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SHGTX: COLUMBIA SELIGMAN GLOBAL TECHNOLOGY FUND COLUMBIA SELIGMAN GLOBAL TECHNOLOGY FUND - CLASS A (MUTUAL FUND)
Basic Info 132.76 9.17(6.46%) June 05
| Asset Class: | Technology |
| MyPlanIQ Rating: | (44%) |
| Start Date: | 12/21/1995 |
| Last Dividend Date: | 12/09/2025 |
| 12-Mo. Yield | 10.82% |
| Expenses | 0.99% |
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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 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.4 | 46.4 | 102.8 | 43.1 | 23.7 | 25.7 | 20.9 | 17.6 | 13.8 | 35.1 | 26.0 | 45.3 | -31.7 | 38.6 | 32.5 | 54.9 | -8.7 | 34.5 | 16.5 | 9.8 | 25.0 | 26.4 | 7.7 | -7.0 | 15.4 | 64.0 | -40.5 | 14.9 | 18.6 | 8.2 | 4.6 | 36.1 | -33.0 | -21.8 | -30.2 | 116.5 | 30.7 | 12.8 | 13.6 | -6.6 |
| Sharpe Ratio | NA | 4.56 | 3.71 | 1.57 | 0.8 | 0.9 | NA | NA | 0.5 | 1.07 | 1.07 | 2.12 | -0.96 | 1.73 | 0.74 | 2.64 | -0.42 | 2.38 | 0.81 | 0.53 | 1.63 | 2.12 | 0.46 | -0.27 | 0.86 | 2.69 | -1.08 | 0.72 | 0.98 | 0.46 | 0.2 | 1.85 | -1.29 | -0.69 | -0.86 | 5.61 | 1.1 | 0.42 | 0.58 | NA |
| Draw Down(%) | NA | 12.4 | 12.5 | 28.9 | 38.0 | 38.0 | NA | NA | 77.5 | 28.9 | 14.4 | 13.9 | 37.8 | 10.7 | 36.8 | 13.5 | 27.0 | 8.5 | 15.0 | 17.0 | 12.2 | 6.1 | 18.4 | 21.7 | 15.2 | 13.6 | 49.6 | 10.6 | 18.9 | 12.1 | 22.9 | 14.5 | 49.3 | 49.1 | 50.2 | 9.0 | 34.4 | 23.1 | 20.0 | NA |
| Standard Deviation(%) | NA | 30.9 | 27.0 | 25.4 | 26.6 | 26.7 | NA | NA | 24.4 | 30.2 | 20.9 | 19.8 | 34.7 | 22.4 | 43.4 | 20.2 | 24.3 | 14.3 | 20.0 | 18.5 | 15.3 | 12.4 | 17.0 | 25.8 | 17.9 | 23.7 | 38.1 | 16.4 | 15.6 | 12.9 | 17.9 | 19.2 | 26.5 | 35.6 | 40.1 | 20.2 | 24.8 | 21.5 | 17.0 | NA |
| Treynor Ratio | NA | 1.3 | 0.89 | 0.4 | 0.21 | 0.24 | NA | NA | 0.13 | 0.32 | 0.24 | 0.43 | -0.34 | 0.37 | 0.32 | 0.51 | -0.1 | 0.29 | 0.15 | 0.11 | 0.25 | 0.3 | 0.08 | -0.07 | 0.18 | 0.78 | -0.45 | 0.13 | 0.16 | 0.07 | 0.04 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA |
| Alpha | NA | 0.16 | 0.11 | 0.04 | 0.01 | 0.0 | NA | NA | 0.02 | 0.04 | 0.0 | -0.02 | -0.01 | 0.02 | -0.03 | 0.01 | -0.05 | -0.03 | 0.01 | 0.02 | 0.02 | 0.0 | -0.02 | -0.03 | 0.02 | 0.04 | 0.0 | 0.01 | 0.04 | 0.02 | 0.03 | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| Beta | NA | 1.08 | 1.12 | 0.99 | 0.99 | 1.01 | NA | NA | 0.96 | 1.01 | 0.92 | 0.98 | 0.99 | 1.03 | 1.01 | 1.06 | 0.98 | 1.16 | 1.11 | 0.92 | 1.0 | 0.89 | 0.98 | 1.01 | 0.85 | 0.82 | 0.91 | 0.88 | 0.93 | 0.88 | 0.87 | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.81 | 0.81 | 0.88 | 0.9 | 0.89 | NA | NA | 0.61 | 0.9 | 0.92 | 0.88 | 0.95 | 0.85 | 0.88 | 0.89 | 0.9 | 0.82 | 0.85 | 0.78 | 0.85 | 0.81 | 0.89 | 0.97 | 0.93 | 0.94 | 0.95 | 0.91 | 0.87 | 0.83 | 0.84 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 10.5 | 15.9 | 8.5 | 2.6 | 14.7 | 0.4 | 14.2 | 10.1 | 9.0 | 8.9 | 8.2 | 13.8 | 2.7 | 0.0 | 0.0 | 0.7 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 15.6 | 15.9 | 3.5 | 18.3 | 0.0 | 0.2 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -24.8 | 150.3 | 115.1 | -78.0 | 5200.0 | -96.5 | 12.4 | 42.9 | 11.8 | 8.4 | -33.4 | 497.5 | N/A | N/A | -100.0 | N/A | N/A | N/A | N/A | -100.0 | N/A | N/A | N/A | N/A | -100.0 | 95.8 | 479.6 | -81.8 | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/23/1994
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