Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| COSSX (COLUMBIA OVERSEAS VALUE FUND COLUMBIA OVERSEAS VALUE FUND CLASS R5) | 4.61% | 24.32% | 20.84% | 10.74% | 10.20% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 07/02/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| COSSX (COLUMBIA OVERSEAS VALUE FUND COLUMBIA OVERSEAS VALUE FUND CLASS R5) | 07/02/2015 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.70 | 24.32 | 20.84 | 10.74 | 10.20 | NA | NA | … | … | 4.61 | 34.93 | 4.83 | 16.13 | -5.96 | 10.95 | 0.02 | 22.51 | -16.48 | 30.22 | 1.08 | -3.29 |
| Sharpe Ratio | NA | 1.90 | 1.34 | 0.58 | 0.51 | NA | NA | … | … | 1.01 | 1.99 | 0.09 | 0.94 | -0.35 | 0.80 | -0.01 | 1.85 | -1.32 | 3.73 | 0.04 | -0.37 |
| Standard Deviation(%) | NA | 13.72 | 14.21 | 15.82 | 17.58 | NA | NA | … | … | 16.72 | 16.90 | 12.79 | 13.33 | 21.42 | 13.64 | 33.72 | 11.35 | 13.60 | 7.95 | 19.63 | 17.68 |
| Draw Down(%) | NA | 11.78 | 13.34 | 25.76 | 43.09 | NA | NA | … | … | 11.78 | 13.34 | 8.61 | 8.34 | 25.76 | 9.91 | 40.67 | 9.75 | 25.10 | 2.31 | 14.75 | 12.17 |
| Yield(%) | 0.00 | 8.83 | 7.17 | 4.85 | 5.05 | 3.30 | 2.47 | … | … | 0.00 | 10.85 | 5.51 | 4.52 | 1.80 | 3.96 | 1.73 | 4.67 | 3.22 | 4.42 | 2.19 | 2.29 |
Data as of 06/05/2026, Common starting date is 07/02/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| COSSX (COLUMBIA OVERSEAS VALUE FUND COLUMBIA OVERSEAS VALUE FUND CLASS R5) |
-5.64%
Oct 2017 – Oct 2020 |
-1.31%
Sep 2017 – Sep 2022 |
8.80%
Oct 2015 – Oct 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| COSSX (COLUMBIA OVERSEAS VALUE FUND COLUMBIA OVERSEAS VALUE FUND CLASS R5) |
25.81%
Sep 2022 – Sep 2025 |
16.81%
Oct 2020 – Oct 2025 |
12.09%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart