STK vs. FIKHX

Last updated Apr 2, 2026

Compare and contrast key facts about Columbia Seligman Premium Technology Growth Closed Fund (STK) and Fidelity Advisor Technology Fund Class Z (FIKHX).

STK is an actively managed fund by Aberdeen. It was launched on Nov 25, 2009. FIKHX is managed by Fidelity. It was launched on Oct 2, 2018.

Performance

STK vs. FIKHX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Columbia Seligman Premium Technology Growth Closed Fund (STK) and Fidelity Advisor Technology Fund Class Z (FIKHX). The values are adjusted to include any dividend payments, if applicable.

STK vs. FIKHX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018
STK Columbia Seligman Premium Technology Growth Closed Fund	7.23%	24.85%	17.74%	46.60%	-30.36%	48.63%	25.39%	52.73%	-11.30%
FIKHX Fidelity Advisor Technology Fund Class Z	0.00%	24.77%	35.52%	59.89%	-35.93%	27.74%	64.56%	51.18%	-17.39%

Returns By Period

STK

• 1D: 2.79%
• 1M: -3.99%
• YTD: 7.23%
• 6M: 13.94%
• 1Y: 50.57%
• 3Y*: 23.77%
• 5Y*: 15.10%
• 10Y*: 19.36%

FIKHX

• 1D: —
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

STK vs. FIKHX - Expense Ratio Comparison

STK has a 1.26% expense ratio, which is higher than FIKHX's 0.59% expense ratio.

STK

Columbia Seligman Premium Technology Growth Closed Fund

FIKHX

Fidelity Advisor Technology Fund Class Z

Return for Risk

STK vs. FIKHX — Risk / Return Rank

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

STK

STK Risk / Return Rank: 92
STK Sharpe Ratio Rank: 91
STK Sortino Ratio Rank: 91
STK Omega Ratio Rank: 87
STK Calmar Ratio Rank: 96
STK Martin Ratio Rank: 95

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.

STK vs. FIKHX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Columbia Seligman Premium Technology Growth Closed Fund (STK) and Fidelity Advisor Technology Fund Class Z (FIKHX). 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	FIKHX	Difference
Sharpe ratio Return per unit of total volatility	1.97	—	—
Sortino ratio Return per unit of downside risk	2.70	—	—
Omega ratio Gain probability vs. loss probability	1.38	—	—
Calmar ratio Return relative to maximum drawdown	3.73	—	—
Martin ratio Return relative to average drawdown	13.76	—	—
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

Sharpe Ratios by Period

	STK	FIKHX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.97	—	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.61	—	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.75	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.65	—	—

Correlation

The correlation between STK and FIKHX is 0.75, 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. FIKHX - Dividend Comparison

STK's dividend yield for the trailing twelve months is around 6.96%, less than FIKHX's 9.85% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
STK Columbia Seligman Premium Technology Growth Closed Fund	6.96%	7.38%	16.02%	6.70%	12.62%	8.48%	6.79%	7.86%	14.88%	11.82%	9.87%	10.32%
FIKHX Fidelity Advisor Technology Fund Class Z	9.85%	9.85%	7.33%	3.86%	3.32%	11.52%	7.42%	2.64%	22.38%	0.00%	0.00%	0.00%

Drawdowns

Drawdown Indicators

	STK	FIKHX	Difference
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	-4.93%	—	—
Average Drawdown Average peak-to-trough decline	-7.47%	—	—
Ulcer Index Depth and duration of drawdowns from previous peaks	3.69%	—	—

Volatility

Volatility by Period

	STK	FIKHX	Difference
Volatility (1M) Calculated over the trailing 1-month period	10.03%	—	—
Volatility (6M) Calculated over the trailing 6-month period	18.08%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	25.75%	—	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	24.85%	—	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	25.92%	—	—