Columbia Seligman Technology And Information Fund Class I2: (MF: SCMIX)
(NASDAQ Mutual Funds) As of Aug 6, 2024 08:00 PM ET
$139.85 USD
+1.18 (0.85%)
Latest Performance as of Jun 30, 2024
Total Return %* | Percentile Rank Objective | |
---|---|---|
YTD | 16.47 | 69 |
3 months | 7.18 | 51 |
6 months | 16.47 | 69 |
1 Year | 29.03 | 70 |
3 Year | 9.64 | 25 |
5 Year | 23.46 | 14 |
10 Year | 20.13 | 17 |
* Annual for three years and beyond.
Bull Market (9/02 - 10/07) | 182.46 |
Bear Market (10/07 - 2/09) | -39.50 |
Bull Market (2/09 - 3/21) | 1,612.59 |
Load Adjusted Returns as of Jun 30, 2024
1 Year | 29.03 |
5 Year | 23.46 |
10 Year | 20.12 |
Since Inception | 13.55 |
Quarterly Return
1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
---|---|---|---|---|
2024 | 8.66 | 7.18 | NA | NA |
2023 | 16.44 | 12.12 | -3.33 | 14.60 |
2022 | -10.31 | -21.02 | -7.22 | 4.92 |
2021 | 12.02 | 9.62 | -2.90 | 16.83 |
2020 | -19.67 | 31.58 | 6.40 | 28.67 |
2019 | 22.48 | 2.90 | 5.40 | 16.22 |
Annual Return
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|
% Total Return | 16.47 | 44.63 | -31.04 | 39.32 | 44.70 | 54.40 | -7.48 | 34.43 | 15.81 | 9.51 | 26.57 |
% Total Return Rel to Index | 1.16 | 18.39 | -12.84 | 10.64 | 26.30 | 22.91 | -3.09 | 12.64 | 3.87 | 8.12 | 12.93 |
% Total Return Rel to Peer | -3.13 | -2.81 | 6.04 | 21.30 | -4.68 | 16.18 | -3.62 | -0.01 | 5.14 | 5.56 | 16.14 |
% Perf Quintile vs Peer* | 0.00 | 4.00 | 1.00 | 1.00 | 4.00 | 1.00 | 4.00 | 4.00 | 2.00 | 2.00 | 1.00 |
% Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.52 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
% Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.38 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Capital Gains ($) | 0.00 | 5.95 | 7.70 | 15.56 | 10.56 | 9.38 | 7.28 | 8.10 | 5.00 | 6.14 | 7.38 |
Expense Ratio | 0.00 | 0.90 | 0.89 | 0.91 | 0.94 | 0.95 | 0.94 | 0.96 | 0.98 | 0.97 | 1.03 |
* 1 = Top 20%, 5 = Bottom 20%