Nasdaq - Delayed Quote USD

Columbia Seligman Global Tech R (SGTRX)

65.89
-1.26
(-1.88%)
At close: 8:02:12 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -0.70%
5y Average Return 18.65%
Number of Years Up 17
Number of Years Down 4
Best 1Y Total Return (Jun 9, 2025) 54.48%
Worst 1Y Total Return (Jun 9, 2025) --
Best 3Y Total Return 54.48%
Worst 3Y Total Return 4.65%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
SGTRX
Category
YTD
-6.00%
12.31%
1-Month
8.77%
6.23%
3-Month
-3.17%
8.63%
1-Year
5.99%
53.90%
3-Year
13.22%
27.50%
5-Year
18.81%
28.80%
10-Year
17.39%
18.74%
Last Bull Market
21.10%
24.03%
Last Bear Market
-21.20%
-20.41%

Annual Total Return (%) History

Year
SGTRX
Category
2025
--
--
2024
26.03%
--
2023
44.76%
--
2022
-31.86%
--
2021
38.53%
--
2020
45.60%
55.91%
2019
54.48%
37.49%
2018
-9.02%
-3.21%

2017
34.15%
35.35%
2016
16.15%
10.84%
2015
9.62%
5.21%
2014
24.39%
12.55%
2013
26.09%
35.45%
2012
7.47%
13.08%
2011
-7.26%
-7.62%
2010
14.99%
20.00%
2009
63.50%
61.99%
2008
-40.60%
-45.33%
2007
14.60%
16.12%
2006
18.30%
7.08%
2005
7.84%
5.76%
2004
4.47%
4.24%
2003
--
55.77%

Past Quarterly Returns

YearQ1Q2Q3Q4
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 93
1-Month 65
3-Month 95
1-Year 82
3-Year 65
5-Year 16

Load Adjusted Returns

1-Year 5.99%
3-Year 13.22%
5-Year 18.81%
10-Year 17.39%

Performance & Risk

YTD Return -0.70%
5y Average Return 18.65%
Rank in Category (ytd) 93
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.38
Morningstar Risk Rating

Fund Overview

Category Technology
Fund Family Columbia Threadneedle
Net Assets 2.3B
YTD Return -6.00%
Yield 0.00%
Morningstar Rating
Inception Date Sep 27, 2010

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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