Nasdaq - Delayed Quote USD

Columbia Seligman Tech & Info Adv (SCIOX)

122.20 +0.34 (+0.28%)
At close: 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 14.37%
5y Average Return 23.56%
Number of Years Up 11
Number of Years Down 3
Best 1Y Total Return (Jun 10, 2024) 54.33%
Worst 1Y Total Return (Jun 10, 2024) --
Best 3Y Total Return 54.33%
Worst 3Y Total Return 5.52%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
SCIOX
Category
YTD
12.06%
12.31%
1-Month
7.36%
6.23%
3-Month
7.27%
8.63%
1-Year
32.89%
53.90%
3-Year
10.07%
27.50%
5-Year
24.53%
28.80%
10-Year
20.29%
18.74%
Last Bull Market
31.72%
24.03%
Last Bear Market
-21.02%
-20.41%

Annual Total Return (%) History

Year
SCIOX
Category
2024
--
--
2023
44.58%
--
2022
-31.07%
--
2021
39.28%
--
2020
44.65%
55.91%
2019
54.33%
37.49%
2018
-7.54%
-3.21%
2017
34.37%
35.35%

2016
15.68%
10.84%
2015
9.38%
5.21%
2014
26.41%
12.55%
2013
23.60%
35.45%
2012
7.39%
13.08%
2011
-4.95%
-7.62%
2010
15.11%
20.00%
2009
--
61.99%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 8.65% -- -- --
2023 16.42% 12.12% -3.34% 14.59%
2022 -10.32% -21.02% -7.24% 4.93%
2021 12.02% 9.62% -2.91% 16.83%
2020 -19.68% 31.56% 6.40% 28.65%
2019 22.47% 2.90% 5.39% 16.20%
2018 5.44% 0.47% 3.52% -15.68%
2017 14.94% 3.22% 9.95% 3.01%
2016 2.37% -3.21% 14.36% 2.09%
2015 4.28% 4.44% -9.42% 10.87%

2014 5.93% 8.84% 2.22% 7.27%
2013 6.29% 0.83% 6.35% 8.44%
2012 22.39% -12.26% 1.54% -1.50%
2011 4.24% -0.92% -14.98% 8.24%
2010 2.49% -11.26% 13.90% 11.11%
2009 8.76% -- -- --

Rank in Category (By Total Return)

YTD 33
1-Month 24
3-Month 12
1-Year 34
3-Year 22
5-Year 13

Load Adjusted Returns

1-Year 32.89%
3-Year 10.07%
5-Year 24.53%
10-Year 20.29%

Performance & Risk

YTD Return 14.37%
5y Average Return 23.56%
Rank in Category (ytd) 33
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.34
Morningstar Risk Rating

Fund Overview

Category Technology
Fund Family Columbia Threadneedle
Net Assets 13B
YTD Return 12.06%
Yield 0.00%
Morningstar Rating
Inception Date Sep 27, 2010

Fund Summary

Under normal market conditions, the fund invests at least 80% of its net assets in securities of technology and information companies. These companies in which the adviser will concentrate are companies operating in the information technology and communications services sectors, applying a global industry classification standard, as may be amended from time to time, to determine industry/sector classifications, as well as other related industries. The fund may invest up to 25% of its net assets in foreign investments. It is non-diversified.

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