Nasdaq - Delayed Quote USD

Columbia Seligman Global Tech Inst (CSGZX)

76.06 -0.08 (-0.11%)
At close: 8:01 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 12.14%
5y Average Return 24.48%
Number of Years Up 10
Number of Years Down 3
Best 1Y Total Return (May 30, 2024) 55.22%
Worst 1Y Total Return (May 30, 2024) --
Best 3Y Total Return 55.22%
Worst 3Y Total Return 8.48%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
CSGZX
Category
YTD
4.21%
12.31%
1-Month
-4.05%
6.23%
3-Month
3.44%
8.63%
1-Year
35.52%
53.90%
3-Year
8.04%
27.50%
5-Year
19.82%
28.80%
10-Year
20.19%
18.74%
Last Bull Market
32.15%
24.03%
Last Bear Market
-21.13%
-20.41%

Annual Total Return (%) History

Year
CSGZX
Category
2024
--
--
2023
45.49%
--
2022
-31.52%
--
2021
39.22%
--
2020
46.31%
55.91%
2019
55.22%
37.49%
2018
-8.54%
-3.21%
2017
34.81%
35.35%

2016
16.73%
10.84%
2015
10.15%
5.21%
2014
25.03%
12.55%
2013
26.68%
35.45%
2012
8.05%
13.08%
2011
-6.74%
-7.62%
2010
--
20.00%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 8.62% -- -- --
2023 17.08% 12.21% -3.53% 14.80%
2022 -10.70% -21.13% -7.40% 5.00%
2021 11.19% 10.02% -2.50% 16.72%
2020 -19.04% 31.63% 6.79% 28.57%
2019 23.28% 2.67% 5.82% 15.89%
2018 5.90% -0.33% 2.90% -15.80%
2017 15.11% 3.25% 9.99% 3.13%
2016 2.41% -2.75% 14.78% 2.12%
2015 5.14% 4.75% -9.55% 10.57%

2014 5.33% 8.12% 2.15% 7.47%
2013 6.26% 1.61% 8.66% 7.98%
2012 22.21% -11.83% 1.43% -1.13%
2011 3.01% -0.93% -14.90% 7.38%
2010 9.31% -- -- --

Rank in Category (By Total Return)

YTD 46
1-Month 16
3-Month 39
1-Year 43
3-Year 18
5-Year 13

Load Adjusted Returns

1-Year 35.52%
3-Year 8.04%
5-Year 19.82%
10-Year 20.19%

Performance & Risk

YTD Return 12.14%
5y Average Return 24.48%
Rank in Category (ytd) 46
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.35
Morningstar Risk Rating

Fund Overview

Category Technology
Fund Family Columbia Threadneedle
Net Assets 2.18B
YTD Return 4.21%
Yield 0.00%
Morningstar Rating
Inception Date May 27, 1999

Fund Summary

The fund generally invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in equity securities of U.S. and non-U.S. companies with business operations in technology and technology-related industries. It generally invests at least 40% of its net assets in companies that maintain their principal place of business or conduct their principal business activities outside the U.S., have their securities traded on non-U.S. exchanges or have been formed under the laws of non-U.S. countries. The fund is non-diversified.

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