All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

STK: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

STK real return snapshot: after CPI-U inflation, STK returned +57.90% over the past year and +49.30% YTD, with dividends reinvested. Since Nov. 25, 2009, STK is up +876.73% in real purchasing-power return, or +14.47%/yr, and is currently −3.59% below its real total-return high on Jun. 2, 2026.

Data ending Mon Oct. 5, 2026

Growth of $10,000

Wed 2009-11-25💬 to Mon 2026-10-05 Overall
Return
Exponential
Trendline
STK
×
+876.73%
+14.47%/yr
+14.06%/yr
R2=0.951
Columbia Seligman Premium Technology Growth Closed Fund NYSE Mutual Fund

Growth of $10,000 Summary

Wed 2009-11-25💬 to Mon 2026-10-05 Start
Value
End
Value
STK
×
$10,000.00
2009-11-25
$97,672.69
2026-10-05

This Year’s Performance

through 2026-10-05

  YTD YoY
STK
×
+49.30% +57.90%

Drawdowns

  Current
Drawdown
Worst
Drawdown
STK
×
−3.59%
on 2026-10-05
from 2026-06-02 peak
−41.76%
on 2020-03-18
from 2020-02-13 peak

Rolling Returns

Period ending Mon 2026-10-05 1 yr 2 yr 3 yr 5 yr 10 yr
STK
×
+57.90% +94.51%
+39.47%/yr
+152.06%
+36.09%/yr
+130.69%
+18.20%/yr
+471.89%
+19.05%/yr

Annual Returns

Year STK
2026 (YTD) +49.30%
2025 +21.60%
2024 +14.45%
2023 +44.36%
2022 −34.56%
2021 +38.89%
2020 +23.72%
2019 +49.33%
2018 −16.50%
2017 +30.77%
2016 +14.31%
2015 +3.90%
2014 +45.85%
2013 +10.36%
2012 +1.89%
2011 −12.39%
2010 +3.94%
2009 +0.11%