Columbia Seligman Global Technology Fund Class A: (MF: SHGTX)
(NASDAQ Mutual Funds) As of Jul 16, 2025 08:00 PM ET
$76.97 USD
+0.07 (0.09%)
Latest Performance as of Jun 30, 2025
Total Return %* | Percentile Rank Objective | |
---|---|---|
YTD | 4.18 | 93 |
3 months | 19.44 | 67 |
6 months | 4.18 | 93 |
1 Year | 12.95 | 75 |
3 Year | 22.88 | 71 |
5 Year | 19.97 | 15 |
10 Year | 19.30 | 26 |
* Annual for three years and beyond.
Bull Market (9/02 - 10/07) | 160.79 |
Bear Market (10/07 - 2/09) | -45.20 |
Bull Market (2/09 - 3/21) | 1,861.76 |
Load Adjusted Returns as of Jun 30, 2025
1 Year | 6.80 |
5 Year | 18.63 |
10 Year | 18.64 |
Since Inception | 13.48 |
Quarterly Return
1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
---|---|---|---|---|
2025 | -12.77 | 19.44 | NA | NA |
2024 | 8.54 | 7.36 | 0.94 | 7.39 |
2023 | 16.99 | 12.15 | -3.58 | 14.73 |
2022 | -10.76 | -21.17 | -7.46 | 4.94 |
2021 | 11.11 | 9.94 | -2.55 | 16.64 |
2020 | -19.10 | 31.57 | 6.70 | 28.51 |
Annual Return
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
---|---|---|---|---|---|---|---|---|---|---|---|
% Total Return | 4.18 | 26.32 | 45.14 | -31.68 | 38.86 | 45.95 | 54.84 | -8.75 | 34.49 | 16.39 | 9.88 |
% Total Return Rel to Index | -2.01 | 1.30 | 18.90 | -13.48 | 10.18 | 27.55 | 23.35 | -4.36 | 12.70 | 4.45 | 8.49 |
% Total Return Rel to Peer | -5.07 | -3.71 | -2.30 | 5.40 | 20.83 | -3.43 | 16.62 | -4.88 | 0.04 | 5.71 | 5.93 |
% Perf Quintile vs Peer* | 0.00 | 0.00 | 4.00 | 2.00 | 1.00 | 3.00 | 1.00 | 5.00 | 3.00 | 1.00 | 1.00 |
% Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.16 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
% Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.23 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Capital Gains ($) | 0.00 | 10.19 | 4.07 | 1.89 | 8.58 | 5.68 | 4.57 | 4.08 | 2.85 | 2.54 | 2.35 |
Expense Ratio | 0.00 | 1.27 | 1.30 | 1.29 | 1.29 | 1.31 | 1.32 | 1.32 | 1.33 | 1.40 | 1.42 |
* 1 = Top 20%, 5 = Bottom 20%