Nasdaq - Delayed Quote USD

Columbia Seligman Tech & Info Inst2 (SCMIX)

146.16 -0.53 (-0.36%)
At close: May 17 at 8:01 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 11.05%
5y Average Return 22.79%
Number of Years Up 17
Number of Years Down 5
Best 1Y Total Return (May 17, 2024) 60.61%
Worst 1Y Total Return (May 17, 2024) --
Best 3Y Total Return 60.61%
Worst 3Y Total Return 6.02%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
SCMIX
Category
YTD
4.39%
12.31%
1-Month
-3.94%
6.23%
3-Month
3.60%
8.63%
1-Year
35.67%
53.90%
3-Year
7.96%
27.50%
5-Year
19.68%
28.80%
10-Year
20.02%
18.74%
Last Bull Market
31.74%
24.03%
Last Bear Market
-21.02%
-20.41%

Annual Total Return (%) History

Year
SCMIX
Category
2024
--
--
2023
44.64%
--
2022
-31.05%
--
2021
39.33%
--
2020
44.71%
55.91%
2019
54.39%
37.49%
2018
-7.49%
-3.21%
2017
34.43%
35.35%

2016
15.82%
10.84%
2015
9.52%
5.21%
2014
26.58%
12.55%
2013
23.79%
35.45%
2012
7.87%
13.08%
2011
-4.49%
-7.62%
2010
15.69%
20.00%
2009
60.61%
61.99%
2008
-36.22%
-45.33%
2007
15.41%
16.12%
2006
22.42%
7.08%
2005
7.83%
5.76%
2004
11.11%
4.24%
2003
43.22%
55.77%
2002
-36.54%
-42.86%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 8.67% -- -- --
2023 16.44% 12.12% -3.33% 14.60%
2022 -10.31% -21.02% -7.23% 4.93%
2021 12.02% 9.63% -2.90% 16.84%
2020 -19.67% 31.58% 6.40% 28.68%
2019 22.49% 2.90% 5.41% 16.21%
2018 5.46% 0.47% 3.55% -15.68%
2017 14.97% 3.23% 9.94% 3.03%
2016 2.40% -3.17% 14.39% 2.11%
2015 4.30% 4.48% -9.39% 10.91%

2014 5.97% 8.86% 2.26% 7.31%
2013 6.33% 0.87% 6.40% 8.48%
2012 22.54% -12.14% 1.63% -1.42%
2011 4.36% -0.80% -14.86% 8.37%
2010 2.63% -11.18% 14.05% 11.27%
2009 10.41% 15.53% 15.60% 8.92%
2008 -13.61% 7.01% -12.21% -21.40%
2007 1.73% 8.48% 6.09% -1.43%
2006 12.54% -6.80% 7.81% 8.26%
2005 -6.28% 2.81% 10.29% 1.46%
2004 6.11% 0.20% -11.50% 18.07%
2003 -2.40% 25.58% 3.72% 12.66%
2002 -5.24% -24.69% -21.27% 12.95%

Rank in Category (By Total Return)

YTD 43
1-Month 12
3-Month 36
1-Year 41
3-Year 18
5-Year 14

Load Adjusted Returns

1-Year 35.67%
3-Year 7.96%
5-Year 19.68%
10-Year 20.02%

Performance & Risk

YTD Return 11.05%
5y Average Return 22.79%
Rank in Category (ytd) 43
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.33
Morningstar Risk Rating

Fund Overview

Category Technology
Fund Family Columbia Threadneedle
Net Assets 12.08B
YTD Return 4.39%
Yield 0.00%
Morningstar Rating
Inception Date Aug 03, 2009

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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