SGTRX Performance — Columbia Seligman Global Technology Fund, Class R
Data updated: 2026-09-28
SGTRX returned +44.61% year to date and +77.10% over one year to Jul 2026. Annualised returns are +37.63% over 3 years and +22.46% over 5 years. The fund beat its Global Technology Equity category average: $100 invested three years ago grew to $261, against $208 for the category, and to $177 over one year, against $142. Volatility over the past three years was 25.99% a year. In the 12 months to Jul 2026 the fund took in a net $74.6M, and assets reached $4.46B.
SGTRX Growth of $100
What $100 invested in Columbia Seligman Global Technology 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 | SGTRX | Category average |
|---|---|---|
| 1 year (Aug 2025 – Jul 2026) | $177 | $142 |
| 3 years (Aug 2023 – Jul 2026) | $261 | $208 |
| 5 years (Aug 2021 – Jul 2026) | $275 | $189 |
| Since data start (Aug 2019 – Jul 2026) | $561 | $344 |
SGTRX Trailing Returns
Total returns to Jul 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +44.61% |
| 1 year | +77.10% |
| 3 years (annualised) | +37.63% |
| 5 years (annualised) | +22.46% |
SGTRX Annual Returns
Calendar-year total returns of Columbia Seligman Global Technology Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–Jul) | +44.61% |
| 2025 | +34.75% |
| 2024 | +26.04% |
| 2023 | +44.75% |
| 2022 | −31.87% |
| 2021 | +38.55% |
| 2020 | +45.58% |
| 2019 (Aug–Dec) | +14.82% |
SGTRX 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 | +9.0% | +0.8% | −4.7% | +28.5% | +11.2% | +5.0% | −8.1% | — | — | — | — | — |
| 2025 | +3.2% | −5.9% | −10.2% | −0.9% | +8.8% | +10.7% | +5.7% | +4.1% | +12.2% | +9.6% | −3.6% | −0.7% |
| 2024 | +0.7% | +3.7% | +3.9% | −4.1% | +7.4% | +4.2% | −0.7% | +0.4% | +1.2% | −1.1% | +8.5% | 0.0% |
| 2023 | +11.9% | −0.9% | +5.4% | −4.5% | +9.6% | +7.1% | +4.1% | −2.6% | −5.0% | −5.7% | +14.3% | +6.4% |
| 2022 | −11.5% | −0.9% | +1.6% | −11.5% | +2.0% | −12.8% | +12.5% | −6.7% | −11.8% | +5.4% | +8.7% | −8.5% |
| 2021 | +1.9% | +6.8% | +2.0% | +3.0% | +1.2% | +5.4% | −0.1% | +3.1% | −5.4% | +6.3% | +3.8% | +5.6% |
| 2020 | +0.3% | −6.8% | −13.5% | +13.9% | +8.2% | +6.8% | +5.7% | +4.4% | −3.3% | −0.5% | +18.7% | +8.8% |
| 2019 | — | — | — | — | — | — | — | −2.9% | +2.2% | +4.6% | +4.9% | +5.4% |
SGTRX Risk
Risk measures from monthly returns over Aug 2023 – Jul 2026.
- 3-year volatility (annualised): 25.99%
- 3-year Sharpe ratio: 1.27 (vs 4.5% risk-free rate)
- Best month: +28.54% (Apr 2026)
- Worst month: −10.20% (Mar 2025)
SGTRX Fund Flows
Monthly money in and out of Columbia Seligman Global Technology Fund, from SEC Form N-PORT.
- 12-month net flow: $74.6M
- 12-month gross sales (incl. reinvestments): $769.2M
- Sales ÷ redemptions: 1.11×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jul 2026 | $61.8M | $81.3M | −$19.6M |
| Jun 2026 | $71.6M | $99.6M | −$28.0M |
| May 2026 | $79.3M | $70.0M | $9.3M |
| Apr 2026 | $60.2M | $46.5M | $13.7M |
| Mar 2026 | $38.4M | $46.7M | −$8.3M |
| Feb 2026 | $42.1M | $46.6M | −$4.5M |
| Jan 2026 | $34.5M | $48.6M | −$14.1M |
| Dec 2025 | $274.3M | $67.6M | $206.7M |
| Nov 2025 | $23.0M | $42.8M | −$19.7M |
| Oct 2025 | $36.6M | $56.0M | −$19.4M |
| Sep 2025 | $26.1M | $49.7M | −$23.6M |
| Aug 2025 | $21.3M | $39.2M | −$17.9M |
SGTRX Assets Under Management
Net assets of Columbia Seligman Global Technology Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-07-31 | $4.46B |
| 2026-04-30 | $4.18B |
| 2026-01-31 | $3.38B |
| 2025-10-31 | $3.32B |
| 2025-07-31 | $2.65B |
| 2025-04-30 | $2.13B |
| 2025-01-31 | $2.60B |
| 2024-10-31 | $2.39B |
| 2024-07-31 | $2.41B |
| 2024-04-30 | $2.18B |
| 2024-01-31 | $2.12B |
| 2023-10-31 | $1.74B |
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.