CCIZX vs. STK
CCIZX (Columbia Seligman Technology and Information Fund Institutional Class) and STK (Columbia Seligman Premium Technology Growth Closed Fund) are both Technology Equities funds. Both are actively managed. Over the past 10 years, CCIZX returned 28.33%/yr vs 24.60%/yr for STK. A 0.72 correlation means they provide meaningful diversification when combined. CCIZX charges 0.91%/yr vs 1.26%/yr for STK.
Performance
CCIZX vs. STK - Performance Comparison
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Returns By Period
The year-to-date returns for both investments are quite close, with CCIZX having a 58.82% return and STK slightly higher at 59.80%. Over the past 10 years, CCIZX has outperformed STK with an annualized return of 28.33%, while STK has yielded a comparatively lower 24.60% annualized return.
CCIZX
- 1D
- 3.67%
- 1M
- 15.58%
- YTD
- 58.82%
- 6M
- 55.55%
- 1Y
- 126.87%
- 3Y*
- 48.00%
- 5Y*
- 27.12%
- 10Y*
- 28.33%
STK
- 1D
- -0.19%
- 1M
- 17.70%
- YTD
- 59.80%
- 6M
- 57.03%
- 1Y
- 116.50%
- 3Y*
- 37.51%
- 5Y*
- 22.04%
- 10Y*
- 24.60%
CCIZX vs. STK - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CCIZX Columbia Seligman Technology and Information Fund Institutional Class | 58.82% | 37.68% | 27.01% | 44.64% | -30.98% | 39.31% | 44.80% | 54.52% | -7.86% | 34.41% |
STK Columbia Seligman Premium Technology Growth Closed Fund | 59.80% | 24.85% | 17.74% | 46.60% | -30.36% | 48.63% | 25.39% | 52.73% | -14.91% | 33.52% |
Correlation
The correlation between CCIZX and STK is 0.84, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.84 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.84 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.86 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.80 |
Correlation (All Time) Calculated using the full available price history since Jan 4, 2011 | 0.72 |
The correlation between CCIZX and STK shifts across timeframes, from 0.72 (all time) to 0.86 (5 years), reflecting how their relationship changes across market environments.
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Return for Risk
CCIZX vs. STK — Risk / Return Rank
CCIZX
STK
CCIZX vs. STK - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Seligman Technology and Information Fund Institutional Class (CCIZX) and Columbia Seligman Premium Technology Growth Closed Fund (STK). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| CCIZX | STK | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.06 | ||
| Sortino ratioReturn per unit of downside risk | -0.62 | ||
| Omega ratioGain probability vs. loss probability | 1.71 | 1.80 | -0.09 |
| Calmar ratioReturn relative to maximum drawdown | 10.70 | 9.12 | +1.58 |
| Martin ratioReturn relative to average drawdown | 41.53 | 38.55 | +2.98 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| CCIZX | STK | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 5.05 | 5.11 | -0.06 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.04 | 0.88 | +0.16 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.09 | 0.94 | +0.14 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.92 | 0.76 | +0.17 |
Drawdowns
CCIZX vs. STK - Drawdown Comparison
The maximum CCIZX drawdown since its inception was -37.20%, smaller than the maximum STK drawdown of -41.74%. Use the drawdown chart below to compare losses from any high point for CCIZX and STK.
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Drawdown Indicators
| CCIZX | STK | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.20% | -41.74% | +4.54% |
Max Drawdown (1Y)Largest decline over 1 year | -12.32% | -12.84% | +0.52% |
Max Drawdown (3Y)Largest decline over 3 years | -29.09% | -26.59% | -2.50% |
Max Drawdown (5Y)Largest decline over 5 years | -37.20% | -36.27% | -0.93% |
Max Drawdown (10Y)Largest decline over 10 years | -37.20% | -41.74% | +4.54% |
Current DrawdownCurrent decline from peak | 0.00% | -0.19% | +0.19% |
Average DrawdownAverage peak-to-trough decline | -6.83% | -7.41% | +0.58% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.17% | 3.03% | +0.14% |
Volatility
CCIZX vs. STK - Volatility Comparison
The current volatility for Columbia Seligman Technology and Information Fund Institutional Class (CCIZX) is 7.25%, while Columbia Seligman Premium Technology Growth Closed Fund (STK) has a volatility of 8.47%. This indicates that CCIZX experiences smaller price fluctuations and is considered to be less risky than STK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CCIZX | STK | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.25% | 8.47% | -1.22% |
Volatility (6M)Calculated over the trailing 6-month period | 20.07% | 18.91% | +1.16% |
Volatility (1Y)Calculated over the trailing 1-year period | 26.09% | 22.93% | +3.16% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.21% | 25.10% | +1.11% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.13% | 26.13% | 0.00% |
CCIZX vs. STK - Expense Ratio Comparison
CCIZX has a 0.91% expense ratio, which is lower than STK's 1.26% expense ratio.
Dividends
CCIZX vs. STK - Dividend Comparison
CCIZX's dividend yield for the trailing twelve months is around 5.03%, more than STK's 4.72% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CCIZX Columbia Seligman Technology and Information Fund Institutional Class | 5.03% | 7.99% | 12.19% | 4.54% | 8.14% | 10.50% | 9.41% | 10.49% | 11.33% | 10.47% | 7.80% | 10.30% |
STK Columbia Seligman Premium Technology Growth Closed Fund | 4.72% | 7.38% | 16.02% | 6.70% | 12.62% | 8.48% | 6.79% | 7.86% | 14.88% | 11.82% | 9.87% | 10.32% |
Frequently Asked Questions
CCIZX and STK have a correlation of 0.84, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
STK has higher volatility (8.47%) compared to CCIZX (7.25%). In terms of maximum drawdown, CCIZX dropped -37.20% vs STK's -41.74%.
STK currently has the higher Sharpe Ratio (5.11 vs 5.05), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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