STK vs. GOPIX
Compare and contrast key facts about Columbia Seligman Premium Technology Growth Closed Fund (STK) and abrdn China A Share Equity Fund (GOPIX).
STK is an actively managed fund by Aberdeen. It was launched on Nov 25, 2009. GOPIX is managed by Aberdeen. It was launched on Jun 28, 2004.
Performance
STK vs. GOPIX - Performance Comparison
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STK vs. GOPIX - 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% | 33.52% |
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% |
Returns By Period
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%
GOPIX
- 1D
- —
- 1M
- —
- YTD
- —
- 6M
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
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STK vs. GOPIX - Expense Ratio Comparison
STK has a 1.26% expense ratio, which is higher than GOPIX's 0.99% expense ratio.
Return for Risk
STK vs. GOPIX — Risk / Return Rank
STK
GOPIX
STK vs. GOPIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Seligman Premium Technology Growth Closed Fund (STK) and abrdn China A Share Equity Fund (GOPIX). 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 | GOPIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.83 | — | — |
Sortino ratioReturn per unit of downside risk | 2.53 | — | — |
Omega ratioGain probability vs. loss probability | 1.36 | — | — |
Calmar ratioReturn relative to maximum drawdown | 3.31 | — | — |
Martin ratioReturn relative to average drawdown | 12.25 | — | — |
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 | GOPIX | Difference | |
|---|---|---|---|
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 STK and GOPIX 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
STK vs. GOPIX - Dividend Comparison
STK's dividend yield for the trailing twelve months is around 7.16%, more than GOPIX's 1.46% 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% |
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% |
Drawdowns
STK vs. GOPIX - Drawdown Comparison
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Drawdown Indicators
| STK | GOPIX | Difference | |
|---|---|---|---|
Max DrawdownLargest 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 DrawdownCurrent decline from peak | -7.51% | — | — |
Average DrawdownAverage peak-to-trough decline | -7.47% | — | — |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.67% | — | — |
Volatility
STK vs. GOPIX - Volatility Comparison
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Volatility by Period
| STK | GOPIX | Difference | |
|---|---|---|---|
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% | — | — |