Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CGTUX (COLUMBIA GLOBAL TECHNOLOGY GROWTH FUND COLUMBIA GLOBAL TECHNOLOGY GROWTH FUND CLASS Y) | 22.47% | 48.11% | 33.27% | 19.14% | 24.02% | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 03/03/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CGTUX (COLUMBIA GLOBAL TECHNOLOGY GROWTH FUND COLUMBIA GLOBAL TECHNOLOGY GROWTH FUND CLASS Y) | 03/03/2016 | 06/09/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -7.39 | 48.11 | 33.27 | 19.14 | 24.02 | NA | NA | … | … | 22.47 | 23.30 | 31.85 | 57.03 | -34.57 | 23.16 | 50.03 | 42.89 | -1.14 | 43.51 | 20.51 |
| Sharpe Ratio | NA | 2.01 | 1.21 | 0.62 | 0.89 | NA | NA | … | … | 1.97 | 0.73 | 1.25 | 2.78 | -1.02 | 1.10 | 1.31 | 2.33 | -0.11 | 3.58 | 1.73 |
| Standard Deviation(%) | NA | 22.28 | 24.23 | 26.10 | 24.95 | NA | NA | … | … | 26.81 | 28.41 | 22.56 | 19.40 | 35.33 | 21.04 | 37.69 | 17.77 | 23.33 | 12.03 | 14.35 |
| Draw Down(%) | NA | 14.31 | 26.61 | 39.38 | 39.38 | NA | NA | … | … | 14.18 | 26.61 | 16.63 | 11.57 | 38.75 | 12.76 | 30.49 | 10.45 | 23.85 | 5.99 | 7.57 |
| Yield(%) | 0.00 | 3.51 | 3.14 | 3.17 | 7.06 | 5.13 | 3.85 | … | … | 0.00 | 3.63 | 1.33 | 3.35 | 2.06 | 5.01 | 1.52 | 1.94 | 5.42 | 4.99 | 0.42 |
Data as of 06/09/2026, Common starting date is 03/03/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CGTUX (COLUMBIA GLOBAL TECHNOLOGY GROWTH FUND COLUMBIA GLOBAL TECHNOLOGY GROWTH FUND CLASS Y) |
6.53%
Dec 2019 – Dec 2022 |
11.30%
Dec 2017 – Dec 2022 |
23.64%
Apr 2016 – Apr 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CGTUX (COLUMBIA GLOBAL TECHNOLOGY GROWTH FUND COLUMBIA GLOBAL TECHNOLOGY GROWTH FUND CLASS Y) |
38.21%
Dec 2018 – Dec 2021 |
31.21%
Jun 2016 – Jun 2021 |
24.55%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart
