Nasdaq - Delayed Quote USD
Columbia Seligman Global Tech R (SGTRX)
55.15
-4.51
(-7.56%)
At close: 8:07:13 AM EDT
Performance Overview
Morningstar Return Rating | -- |
YTD Return | -11.01% |
5y Average Return | 23.33% |
Number of Years Up | 17 |
Number of Years Down | 4 |
Best 1Y Total Return (Apr 2, 2025) | 54.48% |
Worst 1Y Total Return (Apr 2, 2025) | -- |
Best 3Y Total Return | 54.48% |
Worst 3Y Total Return | 4.65% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
SGTRX
Category
- YTD
- -12.83%
- 12.31%
- 1-Month
- -10.20%
- 6.23%
- 3-Month
- -12.83%
- 8.63%
- 1-Year
- 1.27%
- 53.90%
- 3-Year
- 6.72%
- 27.50%
- 5-Year
- 22.01%
- 28.80%
- 10-Year
- 17.45%
- 18.74%
- Last Bull Market
- 21.10%
- 24.03%
- Last Bear Market
- -21.20%
- -20.41%
Annual Total Return (%) History
Year
SGTRX
Category
Past Quarterly Returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | -12.83% | -- | -- | -- |
2024 | 8.48% | 7.31% | 0.87% | 7.33% |
2023 | 16.93% | 12.07% | -3.65% | 14.65% |
2022 | -10.83% | -21.20% | -7.54% | 4.89% |
2021 | 11.06% | 9.87% | -2.62% | 16.58% |
2020 | -19.15% | 31.49% | 6.64% | 28.42% |
2019 | 23.16% | 2.54% | 5.68% | 15.75% |
2018 | 5.75% | -0.45% | 2.79% | -15.93% |
2017 | 14.95% | 3.16% | 9.82% | 3.01% |
2016 | 2.31% | -2.91% | 14.64% | 2.00% |
2015 | 5.03% | 4.62% | -9.65% | 10.41% |
2014 | 5.21% | 7.97% | 2.03% | 7.32% |
2013 | 6.16% | 1.47% | 8.54% | 7.83% |
2012 | 22.03% | -11.93% | 1.27% | -1.26% |
2011 | 2.88% | -1.04% | -15.04% | 7.22% |
2010 | 2.85% | -10.09% | 13.94% | 9.14% |
2009 | 9.49% | 16.25% | 17.63% | 9.20% |
2008 | -13.98% | 5.29% | -14.48% | -23.30% |
2007 | 1.49% | 8.51% | 5.47% | -1.34% |
2006 | 11.24% | -7.99% | 6.60% | 8.42% |
2005 | -6.89% | 2.13% | 9.58% | 3.50% |
2004 | 2.90% | -1.61% | -11.86% | 17.07% |
2003 | 9.49% | 11.44% | -- | -- |
Rank in Category (By Total Return)
YTD | 72 |
1-Month | 66 |
3-Month | 72 |
1-Year | 55 |
3-Year | 39 |
5-Year | 12 |
Load Adjusted Returns
1-Year | 1.27% |
3-Year | 6.72% |
5-Year | 22.01% |
10-Year | 17.45% |
Performance & Risk
YTD Return | -11.01% |
5y Average Return | 23.33% |
Rank in Category (ytd) | 72 |
% Rank in Category (ytd) | -- |
Beta (5Y Monthly) | 1.38 |
Morningstar Risk Rating |
Fund Overview
Category | Technology |
Fund Family | Columbia Threadneedle |
Net Assets | 2.16B |
YTD Return | -12.83% |
Yield | 0.00% |
Morningstar Rating | |
Inception Date | Oct 02, 2024 |
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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