CGTUX Performance — Columbia Global Technology Growth Fund, Institutional 3 Class
Data updated: 2026-07-29
CGTUX returned +27.15% year to date and +59.44% over one year to May 2026. Annualised returns are +35.60% over 3 years and +20.21% over 5 years. Against its Global Technology Equity category average the fund came out ahead over three years but behind over one: $100 invested three years ago grew to $249, against $234 for the category, and to $159 over one year, against $167. Volatility over the past three years was 21.09% a year. In the 12 months to May 2026 the fund took in a net $71.1M, and assets reached $5.59B.
CGTUX 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 | CGTUX | Category average |
|---|---|---|
| 1 year (Jun 2025 – May 2026) | $159 | $167 |
| 3 years (Jun 2023 – May 2026) | $249 | $234 |
| 5 years (Jun 2021 – May 2026) | $251 | $208 |
| Since data start (Sep 2019 – May 2026) | $448 | $375 |
CGTUX Trailing Returns
Total returns to May 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +27.15% |
| 1 year | +59.44% |
| 3 years (annualised) | +35.60% |
| 5 years (annualised) | +20.21% |
CGTUX 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) | +27.15% |
| 2025 | +25.26% |
| 2024 | +31.82% |
| 2023 | +57.00% |
| 2022 | −34.49% |
| 2021 | +23.32% |
| 2020 | +50.00% |
| 2019 (Sep–Dec) | +12.28% |
CGTUX 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 | +4.3% | +7.3% | +2.2% | −5.0% | +6.8% | +8.1% | −3.6% | +0.9% | +1.8% | 0.0% | +5.0% | +1.1% |
| 2023 | +12.1% | −0.7% | +9.0% | −1.2% | +10.2% | +6.0% | +3.8% | −1.5% | −6.2% | −1.6% | +12.8% | +5.1% |
| 2022 | −9.7% | −4.1% | +2.5% | −13.6% | −0.7% | −11.0% | +13.7% | −6.0% | −11.8% | +4.9% | +6.7% | −8.5% |
| 2021 | +0.3% | +3.1% | −1.1% | +4.9% | −1.1% | +6.3% | +1.7% | +3.0% | −5.3% | +6.5% | +1.6% | +1.8% |
| 2020 | +3.1% | −5.3% | −10.3% | +13.7% | +8.4% | +7.0% | +7.3% | +8.3% | −3.9% | −2.4% | +12.8% | +5.8% |
| 2019 | — | — | — | — | — | — | — | — | −0.1% | +3.2% | +5.1% | +3.6% |
CGTUX Risk
Risk measures from monthly returns over Jun 2023 – May 2026.
- 3-year volatility (annualised): 21.09%
- 3-year Sharpe ratio: 1.47 (vs 4.5% risk-free rate)
- Best month: +18.83% (Apr 2026)
- Worst month: −9.51% (Mar 2025)
CGTUX 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 |
CGTUX 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.