STK vs. JRS
STK (Columbia Seligman Premium Technology Growth Closed Fund) is Technology Equities fund actively managed by Aberdeen, while JRS (Nuveen Real Estate Income Fund) is a stock. Over the past 10 years, STK returned 23.66%/yr vs 5.70%/yr for JRS. At a 0.36 correlation, their price movements are largely independent. STK charges 1.26%/yr vs 1.53%/yr for JRS.
Performance
STK vs. JRS - Performance Comparison
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Returns By Period
In the year-to-date period, STK achieves a 44.26% return, which is significantly higher than JRS's 13.72% return. Over the past 10 years, STK has outperformed JRS with an annualized return of 23.66%, while JRS has yielded a comparatively lower 5.70% annualized return.
STK
- 1D
- 2.32%
- 1M
- 1.09%
- YTD
- 44.26%
- 6M
- 47.42%
- 1Y
- 88.96%
- 3Y*
- 30.83%
- 5Y*
- 19.37%
- 10Y*
- 23.66%
JRS
- 1D
- 0.23%
- 1M
- 3.52%
- YTD
- 13.72%
- 6M
- 14.62%
- 1Y
- 15.37%
- 3Y*
- 14.20%
- 5Y*
- 2.51%
- 10Y*
- 5.70%
STK vs. JRS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
STK Columbia Seligman Premium Technology Growth Closed Fund | 44.26% | 24.85% | 17.74% | 46.60% | -30.36% | 48.63% | 25.39% | 52.73% | -14.91% | 33.52% |
JRS Nuveen Real Estate Income Fund | 13.72% | -3.38% | 19.74% | 13.42% | -35.61% | 62.86% | -12.66% | 34.92% | -18.07% | 14.38% |
Correlation
The correlation between STK and JRS is 0.21, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.21 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.32 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.43 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.38 |
Correlation (All Time) Calculated using the full available price history since Nov 27, 2009 | 0.36 |
The correlation between STK and JRS shifts across timeframes, from 0.21 (1 year) to 0.43 (5 years), reflecting how their relationship changes across market environments.
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Return for Risk
STK vs. JRS — Risk / Return Rank
STK
JRS
STK vs. JRS - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Seligman Premium Technology Growth Closed Fund (STK) and Nuveen Real Estate Income Fund (JRS). 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 | JRS | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.37 | ||
| Sortino ratioReturn per unit of downside risk | +2.24 | ||
| Omega ratioGain probability vs. loss probability | 1.57 | 1.20 | +0.37 |
| Calmar ratioReturn relative to maximum drawdown | 5.57 | 1.39 | +4.18 |
| Martin ratioReturn relative to average drawdown | 24.83 | 4.52 | +20.31 |
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Drawdowns
STK vs. JRS - Drawdown Comparison
The maximum STK drawdown since its inception was -41.74%, smaller than the maximum JRS drawdown of -87.80%. Use the drawdown chart below to compare losses from any high point for STK and JRS.
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Drawdown Indicators
| STK | JRS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.74% | -87.80% | +46.06% |
Max Drawdown (1Y)Largest decline over 1 year | -16.05% | -11.10% | -4.95% |
Max Drawdown (3Y)Largest decline over 3 years | -26.59% | -25.33% | -1.26% |
Max Drawdown (5Y)Largest decline over 5 years | -36.27% | -45.57% | +9.30% |
Max Drawdown (10Y)Largest decline over 10 years | -41.74% | -54.64% | +12.90% |
Current DrawdownCurrent decline from peak | -9.90% | -3.91% | -5.99% |
Average DrawdownAverage peak-to-trough decline | -7.41% | -19.05% | +11.64% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.60% | 3.42% | +0.18% |
Volatility
STK vs. JRS - Volatility Comparison
Columbia Seligman Premium Technology Growth Closed Fund (STK) has a higher volatility of 15.03% compared to Nuveen Real Estate Income Fund (JRS) at 5.26%. This indicates that STK's price experiences larger fluctuations and is considered to be riskier than JRS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| STK | JRS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 15.03% | 5.26% | +9.77% |
Volatility (6M)Calculated over the trailing 6-month period | 22.75% | 11.27% | +11.48% |
Volatility (1Y)Calculated over the trailing 1-year period | 26.01% | 14.52% | +11.49% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.66% | 21.93% | +3.73% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.40% | 24.32% | +2.08% |
STK vs. JRS - Expense Ratio Comparison
STK has a 1.26% expense ratio, which is lower than JRS's 1.53% expense ratio.
Dividends
STK vs. JRS - Dividend Comparison
STK's dividend yield for the trailing twelve months is around 5.23%, less than JRS's 7.98% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JRS Nuveen Real Estate Income Fund | 7.98% | 8.88% | 7.88% | 8.70% | 11.06% | 5.93% | 9.00% | 7.16% | 9.99% | 8.88% | 9.10% | 9.04% |
STK Columbia Seligman Premium Technology Growth Closed Fund | 5.23% | 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 JRS have a correlation of 0.21, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
STK has higher volatility (15.03%) compared to JRS (5.26%). In terms of maximum drawdown, STK dropped -41.74% vs JRS's -87.80%.
STK currently has the higher Sharpe Ratio (3.44 vs 1.06), 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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