Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XSTKX (Columbia Premium Technology Growth Fund Inc) | 52.76% | 118.89% | 42.13% | 24.67% | 24.67% | 16.37% | NA | … | … |
Data as of 06/03/2026, Common starting date is 11/30/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XSTKX (Columbia Premium Technology Growth Fund Inc) | 11/30/2009 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 6.17 | 118.89 | 42.13 | 24.67 | 24.67 | 16.37 | NA | … | … | 52.76 | 29.10 | 27.86 | 41.80 | -28.64 | 39.62 | 29.28 | 51.07 | -7.75 | 32.92 | 2.83 | -2.26 | 22.15 | 18.50 | -10.33 | -16.23 | 2.71 | 4.46 |
| Sharpe Ratio | NA | 4.38 | 1.53 | 0.84 | 0.90 | NA | NA | … | … | 5.34 | 0.90 | 1.25 | 2.11 | -0.94 | 1.83 | 0.74 | 2.55 | -0.39 | 2.28 | 0.13 | -0.12 | 1.45 | 1.55 | -0.61 | -0.69 | 0.15 | 7.12 |
| Standard Deviation(%) | NA | 25.24 | 23.82 | 24.88 | 24.96 | NA | NA | … | … | 27.92 | 29.27 | 19.35 | 18.29 | 32.24 | 21.69 | 38.85 | 19.48 | 23.41 | 14.19 | 20.46 | 18.95 | 15.25 | 11.95 | 17.21 | 23.63 | 17.71 | 9.10 |
| Draw Down(%) | NA | 12.09 | 28.60 | 35.19 | 36.35 | NA | NA | … | … | 11.41 | 28.60 | 13.74 | 12.98 | 35.18 | 9.58 | 36.35 | 12.98 | 25.33 | 8.21 | 17.35 | 19.78 | 12.79 | 6.22 | 26.45 | 29.05 | 17.54 | 1.03 |
| Yield(%) | 0.00 | 9.77 | 12.45 | 10.31 | 15.70 | 10.18 | 7.86 | … | … | 2.38 | 8.48 | 18.01 | 11.42 | 8.23 | 11.37 | 7.79 | 10.83 | 11.74 | 14.70 | 0.00 | 0.00 | 11.55 | 11.79 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 11/30/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XSTKX (Columbia Premium Technology Growth Fund Inc) |
-8.29%
Dec 2009 – Dec 2012 |
-1.03%
Jan 2011 – Jan 2016 |
4.99%
Mar 2010 – Mar 2020 |
9.92%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XSTKX (Columbia Premium Technology Growth Fund Inc) |
40.70%
Apr 2023 – Apr 2026 |
27.30%
Dec 2016 – Dec 2021 |
24.19%
May 2016 – May 2026 |
15.73%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart