Nasdaq - Delayed Quote USD
Columbia Seligman Global Tech A (SHGTX)
59.74
-4.89
(-7.57%)
At close: 8:08:59 AM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -10.95% |
| 5y Average Return | 23.63% |
| Number of Years Up | 23 |
| Number of Years Down | 7 |
| Best 1Y Total Return (Apr 2, 2025) | 54.86% |
| Worst 1Y Total Return (Apr 2, 2025) | -- |
| Best 3Y Total Return | 54.86% |
| Worst 3Y Total Return | 4.93% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
SHGTX
Category
- YTD
- -12.77%
- 12.31%
- 1-Month
- -10.19%
- 6.23%
- 3-Month
- -12.77%
- 8.63%
- 1-Year
- 1.52%
- 53.90%
- 3-Year
- 6.98%
- 27.50%
- 5-Year
- 22.31%
- 28.80%
- 10-Year
- 17.75%
- 18.74%
- Last Bull Market
- 21.29%
- 24.03%
- Last Bear Market
- -21.17%
- -20.41%
Annual Total Return (%) History
Year
SHGTX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -12.77% | -- | -- | -- |
| 2024 | 8.54% | 7.36% | 0.94% | 7.39% |
| 2023 | 16.99% | 12.16% | -3.59% | 14.73% |
| 2022 | -10.76% | -21.17% | -7.46% | 4.94% |
| 2021 | 11.12% | 9.94% | -2.56% | 16.65% |
| 2020 | -19.11% | 31.58% | 6.70% | 28.52% |
| 2019 | 23.21% | 2.62% | 5.75% | 15.83% |
| 2018 | 5.83% | -0.38% | 2.84% | -15.85% |
| 2017 | 15.03% | 3.22% | 9.92% | 3.05% |
| 2016 | 2.37% | -2.86% | 14.74% | 2.03% |
| 2015 | 5.06% | 4.69% | -9.56% | 10.46% |
| 2014 | 5.27% | 8.03% | 2.11% | 7.39% |
| 2013 | 6.22% | 1.58% | 8.56% | 7.89% |
| 2012 | 22.07% | -11.83% | 1.34% | -1.23% |
| 2011 | 2.92% | -0.98% | -15.00% | 7.30% |
| 2010 | 2.97% | -10.03% | 14.00% | 9.25% |
| 2009 | 9.55% | 16.37% | 17.74% | 9.24% |
| 2008 | -13.89% | 5.30% | -14.38% | -23.29% |
| 2007 | 1.60% | 8.56% | 5.53% | -1.27% |
| 2006 | 11.33% | -7.94% | 6.70% | 8.42% |
| 2005 | -6.80% | 2.21% | 9.63% | 3.56% |
| 2004 | 2.98% | -1.61% | -11.76% | 17.02% |
| 2003 | -4.28% | 16.47% | 9.49% | 11.53% |
| 2002 | 0.91% | -24.53% | -24.68% | 16.84% |
| 2001 | -19.72% | 10.29% | -32.60% | 31.06% |
| 2000 | 18.63% | -12.57% | -11.62% | -23.75% |
| 1999 | 6.15% | 17.45% | 11.38% | 55.72% |
| 1998 | 18.70% | -2.44% | -16.69% | 35.50% |
| 1997 | -1.48% | 14.75% | 18.56% | -16.62% |
| 1996 | -2.93% | 3.66% | 0.71% | 12.80% |
| 1995 | 11.08% | 23.75% | 15.78% | -8.85% |
| 1994 | 15.71% | 3.39% | -- | -- |
Rank in Category (By Total Return)
| YTD | 72 |
| 1-Month | 66 |
| 3-Month | 72 |
| 1-Year | 54 |
| 3-Year | 37 |
| 5-Year | 11 |
Load Adjusted Returns
| 1-Year | -4.32% |
| 3-Year | 4.89% |
| 5-Year | 20.87% |
| 10-Year | 17.05% |
Performance & Risk
| YTD Return | -10.95% |
| 5y Average Return | 23.63% |
| 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 | -12.77% |
| 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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