GAB vs. STK

Last updated Jun 13, 2026

GAB (The Gabelli Equity Trust Inc) and STK (Columbia Seligman Premium Technology Growth Closed Fund) are both mutual funds - GAB is a Large Cap Value Equities fund managed by Gabelli Funds, while STK is a Technology Equities fund actively managed by Aberdeen. Over the past 10 years, GAB returned 11.17%/yr vs 23.66%/yr for STK. At a 0.49 correlation, their price movements are largely independent. GAB charges 0.01%/yr vs 1.26%/yr for STK.

Performance

GAB vs. STK - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in The Gabelli Equity Trust Inc (GAB) and Columbia Seligman Premium Technology Growth Closed Fund (STK). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, GAB achieves a -5.00% return, which is significantly lower than STK's 44.26% return. Over the past 10 years, GAB has underperformed STK with an annualized return of 11.17%, while STK has yielded a comparatively higher 23.66% annualized return.

GAB

• 1D: 0.36%
• 1M: 1.07%
• YTD: -5.00%
• 6M: -2.96%
• 1Y: 7.76%
• 3Y*: 10.78%
• 5Y*: 5.48%
• 10Y*: 11.17%

STK

• 1D: 2.32%
• 1M: 1.09%
• YTD: 44.26%
• 6M: 47.42%
• 1Y: 88.96%
• 3Y*: 30.83%
• 5Y*: 19.37%
• 10Y*: 23.66%

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

GAB vs. STK - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
GAB The Gabelli Equity Trust Inc	-5.00%	27.03%	18.05%	3.37%	-16.30%	28.26%	14.70%	31.62%	-8.77%	24.66%
STK Columbia Seligman Premium Technology Growth Closed Fund	44.26%	24.85%	17.74%	46.60%	-30.36%	48.63%	25.39%	52.73%	-14.91%	33.52%

Correlation

The correlation between GAB 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	0.43
Correlation (5Y) Calculated over the trailing 5-year period	0.48
Correlation (10Y) Calculated over the trailing 10-year period	0.49
Correlation (All Time) Calculated using the full available price history since Nov 27, 2009	0.49

The correlation between GAB and STK shifts across timeframes, from 0.36 (1 year) to 0.49 (10 years), reflecting how their relationship changes across market environments.

Return for Risk

GAB vs. STK — Risk / Return Rank

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

GAB

GAB Risk / Return Rank: 9
GAB Sharpe Ratio Rank: 9
GAB Sortino Ratio Rank: 9
GAB Omega Ratio Rank: 9
GAB Calmar Ratio Rank: 9
GAB Martin Ratio Rank: 8

STK

STK Risk / Return Rank: 94
STK Sharpe Ratio Rank: 98
STK Sortino Ratio Rank: 89
STK Omega Ratio Rank: 89
STK Calmar Ratio Rank: 96
STK Martin Ratio Rank: 97

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.

GAB vs. STK - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for The Gabelli Equity Trust Inc (GAB) 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.

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.

	GAB	STK	Difference
Sharpe ratio: Return per unit of total volatility	0.53	3.44	-2.91
Sortino ratio: Return per unit of downside risk	0.86	3.88	-3.02
Omega ratio: Gain probability vs. loss probability	1.10	1.57	-0.47
Calmar ratio: Return relative to maximum drawdown	0.60	5.57	-4.97
Martin ratio: Return relative to average drawdown	1.55	24.83	-23.28

GAB vs. STK - Sharpe Ratio Comparison

The current GAB Sharpe Ratio is 0.53, which is lower than the STK Sharpe Ratio of 3.44. The chart below compares the historical Sharpe Ratios of GAB and STK, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

GAB vs. STK - Drawdown Comparison

The maximum GAB drawdown since its inception was -74.62%, which is greater than STK's maximum drawdown of -41.74%. Use the drawdown chart below to compare losses from any high point for GAB and STK.

Drawdown Indicators

	GAB	STK	Difference
Max Drawdown Largest peak-to-trough decline	-74.62%	-41.74%	-32.88%
Max Drawdown (1Y) Largest decline over 1 year	-12.90%	-16.05%	+3.15%
Max Drawdown (3Y) Largest decline over 3 years	-19.63%	-26.59%	+6.96%
Max Drawdown (5Y) Largest decline over 5 years	-26.60%	-36.27%	+9.67%
Max Drawdown (10Y) Largest decline over 10 years	-46.92%	-41.74%	-5.18%
Current Drawdown Current decline from peak	-7.84%	-9.90%	+2.06%
Average Drawdown Average peak-to-trough decline	-10.65%	-7.41%	-3.24%
Ulcer Index Depth and duration of drawdowns from previous peaks	5.03%	3.60%	+1.43%

Volatility

GAB vs. STK - Volatility Comparison

The current volatility for The Gabelli Equity Trust Inc (GAB) is 3.16%, while Columbia Seligman Premium Technology Growth Closed Fund (STK) has a volatility of 15.03%. This indicates that GAB 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.

Volatility by Period

	GAB	STK	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.16%	15.03%	-11.87%
Volatility (6M) Calculated over the trailing 6-month period	11.67%	22.75%	-11.08%
Volatility (1Y) Calculated over the trailing 1-year period	14.66%	26.01%	-11.35%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	18.27%	25.66%	-7.39%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	21.92%	26.40%	-4.48%

GAB vs. STK - Expense Ratio Comparison

GAB has a 0.01% expense ratio, which is lower than STK's 1.26% expense ratio.

Dividends

GAB vs. STK - Dividend Comparison

GAB's dividend yield for the trailing twelve months is around 10.54%, more than STK's 5.23% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
GAB The Gabelli Equity Trust Inc	10.54%	9.72%	11.15%	11.81%	10.95%	8.72%	9.57%	9.85%	12.55%	9.80%	10.87%	12.05%
STK Columbia Seligman Premium Technology Growth Closed Fund	5.23%	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 GAB and STK in my portfolio?

GAB 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.

Which is riskier, GAB or STK?

STK has higher volatility (15.03%) compared to GAB (3.16%). In terms of maximum drawdown, GAB dropped -74.62% vs STK's -41.74%.

Which has better risk-adjusted returns?

STK currently has the higher Sharpe Ratio (3.44 vs 0.53), 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.