Columbia Commodity Strategy Fund (CCSZX)
Under normal circumstances, the fund seeks to maintain substantial economic exposure to the performance of the commodities markets. It invests, directly or indirectly, in a portfolio of commodity-linked investments, such as commodity-linked futures, structured notes and/or swaps, that are designed to provide exposure to the investment return of assets that trade in the commodities markets, without investing directly in physical commodities.
Fund Info
Expense Ratio
CCSZX features an expense ratio of 0.86%, falling within the medium range.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Columbia Commodity Strategy Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Columbia Commodity Strategy Fund had a return of 4.76% year-to-date (YTD) and 13.72% in the last 12 months. Over the past 10 years, Columbia Commodity Strategy Fund had an annualized return of 2.76%, while the S&P 500 had an annualized return of 11.46%, indicating that Columbia Commodity Strategy Fund did not perform as well as the benchmark.
CCSZX
4.76%
6.45%
8.45%
13.72%
9.82%
2.76%
^GSPC (Benchmark)
1.96%
2.21%
8.93%
23.90%
12.52%
11.46%
Monthly Returns
The table below presents the monthly returns of CCSZX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | 0.45% | -1.00% | 4.94% | 2.67% | 1.15% | -1.54% | -3.56% | -0.22% | 4.56% | -1.46% | 0.32% | 0.91% | 7.10% |
2023 | 0.20% | -4.76% | -0.21% | -1.25% | -6.03% | 4.28% | 7.23% | -0.60% | -1.21% | 0.10% | -1.43% | -2.74% | -6.90% |
2022 | 8.07% | 5.68% | 10.07% | 5.03% | 2.46% | -11.66% | 4.03% | 0.92% | -9.26% | 2.43% | 4.44% | -4.92% | 15.80% |
2021 | 2.59% | 6.90% | -1.84% | 8.66% | 3.59% | 2.47% | 2.18% | 0.04% | 5.67% | 2.53% | -7.37% | 3.59% | 31.97% |
2020 | -7.27% | -5.15% | -11.11% | -0.29% | 3.50% | 2.54% | 6.05% | 5.96% | -2.75% | 0.38% | 3.51% | 5.23% | -1.17% |
2019 | 5.07% | 0.92% | -0.46% | -0.46% | -2.76% | 2.60% | -0.69% | -2.32% | 1.19% | 2.11% | -2.53% | 4.92% | 7.45% |
2018 | 2.12% | -1.73% | -0.88% | 2.30% | 1.04% | -3.77% | -2.14% | -2.19% | 1.68% | -3.11% | -0.76% | -7.22% | -14.09% |
2017 | 0.18% | 0.00% | -2.33% | -2.20% | -0.75% | -0.38% | 2.84% | 0.00% | 0.00% | 2.02% | -0.36% | 2.81% | 1.71% |
2016 | -1.41% | -1.63% | 4.15% | 8.37% | 0.18% | 4.22% | -5.10% | -1.67% | 2.83% | -0.55% | 1.48% | 1.46% | 12.28% |
2015 | -3.38% | 3.17% | -5.69% | 6.85% | -2.75% | 1.41% | -10.06% | -1.72% | -3.50% | -0.54% | -6.57% | -2.93% | -23.77% |
2014 | -2.18% | 5.93% | 0.12% | 2.91% | -2.38% | 0.70% | -4.95% | -1.09% | -6.25% | -1.96% | -4.53% | -8.94% | -21.16% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of CCSZX is 55, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Columbia Commodity Strategy Fund (CCSZX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Columbia Commodity Strategy Fund provided a 8.43% dividend yield over the last twelve months, with an annual payout of $0.78 per share.
Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
---|---|---|---|---|---|---|---|---|---|
Dividend | $0.78 | $0.78 | $0.40 | $9.53 | $6.12 | $0.02 | $0.19 | $3.07 | $0.02 |
Dividend yield | 8.43% | 8.83% | 4.42% | 94.73% | 36.86% | 0.13% | 1.09% | 18.53% | 0.09% |
Monthly Dividends
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.
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2025 | $0.00 | $0.00 | |||||||||||
2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.78 | $0.78 |
2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.40 | $0.40 |
2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $9.53 | $9.53 |
2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $6.12 | $6.12 |
2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.02 | $0.02 |
2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.19 | $0.19 |
2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.07 | $3.07 |
2017 | $0.02 | $0.02 |
Drawdowns
Drawdowns Chart
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.
Worst Drawdowns
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. The portfolio has not yet recovered.
The current Columbia Commodity Strategy Fund drawdown is 17.67%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
---|---|---|---|---|---|---|
-61.34% | Sep 17, 2012 | 1887 | Mar 18, 2020 | — | — | — |
-3.03% | Jun 20, 2012 | 2 | Jun 21, 2012 | 6 | Jun 29, 2012 | 8 |
-2.98% | Jul 23, 2012 | 2 | Jul 24, 2012 | 12 | Aug 9, 2012 | 14 |
-1.99% | Jul 6, 2012 | 1 | Jul 6, 2012 | 5 | Jul 13, 2012 | 6 |
-1.27% | Aug 10, 2012 | 2 | Aug 13, 2012 | 3 | Aug 16, 2012 | 5 |
Volatility
Volatility Chart
The current Columbia Commodity Strategy Fund volatility is 3.75%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.