Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| COAVX (COLUMBIA OVERSEAS VALUE FUND COLUMBIA OVERSEAS VALUE FUND CLASS A) | 4.45% | 23.85% | 20.45% | 10.37% | 9.81% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 03/04/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| COAVX (COLUMBIA OVERSEAS VALUE FUND COLUMBIA OVERSEAS VALUE FUND CLASS A) | 03/04/2013 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.76 | 23.85 | 20.45 | 10.37 | 9.81 | NA | NA | … | … | 4.45 | 45.33 | 4.45 | 15.80 | -6.28 | 10.63 | -0.39 | 22.09 | -16.72 | 29.68 | 0.81 | 4.09 | -7.23 | 20.40 |
| Sharpe Ratio | NA | 1.53 | 1.21 | 0.50 | 0.47 | NA | NA | … | … | 0.49 | 2.81 | 0.07 | 0.91 | -0.36 | 0.78 | -0.02 | 1.83 | -1.33 | 3.66 | 0.03 | 0.25 | -0.60 | 1.94 |
| Standard Deviation(%) | NA | 13.90 | 14.21 | 15.88 | 17.62 | NA | NA | … | … | 16.82 | 15.20 | 12.69 | 13.41 | 21.49 | 13.68 | 33.75 | 11.28 | 13.68 | 7.96 | 19.60 | 16.20 | 12.14 | 12.87 |
| Draw Down(%) | NA | 11.81 | 13.38 | 25.92 | 43.53 | NA | NA | … | … | 11.81 | 13.38 | 8.60 | 8.32 | 25.92 | 10.11 | 40.71 | 9.86 | 25.19 | 2.31 | 14.70 | 14.33 | 14.03 | 9.09 |
| Yield(%) | 0.00 | 8.52 | 6.79 | 4.53 | 4.63 | 3.81 | 2.86 | … | … | 0.00 | 10.46 | 5.12 | 4.14 | 1.54 | 3.58 | 1.43 | 4.25 | 2.86 | 4.01 | 1.79 | 2.11 | 2.97 | 1.74 |
Data as of 06/05/2026, Common starting date is 03/04/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| COAVX (COLUMBIA OVERSEAS VALUE FUND COLUMBIA OVERSEAS VALUE FUND CLASS A) |
-5.93%
Oct 2017 – Oct 2020 |
-1.85%
Mar 2015 – Mar 2020 |
3.73%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| COAVX (COLUMBIA OVERSEAS VALUE FUND COLUMBIA OVERSEAS VALUE FUND CLASS A) |
25.35%
Sep 2022 – Sep 2025 |
16.41%
Oct 2020 – Oct 2025 |
11.69%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart