Columbia Seligman Premium Technology Growth Closed Fund (STK)

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The chart shows the growth of an initial investment of $10,000 in Columbia Seligman Premium Technology Growth Closed Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

Columbia Seligman Premium Technology Growth Closed Fund (STK) has returned 4.31% so far this year and 46.63% over the past 12 months. Looking at the last ten years, STK has achieved an annualized return of 19.03%, outperforming the S&P 500 Index benchmark, which averaged 12.16% per year.

Based on dividend-adjusted daily data since Nov 27, 2009, STK's average daily return is +0.07%, while the average monthly return is +1.37%. At this rate, your investment would double in approximately 4.2 years.

Historically, 62% of months were positive and 38% were negative. The best month was Nov 2023 with a return of +24.5%, 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%.

Columbia Seligman Premium Technology Growth Closed Fund has an annualized alpha of 4.49%, beta of 1.01, and R² of 0.54 versus S&P 500 Index. Calculated based on daily prices since November 30, 2009.

• This fund captured 118.54% of S&P 500 Index gains and 103.53% of its losses — amplifying both gains and losses, but participating more in upside than downside.
• This fund generated an annualized alpha of 4.49% versus S&P 500 Index — delivering returns beyond what market exposure alone would predict.
• With beta of 1.01 and R² of 0.54, this fund moves broadly in line with S&P 500 Index — much of its variation is explained by market exposure rather than independent behavior.

STK has a high expense ratio of 1.26%, indicating above-average management fees.

STK ranks 90 for risk / return — in the top 90% of mutual funds on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.

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

Columbia Seligman Premium Technology Growth Closed Fund provided a 7.16% dividend yield over the last twelve months, with an annual payout of $2.72 per share.

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

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.

The table below displays the maximum drawdowns of the Columbia Seligman Premium Technology Growth Closed 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 Closed Fund was 41.74%, occurring on Mar 18, 2020. Recovery took 164 trading sessions.

The current Columbia Seligman Premium Technology Growth Closed Fund drawdown is 7.51%.

The chart below shows the rolling one-month volatility.