Columbia Seligman Global Technology Fund Class C: (MF: SHTCX)
(NASDAQ Mutual Funds) As of Oct 17, 2024 08:00 PM ET
$47.07 USD
-0.01 (-0.02%)
Latest Performance as of Sep 30, 2024
Total Return %* | Percentile Rank Objective | |
---|---|---|
YTD | 16.97 | 80 |
3 months | 0.73 | 70 |
6 months | 7.97 | 67 |
1 Year | 33.96 | 82 |
3 Year | 9.98 | 33 |
5 Year | 21.40 | 25 |
10 Year | 19.06 | 28 |
* Annual for three years and beyond.
Bull Market (9/02 - 10/07) | 150.93 |
Bear Market (10/07 - 2/09) | -45.77 |
Bull Market (2/09 - 3/21) | 1,460.46 |
Load Adjusted Returns as of Sep 30, 2024
1 Year | 32.62 |
5 Year | 21.40 |
10 Year | 19.06 |
Since Inception | 10.50 |
Quarterly Return
1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
---|---|---|---|---|
2024 | 8.33 | 7.18 | 0.73 | NA |
2023 | 16.77 | 11.95 | -3.77 | 14.52 |
2022 | -10.92 | -21.31 | -7.64 | 4.74 |
2021 | 10.92 | 9.74 | -2.74 | 16.42 |
2020 | -19.25 | 31.33 | 6.49 | 28.26 |
2019 | 23.01 | 2.41 | 5.53 | 15.58 |
Annual Return
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|
% Total Return | 16.97 | 44.05 | -32.19 | 37.83 | 44.85 | 53.67 | -9.46 | 33.46 | 15.59 | 9.02 | 23.82 |
% Total Return Rel to Index | -5.12 | 17.81 | -13.99 | 9.15 | 26.45 | 22.18 | -5.06 | 11.66 | 3.65 | 7.63 | 10.18 |
% Total Return Rel to Peer | -5.58 | -3.39 | 4.89 | 19.81 | -4.53 | 15.46 | -5.59 | -0.99 | 4.91 | 5.08 | 13.39 |
% Perf Quintile vs Peer* | 0.00 | 4.00 | 2.00 | 1.00 | 4.00 | 1.00 | 5.00 | 4.00 | 2.00 | 2.00 | 1.00 |
% Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
% Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Capital Gains ($) | 0.00 | 4.07 | 1.89 | 8.08 | 5.68 | 4.28 | 3.77 | 2.58 | 2.33 | 2.13 | 3.33 |
Expense Ratio | 2.03 | 2.05 | 2.04 | 2.04 | 2.06 | 2.07 | 2.06 | 2.08 | 2.15 | 2.17 | 2.21 |
* 1 = Top 20%, 5 = Bottom 20%