Columbia Commodity Strategy Fund (CCSZX)

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Columbia Commodity Strategy Fund (CCSZX) is up 21.6% since the beginning of the year. CCSZX is currently trading at $12 per share. Investors who bought $1,000 worth of CCSZX shares 5 years ago would now be looking at an investment worth $1,780.

Columbia Commodity Strategy Fund (CCSZX) has returned 21.56% so far this year and 27.90% over the past 12 months. Over the last ten years, CCSZX has returned 6.77% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.

Based on dividend-adjusted daily data since Jun 18, 2012, CCSZX's average daily return is +0.01%, while the average monthly return is +0.24%. At this rate, an investment would double in approximately 24.1 years.

Historically, 51% of months were positive and 49% were negative. The best month was Mar 2026 with a return of +10.9%, while the worst month was Jun 2022 at -11.7%. The longest winning streak lasted 9 consecutive months, and the longest losing streak was 8 months.

On a daily basis, CCSZX closed higher 48% of trading days. The best single day was Jul 7, 2022 with a return of +4.0%, while the worst single day was Mar 9, 2022 at -5.4%.

Columbia Commodity Strategy Fund has an annualized alpha of -0.15%, beta of 0.22, and R2 of 0.07 versus S&P 500 Index. Calculated based on daily prices since June 18, 2012.

• This fund participated in 59.29% of S&P 500 Index downside but only 31.28% of its upside - more exposed to losses than it benefited from rallies.
• Beta of 0.22 may look defensive, but with R2 of 0.07 this fund is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this fund's risk.
• R2 of 0.07 means this fund moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

CCSZX has an expense ratio of 0.86%, placing it in the medium range.

CCSZX ranks 43 for risk / return — on par with similar mutual funds. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.

Columbia Commodity Strategy Fund provided a 2.47% dividend yield over the last twelve months, with an annual payout of $0.30 per share.

The table displays the monthly dividend distributions for Columbia Commodity Strategy Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Columbia Commodity Strategy Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Columbia Commodity Strategy Fund was 61.34%, occurring on Mar 18, 2020. Recovery took 1471 trading sessions.

The current Columbia Commodity Strategy Fund drawdown is 9.56%.

The chart below shows the rolling one-month volatility.