Columbia Overseas Core Fund (COSNX)
Under normal circumstances, the fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in equity securities of foreign companies. It may invest up to 20% of its net assets in emerging market countries. The fund may invest directly in foreign equity securities, such as common and preferred stock, or indirectly through mutual funds and closed-end funds, as well as depositary receipts.
Fund Info
US19766J2767
Mar 5, 2018
$2,000
Expense Ratio
COSNX has a high expense ratio of 0.97%, indicating above-average management fees.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
Columbia Overseas Core Fund (COSNX) returned 18.47% year-to-date (YTD) and 18.95% over the past 12 months.
COSNX
18.47%
4.08%
15.77%
18.95%
10.38%
10.54%
N/A
^GSPC (Benchmark)
0.51%
6.15%
-2.00%
12.92%
12.68%
14.19%
10.85%
Monthly Returns
The table below presents the monthly returns of COSNX, 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 4.74% | 2.02% | 2.36% | 3.87% | 4.26% | 18.47% | |||||||
| 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% | 3.43% |
| 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% | -1.47% | -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% | 4.35% | 9.61% |
| 2020 | -2.69% | -7.98% | -17.78% | 10.81% | 6.46% | 3.35% | 2.24% | 4.60% | -1.99% | -4.38% | 14.40% | 5.55% | 8.65% |
| 2019 | 9.48% | 2.74% | 0.21% | 2.34% | -6.14% | 5.73% | -1.79% | -0.97% | 2.71% | 3.80% | 2.03% | 3.53% | 25.40% |
| 2018 | -0.40% | 0.70% | -0.50% | -1.90% | 0.72% | -2.43% | 1.46% | -7.48% | -0.00% | -6.70% | -15.75% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
With an overall rank of 81, COSNX is among the top 19% of mutual funds on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Columbia Overseas Core Fund (COSNX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
Columbia Overseas Core Fund provided a 3.59% dividend yield over the last twelve months, with an annual payout of $0.42 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|
| Dividend | $0.42 | $0.42 | $0.46 | $0.13 | $0.88 | $0.24 | $0.38 | $0.10 |
Dividend yield | 3.59% | 4.26% | 4.59% | 1.46% | 8.17% | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||
| 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 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.16 | $0.24 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.33 | $0.38 |
| 2018 | $0.10 | $0.10 |
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 0.59%.
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 |
| -20.74% | 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 |
| -10.02% | Sep 27, 2024 | 73 | Jan 13, 2025 | 35 | Mar 5, 2025 | 108 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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