 1 Year | 28.98 | 71 |
| 3 Year | 9.59 | 26 |
| 5 Year | 23.42 | 15 |
| 10 Year | 20.05 | 19 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Jun 30, 2024
| 1 Year | 28.98 |
| 5 Year | 23.41 |
| 10 Year | 20.05 |
| Since Inception | 18.27 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 8.65 | 7.16 | NA | NA |
| 2023 | 16.41 | 12.12 | -3.33 | 14.59 |
| 2022 | -10.32 | -21.02 | -7.24 | 4.93 |
| 2021 | 12.01 | 9.62 | -2.91 | 16.82 |
| 2020 | -19.68 | 31.55 | 6.40 | 28.64 |
| 2019 | 22.46 | 2.89 | 5.39 | 16.20 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 16.44 | 44.57 | -31.06 | 39.28 | 44.64 | 54.32 | -7.54 | 34.37 | 15.68 | 9.38 | 26.41 |
| % Total Return Rel to Index | 1.13 | 18.33 | -12.86 | 10.59 | 26.24 | 22.83 | -3.15 | 12.57 | 3.74 | 7.99 | 12.76 |
| % Total Return Rel to Peer | -3.16 | -2.87 | 6.02 | 21.25 | -4.74 | 16.11 | -3.68 | -0.07 | 5.00 | 5.43 | 15.97 |
| % Perf Quintile vs Peer* | 0.00 | 4.00 | 1.00 | 1.00 | 4.00 | 1.00 | 4.00 | 4.00 | 2.00 | 2.00 | 1.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.51 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.44 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 5.92 | 7.70 | 15.52 | 10.54 | 9.34 | 7.26 | 8.06 | 4.93 | 6.06 | 7.27 |
| Expense Ratio | 0.00 | 0.93 | 0.93 | 0.95 | 0.98 | 0.99 | 0.99 | 1.03 | 1.10 | 1.11 | 1.16 |
* 1 = Top 20%, 5 = Bottom 20%