Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| COSVX (COLUMBIA OVERSEAS VALUE FUND COLUMBIA OVERSEAS VALUE FUND CLASS R4) | NA | 11.68% | 6.10% | 5.12% | NA | NA | NA | … | … |
Data as of 11/25/2024, Common starting date is 07/02/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| COSVX (COLUMBIA OVERSEAS VALUE FUND COLUMBIA OVERSEAS VALUE FUND CLASS R4) | 07/02/2015 | 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 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.27 | 11.68 | 6.10 | 5.12 | NA | NA | NA | … | … | 6.79 | 16.13 | -7.16 | 10.17 | -1.94 | 22.45 | -16.52 | 30.04 | 0.89 | -3.31 |
| Sharpe Ratio | NA | 0.40 | 0.07 | 0.13 | NA | NA | NA | … | … | 0.04 | 0.90 | -0.40 | 0.75 | -0.06 | 1.86 | -1.31 | 3.76 | 0.04 | -0.37 |
| Standard Deviation(%) | NA | 12.67 | 16.48 | 20.59 | NA | NA | NA | … | … | 12.83 | 13.35 | 21.52 | 13.59 | 33.73 | 11.31 | 13.65 | 7.87 | 19.60 | 17.67 |
| Draw Down(%) | NA | 7.66 | 26.63 | 40.63 | NA | NA | NA | … | … | 7.66 | 8.33 | 26.63 | 9.91 | 40.63 | 9.75 | 25.04 | 2.31 | 14.73 | 12.17 |
| Yield(%) | 0.00 | 4.54 | 3.05 | 2.72 | 2.70 | 1.80 | 1.35 | … | … | 1.62 | 4.42 | 0.74 | 3.12 | 0.00 | 4.55 | 3.12 | 4.27 | 2.00 | 2.13 |
Data as of 11/25/2024, 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 |
|---|---|---|---|---|
| COSVX (COLUMBIA OVERSEAS VALUE FUND COLUMBIA OVERSEAS VALUE FUND CLASS R4) |
-5.88%
Oct 2017 – Oct 2020 |
-2.09%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| COSVX (COLUMBIA OVERSEAS VALUE FUND COLUMBIA OVERSEAS VALUE FUND CLASS R4) |
14.80%
Mar 2020 – Mar 2023 |
9.42%
Jun 2016 – Jun 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart