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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Columbia Overseas Core Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
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Returns By Period
Columbia Overseas Core Fund (COSNX) has returned -2.24% so far this year and 23.61% over the past 12 months.
Columbia Overseas Core Fund
- 1D
- 0.00%
- 1M
- -11.83%
- YTD
- -2.24%
- 6M
- 2.34%
- 1Y
- 23.61%
- 3Y*
- 14.93%
- 5Y*
- 7.18%
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- 2.91%
- 1M
- -5.09%
- YTD
- -4.63%
- 6M
- -2.39%
- 1Y
- 16.33%
- 3Y*
- 16.69%
- 5Y*
- 10.18%
- 10Y*
- 12.16%
Monthly Returns
Based on dividend-adjusted daily data since Mar 13, 2018, COSNX's average daily return is +0.03%, while the average monthly return is +0.67%. At this rate, your investment would double in approximately 8.7 years.
Historically, 60% of months were positive and 40% were negative. The best month was Nov 2020 with a return of +14.4%, while the worst month was Mar 2020 at -17.8%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 4 months.
On a daily basis, COSNX closed higher 51% of trading days. The best single day was Mar 24, 2020 with a return of +8.7%, while the worst single day was Mar 12, 2020 at -11.5%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 6.00% | 4.60% | -11.83% | -2.24% | |||||||||
| 2025 | 4.74% | 2.02% | 2.36% | 3.87% | 4.17% | 4.80% | -1.14% | 5.11% | 2.51% | 0.54% | 1.52% | 2.56% | 38.31% |
| 2024 | -1.40% | 0.00% | 3.56% | -2.26% | 5.12% | -2.30% | 4.04% | 3.13% | 1.56% | -4.43% | 0.38% | -3.48% | 3.42% |
| 2023 | 7.29% | -3.09% | 2.34% | 2.39% | -4.77% | 3.83% | 3.34% | -2.02% | -2.68% | -3.71% | 7.27% | 5.35% | 15.51% |
| 2022 | -2.50% | -2.75% | -1.46% | -6.74% | 2.44% | -9.95% | 3.86% | -3.15% | -10.12% | 6.08% | 11.71% | -1.20% | -14.92% |
| 2021 | -1.13% | 3.32% | 4.22% | 2.29% | 2.84% | -2.70% | 0.53% | 2.98% | -2.47% | 0.70% | -5.20% | 4.34% | 9.60% |
Benchmark Metrics
Columbia Overseas Core Fund has an annualized alpha of -0.95%, beta of 0.74, and R² of 0.69 versus S&P 500 Index. Calculated based on daily prices since March 14, 2018.
- This fund participated in 88.53% of S&P 500 Index downside but only 73.78% of its upside — more exposed to losses than it benefited from rallies.
- Alpha
- -0.95%
- Beta
- 0.74
- R²
- 0.69
- Upside Capture
- 73.78%
- Downside Capture
- 88.53%
Expense Ratio
COSNX has a high expense ratio of 0.97%, indicating above-average management fees.
Return for Risk
Risk / Return Rank
COSNX ranks 75 for risk / return — better than 75% of mutual funds on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Columbia Overseas Core Fund (COSNX) and compare them to a chosen benchmark (S&P 500 Index).
| COSNX | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.39 | 0.90 | +0.49 |
Sortino ratioReturn per unit of downside risk | 1.87 | 1.39 | +0.48 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.21 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.82 | 1.40 | +0.42 |
Martin ratioReturn relative to average drawdown | 7.21 | 6.61 | +0.60 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Explore COSNX risk-adjusted metrics in detail
Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.
Dividends
Dividend History
Columbia Overseas Core Fund provided a 9.77% dividend yield over the last twelve months, with an annual payout of $1.19 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.19 | $1.19 | $0.42 | $0.46 | $0.13 | $0.88 | $0.24 | $0.38 | $0.10 |
Dividend yield | 9.77% | 9.55% | 4.25% | 4.59% | 1.46% | 8.15% | 2.25% | 3.80% | 1.16% |
Monthly Dividends
The table displays the monthly dividend distributions for Columbia Overseas Core 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.18 | $1.19 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.33 | $0.42 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.18 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.28 | $0.46 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.13 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.29 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.59 | $0.88 |
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.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Columbia Overseas Core 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 Overseas Core Fund was 36.68%, occurring on Mar 18, 2020. Recovery took 169 trading sessions.
The current Columbia Overseas Core Fund drawdown is 11.83%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -36.68% | Jan 21, 2020 | 41 | Mar 18, 2020 | 169 | Nov 16, 2020 | 210 |
| -31.39% | Sep 7, 2021 | 267 | Sep 27, 2022 | 449 | Jul 12, 2024 | 716 |
| -20.75% | May 23, 2018 | 149 | Dec 24, 2018 | 234 | Nov 27, 2019 | 383 |
| -13.43% | Mar 20, 2025 | 14 | Apr 8, 2025 | 13 | Apr 28, 2025 | 27 |
| -11.83% | Mar 2, 2026 | 20 | Mar 27, 2026 | — | — | — |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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