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Columbia Global Technology Growth Adv (CTYRX)

79.10 +1.72 (+2.22%)
At close: 8:00 PM EDT

Fund Summary

The fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in equity securities (including, but not limited to, common stocks, preferred stocks and securities convertible into common or preferred stocks) of technology companies that may benefit from technological improvements, advancements or developments. It invests at least 25% of the value of its total net assets at the time of purchase in the securities of issuers conducting their principal business activities in the technology and related group of industries.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 56.85%
Worst 1Y Total Return --
Number of Years Up 9
Number of Years Down 2

Performance & Risk

YTD Return 8.59%
5y Average Return 18.24%
Rank in Category (ytd) 22
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.30
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
CTYRXCategory AverageCTYRXCategory AverageCTYRXCategory Average
Alpha 4.84 0.1 8.07 0.11 9.5 0.08
BETA 1.3 0.01 1.17 0.01 1.16 0.01
Mean Annual Return 1.21 0.02 1.81 0.02 1.68 0.02
R-squared 78.64 0.75 80.96 0.69 77.71 0.69
Standard Deviation 24.29 0.24 23.08 0.2 19.34 0.19
Sharpe Ratio 0.48 0.01 0.85 0.01 0.97 0.01
Treynor Ratio 7.13 0.23 15.97 0.25 15.96 0.17

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