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Nasdaq - Delayed Quote USD
Columbia Global Technology Growth Inst2 (CTHRX)
83.15
+0.79
+(0.96%)
At close: 8:00:26 PM EDT
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 56.91% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 10 |
| Number of Years Down | 2 |
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 |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| CTHRX | Category Average | CTHRX | Category Average | CTHRX | Category Average | |
| Alpha | 5.08 | 0.1 | 5.41 | 0.11 | 8.62 | 0.08 |
| BETA | 1.28 | 0.01 | 1.18 | 0.01 | 1.15 | 0.01 |
| Mean Annual Return | 1.39 | 0.02 | 1.74 | 0.02 | 1.64 | 0.02 |
| R-squared | 75.21 | 0.75 | 78.07 | 0.69 | 76.3 | 0.69 |
| Standard Deviation | 23.7 | 0.24 | 22.79 | 0.2 | 19.44 | 0.19 |
| Sharpe Ratio | 0.52 | 0.01 | 0.8 | 0.01 | 0.91 | 0.01 |
| Treynor Ratio | 8.11 | 0.23 | 14.6 | 0.25 | 15.1 | 0.17 |
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