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Columbia Seligman Global Technology Fund Class R: (MF: SGTRX)
(NASDAQ Mutual Funds) As of Jul 15, 2024 08:00 PM ET
$73.89 USD
+0.34 (0.46%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Jun 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 16.40 | 71 |
| 3 months | 7.30 | 48 |
| 6 months | 16.40 | 71 |
| 1 Year | 28.59 | 73 |
| 3 Year | 9.24 | 28 |
| 5 Year | 23.15 | 17 |
| 10 Year | 19.79 | 21 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -45.36 |
| Bull Market (2/09 - 3/21) | 1,569.61 |
Load Adjusted Returns as of Jun 30, 2024
| 1 Year | 28.59 |
| 5 Year | 23.14 |
| 10 Year | 19.79 |
| Since Inception | 15.15 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 8.48 | 7.30 | NA | NA |
| 2023 | 16.93 | 12.07 | -3.65 | 14.65 |
| 2022 | -10.83 | -21.20 | -7.54 | 4.88 |
| 2021 | 11.05 | 9.87 | -2.62 | 16.58 |
| 2020 | -19.15 | 31.49 | 6.64 | 28.41 |
| 2019 | 23.15 | 2.54 | 5.68 | 15.72 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 16.40 | 44.76 | -31.86 | 38.53 | 45.59 | 54.44 | -9.01 | 34.15 | 16.12 | 9.62 | 24.36 |
| % Total Return Rel to Index | 1.10 | 18.51 | -13.65 | 9.84 | 27.19 | 22.95 | -4.62 | 12.35 | 4.19 | 8.23 | 10.72 |
| % Total Return Rel to Peer | -3.19 | -2.68 | 5.23 | 20.50 | -3.79 | 16.23 | -5.15 | -0.30 | 5.45 | 5.68 | 13.93 |
| % Perf Quintile vs Peer* | 0.00 | 4.00 | 2.00 | 1.00 | 4.00 | 1.00 | 5.00 | 4.00 | 2.00 | 2.00 | 1.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.04 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.07 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 4.07 | 1.89 | 8.42 | 5.68 | 4.47 | 3.97 | 2.76 | 2.47 | 2.28 | 3.46 |
| Expense Ratio | 1.53 | 1.55 | 1.54 | 1.54 | 1.56 | 1.57 | 1.57 | 1.58 | 1.65 | 1.67 | 1.71 |
* 1 = Top 20%, 5 = Bottom 20%