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Nasdaq - Delayed Quote USD

Columbia Global Technology Growth Inst2 (CTHRX)

83.15
+0.79
+(0.96%)
At close: 8:05:27 AM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -12.24%
5y Average Return 20.21%
Number of Years Up 10
Number of Years Down 2
Best 1Y Total Return (Mar 31, 2025) 56.91%
Worst 1Y Total Return (Mar 31, 2025) --
Best 3Y Total Return 56.91%
Worst 3Y Total Return 6.56%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
CTHRX
Category
YTD
-3.02%
12.31%
1-Month
-4.22%
6.23%
3-Month
-1.98%
8.63%
1-Year
14.26%
53.90%
3-Year
14.88%
27.50%
5-Year
19.99%
28.80%
10-Year
19.28%
18.74%
Last Bull Market
20.06%
24.03%
Last Bear Market
-23.59%
-20.41%

Annual Total Return (%) History

Year
CTHRX
Category
2024
31.77%
--
2023
56.91%
--
2022
-34.51%
--
2021
23.25%
--
2020
49.90%
55.91%
2019
42.49%
37.49%
2018
-1.06%
-3.21%
2017
43.46%
35.35%

2016
13.14%
10.84%
2015
10.66%
5.21%
2014
17.09%
12.55%
2013
46.94%
35.45%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 14.26% 9.68% -0.94% 6.16%
2023 21.35% 15.41% -4.01% 16.71%
2022 -11.22% -23.59% -5.75% 2.43%
2021 2.26% 10.24% -0.82% 10.24%
2020 -12.55% 31.79% 11.67% 16.47%
2019 19.71% 5.17% 0.72% 12.38%
2018 6.60% 5.19% 6.81% -17.39%
2017 14.38% 5.80% 10.63% 7.16%
2016 -1.17% 0.99% 13.12% 0.21%
2015 4.14% 1.89% -4.91% 9.66%

2014 3.63% 4.25% 2.92% 5.31%
2013 8.39% 5.08% 17.11% 10.16%

Rank in Category (By Total Return)

YTD 75
1-Month 42
3-Month 46
1-Year 43
3-Year 14
5-Year 23

Load Adjusted Returns

1-Year 14.26%
3-Year 14.88%
5-Year 19.99%
10-Year 19.28%

Performance & Risk

YTD Return -12.24%
5y Average Return 20.21%
Rank in Category (ytd) 75
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.28
Morningstar Risk Rating

Fund Overview

Category Technology
Fund Family Columbia Threadneedle
Net Assets 3.56B
YTD Return -3.02%
Yield 0.00%
Morningstar Rating
Inception Date Nov 09, 2000

Fund Summary

The fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in equity securities (including, but not limited to, common stocks, preferred stocks and securities convertible into common or preferred stocks) of technology companies that may benefit from technological improvements, advancements or developments. It invests at least 25% of the value of its total net assets at the time of purchase in the securities of issuers conducting their principal business activities in the technology and related group of industries.

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