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GOPIX vs. STK
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

GOPIX vs. STK - Performance Comparison

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

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GOPIX vs. STK - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
GOPIX
abrdn China A Share Equity Fund
0.00%25.89%5.70%-24.96%-22.46%-3.67%56.93%31.74%-11.87%35.06%
STK
Columbia Seligman Premium Technology Growth Closed Fund
4.31%24.85%17.74%46.60%-30.36%48.63%25.39%52.73%-14.91%33.52%

Returns By Period


GOPIX

1D
1M
YTD
6M
1Y
3Y*
5Y*
10Y*

STK

1D
5.54%
1M
-6.23%
YTD
4.31%
6M
12.70%
1Y
46.63%
3Y*
22.64%
5Y*
14.46%
10Y*
19.03%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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GOPIX vs. STK - Expense Ratio Comparison

GOPIX has a 0.99% expense ratio, which is lower than STK's 1.26% expense ratio.


Return for Risk

GOPIX vs. STK — Risk / Return Rank

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

GOPIX

STK
STK Risk / Return Rank: 9191
Overall Rank
STK Sharpe Ratio Rank: 9090
Sharpe Ratio Rank
STK Sortino Ratio Rank: 9090
Sortino Ratio Rank
STK Omega Ratio Rank: 8686
Omega Ratio Rank
STK Calmar Ratio Rank: 9595
Calmar Ratio Rank
STK Martin Ratio Rank: 9494
Martin Ratio Rank
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.

GOPIX vs. STK - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for abrdn China A Share Equity Fund (GOPIX) 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.

GOPIX vs. STK - Sharpe Ratio Comparison


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Sharpe Ratios by Period


GOPIXSTKDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.83

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.59

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.74

Sharpe Ratio (All Time)

Calculated using the full available price history

0.64

Correlation

The correlation between GOPIX and STK is 0.35, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Dividends

GOPIX vs. STK - Dividend Comparison

GOPIX's dividend yield for the trailing twelve months is around 1.46%, less than STK's 7.16% yield.


TTM20252024202320222021202020192018201720162015
GOPIX
abrdn China A Share Equity Fund
1.46%1.46%1.29%0.79%0.00%5.22%1.42%4.45%0.41%1.24%1.40%2.03%
STK
Columbia Seligman Premium Technology Growth Closed Fund
7.16%7.38%16.02%6.70%12.62%8.48%6.79%7.86%14.88%11.82%9.87%10.32%

Drawdowns

GOPIX vs. STK - Drawdown Comparison


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Drawdown Indicators


GOPIXSTKDifference

Max Drawdown

Largest peak-to-trough decline

-41.74%

Max Drawdown (1Y)

Largest decline over 1 year

-13.59%

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

-7.51%

Average Drawdown

Average peak-to-trough decline

-7.47%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.67%

Volatility

GOPIX vs. STK - Volatility Comparison


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Volatility by Period


GOPIXSTKDifference

Volatility (1M)

Calculated over the trailing 1-month period

9.65%

Volatility (6M)

Calculated over the trailing 6-month period

17.90%

Volatility (1Y)

Calculated over the trailing 1-year period

25.65%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

24.83%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

25.91%