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Columbia Seligman Global Tech R (SGTRX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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64.73+1.07 (+1.68%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return5.99%
5-Year Average Return19.70%
Number of Years Up16
Number of Years Down4
Best 1 Yr Total Return (May 2, 2024)63.50%
Worst 1 Yr Total Return (May 2, 2024)N/A
Best 3-Yr Total Return63.50%
Worst 3-Yr Total Return4.65%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnSGTRXCategory
YTD4.04%12.31%
1-Month-4.09%6.23%
3-Month3.32%8.63%
1-Year34.87%53.90%
3-Year7.50%27.50%
5-Year19.22%28.80%
10-Year19.59%18.74%
Last Bull Market31.88%24.03%
Last Bear Market-21.20%-20.41%

Annual Total Return (%) History

Year
SGTRXCategory
2024
N/AN/A
2023
44.76%N/A
2022
-31.86%N/A
2021
38.53%N/A
2020
45.60%55.91%
2019
54.48%37.49%
2018
-9.02%-3.21%
2017
34.15%35.35%
2016
16.15%10.84%
2015
9.62%5.21%
2014
24.39%12.55%
2013
26.09%35.45%
2012
7.47%13.08%
2011
-7.26%-7.62%
2010
14.99%20.00%
2009
63.50%61.99%
2008
-40.60%-45.33%
2007
14.60%16.12%
2006
18.30%7.08%
2005
7.84%5.76%
2004
4.47%4.24%
2003
N/A55.77%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20248.48%N/AN/AN/A
202316.93%12.07%-3.65%14.65%
2022-10.83%-21.20%-7.54%4.89%
202111.06%9.87%-2.62%16.58%
2020-19.15%31.49%6.64%28.42%
201923.16%2.54%5.68%15.75%
20185.75%-0.45%2.79%-15.93%
201714.95%3.16%9.82%3.01%
20162.31%-2.91%14.64%2.00%
20155.03%4.62%-9.65%10.41%
20145.21%7.97%2.03%7.32%
20136.16%1.47%8.54%7.83%
201222.03%-11.93%1.27%-1.26%
20112.88%-1.04%-15.04%7.22%
20102.85%-10.09%13.94%9.14%
20099.49%16.25%17.63%9.20%
2008-13.98%5.29%-14.48%-23.30%
20071.49%8.51%5.47%-1.34%
200611.24%-7.99%6.60%8.42%
2005-6.89%2.13%9.58%3.50%
20042.90%-1.61%-11.86%17.07%
20039.49%11.44%N/AN/A

Rank In Category (By Total Return)

YTD46
1-Month16
3-Month40
1-Year44
3-Year22
5-Year18

Load Adjusted Returns

1-Year34.87%
3-Year7.50%
5-Year19.22%
10-Year19.59%