Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| COSDX (COLUMBIA OVERSEAS CORE FUND ADVISOR CLASS) | NA | 12.19% | 2.49% | 5.08% | NA | NA | NA | … | … |
Data as of 11/25/2024, Common starting date is 03/08/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| COSDX (COLUMBIA OVERSEAS CORE FUND ADVISOR CLASS) | 03/08/2018 | 11/25/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.10 | 12.19 | 2.49 | 5.08 | NA | NA | NA | … | … | 6.04 | 15.53 | -14.93 | 9.52 | 8.75 | 25.25 | -16.90 |
| Sharpe Ratio | NA | 0.44 | -0.14 | 0.14 | NA | NA | NA | … | … | -0.02 | 0.88 | -0.75 | 0.76 | 0.28 | 2.20 | -1.59 |
| Standard Deviation(%) | NA | 12.40 | 16.42 | 19.37 | NA | NA | NA | … | … | 12.47 | 12.87 | 21.91 | 12.57 | 30.42 | 10.86 | 13.62 |
| Draw Down(%) | NA | 7.44 | 29.10 | 36.71 | NA | NA | NA | … | … | 7.44 | 9.21 | 29.10 | 9.11 | 36.71 | 7.29 | 20.83 |
| Yield(%) | 0.00 | 3.79 | 3.85 | 4.24 | 2.25 | 1.50 | 1.12 | … | … | 0.91 | 5.05 | 1.22 | 8.26 | 2.37 | 4.60 | 0.96 |
Data as of 11/25/2024, Common starting date is 03/08/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| COSDX (COLUMBIA OVERSEAS CORE FUND ADVISOR CLASS) |
-1.77%
Sep 2019 – Sep 2022 |
2.16%
May 2018 – May 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| COSDX (COLUMBIA OVERSEAS CORE FUND ADVISOR CLASS) |
14.26%
Dec 2018 – Dec 2021 |
7.95%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart