Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| COSOX (COLUMBIA OVERSEAS CORE FUND INSTITUTIONAL 3 CLASS) | 7.83% | 25.90% | 18.82% | 8.25% | NA | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 03/08/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| COSOX (COLUMBIA OVERSEAS CORE FUND INSTITUTIONAL 3 CLASS) | 03/08/2018 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.22 | 25.90 | 18.82 | 8.25 | NA | NA | NA | … | … | 7.83 | 26.89 | 3.65 | 15.62 | -14.82 | 9.75 | 8.90 | 25.45 | -16.80 |
| Sharpe Ratio | NA | 1.66 | 1.13 | 0.37 | NA | NA | NA | … | … | 1.07 | 1.38 | 0.00 | 0.94 | -0.74 | 0.78 | 0.28 | 2.20 | -1.59 |
| Standard Deviation(%) | NA | 14.41 | 14.29 | 15.82 | NA | NA | NA | … | … | 18.06 | 17.77 | 12.44 | 12.79 | 21.91 | 12.53 | 30.63 | 10.89 | 13.65 |
| Draw Down(%) | NA | 11.88 | 13.50 | 31.25 | NA | NA | NA | … | … | 11.88 | 13.50 | 8.99 | 9.19 | 29.05 | 9.09 | 36.74 | 7.16 | 20.81 |
| Yield(%) | 0.00 | 10.28 | 7.33 | 5.26 | 3.85 | 2.57 | 1.93 | … | … | 0.00 | 12.21 | 4.39 | 5.27 | 1.22 | 8.40 | 2.51 | 4.81 | 0.96 |
Data as of 06/03/2026, 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 |
|---|---|---|---|---|
| COSOX (COLUMBIA OVERSEAS CORE FUND INSTITUTIONAL 3 CLASS) |
-1.63%
Sep 2019 – Sep 2022 |
2.32%
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 |
|---|---|---|---|---|
| COSOX (COLUMBIA OVERSEAS CORE FUND INSTITUTIONAL 3 CLASS) |
22.90%
Sep 2022 – Sep 2025 |
12.60%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart