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Columbia Seligman Global Technology Fund Class A: (MF: SHGTX)
(NASDAQ Mutual Funds) As of Jul 15, 2024 08:00 PM ET
$79.29 USD
+0.37 (0.47%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Jun 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 16.53 | 68 |
| 3 months | 7.36 | 47 |
| 6 months | 16.53 | 68 |
| 1 Year | 28.90 | 71 |
| 3 Year | 9.51 | 26 |
| 5 Year | 23.46 | 14 |
| 10 Year | 20.09 | 18 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 160.79 |
| Bear Market (10/07 - 2/09) | -45.20 |
| Bull Market (2/09 - 3/21) | 1,636.88 |
Load Adjusted Returns as of Jun 30, 2024
| 1 Year | 21.89 |
| 5 Year | 22.08 |
| 10 Year | 19.42 |
| Since Inception | 13.51 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 8.54 | 7.36 | NA | NA |
| 2023 | 16.99 | 12.15 | -3.58 | 14.73 |
| 2022 | -10.76 | -21.17 | -7.46 | 4.94 |
| 2021 | 11.11 | 9.94 | -2.55 | 16.64 |
| 2020 | -19.10 | 31.57 | 6.70 | 28.51 |
| 2019 | 23.20 | 2.61 | 5.74 | 15.81 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 16.53 | 45.14 | -31.68 | 38.86 | 45.95 | 54.84 | -8.75 | 34.49 | 16.39 | 9.88 | 24.70 |
| % Total Return Rel to Index | 1.22 | 18.90 | -13.48 | 10.18 | 27.55 | 23.35 | -4.36 | 12.70 | 4.45 | 8.49 | 11.05 |
| % Total Return Rel to Peer | -3.07 | -2.30 | 5.40 | 20.83 | -3.43 | 16.62 | -4.88 | 0.04 | 5.71 | 5.93 | 14.26 |
| % Perf Quintile vs Peer* | 0.00 | 4.00 | 2.00 | 1.00 | 3.00 | 1.00 | 5.00 | 3.00 | 1.00 | 1.00 | 1.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.16 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.23 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 4.07 | 1.89 | 8.58 | 5.68 | 4.57 | 4.08 | 2.85 | 2.54 | 2.35 | 3.53 |
| Expense Ratio | 1.28 | 1.30 | 1.29 | 1.29 | 1.31 | 1.32 | 1.32 | 1.33 | 1.40 | 1.42 | 1.46 |
* 1 = Top 20%, 5 = Bottom 20%