Nasdaq - Delayed Quote USD
Columbia Global Technology Growth Adv (CTYRX)
92.73
-0.20
(-0.22%)
At close: November 22 at 8:00:17 PM EST
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 30.13% |
| 5y Average Return | 21.06% |
| Number of Years Up | 9 |
| Number of Years Down | 2 |
| Best 1Y Total Return (Nov 22, 2024) | 56.85% |
| Worst 1Y Total Return (Nov 22, 2024) | -- |
| Best 3Y Total Return | 56.85% |
| Worst 3Y Total Return | 6.49% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
CTYRX
Category
- YTD
- 24.09%
- 12.31%
- 1-Month
- 0.01%
- 6.23%
- 3-Month
- 2.74%
- 8.63%
- 1-Year
- 47.14%
- 53.90%
- 3-Year
- 9.64%
- 27.50%
- 5-Year
- 20.67%
- 28.80%
- 10-Year
- 19.80%
- 18.74%
- Last Bull Market
- 35.44%
- 24.03%
- Last Bear Market
- -23.58%
- -20.41%
Annual Total Return (%) History
Year
CTYRX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 14.23% | 9.67% | -0.95% | -- |
| 2023 | 21.34% | 15.40% | -4.03% | 16.71% |
| 2022 | -11.24% | -23.58% | -5.78% | 2.41% |
| 2021 | 2.24% | 10.24% | -0.84% | 10.23% |
| 2020 | -12.56% | 31.77% | 11.65% | 16.44% |
| 2019 | 19.66% | 5.15% | 0.70% | 12.38% |
| 2018 | 6.58% | 5.17% | 6.79% | -17.39% |
| 2017 | 14.34% | 5.79% | 10.63% | 7.14% |
| 2016 | -1.28% | 0.99% | 13.08% | 0.17% |
| 2015 | 4.10% | 1.84% | -4.97% | 9.71% |
| 2014 | 3.64% | 4.20% | 2.81% | 5.34% |
| 2013 | 8.30% | 5.08% | 17.13% | 10.03% |
Rank in Category (By Total Return)
| YTD | 22 |
| 1-Month | 38 |
| 3-Month | 60 |
| 1-Year | 31 |
| 3-Year | 13 |
| 5-Year | 24 |
Load Adjusted Returns
| 1-Year | 47.14% |
| 3-Year | 9.64% |
| 5-Year | 20.67% |
| 10-Year | 19.80% |
Performance & Risk
| YTD Return | 30.13% |
| 5y Average Return | 21.06% |
| Rank in Category (ytd) | 22 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.30 |
| Morningstar Risk Rating |
Fund Overview
| Category | Technology |
| Fund Family | Columbia Threadneedle |
| Net Assets | 3.66B |
| YTD Return | 24.09% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Oct 02, 2024 |
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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