STK vs. WRB
STK (Columbia Seligman Premium Technology Growth Closed Fund) is Technology Equities fund actively managed by Aberdeen, while WRB (W. R. Berkley Corporation) is a stock. Over the past 10 years, STK returned 23.66%/yr vs 17.92%/yr for WRB. At a 0.24 correlation, their price movements are largely independent.
Performance
STK vs. WRB - 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 WRB's -2.51% return. Over the past 10 years, STK has outperformed WRB with an annualized return of 23.66%, while WRB has yielded a comparatively lower 17.92% annualized return.
STK
- 1D
- 2.32%
- 1M
- 4.91%
- YTD
- 44.26%
- 6M
- 47.42%
- 1Y
- 90.64%
- 3Y*
- 30.83%
- 5Y*
- 19.37%
- 10Y*
- 23.66%
WRB
- 1D
- 1.08%
- 1M
- 2.74%
- YTD
- -2.51%
- 6M
- 0.17%
- 1Y
- -4.36%
- 3Y*
- 24.41%
- 5Y*
- 17.90%
- 10Y*
- 17.92%
STK vs. WRB - 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% |
WRB W. R. Berkley Corporation | -2.51% | 23.02% | 27.19% | 0.25% | 33.92% | 27.39% | -3.14% | 43.80% | 5.96% | 10.21% |
Correlation
The correlation between STK and WRB is -0.24, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.24 |
Correlation (3Y) Calculated over the trailing 3-year period | -0.08 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.09 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.17 |
Correlation (All Time) Calculated using the full available price history since Nov 27, 2009 | 0.24 |
The correlation between STK and WRB shifts across timeframes, from -0.24 (1 year) to 0.24 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
STK vs. WRB — Risk / Return Rank
STK
WRB
STK vs. WRB - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Seligman Premium Technology Growth Closed Fund (STK) and W. R. Berkley Corporation (WRB). 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 | WRB | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +3.68 | ||
| Sortino ratioReturn per unit of downside risk | +4.06 | ||
| Omega ratioGain probability vs. loss probability | 1.57 | 0.98 | +0.59 |
| Calmar ratioReturn relative to maximum drawdown | 5.57 | -0.29 | +5.86 |
| Martin ratioReturn relative to average drawdown | 24.83 | -0.54 | +25.37 |
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Drawdowns
STK vs. WRB - Drawdown Comparison
The maximum STK drawdown since its inception was -41.74%, smaller than the maximum WRB drawdown of -69.33%. Use the drawdown chart below to compare losses from any high point for STK and WRB.
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Drawdown Indicators
| STK | WRB | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.74% | -69.33% | +27.59% |
Max Drawdown (1Y)Largest decline over 1 year | -16.05% | -17.62% | +1.57% |
Max Drawdown (3Y)Largest decline over 3 years | -26.59% | -17.62% | -8.97% |
Max Drawdown (5Y)Largest decline over 5 years | -36.27% | -26.29% | -9.98% |
Max Drawdown (10Y)Largest decline over 10 years | -41.74% | -45.35% | +3.61% |
Current DrawdownCurrent decline from peak | -9.90% | -11.49% | +1.59% |
Average DrawdownAverage peak-to-trough decline | -7.41% | -14.58% | +7.17% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.60% | 9.29% | -5.69% |
Volatility
STK vs. WRB - Volatility Comparison
Columbia Seligman Premium Technology Growth Closed Fund (STK) has a higher volatility of 15.03% compared to W. R. Berkley Corporation (WRB) at 7.63%. This indicates that STK's price experiences larger fluctuations and is considered to be riskier than WRB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| STK | WRB | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 15.03% | 7.63% | +7.40% |
Volatility (6M)Calculated over the trailing 6-month period | 22.75% | 15.08% | +7.67% |
Volatility (1Y)Calculated over the trailing 1-year period | 26.01% | 21.37% | +4.64% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.66% | 22.83% | +2.83% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.40% | 24.56% | +1.84% |
Dividends
STK vs. WRB - Dividend Comparison
STK's dividend yield for the trailing twelve months is around 5.23%, more than WRB's 2.72% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
WRB W. R. Berkley Corporation | 2.72% | 2.64% | 2.39% | 2.73% | 1.22% | 2.44% | 0.71% | 2.43% | 2.83% | 2.16% | 2.27% | 0.86% |
Frequently Asked Questions
STK and WRB have a correlation of -0.24, 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 WRB (7.63%). In terms of maximum drawdown, STK dropped -41.74% vs WRB's -69.33%.
STK currently has the higher Sharpe Ratio (3.44 vs -0.24), 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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