STK vs. CCOYX
Compare and contrast key facts about Columbia Seligman Premium Technology Growth Closed Fund (STK) and Columbia Seligman Technology and Information Fund Institutional 3 Class (CCOYX).
STK is an actively managed fund by Aberdeen. It was launched on Nov 25, 2009. CCOYX is an actively managed fund by Columbia. It was launched on Jun 23, 1983.
Performance
STK vs. CCOYX - Performance Comparison
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STK vs. CCOYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% | 20.81% |
CCOYX Columbia Seligman Technology and Information Fund Institutional 3 Class | 0.25% | 37.79% | 27.11% | 44.77% | -30.92% | 39.45% | 44.92% | 54.68% | -7.78% | 19.33% |
Returns By Period
In the year-to-date period, STK achieves a 4.31% return, which is significantly higher than CCOYX's 0.25% return.
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%
CCOYX
- 1D
- -2.98%
- 1M
- -9.31%
- YTD
- 0.25%
- 6M
- 5.33%
- 1Y
- 58.69%
- 3Y*
- 29.72%
- 5Y*
- 16.92%
- 10Y*
- —
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STK vs. CCOYX - Expense Ratio Comparison
STK has a 1.26% expense ratio, which is higher than CCOYX's 0.82% expense ratio.
Return for Risk
STK vs. CCOYX — Risk / Return Rank
STK
CCOYX
STK vs. CCOYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Seligman Premium Technology Growth Closed Fund (STK) and Columbia Seligman Technology and Information Fund Institutional 3 Class (CCOYX). 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.
| STK | CCOYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.83 | 1.92 | -0.09 |
Sortino ratioReturn per unit of downside risk | 2.53 | 2.48 | +0.05 |
Omega ratioGain probability vs. loss probability | 1.36 | 1.35 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 3.31 | 3.58 | -0.27 |
Martin ratioReturn relative to average drawdown | 12.25 | 13.62 | -1.37 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| STK | CCOYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.83 | 1.92 | -0.09 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.59 | 0.66 | -0.07 |
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 | 0.82 | -0.18 |
Correlation
The correlation between STK and CCOYX is 0.81, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
STK vs. CCOYX - Dividend Comparison
STK's dividend yield for the trailing twelve months is around 7.16%, less than CCOYX's 8.06% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
CCOYX Columbia Seligman Technology and Information Fund Institutional 3 Class | 8.06% | 8.08% | 12.32% | 4.60% | 8.17% | 10.62% | 9.52% | 10.61% | 11.42% | 10.60% | 0.00% | 0.00% |
Drawdowns
STK vs. CCOYX - Drawdown Comparison
The maximum STK drawdown since its inception was -41.74%, which is greater than CCOYX's maximum drawdown of -37.16%. Use the drawdown chart below to compare losses from any high point for STK and CCOYX.
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Drawdown Indicators
| STK | CCOYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.74% | -37.16% | -4.58% |
Max Drawdown (1Y)Largest decline over 1 year | -13.59% | -14.88% | +1.29% |
Max Drawdown (5Y)Largest decline over 5 years | -36.27% | -37.16% | +0.89% |
Max Drawdown (10Y)Largest decline over 10 years | -41.74% | — | — |
Current DrawdownCurrent decline from peak | -7.51% | -11.91% | +4.40% |
Average DrawdownAverage peak-to-trough decline | -7.47% | -7.82% | +0.35% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.67% | 3.91% | -0.24% |
Volatility
STK vs. CCOYX - Volatility Comparison
Columbia Seligman Premium Technology Growth Closed Fund (STK) and Columbia Seligman Technology and Information Fund Institutional 3 Class (CCOYX) have volatilities of 9.65% and 9.50%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| STK | CCOYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.65% | 9.50% | +0.15% |
Volatility (6M)Calculated over the trailing 6-month period | 17.90% | 21.01% | -3.11% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.65% | 30.59% | -4.94% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.83% | 25.96% | -1.13% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.91% | 26.70% | -0.79% |