FADTX vs. STK

Last updated Jun 4, 2026

FADTX (Fidelity Advisor Technology Fund Class A) and STK (Columbia Seligman Premium Technology Growth Closed Fund) are both Technology Equities funds. A 0.66 correlation means they provide meaningful diversification when combined. FADTX charges 0.97%/yr vs 1.26%/yr for STK.

Performance

FADTX vs. STK - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Advisor Technology Fund Class A (FADTX) and Columbia Seligman Premium Technology Growth Closed Fund (STK). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

FADTX

• 1D: —
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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%

*Multi-year figures are annualized to reflect compound growth (CAGR)

FADTX vs. STK - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
FADTX Fidelity Advisor Technology Fund Class A	0.00%	24.35%	35.02%	59.29%	-36.17%	27.26%	63.93%	50.57%	-8.52%	49.42%
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 FADTX and STK is 0.36, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.36
Correlation (3Y) Calculated over the trailing 3-year period	0.64
Correlation (5Y) Calculated over the trailing 5-year period	0.74
Correlation (10Y) Calculated over the trailing 10-year period	0.71
Correlation (All Time) Calculated using the full available price history since Nov 30, 2009	0.66

Over the past year, the correlation between FADTX and STK has dropped to 0.36 - well below their long-term average of 0.66, suggesting their price drivers have been diverging.

Return for Risk

FADTX vs. STK — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

STK

STK Risk / Return Rank: 98
STK Sharpe Ratio Rank: 99
STK Sortino Ratio Rank: 97
STK Omega Ratio Rank: 95
STK Calmar Ratio Rank: 98
STK Martin Ratio Rank: 98

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

FADTX vs. STK - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Technology Fund Class A (FADTX) 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.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Sharpe Ratios by Period

	FADTX	STK	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	5.11	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.88	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.94	—
Sharpe Ratio (All Time) Calculated using the full available price history	—	0.76	—

Drawdowns

Drawdown Indicators

	FADTX	STK	Difference
Max Drawdown Largest peak-to-trough decline	—	-41.74%	—
Max Drawdown (1Y) Largest decline over 1 year	—	-12.84%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-26.59%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-36.27%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-41.74%	—
Current Drawdown Current decline from peak	—	-0.19%	—
Average Drawdown Average peak-to-trough decline	—	-7.41%	—
Ulcer Index Depth and duration of drawdowns from previous peaks	—	3.03%	—

Volatility

Volatility by Period

	FADTX	STK	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	8.47%	—
Volatility (6M) Calculated over the trailing 6-month period	—	18.91%	—
Volatility (1Y) Calculated over the trailing 1-year period	—	22.93%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	25.10%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	26.13%	—

FADTX vs. STK - Expense Ratio Comparison

FADTX has a 0.97% expense ratio, which is lower than STK's 1.26% expense ratio.

Dividends

FADTX vs. STK - Dividend Comparison

FADTX's dividend yield for the trailing twelve months is around 11.13%, more than STK's 4.72% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
FADTX Fidelity Advisor Technology Fund Class A	11.13%	11.13%	8.01%	3.94%	3.72%	12.63%	7.85%	2.52%	23.98%	8.23%	1.63%	4.55%
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

Can I hold both FADTX and STK in my portfolio?

FADTX and STK have a correlation of 0.36, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.