Nasdaq - Delayed Quote USD

Columbia Seligman Global Tech A (SHGTX)

59.74
-4.89
(-7.57%)
At close: 8:03:58 PM EDT

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.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 54.86%
Worst 1Y Total Return --
Number of Years Up 23
Number of Years Down 7

Performance & Risk

YTD Return -10.95%
5y Average Return 23.63%
Rank in Category (ytd) 73
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.34
Morningstar Risk Rating

Risk Statistics

3 Years 5 Years 10 Years
SHGTXCategory AverageSHGTXCategory AverageSHGTXCategory Average
Alpha 1.74 0.1 5.77 0.11 7.78 0.08
BETA 1.34 0.01 1.29 0.01 1.24 0.01
Mean Annual Return 1.14 0.02 1.87 0.02 1.63 0.02
R-squared 81 0.75 82.53 0.69 75.13 0.69
Standard Deviation 23.95 0.24 24.04 0.2 21.13 0.19
Sharpe Ratio 0.39 0.01 0.82 0.01 0.83 0.01
Treynor Ratio 5.2 0.23 14.54 0.25 13.56 0.17

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