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CTCAX: COLUMBIA GLOBAL TECHNOLOGY GROWTH FUND COLUMBIA GLOBAL TECHNOLOGY GROWTH FUND CLASS A (MUTUAL FUND)
Basic Info 125.87 8.94(6.63%) June 05
| Asset Class: | Technology |
| MyPlanIQ Rating: | (36%) |
| Start Date: | 11/08/2002 |
| Last Dividend Date: | 12/15/2025 |
| 12-Mo. Yield | 3.96% |
| Expenses | 0.93% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -5.1 | 20.6 | 46.9 | 32.1 | 18.4 | 23.4 | 19.7 | 15.7 | 18.1 | 24.8 | 31.4 | 56.5 | -34.8 | 22.7 | 49.5 | 42.0 | -1.5 | 42.9 | 12.7 | 10.3 | 16.7 | 46.3 | 18.2 | -14.8 | 26.1 | 50.6 | -51.1 | 23.1 | 8.7 | 16.5 | 21.2 | 84.2 | -2.1 |
| Sharpe Ratio | NA | 1.95 | 1.98 | 1.19 | 0.61 | 0.87 | NA | NA | 0.7 | 0.78 | 1.23 | 2.75 | -1.03 | 1.08 | 1.3 | 2.28 | -0.12 | 3.61 | 0.71 | 0.6 | 1.02 | 3.36 | 1.01 | -0.5 | 1.13 | 1.88 | -1.28 | 1.0 | 0.27 | 0.93 | 0.92 | 3.08 | -0.42 |
| Draw Down(%) | NA | 14.2 | 14.4 | 26.7 | 39.5 | 39.5 | NA | NA | 61.0 | 26.7 | 16.6 | 11.7 | 38.9 | 12.8 | 30.5 | 10.5 | 23.9 | 6.0 | 16.0 | 12.7 | 10.2 | 4.7 | 15.2 | 27.0 | 15.1 | 14.9 | 58.0 | 12.0 | 23.0 | 17.5 | 22.1 | 16.0 | 12.3 |
| Standard Deviation(%) | NA | 26.8 | 22.4 | 24.3 | 26.1 | 24.9 | NA | NA | 24.1 | 28.1 | 22.6 | 19.4 | 35.3 | 21.1 | 37.7 | 17.8 | 23.3 | 11.8 | 17.5 | 17.2 | 16.2 | 13.8 | 18.1 | 29.6 | 23.0 | 26.9 | 40.5 | 20.1 | 19.4 | 15.4 | 21.9 | 27.1 | 35.3 |
| Treynor Ratio | NA | 0.52 | 0.44 | 0.29 | 0.16 | 0.22 | NA | NA | 0.17 | 0.23 | 0.27 | 0.53 | -0.35 | 0.22 | 0.53 | 0.42 | -0.03 | 0.42 | 0.12 | 0.11 | 0.15 | 0.47 | 0.18 | -0.13 | 0.24 | 0.54 | -0.54 | 0.19 | 0.05 | 0.14 | 0.2 | 0.0 | 0.0 |
| Alpha | NA | -0.02 | -0.01 | 0.01 | -0.01 | 0.0 | NA | NA | 0.01 | 0.01 | 0.01 | 0.01 | -0.02 | -0.03 | 0.02 | -0.01 | -0.02 | 0.02 | 0.0 | 0.02 | -0.01 | 0.05 | 0.01 | -0.06 | 0.04 | -0.02 | -0.07 | 0.03 | 0.0 | 0.05 | 0.09 | NA | NA |
| Beta | NA | 1.01 | 1.0 | 0.99 | 1.01 | 0.99 | NA | NA | 1.0 | 0.98 | 1.02 | 1.01 | 1.03 | 1.03 | 0.93 | 0.97 | 0.98 | 1.01 | 1.03 | 0.92 | 1.1 | 0.99 | 1.04 | 1.13 | 1.09 | 0.93 | 0.97 | 1.08 | 1.13 | 1.03 | 1.01 | NA | NA |
| RSquared | NA | 0.94 | 0.94 | 0.97 | 0.97 | 0.97 | NA | NA | 0.87 | 0.97 | 0.97 | 0.97 | 0.99 | 0.96 | 0.99 | 0.98 | 0.97 | 0.91 | 0.96 | 0.92 | 0.92 | 0.82 | 0.9 | 0.92 | 0.91 | 0.94 | 0.95 | 0.91 | 0.83 | 0.8 | 0.76 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 4.0 | 1.4 | 3.6 | 2.2 | 5.0 | 1.3 | 1.8 | 5.3 | 4.8 | 0.4 | 2.0 | 5.3 | 0.0 | 0.0 | 0.0 | 0.4 | 0.0 | 0.0 | 6.0 | 0.0 | 6.8 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 267.7 | -40.5 | 2.0 | -46.3 | 438.6 | 5.4 | -69.3 | 54.3 | 1228.8 | -77.2 | -58.5 | N/A | N/A | N/A | -100.0 | N/A | N/A | -100.0 | N/A | -100.0 | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/31/2002
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