STK vs. ALTEX
STK (Columbia Seligman Premium Technology Growth Fund) and ALTEX (Firsthand Alternative Energy Fund) are both Technology Equities funds. Over the past 10 years, STK returned 22.24%/yr vs 10.88%/yr for ALTEX. Their 0.58 correlation means they have sometimes moved together and sometimes differently. STK charges 1.12%/yr vs 1.98%/yr for ALTEX.
Performance
STK vs. ALTEX - Performance Comparison
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Returns By Period
In the year-to-date period, STK achieves a 36.26% return, which is significantly higher than ALTEX's 27.09% return. Over the past 10 years, STK has outperformed ALTEX with an annualized return of 22.24%, while ALTEX has yielded a comparatively lower 10.88% annualized return.
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%
ALTEX
- 1D
- 10.07%
- 1M
- -13.83%
- 6M
- 8.86%
- YTD
- 27.09%
- 1Y
- 24.52%
- 3Y*
- 3.19%
- 5Y*
- -0.59%
- 10Y*
- 10.88%
- ALL TIME*
- 2.18%
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 |
STK vs. ALTEX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
ALTEX Firsthand Alternative Energy Fund | 27.09% | 6.62% | -6.79% | -2.31% | -18.26% | -5.09% | 83.88% | 55.04% | -18.56% | 27.35% |
Correlation
The correlation between STK and ALTEX is 0.74, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.74 |
Correlation (3Y) Balances recent behavior with more history. | 0.65 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.68 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.63 |
Correlation (All Time) Calculated using the full available price history since Nov 27, 2009 | 0.58 |
The correlation between STK and ALTEX shifts across timeframes, from 0.58 (all time) to 0.74 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
STK vs. ALTEX — Risk / Return Rank
STK
ALTEX
STK vs. ALTEX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Seligman Premium Technology Growth Fund (STK) and Firsthand Alternative Energy Fund (ALTEX). 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.
| STK | ALTEX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.97 | ||
| Sortino ratioReturn per unit of downside risk | +2.06 | ||
| Omega ratioGain probability vs. loss probability | 1.39 | 1.12 | +0.27 |
| Calmar ratioReturn relative to maximum drawdown | 3.35 | 0.65 | +2.70 |
| Martin ratioReturn relative to average drawdown | 12.27 | 1.61 | +10.66 |
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Drawdowns
STK vs. ALTEX - Drawdown Comparison
The maximum STK drawdown since its inception was -41.74%, smaller than the maximum ALTEX drawdown of -75.48%. Use the drawdown chart below to compare losses from any high point for STK and ALTEX.
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Drawdown Indicators
| STK | ALTEX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.74% | -75.48% | +33.74% |
Max Drawdown (1Y)Largest decline over 1 year | -20.93% | -30.94% | +10.01% |
Max Drawdown (3Y)Largest decline over 3 years | -26.59% | -66.25% | +39.66% |
Max Drawdown (5Y)Largest decline over 5 years | -36.27% | -75.48% | +39.21% |
Max Drawdown (10Y)Largest decline over 10 years | -41.74% | -75.48% | +33.74% |
Current DrawdownCurrent decline from peak | -14.89% | -23.98% | +9.09% |
Average DrawdownAverage peak-to-trough decline | -7.44% | -37.04% | +29.60% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.69% | 12.26% | -6.57% |
Volatility
STK vs. ALTEX - Volatility Comparison
The current volatility for Columbia Seligman Premium Technology Growth Fund (STK) is 11.01%, while Firsthand Alternative Energy Fund (ALTEX) has a volatility of 17.13%. This indicates that STK experiences smaller price fluctuations and is considered to be less risky than ALTEX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| STK | ALTEX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 11.01% | 17.13% | -6.12% |
Volatility (6M)Calculated over the trailing 6-month period | 25.42% | 33.33% | -7.91% |
Volatility (1Y)Calculated over the trailing 1-year period | 29.07% | 45.33% | -16.26% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.22% | 68.87% | -42.65% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.66% | 51.79% | -25.13% |
STK vs. ALTEX - Expense Ratio Comparison
STK has a 1.12% expense ratio, which is lower than ALTEX's 1.98% expense ratio.
Dividends
STK vs. ALTEX - Dividend Comparison
STK's dividend yield for the trailing twelve months is around 5.53%, while ALTEX has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ALTEX Firsthand Alternative Energy Fund | 0.00% | 0.00% | 1.50% | 3.43% | 0.00% | 0.00% | 0.00% | 9.12% | 0.05% | 0.25% | 0.00% | 0.00% |
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
STK and ALTEX have a correlation of 0.74, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
ALTEX has higher volatility (17.13%) compared to STK (11.01%). In terms of maximum drawdown, STK dropped -41.74% vs ALTEX's -75.48%.
STK currently has the higher Sharpe Ratio (2.41 vs 0.44), 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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