CGTDX Performance — Columbia Global Technology Growth Fund
Data updated: 2026-07-29
CGTDX returned +27.09% year to date and +59.24% over one year to May 2026. Over one year the fund trailed its Global Technology Equity category average: $100 grew to $159, against $167 for the category. Volatility over the past 12 months was 25.15% a year. In the 12 months to May 2026 the fund took in a net $71.1M, and assets reached $5.59B.
CGTDX Growth of $100
What $100 invested in Columbia Global Technology Growth Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the Global Technology Equity category average over the same months.
| Period | CGTDX | Category average |
|---|---|---|
| 1 year (Jun 2025 – May 2026) | $159 | $167 |
| Since data start (Oct 2024 – May 2026) | $171 | $178 |
CGTDX Trailing Returns
Total returns to May 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +27.09% |
| 1 year | +59.24% |
CGTDX Annual Returns
Calendar-year total returns of Columbia Global Technology Growth Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–May) | +27.09% |
| 2025 | +25.14% |
| 2024 (Oct–Dec) | +7.59% |
CGTDX Monthly Returns
Monthly total returns as reported on SEC Form N-PORT.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.0% | −2.4% | −5.6% | +18.8% | +13.9% | — | — | — | — | — | — | — |
| 2025 | +1.3% | −4.2% | −9.5% | +2.4% | +11.1% | +9.7% | +3.9% | +0.6% | +7.2% | +5.5% | −3.4% | +0.1% |
| 2024 | — | — | — | — | — | — | — | — | — | +1.4% | +5.0% | +1.1% |
CGTDX Risk
Risk measures from monthly returns over Jun 2025 – May 2026.
- 1-year volatility (annualised): 25.15%
- Best month: +18.82% (Apr 2026)
- Worst month: −5.60% (Mar 2026)
CGTDX Fund Flows
Monthly money in and out of Columbia Global Technology Growth Fund, from SEC Form N-PORT.
- 12-month net flow: $71.1M
- 12-month gross sales (incl. reinvestments): $945.8M
- Sales ÷ redemptions: 1.08×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| May 2026 | $80.5M | $112.4M | −$31.9M |
| Apr 2026 | $51.6M | $68.8M | −$17.2M |
| Mar 2026 | $42.5M | $67.7M | −$25.2M |
| Feb 2026 | $45.7M | $74.0M | −$28.3M |
| Jan 2026 | $65.2M | $78.8M | −$13.7M |
| Dec 2025 | $187.5M | $84.7M | $102.9M |
| Nov 2025 | $186.2M | $91.5M | $94.7M |
| Oct 2025 | $86.2M | $87.5M | −$1.4M |
| Sep 2025 | $63.9M | $57.4M | $6.5M |
| Aug 2025 | $50.9M | $52.1M | −$1.2M |
| Jul 2025 | $46.0M | $49.5M | −$3.5M |
| Jun 2025 | $39.7M | $50.3M | −$10.6M |
CGTDX Assets Under Management
Net assets of Columbia Global Technology Growth Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-05-31 | $5.59B |
| 2026-02-28 | $4.45B |
| 2025-11-30 | $4.54B |
| 2025-08-31 | $4.07B |
| 2025-05-31 | $3.57B |
| 2025-02-28 | $3.56B |
| 2024-11-30 | $3.66B |
| 2024-08-31 | $3.43B |
| 2024-05-31 | $3.24B |
| 2024-02-29 | $3.09B |
| 2023-11-30 | $2.60B |
| 2023-08-31 | $2.49B |
For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.