WSTAX vs. STK
Compare and contrast key facts about Nomura Science and Technology Fund Class A (WSTAX) and Columbia Seligman Premium Technology Growth Closed Fund (STK).
WSTAX is managed by Nomura. STK is an actively managed fund by Aberdeen. It was launched on Nov 25, 2009.
Performance
WSTAX vs. STK - Performance Comparison
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WSTAX vs. STK - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WSTAX Nomura Science and Technology Fund Class A | -2.00% | 33.91% | 59.64% | 40.44% | -32.50% | 14.19% | 36.12% | 50.35% | -5.23% | 32.77% |
STK Columbia Seligman Premium Technology Growth Closed Fund | 7.23% | 24.85% | 17.74% | 46.60% | -30.36% | 48.63% | 25.39% | 52.73% | -14.91% | 33.52% |
Returns By Period
In the year-to-date period, WSTAX achieves a -2.00% return, which is significantly lower than STK's 7.23% return. Over the past 10 years, WSTAX has outperformed STK with an annualized return of 20.39%, while STK has yielded a comparatively lower 19.36% annualized return.
WSTAX
- 1D
- 4.84%
- 1M
- -6.42%
- YTD
- -2.00%
- 6M
- -0.41%
- 1Y
- 43.16%
- 3Y*
- 36.57%
- 5Y*
- 16.56%
- 10Y*
- 20.39%
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%
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WSTAX vs. STK - Expense Ratio Comparison
WSTAX has a 1.17% expense ratio, which is lower than STK's 1.26% expense ratio.
Return for Risk
WSTAX vs. STK — Risk / Return Rank
WSTAX
STK
WSTAX vs. STK - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Nomura Science and Technology Fund Class A (WSTAX) and Columbia Seligman Premium Technology Growth Closed Fund (STK). 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.
| WSTAX | STK | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.51 | 1.97 | -0.46 |
Sortino ratioReturn per unit of downside risk | 2.10 | 2.70 | -0.60 |
Omega ratioGain probability vs. loss probability | 1.30 | 1.38 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 2.61 | 3.73 | -1.12 |
Martin ratioReturn relative to average drawdown | 9.01 | 13.76 | -4.76 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| WSTAX | STK | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.51 | 1.97 | -0.46 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.45 | 0.61 | -0.16 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.67 | 0.75 | -0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 0.65 | -0.18 |
Correlation
The correlation between WSTAX and STK is 0.69, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
WSTAX vs. STK - Dividend Comparison
WSTAX's dividend yield for the trailing twelve months is around 18.69%, more than STK's 6.96% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WSTAX Nomura Science and Technology Fund Class A | 18.69% | 18.32% | 36.08% | 11.62% | 33.72% | 42.99% | 8.89% | 11.48% | 13.99% | 6.95% | 0.00% | 2.50% |
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% |
Drawdowns
WSTAX vs. STK - Drawdown Comparison
The maximum WSTAX drawdown since its inception was -55.39%, which is greater than STK's maximum drawdown of -41.74%. Use the drawdown chart below to compare losses from any high point for WSTAX and STK.
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Drawdown Indicators
| WSTAX | STK | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.39% | -41.74% | -13.65% |
Max Drawdown (1Y)Largest decline over 1 year | -16.73% | -13.59% | -3.14% |
Max Drawdown (5Y)Largest decline over 5 years | -55.39% | -36.27% | -19.12% |
Max Drawdown (10Y)Largest decline over 10 years | -55.39% | -41.74% | -13.65% |
Current DrawdownCurrent decline from peak | -12.70% | -4.93% | -7.77% |
Average DrawdownAverage peak-to-trough decline | -15.03% | -7.47% | -7.56% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.85% | 3.69% | +1.16% |
Volatility
WSTAX vs. STK - Volatility Comparison
Nomura Science and Technology Fund Class A (WSTAX) and Columbia Seligman Premium Technology Growth Closed Fund (STK) have volatilities of 10.28% and 10.03%, 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
| WSTAX | STK | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.28% | 10.03% | +0.25% |
Volatility (6M)Calculated over the trailing 6-month period | 19.42% | 18.08% | +1.34% |
Volatility (1Y)Calculated over the trailing 1-year period | 29.64% | 25.75% | +3.89% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 36.80% | 24.85% | +11.95% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 30.59% | 25.92% | +4.67% |