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Columbia Seligman Technology & Information Fund Class R: (MF: SCIRX)
(NASDAQ Mutual Funds) As of Jul 12, 2024 08:00 PM ET
$121.56 USD
+0.99 (0.82%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Jun 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 16.15 | 73 |
| 3 months | 7.03 | 58 |
| 6 months | 16.15 | 73 |
| 1 Year | 28.34 | 73 |
| 3 Year | 9.05 | 30 |
| 5 Year | 22.80 | 18 |
| 10 Year | 19.45 | 25 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -40.13 |
| Bull Market (2/09 - 3/21) | 1,464.13 |
Load Adjusted Returns as of Jun 30, 2024
| 1 Year | 28.34 |
| 5 Year | 22.80 |
| 10 Year | 19.45 |
| Since Inception | 15.61 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 8.52 | 7.03 | NA | NA |
| 2023 | 16.29 | 11.97 | -3.45 | 14.44 |
| 2022 | -10.42 | -21.12 | -7.35 | 4.78 |
| 2021 | 11.88 | 9.48 | -3.03 | 16.67 |
| 2020 | -19.77 | 31.38 | 6.27 | 28.48 |
| 2019 | 22.33 | 2.75 | 5.26 | 16.05 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 16.15 | 43.87 | -31.41 | 38.58 | 43.92 | 53.57 | -8.01 | 33.70 | 15.10 | 8.83 | 25.80 |
| % Total Return Rel to Index | 0.85 | 17.62 | -13.20 | 9.90 | 25.52 | 22.08 | -3.62 | 11.91 | 3.17 | 7.44 | 12.15 |
| % Total Return Rel to Peer | -3.45 | -3.57 | 5.68 | 20.55 | -5.46 | 15.35 | -4.15 | -0.74 | 4.43 | 4.88 | 15.36 |
| % Perf Quintile vs Peer* | 0.00 | 4.00 | 1.00 | 1.00 | 4.00 | 1.00 | 4.00 | 4.00 | 2.00 | 2.00 | 1.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.36 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.31 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 5.76 | 7.70 | 14.91 | 10.28 | 8.98 | 7.11 | 7.72 | 4.67 | 5.79 | 6.89 |
| Expense Ratio | 0.00 | 1.43 | 1.42 | 1.44 | 1.48 | 1.49 | 1.49 | 1.54 | 1.60 | 1.60 | 1.66 |
* 1 = Top 20%, 5 = Bottom 20%