SGTRX
Columbia Seligman Glbl Technology-R
$73.01
-0.20 (-0.27%)
Currency in USD / Last Updated: 7/9/2024
| Category | Tech |
|---|---|
| Market Cap | 2503.63M |
| 52 Week High | 73.21 |
| 52 Week Low | 49.684 |
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Key Data
| Symbol | SGTRX |
|---|---|
| Type | Mutual Fund |
| Category | Tech |
| Price | 73.01 |
| Price Yesterday | 73.21 |
| Market Cap | 2,503.63 |
| YTD Return | 19.55% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.005 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0152 |
Overview
| 52 Week High | 73.21 |
|---|---|
| 52 Week Low | 49.68 |
| Market Cap | 2,503.63M |
| Shares Outstanding | 34.29M |
| Income Dividend Yield | 0.00% |
| Long Term Dividend Yield | 5.58% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 5.58% |
Returns Annualized
| One Day | -49.84% |
|---|---|
| Five Days | 247.37% |
| One Months | 103.16% |
| Three Months | 45.78% |
| Six Months | 50.70% |
| Nine Months | 51.43% |
| One Year | 34.28% |
| Three Years | 10.46% |
| Five Years | 23.56% |
| Ten Years | 20.10% |
| YTD | 41.41% |
| Since Inception | 14.91% |
Returns Total
| One Day | -0.27% |
|---|---|
| Five Days | 2.50% |
| One Month | 5.78% |
| Three Months | 9.71% |
| Six Months | 22.34% |
| Nine Months | 36.02% |
| One Year | 34.24% |
| Three Years | 34.57% |
| Five Years | 187.24% |
| Ten Years | 521.47% |
| YTD | 19.55% |
| Since Inception | 1757.76% |
Yearly Returns
| 2024 | 19.55% |
|---|---|
| 2023 | 44.76% |
| 2022 | -31.86% |
| 2021 | 38.53% |
| 2020 | 45.60% |
| 2019 | 54.48% |
| 2018 | -9.02% |
| 2017 | 34.15% |
| 2016 | 16.14% |
| 2015 | 9.62% |
Risk against SP-DA
| Alpha | -7.29% |
|---|---|
| Beta | 1.55 |
| Correlation | 94.97% |
| Downside Deviation | 3.61% |
| Coefficient of determination | 90.20% |
| Standard Deviation | 5.25% |
| Sharpe Ratio | 0.31 |
| Sortino | 1.54 |
| Treynor | 18.64 |
| Ulcer Index | 4.51 |
| Ulcer Performance Index | 1.23 |