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Columbia Seligman Global Tech Inst2 (SGTTX)

72.27
+3.46
+(5.03%)
At close: 8:02:13 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 55.36%
Worst 1Y Total Return --
Number of Years Up 12
Number of Years Down 3

Performance & Risk

YTD Return -10.15%
5y Average Return 19.17%
Rank in Category (ytd) 85
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.37
Morningstar Risk Rating

Risk Statistics

3 Years 5 Years 10 Years
SGTTXCategory AverageSGTTXCategory AverageSGTTXCategory Average
Alpha 0.27 0.1 3.12 0.11 7.62 0.08
BETA 1.37 0.01 1.36 0.01 1.26 0.01
Mean Annual Return 1.14 0.02 1.7 0.02 1.58 0.02
R-squared 79.25 0.75 80.41 0.69 75.38 0.69
Standard Deviation 23.76 0.24 23.05 0.2 21.44 0.19
Sharpe Ratio 0.38 0.01 0.76 0.01 0.79 0.01
Treynor Ratio 4.9 0.23 12.14 0.25 12.7 0.17

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