SRBFX vs. STK
SRBFX (Columbia Total Return Bond Fund) and STK (Columbia Seligman Premium Technology Growth Fund) are both mutual funds - SRBFX is a Intermediate Core-Plus Bond fund managed by Columbia, while STK is a Technology Equities fund actively managed by Columbia. Over the past 10 years, SRBFX returned 1.97%/yr vs 22.24%/yr for STK. Their -0.04 correlation means they have often moved in opposite directions in the past. SRBFX charges 0.49%/yr vs 1.12%/yr for STK.
Performance
SRBFX vs. STK - Performance Comparison
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Returns By Period
In the year-to-date period, SRBFX achieves a -0.56% return, which is significantly lower than STK's 36.26% return. Over the past 10 years, SRBFX has underperformed STK with an annualized return of 1.97%, while STK has yielded a comparatively higher 22.24% annualized return.
SRBFX
- 1D
- -0.03%
- 1M
- -1.48%
- 6M
- -0.60%
- YTD
- -0.56%
- 1Y
- 2.05%
- 3Y*
- 4.64%
- 5Y*
- -0.81%
- 10Y*
- 1.97%
- ALL TIME*
- 4.08%
STK
- 1D
- 1.95%
- 1M
- -4.81%
- 6M
- 25.48%
- YTD
- 36.26%
- 1Y
- 72.54%
- 3Y*
- 28.58%
- 5Y*
- 18.94%
- 10Y*
- 22.24%
- ALL TIME*
- 16.69%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $3.19M | $2.84M | $3.58M |
SRBFX vs. STK - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SRBFX Columbia Total Return Bond Fund | -0.56% | 8.91% | 1.49% | 7.35% | -17.65% | 0.23% | 12.20% | 9.44% | 0.38% | 3.84% |
STK Columbia Seligman Premium Technology Growth Fund | 36.26% | 24.85% | 17.74% | 46.60% | -30.36% | 48.63% | 25.39% | 52.73% | -14.91% | 33.52% |
Correlation
The correlation between SRBFX and STK is 0.19, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.19 |
Correlation (3Y) Balances recent behavior with more history. | 0.13 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.14 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.05 |
Correlation (All Time) Calculated using the full available price history since Nov 27, 2009 | -0.04 |
The correlation between SRBFX and STK shifts across timeframes, from -0.04 (all time) to 0.19 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
SRBFX vs. STK — Risk / Return Rank
SRBFX
STK
SRBFX vs. STK - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Total Return Bond Fund (SRBFX) and Columbia Seligman Premium Technology Growth 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.
| SRBFX | STK | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.57 | ||
| Sortino ratioReturn per unit of downside risk | -1.67 | ||
| Omega ratioGain probability vs. loss probability | 1.15 | 1.39 | -0.24 |
| Calmar ratioReturn relative to maximum drawdown | 1.14 | 3.35 | -2.20 |
| Martin ratioReturn relative to average drawdown | 2.99 | 12.27 | -9.29 |
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Drawdowns
SRBFX vs. STK - Drawdown Comparison
The maximum SRBFX drawdown since its inception was -24.34%, smaller than the maximum STK drawdown of -41.74%. Use the drawdown chart below to compare losses from any high point for SRBFX and STK.
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Drawdown Indicators
| SRBFX | STK | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -24.34% | -41.74% | +17.40% |
Max Drawdown (1Y)Largest decline over 1 year | -3.13% | -20.93% | +17.80% |
Max Drawdown (3Y)Largest decline over 3 years | -6.03% | -26.59% | +20.56% |
Max Drawdown (5Y)Largest decline over 5 years | -22.95% | -36.27% | +13.32% |
Max Drawdown (10Y)Largest decline over 10 years | -22.97% | -41.74% | +18.77% |
Current DrawdownCurrent decline from peak | -4.25% | -14.89% | +10.64% |
Average DrawdownAverage peak-to-trough decline | -4.55% | -7.44% | +2.89% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.19% | 5.69% | -4.50% |
Volatility
SRBFX vs. STK - Volatility Comparison
The current volatility for Columbia Total Return Bond Fund (SRBFX) is 0.91%, while Columbia Seligman Premium Technology Growth Fund (STK) has a volatility of 11.01%. This indicates that SRBFX 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
| SRBFX | STK | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.91% | 11.01% | -10.10% |
Volatility (6M)Calculated over the trailing 6-month period | 3.28% | 25.42% | -22.14% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.26% | 29.07% | -24.81% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.65% | 26.22% | -19.57% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.46% | 26.66% | -21.20% |
SRBFX vs. STK - Expense Ratio Comparison
SRBFX has a 0.49% expense ratio, which is lower than STK's 1.12% expense ratio.
Dividends
SRBFX vs. STK - Dividend Comparison
SRBFX's dividend yield for the trailing twelve months is around 4.50%, less than STK's 5.53% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SRBFX Columbia Total Return Bond Fund | 4.50% | 4.86% | 4.11% | 3.74% | 3.72% | 3.23% | 7.56% | 4.59% | 2.85% | 2.77% | 3.93% | 3.42% |
STK Columbia Seligman Premium Technology Growth Fund | 5.53% | 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
SRBFX and STK have a correlation of 0.19, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
STK has higher volatility (11.01%) compared to SRBFX (0.91%). In terms of maximum drawdown, SRBFX dropped -24.34% vs STK's -41.74%.
STK currently has the higher Sharpe Ratio (2.41 vs 0.84), 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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