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Columbia Seligman Technology And Information Fund Class I: (MF: CCIZX)
(NASDAQ Mutual Funds) As of Sep 20, 2024 08:00 PM ET
$151.61 USD
-0.49 (-0.32%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Aug 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 15.97 | 71 |
| 3 months | 3.49 | 81 |
| 6 months | 11.02 | 18 |
| 1 Year | 26.36 | 70 |
| 3 Year | 8.53 | 20 |
| 5 Year | 22.54 | 15 |
| 10 Year | 19.55 | 19 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Aug 31, 2024
| 1 Year | 28.99 |
| 5 Year | 23.42 |
| 10 Year | 20.05 |
| Since Inception | 18.35 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 8.64 | 7.17 | NA | NA |
| 2023 | 16.43 | 12.10 | -3.33 | 14.59 |
| 2022 | -10.31 | -21.03 | -7.23 | 4.91 |
| 2021 | 12.01 | 9.61 | -2.91 | 16.82 |
| 2020 | -19.67 | 31.55 | 6.40 | 28.64 |
| 2019 | 22.46 | 2.89 | 5.39 | 16.19 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 15.97 | 44.59 | -31.06 | 39.27 | 44.65 | 54.30 | -7.54 | 34.38 | 15.66 | 9.36 | 26.41 |
| % Total Return Rel to Index | -3.56 | 18.34 | -12.86 | 10.58 | 26.24 | 22.81 | -3.14 | 12.59 | 3.72 | 7.97 | 12.77 |
| % Total Return Rel to Peer | -3.31 | -2.85 | 6.02 | 21.24 | -4.73 | 16.09 | -3.67 | -0.06 | 4.98 | 5.42 | 15.98 |
| % Perf Quintile vs Peer* | 0.00 | 4.00 | 1.00 | 1.00 | 4.00 | 1.00 | 4.00 | 4.00 | 2.00 | 2.00 | 1.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.51 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.38 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 5.92 | 7.70 | 15.52 | 10.54 | 9.34 | 7.26 | 8.06 | 4.93 | 6.06 | 7.28 |
| Expense Ratio | 0.92 | 0.95 | 0.92 | 0.95 | 0.98 | 0.99 | 0.99 | 1.04 | 1.10 | 1.10 | 1.16 |
* 1 = Top 20%, 5 = Bottom 20%