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STK: Columbia Seligman Premium Technology Growth Closed Fund (CEF)
Basic Info 51.01 5.3(9.41%) June 05
| Asset Class: | Technology |
| MyPlanIQ Rating: | (22%) |
| Start Date: | 11/30/2009 |
| Last Dividend Date: | 05/18/2026 |
| 12-Mo. Yield | 9.52% |
| Expenses | - |
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Performance Analytics (As of 06/04/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -8.5 | 44.7 | 92.1 | 42.4 | 29.4 | 28.4 | 21.7 | 20.9 | 27.8 | 35.9 | 59.4 | -22.5 | 55.4 | 25.4 | 40.8 | -24.4 | 21.5 | 16.5 | 4.7 | 46.9 | 12.1 | 3.6 | -9.8 | 5.5 | -0.0 |
| Sharpe Ratio | NA | 7.36 | 4.71 | 1.85 | 1.13 | 1.06 | NA | 0.82 | 1.09 | 1.29 | 2.61 | -0.7 | 2.44 | 0.59 | 1.85 | -0.98 | 1.12 | 0.7 | 0.21 | 2.47 | 0.81 | 0.19 | -0.45 | 0.28 | 0.0 |
| Draw Down(%) | NA | 12.4 | 16.0 | 25.9 | 32.8 | 41.7 | NA | 41.7 | 25.9 | 13.9 | 17.6 | 32.8 | 11.2 | 41.7 | 12.9 | 36.1 | 10.8 | 18.0 | 22.7 | 14.7 | 9.8 | 24.6 | 25.4 | 15.3 | 4.5 |
| Standard Deviation(%) | NA | 27.8 | 23.4 | 24.0 | 25.9 | 26.6 | NA | 24.2 | 25.2 | 23.0 | 21.4 | 34.5 | 22.7 | 42.6 | 21.3 | 26.4 | 18.8 | 23.1 | 22.2 | 19.0 | 14.9 | 18.7 | 21.9 | 19.6 | 14.8 |
| Treynor Ratio | NA | 2.17 | 1.23 | 0.54 | 0.35 | 0.33 | NA | 0.25 | 0.36 | 0.37 | 0.63 | -0.27 | 0.59 | 0.28 | 0.48 | -0.33 | 0.24 | 0.19 | 0.06 | 0.73 | 0.16 | 0.06 | -0.15 | 0.1 | 0.01 |
| Alpha | NA | 0.22 | 0.14 | 0.06 | 0.04 | 0.03 | NA | 0.02 | 0.04 | 0.03 | 0.04 | 0.02 | 0.08 | -0.04 | 0.01 | -0.12 | -0.03 | 0.02 | 0.01 | 0.12 | -0.03 | -0.01 | -0.04 | 0.0 | 0.01 |
| Beta | NA | 0.94 | 0.9 | 0.81 | 0.84 | 0.84 | NA | 0.79 | 0.76 | 0.79 | 0.89 | 0.88 | 0.94 | 0.88 | 0.83 | 0.78 | 0.88 | 0.87 | 0.73 | 0.64 | 0.74 | 0.61 | 0.65 | 0.55 | -0.03 |
| RSquared | NA | 0.64 | 0.61 | 0.63 | 0.67 | 0.62 | NA | 0.54 | 0.74 | 0.55 | 0.61 | 0.75 | 0.68 | 0.7 | 0.5 | 0.49 | 0.28 | 0.39 | 0.35 | 0.22 | 0.39 | 0.28 | 0.56 | 0.32 | 0.0 |
| Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 12.4 | 11.6 | 9.6 | 9.2 | N/A |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 0.0 | 0.0 | 0.0 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/25/2009
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