Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| COSZX (COLUMBIA OVERSEAS VALUE FUND COLUMBIA OVERSEAS VALUE FUND CLASS Z) | 4.58% | 24.25% | 20.77% | 10.25% | 9.82% | 7.74% | NA | … | … |
Data as of 06/05/2026, Common starting date is 04/07/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| COSZX (COLUMBIA OVERSEAS VALUE FUND COLUMBIA OVERSEAS VALUE FUND CLASS Z) | 04/07/2008 | 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 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.69 | 24.25 | 20.77 | 10.25 | 9.82 | 7.74 | NA | … | … | 4.58 | 45.81 | 4.69 | 16.05 | -7.03 | 10.01 | -0.61 | 22.33 | -16.47 | 30.05 | 0.89 | 4.44 | -6.99 | 23.23 | 17.80 | -10.38 | 2.45 | 28.72 | -46.03 |
| Sharpe Ratio | NA | 1.55 | 1.23 | 0.49 | 0.47 | NA | NA | … | … | 0.51 | 2.84 | 0.08 | 0.93 | -0.39 | 0.73 | -0.03 | 1.84 | -1.30 | 3.74 | 0.03 | 0.27 | -0.58 | 1.80 | 1.09 | -0.38 | 0.11 | 0.92 | -1.16 |
| Standard Deviation(%) | NA | 13.91 | 14.25 | 15.91 | 17.64 | NA | NA | … | … | 16.80 | 15.20 | 12.80 | 13.46 | 21.55 | 13.68 | 33.75 | 11.32 | 13.73 | 7.89 | 19.69 | 16.15 | 12.10 | 12.88 | 16.47 | 27.51 | 22.06 | 31.22 | 49.27 |
| Draw Down(%) | NA | 11.76 | 13.34 | 26.60 | 43.25 | NA | NA | … | … | 11.76 | 13.34 | 8.64 | 8.29 | 26.60 | 9.96 | 40.73 | 9.72 | 25.12 | 2.31 | 14.68 | 14.21 | 13.91 | 9.08 | 15.85 | 24.97 | 21.30 | 30.70 | 57.21 |
| Yield(%) | 0.00 | 8.71 | 7.04 | 4.44 | 4.64 | 4.12 | 2.29 | … | … | 0.00 | 10.69 | 5.37 | 4.41 | 0.74 | 3.11 | 1.19 | 4.52 | 3.10 | 4.26 | 2.00 | 2.33 | 3.21 | 1.98 | 2.59 | 3.14 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 04/07/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| COSZX (COLUMBIA OVERSEAS VALUE FUND COLUMBIA OVERSEAS VALUE FUND CLASS Z) |
-9.21%
May 2008 – May 2011 |
-4.88%
May 2008 – May 2013 |
1.47%
May 2008 – May 2018 |
1.40%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| COSZX (COLUMBIA OVERSEAS VALUE FUND COLUMBIA OVERSEAS VALUE FUND CLASS Z) |
25.73%
Sep 2022 – Sep 2025 |
17.40%
Feb 2009 – Feb 2014 |
11.71%
Feb 2016 – Feb 2026 |
8.25%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart