1-year period
Sep 18, 2025 – Sep 18, 2026+62.18%cumulative total return
#1 of 97 eligible investments on these dates.
0 investments have a higher return.
(1 − 1) ÷ (97 − 1)≈ 0.0000
Armchair Insider
STK Columbia Seligman Premium Technology Growth
Technology-focused closed-end fund, included from your original comparison.
Total-return consistency rank#1100 eligible investments
The longer period is the weaker standing, setting a ranking score of 0.0127. Lower scores rank first.
Hypothetical investment
Growth of $10,000
Dividends reinvested · no additional contributions
STK would be worth$26,3975-year growth · as of Sep 18, 2026
S&P 500 (SPY)$18,763Same $10,000 · same dates
Total gain / loss+$16,397+164.0% total return
STKS&P 500 (SPY)
Sep 20, 2021 · $10,000 investedSep 18, 2026
Based on adjusted market prices through the latest available completed session, before personal taxes and trading costs.
Checking the latest completed session…
Market performance
Total return
Price movement plus reinvested distributions, compared with SPY.
+164.0% over 5 years
1 YEAR TOTAL RETURN+62.2%#1 return rank · 97 peers
Price83% of return+51.8%
Dividend17% of return+10.4%
5 YEARS TOTAL RETURN+164.0%+21.5% / yr annualized#2 return rank · 80 peers
Price36% of return+59.2%
Dividend64% of return+104.8%
Dividend includes all distributions and reinvestment.
Sep 20, 2021Sep 18, 2026
Total return+163.97%
S&P 500 (SPY)+87.63%
Annualized return+21.45%
Largest drawdown-36.26%
Transparent ranking calculation
Why STK ranks #1
Total-return consistency · Compared with the active Armchair Insider collection through Sep 18, 2026.
5-year period
Sep 20, 2021 – Sep 18, 2026+163.97%cumulative total return
#2 of 80 eligible investments on these dates.
1 investment has a higher return.
(2 − 1) ÷ (80 − 1)≈ 0.0127
Period score = (rank − 1) ÷ (eligible count − 1). This is the fraction of other eligible investments ahead of this one, from 0 (none ahead) to 1 (all ahead). It makes standings comparable when the two periods have different peer counts. A single eligible investment scores 0.
Use the weaker period
max(0.0000, 0.0127)≈ 0.0127
Lower scores come first. A stronger period cannot cancel a weaker one.
Add the two period scores
0.0000 + 0.0127≈ 0.0127
The lower combined score comes first when the weaker-period scores match.
STK places #1 of 100
The longer period is the weaker standing, setting a ranking score of 0.0127. Lower scores rank first.
Remaining tie-breaks & return formula
If both scores tie, higher longer total-return rate comes first, followed by higher recent total return. Investments equal on both scores and both returns to eight decimal places share a rank; ticker A–Z only orders those tied rows.
For STK, the longer total-return tie-break is +21.4540% annualized; the recent total-return tie-break is +62.1789% cumulative.
Total return = 100 × (ending adjusted close ÷ starting adjusted close − 1). The period standings compare cumulative total returns on the same dates. Annualization is only used for the longer-return tie-break.
Annualized return = 100 × ((1 + total return ÷ 100)^(1 ÷ years) − 1), with years measured as elapsed days ÷ 365.2425. Histories under one year are never annualized. Peer returns are compared to eight decimal places; score sorting uses unrounded fractions. Numbers above are rounded for display.
This ranks observed total-return consistency, not business quality, dividend safety or expected future return. Each investment is compared with eligible peers over its own exact dates, so peer counts can differ. No quality, valuation or risk factors are added to this calculation.
This explains the collection’s default ranking. Search, category filters and chart periods do not change it; choosing another sort changes the list order. This is Income Lens’s calculation, not a score published by the strategy creator.