Nasdaq - Delayed Quote USD

Columbia Seligman Tech & Info R (SCIRX)

104.78 +0.48 (+0.46%)
At close: 8:01 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 2.87%
5y Average Return 18.85%
Number of Years Up 16
Number of Years Down 4
Best 1Y Total Return (Apr 23, 2024) 59.44%
Worst 1Y Total Return (Apr 23, 2024) --
Best 3Y Total Return 59.44%
Worst 3Y Total Return 5.33%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
SCIRX
Category
YTD
8.52%
12.31%
1-Month
3.97%
6.23%
3-Month
8.52%
8.63%
1-Year
34.26%
53.90%
3-Year
9.87%
27.50%
5-Year
21.81%
28.80%
10-Year
19.64%
18.74%
Last Bull Market
62.23%
24.03%
Last Bear Market
-21.13%
-20.41%

Annual Total Return (%) History

Year
SCIRX
Category
2024
--
--
2023
43.87%
--
2022
-31.41%
--
2021
38.59%
--
2020
43.92%
55.91%
2019
53.56%
37.49%
2018
-8.01%
-3.21%
2017
33.71%
35.35%

2016
15.11%
10.84%
2015
8.83%
5.21%
2014
25.79%
12.55%
2013
23.01%
35.45%
2012
7.20%
13.08%
2011
-5.08%
-7.62%
2010
14.86%
20.00%
2009
59.44%
61.99%
2008
-36.68%
-45.33%
2007
14.61%
16.12%
2006
21.52%
7.08%
2005
7.12%
5.76%
2004
10.48%
4.24%
2003
--
55.77%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 8.52% -- -- --
2023 16.29% 11.97% -3.45% 14.45%
2022 -10.43% -21.13% -7.35% 4.79%
2021 11.88% 9.49% -3.03% 16.67%
2020 -19.78% 31.39% 6.28% 28.48%
2019 22.33% 2.76% 5.27% 16.05%
2018 5.29% 0.34% 3.41% -15.80%
2017 14.80% 3.09% 9.81% 2.89%
2016 2.24% -3.34% 14.22% 1.97%
2015 4.15% 4.30% -9.52% 10.73%

2014 5.79% 8.70% 2.09% 7.15%
2013 6.18% 0.71% 6.20% 8.31%
2012 22.37% -12.28% 1.48% -1.58%
2011 4.23% -0.94% -15.01% 8.17%
2010 2.42% -11.33% 13.88% 11.07%
2009 10.17% 15.39% 15.38% 8.70%
2008 -13.76% 6.82% -12.40% -21.54%
2007 1.58% 8.28% 5.91% -1.62%
2006 12.29% -6.94% 7.59% 8.08%
2005 -6.41% 2.62% 10.05% 1.35%
2004 5.99% 0.08% -11.66% 17.90%
2003 3.50% 12.10% -- --

Rank in Category (By Total Return)

YTD 55
1-Month 10
3-Month 55
1-Year 50
3-Year 26
5-Year 20

Load Adjusted Returns

1-Year 34.26%
3-Year 9.87%
5-Year 21.81%
10-Year 19.64%

Performance & Risk

YTD Return 2.87%
5y Average Return 18.85%
Rank in Category (ytd) 55
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.32
Morningstar Risk Rating

Fund Overview

Category Technology
Fund Family Columbia Threadneedle
Net Assets 12.56B
YTD Return 8.52%
Yield 0.00%
Morningstar Rating
Inception Date Mar 01, 2017

Fund Summary

Under normal market conditions, the fund invests at least 80% of its net assets in securities of technology and information companies. These companies in which the adviser will concentrate are companies operating in the information technology and communications services sectors, applying a global industry classification standard, as may be amended from time to time, to determine industry/sector classifications, as well as other related industries. The fund may invest up to 25% of its net assets in foreign investments. It is non-diversified.

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