Nasdaq - Delayed Quote USD

Columbia Seligman Global Tech Adv (CCHRX)

86.60 +0.74 (+0.86%)
At close: 8:00 PM EST

Performance Overview

Morningstar Return Rating --
YTD Return 23.24%
5y Average Return 21.56%
Number of Years Up 9
Number of Years Down 2
Best 1Y Total Return (Nov 20, 2024) 55.22%
Worst 1Y Total Return (Nov 20, 2024) --
Best 3Y Total Return 55.22%
Worst 3Y Total Return 11.53%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
CCHRX
Category
YTD
16.56%
12.31%
1-Month
-1.10%
6.23%
3-Month
0.52%
8.63%
1-Year
41.83%
53.90%
3-Year
8.43%
27.50%
5-Year
21.25%
28.80%
10-Year
20.04%
18.74%
Last Bull Market
32.16%
24.03%
Last Bear Market
-21.12%
-20.41%

Annual Total Return (%) History

Year
CCHRX
Category
2024
--
--
2023
45.48%
--
2022
-31.51%
--
2021
39.24%
--
2020
46.31%
55.91%
2019
55.22%
37.49%
2018
-8.54%
-3.21%
2017
34.83%
35.35%

2016
16.72%
10.84%
2015
10.17%
5.21%
2014
25.03%
12.55%
2013
26.63%
35.45%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 8.61% 7.43% 1.01% --
2023 17.06% 12.21% -3.52% 14.80%
2022 -10.71% -21.12% -7.41% 5.03%
2021 11.20% 10.00% -2.49% 16.73%
2020 -19.05% 31.65% 6.77% 28.59%
2019 23.28% 2.67% 5.82% 15.89%
2018 5.88% -0.33% 2.90% -15.79%
2017 15.11% 3.28% 9.98% 3.11%
2016 2.41% -2.75% 14.75% 2.12%
2015 5.14% 4.76% -9.52% 10.54%

2014 5.39% 8.10% 2.13% 7.46%
2013 6.24% 1.63% 8.65% 7.93%

Rank in Category (By Total Return)

YTD 43
1-Month 66
3-Month 77
1-Year 49
3-Year 19
5-Year 19

Load Adjusted Returns

1-Year 41.83%
3-Year 8.43%
5-Year 21.25%
10-Year 20.04%

Performance & Risk

YTD Return 23.24%
5y Average Return 21.56%
Rank in Category (ytd) 43
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.34
Morningstar Risk Rating

Fund Overview

Category Technology
Fund Family Columbia Threadneedle
Net Assets 2.39B
YTD Return 16.56%
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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