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ISIN
US19842X1090
CUSIP
19842X109
Issuer
Columbia
Inception Date
Nov 24, 2009
Region
North America (U.S.)
Index Tracked
No Index (Active)
Domicile
United States
Distribution Policy
Distributing
Asset Class
Equity
Asset Class Size
Large-Cap
Asset Class Style
Growth

Share Price Chart


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Performance

STK Performance Chart

Columbia Seligman Premium Technology Growth Fund (STK) is up 36.3% since the beginning of the year. STK is currently trading at $49 per share. Investors who bought $1,000 worth of STK shares 5 years ago would now be looking at an investment worth $2,380.


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Benchmark

Compare this symbol against anything

Returns By Period

Columbia Seligman Premium Technology Growth Fund (STK) has returned 36.26% so far this year and 72.54% over the past 12 months. Looking at the last ten years, STK has achieved an annualized return of 22.24%, outperforming the S&P 500 Index benchmark, which averaged 13.26% per year.


Columbia Seligman Premium Technology Growth Fund

1D
1.95%
1M
-4.81%
6M
25.48%
YTD
36.26%
1Y
72.54%
3Y*
28.58%
5Y*
18.94%
10Y*
22.24%
ALL TIME*
16.69%

Benchmark (S&P 500 Index)

1D
0.70%
1M
0.09%
6M
7.94%
YTD
9.41%
1Y
20.07%
3Y*
17.84%
5Y*
11.25%
10Y*
13.26%
ALL TIME*
8.09%
*Multi-year figures are annualized to reflect compound growth (CAGR)

STK Monthly Returns History

Based on dividend-adjusted daily data since Nov 27, 2009, STK's average daily return is +0.07%, while the average monthly return is +1.50%. At this rate, an investment would double in approximately 3.9 years.

Historically, 61% of months were positive and 39% were negative. The best month was Apr 2026 with a return of +28.9%, while the worst month was Sep 2022 at -19.8%. The longest winning streak lasted 9 consecutive months, and the longest losing streak was 5 months.

On a daily basis, STK closed higher 53% of trading days. The best single day was Mar 24, 2020 with a return of +13.2%, while the worst single day was Mar 12, 2020 at -13.2%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20268.59%2.44%-6.23%28.90%15.12%-3.39%-8.87%36.26%
20252.94%-5.31%-8.89%-1.00%3.93%7.30%2.27%3.53%11.31%10.33%-1.68%-0.41%24.85%
20242.56%3.34%-3.51%-2.79%4.83%4.03%-0.36%0.61%1.79%-2.27%5.94%2.79%17.74%
202315.58%1.58%3.80%-3.59%9.75%5.94%1.24%-0.82%-10.19%-6.61%24.51%2.35%46.60%
2022-10.48%-4.13%2.43%-12.15%6.08%-14.69%22.37%-4.34%-19.81%8.41%7.52%-8.92%-30.36%
20212.17%8.24%5.26%8.03%4.56%2.13%-4.93%3.11%-3.99%8.19%4.39%4.13%48.63%

Benchmark Metrics

Columbia Seligman Premium Technology Growth Fund has an annualized alpha of 5.26%, beta of 1.02, and R2 of 0.53 versus S&P 500 Index. Calculated based on daily prices since November 27, 2009.

  • This fund captured 125.51% of S&P 500 Index gains and 106.87% of its losses - amplifying both gains and losses, but participating more in upside than downside.
  • This fund generated an annualized alpha of 5.26% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.
  • With beta of 1.02 and R2 of 0.53, this fund moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.

Alpha
5.26%
Beta
1.02
0.53
Upside Capture
125.51%
Downside Capture
106.87%

Expense Ratio

STK has a high expense ratio of 1.12%, indicating above-average management fees.


Return for Risk

Risk / Return Rank

STK ranks 87 for risk / return — above 87% of mutual funds peers on PortfoliosLab. Its historical combined result is among the stronger results in the peer group.


STK Risk / Return Rank: 8787
Overall Rank
STK Sharpe Ratio Rank: 9393
Sharpe Ratio Rank
STK Sortino Ratio Rank: 8282
Sortino Ratio Rank
STK Omega Ratio Rank: 8282
Omega Ratio Rank
STK Calmar Ratio Rank: 8989
Calmar Ratio Rank
STK Martin Ratio Rank: 8989
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

Risk / Return Metrics

The table below present risk-adjusted performance metrics for Columbia Seligman Premium Technology Growth Fund (STK) and compare them to S&P 500 Index.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


STKBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

+0.99

Sortino ratioReturn per unit of downside risk

+0.94

Omega ratioGain probability vs. loss probability

1.39

1.25

+0.13

Calmar ratioReturn relative to maximum drawdown

3.35

2.00

+1.34

Martin ratioReturn relative to average drawdown

12.27

8.49

+3.78

Dividends

Dividend History

Columbia Seligman Premium Technology Growth Fund provided a 5.53% dividend yield over the last twelve months, with an annual payout of $2.72 per share.


6.00%8.00%10.00%12.00%14.00%16.00%$0.00$1.00$2.00$3.00$4.00$5.0020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$2.72$2.72$5.12$2.12$2.93$3.14$1.85$1.85$2.50$2.63$1.85$1.85

Dividend yield

5.53%7.38%16.02%6.70%12.62%8.48%6.79%7.86%14.88%11.82%9.87%10.32%

Monthly Dividends

The table displays the monthly dividend distributions for Columbia Seligman Premium Technology Growth Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.46$0.00$0.00$0.46$0.00$0.00$0.93
2025$0.00$0.46$0.00$0.00$0.46$0.00$0.00$0.46$0.00$0.00$1.33$0.00$2.72
2024$0.00$0.46$0.00$0.00$0.46$0.00$0.00$0.46$0.00$0.00$0.46$3.27$5.12
2023$0.00$0.46$0.00$0.00$0.46$0.00$0.00$0.46$0.00$0.00$0.46$0.27$2.12
2022$0.00$0.46$0.00$0.00$0.46$0.00$0.00$0.46$0.00$0.00$0.46$1.08$2.93
2021$0.00$0.46$0.00$0.00$0.46$0.00$0.00$0.46$0.00$0.00$0.46$1.29$3.14

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the Columbia Seligman Premium Technology Growth Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Columbia Seligman Premium Technology Growth Fund was 41.74%, occurring on Mar 18, 2020. Recovery took 164 trading sessions.

The current Columbia Seligman Premium Technology Growth Fund drawdown is 14.89%.


Drawdown

Fall

Recovery

Underwater

Related event

-41.74%Mar 2020
1mo 3d7mo 26d
8mo 29dFeb 2020 - Nov 2020
COVID crash2020
-36.27%Oct 2022
10mo 29d1y 2mo
2y 1moNov 2021 - Dec 2023
Bear market2022
-29.56%Dec 2018
9mo 16d3mo 19d
1y 1moMar 2018 - Apr 2019
Rate-hike selloffLate 2018
-26.59%Apr 2025
2mo 14d5mo 3d
7mo 17dJan 2025 - Sep 2025
2025 selloff2025
-25.36%Oct 2011
7mo 18d5mo 14d
1y 27dFeb 2011 - Mar 2012

Drawdown Indicators


STKBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-41.74%

-56.78%

+15.04%

Max Drawdown (1Y)

Largest decline over 1 year

-20.93%

-9.10%

-11.83%

Max Drawdown (3Y)

Largest decline over 3 years

-26.59%

-18.90%

-7.69%

Max Drawdown (5Y)

Largest decline over 5 years

-36.27%

-25.43%

-10.84%

Max Drawdown (10Y)

Largest decline over 10 years

-41.74%

-33.92%

-7.82%

Current Drawdown

Current decline from peak

-14.89%

-1.58%

-13.31%

Average Drawdown

Average peak-to-trough decline

-7.44%

-10.70%

+3.26%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.69%

2.14%

+3.55%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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