Performance analysis of STK (Columbia Seligman Premium Technology Growth Fund)
Annual Return
Over the past 3 years, STK has had an average annual return of +37.62%, outperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, STK has had an average annual return of +22.23%, outperforming the benchmark SPY, which returned +14% annual.
Over the past 10 years, STK has had an average annual return of +24.67%, outperforming the benchmark SPY, which returned +15.53% annual.
Since Nov 27, 2009, STK has had an average annual return of +18.01%, outperforming the benchmark SPY, which returned +14.47% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +60.13% | +24.90% | +17.52% | +46.61% | -30.31% | +48.48% | +25.43% | +52.73% | -14.70% | +33.81% | +16.54% | +4.70% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | ||||||
| +46.87% | +12.05% | +3.59% | -9.76% | +5.52% | -0.05% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +8.59% | +2.44% | -6.23% | +28.90% | +15.14% | +3.44% | +60.13% | ||||||
| 2025 | +2.94% | -5.32% | -8.89% | -1.00% | +3.94% | +7.30% | +2.27% | +3.53% | +11.31% | +10.33% | -1.64% | -0.41% | +24.90% |
| 2024 | +2.56% | +3.36% | -3.51% | -2.79% | +4.83% | +4.03% | -0.36% | +0.59% | +1.79% | -2.27% | +5.91% | +2.63% | +17.52% |
| 2023 | +15.58% | +1.58% | +3.80% | -3.59% | +9.77% | +5.94% | +1.24% | -0.81% | -10.19% | -6.61% | +24.48% | +2.34% | +46.61% |
| 2022 | -10.48% | -4.08% | +2.43% | -12.15% | +6.03% | -14.69% | +22.37% | -4.35% | -19.81% | +8.41% | +7.55% | -8.86% | -30.31% |
| 2021 | +2.17% | +8.23% | +5.26% | +8.03% | +4.52% | +2.13% | -4.93% | +3.11% | -3.99% | +8.19% | +4.37% | +4.08% | +48.48% |
| 2020 | +1.87% | -12.10% | -14.54% | +14.24% | +6.46% | +4.56% | +2.23% | +4.25% | -4.66% | -2.56% | +22.10% | +6.61% | +25.43% |
| 2019 | +14.75% | +6.63% | -0.15% | +7.87% | -8.53% | +5.57% | +7.96% | -4.63% | +2.38% | +5.69% | +7.68% | +0.04% | +52.73% |
| 2018 | +0.72% | +1.54% | -1.48% | -3.46% | +8.07% | -4.01% | +0.65% | +3.14% | -2.33% | -10.06% | +2.17% | -9.27% | -14.70% |
| 2017 | +5.45% | +4.82% | +2.02% | +6.73% | +7.45% | -7.24% | +4% | +2.30% | -0.27% | +5.55% | -0.30% | -0.11% | +33.81% |
Drawdown analysis of STK (Columbia Seligman Premium Technology Growth Fund)
The maximum drawdown for the STK was -41.74%, occurring on Mar 18, 2020. Recovery took 164 trading sessions.
Since Nov 27, 2009 STK has experienced the following drawdowns:
- 40% or more: 1 time
- 30% or more: 2 times
- 20% or more: 8 times
- 10% or more: 18 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -41.74% | Feb 13, 2020 | 23 | Mar 18, 2020 | 164 | Nov 9, 2020 | 187 |
| -36.30% | Nov 16, 2021 | 227 | Oct 12, 2022 | 304 | Dec 28, 2023 | 531 |
| -29.38% | Mar 12, 2018 | 199 | Dec 24, 2018 | 75 | Apr 12, 2019 | 274 |
| -26.59% | Jan 23, 2025 | 52 | Apr 8, 2025 | 104 | Sep 8, 2025 | 156 |
| -25.38% | Feb 17, 2011 | 158 | Oct 4, 2011 | 113 | Mar 16, 2012 | 271 |
| -24.65% | Mar 30, 2012 | 158 | Nov 15, 2012 | 308 | Feb 7, 2014 | 466 |
| -22.71% | Jun 22, 2015 | 44 | Aug 24, 2015 | 55 | Nov 10, 2015 | 99 |
| -22.27% | Nov 10, 2015 | 48 | Jan 21, 2016 | 130 | Jul 27, 2016 | 178 |
| -15.58% | Dec 18, 2009 | 107 | May 25, 2010 | 117 | Nov 9, 2010 | 224 |
| -14.71% | Sep 18, 2014 | 17 | Oct 13, 2014 | 21 | Nov 11, 2014 | 38 |
| -13.95% | Jul 10, 2024 | 18 | Aug 5, 2024 | 49 | Oct 14, 2024 | 67 |
| -13.27% | Jan 12, 2018 | 18 | Feb 8, 2018 | 19 | Mar 8, 2018 | 37 |
| -12.81% | Nov 3, 2025 | 14 | Nov 21, 2025 | 29 | Jan 6, 2026 | 43 |
| -12.75% | Mar 1, 2024 | 34 | Apr 19, 2024 | 38 | Jun 13, 2024 | 72 |
| -12.36% | Feb 25, 2026 | 23 | Mar 30, 2026 | 7 | Apr 9, 2026 | 30 |
| -11.18% | Feb 16, 2021 | 14 | Mar 8, 2021 | 18 | Apr 1, 2021 | 32 |
| -10.98% | Apr 23, 2019 | 28 | Jun 3, 2019 | 38 | Jul 26, 2019 | 66 |
| -10.00% | Dec 26, 2014 | 13 | Jan 15, 2015 | 27 | Feb 25, 2015 | 40 |
| -9.85% | May 25, 2017 | 15 | Jun 16, 2017 | 23 | Jul 20, 2017 | 38 |
| -9.46% | Jun 29, 2021 | 67 | Oct 4, 2021 | 19 | Oct 29, 2021 | 86 |
| -9.16% | Sep 22, 2016 | 31 | Nov 4, 2016 | 9 | Nov 17, 2016 | 40 |
| -8.92% | May 7, 2021 | 3 | May 12, 2021 | 8 | May 24, 2021 | 11 |
| -8.86% | Jul 20, 2017 | 15 | Aug 10, 2017 | 52 | Oct 24, 2017 | 67 |
| -8.15% | Jul 31, 2019 | 8 | Aug 12, 2019 | 43 | Oct 11, 2019 | 51 |
| -7.96% | Dec 28, 2023 | 5 | Jan 5, 2024 | 9 | Jan 19, 2024 | 14 |