Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| COSYX (COLUMBIA OVERSEAS VALUE FUND COLUMBIA OVERSEAS VALUE FUND CLASS Y) | 6.79% | 27.31% | 21.76% | 11.34% | 10.47% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/02/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| COSYX (COLUMBIA OVERSEAS VALUE FUND COLUMBIA OVERSEAS VALUE FUND CLASS Y) | 07/02/2015 | 06/04/2026 |
| 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 (%) | -0.53 | 27.31 | 21.76 | 11.34 | 10.47 | NA | NA | … | … | 6.79 | 35.82 | 4.86 | 16.28 | -5.92 | 10.98 | -0.04 | 22.62 | -16.38 | 30.24 | 1.35 | -3.31 |
| Sharpe Ratio | NA | 1.90 | 1.34 | 0.58 | 0.51 | NA | NA | … | … | 1.01 | 1.98 | 0.10 | 0.94 | -0.34 | 0.80 | -0.01 | 1.87 | -1.31 | 3.75 | 0.06 | -0.37 |
| Standard Deviation(%) | NA | 13.75 | 14.25 | 15.86 | 17.61 | NA | NA | … | … | 16.76 | 16.96 | 12.78 | 13.50 | 21.41 | 13.62 | 33.73 | 11.31 | 13.64 | 7.91 | 19.67 | 17.71 |
| Draw Down(%) | NA | 11.76 | 13.32 | 25.80 | 42.99 | NA | NA | … | … | 11.76 | 13.32 | 8.56 | 8.33 | 25.80 | 9.90 | 40.63 | 9.73 | 25.01 | 2.31 | 14.65 | 12.17 |
| Yield(%) | 0.00 | 8.88 | 7.21 | 4.90 | 5.09 | 3.33 | 2.50 | … | … | 0.00 | 10.89 | 5.53 | 4.56 | 1.83 | 3.99 | 1.77 | 4.71 | 3.26 | 4.47 | 2.22 | 2.36 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| COSYX (COLUMBIA OVERSEAS VALUE FUND COLUMBIA OVERSEAS VALUE FUND CLASS Y) |
-5.59%
Oct 2017 – Oct 2020 |
-1.26%
Sep 2017 – Sep 2022 |
8.87%
Oct 2015 – Oct 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| COSYX (COLUMBIA OVERSEAS VALUE FUND COLUMBIA OVERSEAS VALUE FUND CLASS Y) |
25.86%
Sep 2022 – Sep 2025 |
16.87%
Oct 2020 – Oct 2025 |
12.15%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart