All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)

Total Real Returns

STK: Total Return Chart (with Dividends Reinvested)

STK total return snapshot: STK returned +75.90% over the past year and +47.18% YTD, with dividends reinvested. Since Nov. 25, 2009, STK is up +1,342.53% in nominal total return, or +17.25%/yr, and is currently −8.08% below its total-return high on Jun. 2, 2026.

Data ending Fri Sep. 4, 2026

Growth of $10,000

Wed 2009-11-25💬 to Fri 2026-09-04 Overall
Return
Exponential
Trendline
STK
×
+1,342.53%
+17.25%/yr
+16.94%/yr
R2=0.963
Columbia Seligman Premium Technology Growth Closed Fund NYSE Mutual Fund

Growth of $10,000 Summary

Wed 2009-11-25💬 to Fri 2026-09-04 Start
Value
End
Value
STK
×
$10,000.00
2009-11-25
$144,252.94
2026-09-04

This Year’s Performance

through 2026-09-04

  YTD YoY
STK
×
+47.18% +75.90%

Drawdowns

  Current
Drawdown
Worst
Drawdown
STK
×
−8.08%
on 2026-09-04
from 2026-06-02 peak
−41.74%
on 2020-03-18
from 2020-02-13 peak

Rolling Returns

Period ending Fri 2026-09-04 1 yr 2 yr 3 yr 5 yr 10 yr
STK
×
+75.90% +105.84%
+43.47%/yr
+130.64%
+32.12%/yr
+153.79%
+20.47%/yr
+654.12%
+22.39%/yr

Annual Returns

Year STK
2026 (YTD) +47.18%
2025 +24.85%
2024 +17.75%
2023 +49.19%
2022 −30.33%
2021 +48.67%
2020 +25.40%
2019 +52.74%
2018 −14.90%
2017 +33.53%
2016 +16.68%
2015 +4.66%
2014 +46.95%
2013 +12.02%
2012 +3.66%
2011 −9.78%
2010 +5.49%
2009 −0.05%