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Columbia Seligman Global Technology Fund Class I2: (MF: SGTTX)
(NASDAQ Mutual Funds) As of Aug 13, 2024 08:00 PM ET
$76.76 USD
+1.92 (2.57%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Jul 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 15.99 | 58 |
| 3 months | 11.30 | 35 |
| 6 months | 15.14 | 45 |
| 1 Year | 23.42 | 61 |
| 3 Year | 9.65 | 16 |
| 5 Year | 22.11 | 11 |
| 10 Year | 20.62 | 10 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Jul 31, 2024
| 1 Year | 29.30 |
| 5 Year | 23.83 |
| 10 Year | 20.48 |
| Since Inception | 18.72 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 8.61 | 7.45 | NA | NA |
| 2023 | 17.07 | 12.24 | -3.51 | 14.81 |
| 2022 | -10.70 | -21.09 | -7.41 | 5.04 |
| 2021 | 11.19 | 10.02 | -2.48 | 16.74 |
| 2020 | -19.03 | 31.67 | 6.79 | 28.61 |
| 2019 | 23.31 | 2.70 | 5.83 | 15.88 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 15.99 | 45.57 | -31.47 | 39.27 | 46.42 | 55.32 | -8.49 | 34.88 | 16.83 | 10.34 | 25.24 |
| % Total Return Rel to Index | -0.71 | 19.32 | -13.27 | 10.59 | 28.01 | 23.83 | -4.09 | 13.09 | 4.89 | 8.95 | 11.60 |
| % Total Return Rel to Peer | -1.45 | -1.88 | 5.61 | 21.25 | -2.96 | 17.11 | -4.62 | 0.43 | 6.16 | 6.40 | 14.81 |
| % Perf Quintile vs Peer* | 0.00 | 4.00 | 1.00 | 1.00 | 3.00 | 1.00 | 5.00 | 3.00 | 1.00 | 1.00 | 1.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.30 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.44 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 4.07 | 1.89 | 8.78 | 5.68 | 4.69 | 4.20 | 2.96 | 2.65 | 2.47 | 3.64 |
| Expense Ratio | 0.98 | 0.99 | 0.99 | 0.99 | 1.00 | 1.00 | 1.02 | 1.02 | 1.02 | 1.02 | 1.04 |
* 1 = Top 20%, 5 = Bottom 20%