Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| COVUX (COLUMBIA OVERSEAS VALUE FUND COLUMBIA OVERSEAS VALUE FUND CLASS R) | 4.38% | 23.63% | 20.15% | 10.10% | 9.55% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 03/03/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| COVUX (COLUMBIA OVERSEAS VALUE FUND COLUMBIA OVERSEAS VALUE FUND CLASS R) | 03/03/2016 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.72 | 23.63 | 20.15 | 10.10 | 9.55 | NA | NA | … | … | 4.38 | 35.29 | 4.22 | 15.50 | -6.45 | 10.29 | -0.62 | 21.86 | -16.95 | 29.34 | 7.37 |
| Sharpe Ratio | NA | 1.51 | 1.19 | 0.48 | 0.45 | NA | NA | … | … | 0.48 | 1.96 | 0.05 | 0.89 | -0.37 | 0.75 | -0.03 | 1.81 | -1.34 | 3.62 | 0.46 |
| Standard Deviation(%) | NA | 13.91 | 14.24 | 15.87 | 17.62 | NA | NA | … | … | 16.83 | 16.84 | 12.77 | 13.42 | 21.40 | 13.67 | 33.73 | 11.28 | 13.72 | 7.95 | 18.95 |
| Draw Down(%) | NA | 11.81 | 13.37 | 25.97 | 43.75 | NA | NA | … | … | 11.81 | 13.37 | 8.70 | 8.34 | 25.97 | 10.14 | 40.68 | 9.91 | 25.36 | 2.37 | 13.41 |
| Yield(%) | 0.00 | 8.56 | 6.70 | 4.42 | 4.45 | 3.13 | 2.35 | … | … | 0.00 | 10.49 | 5.00 | 3.97 | 1.38 | 3.38 | 1.25 | 4.09 | 2.69 | 3.86 | 1.71 |
Data as of 06/05/2026, Common starting date is 03/03/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| COVUX (COLUMBIA OVERSEAS VALUE FUND COLUMBIA OVERSEAS VALUE FUND CLASS R) |
-6.16%
Oct 2017 – Oct 2020 |
-1.88%
Sep 2017 – Sep 2022 |
9.90%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| COVUX (COLUMBIA OVERSEAS VALUE FUND COLUMBIA OVERSEAS VALUE FUND CLASS R) |
25.09%
Sep 2022 – Sep 2025 |
16.12%
Oct 2020 – Oct 2025 |
9.92%
Apr 2016 – Apr 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart