- Issuer
- Columbia
- Inception Date
- Mar 5, 2018
- Category
- Foreign Large Cap Equities
- Leveraged
- 1x (No leverage)
- Index Tracked
- No Index (Active)
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Blend
Share Price Chart
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Performance
COSTX Performance Chart
Columbia Overseas Core Fund Institutional 2 Class (COSTX) is up 8.3% since the beginning of the year. COSTX is currently trading at $13 per share. Investors who bought $1,000 worth of COSTX shares 5 years ago would now be looking at an investment worth $1,527.
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Returns By Period
Columbia Overseas Core Fund Institutional 2 Class (COSTX) has returned 8.26% so far this year and 22.16% over the past 12 months.
Columbia Overseas Core Fund Institutional 2 Class
- 1D
- 2.60%
- 1M
- 2.18%
- 6M
- 2.06%
- YTD
- 8.26%
- 1Y
- 22.16%
- 3Y*
- 17.18%
- 5Y*
- 8.83%
- 10Y*
- —
- ALL TIME*
- 7.91%
Benchmark (S&P 500 Index)
- 1D
- 0.70%
- 1M
- 0.09%
- 6M
- 7.94%
- YTD
- 9.41%
- 1Y
- 20.07%
- 3Y*
- 17.84%
- 5Y*
- 11.25%
- 10Y*
- 13.26%
- ALL TIME*
- 8.09%
COSTX Monthly Returns History
Based on dividend-adjusted daily data since Mar 13, 2018, COSTX's average daily return is +0.04%, while the average monthly return is +0.75%. At this rate, an investment would double in approximately 7.7 years.
Historically, 60% of months were positive and 40% were negative. The best month was Nov 2020 with a return of +14.5%, while the worst month was Mar 2020 at -17.7%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 4 months.
On a daily basis, COSTX closed higher 51% of trading days. The best single day was Mar 24, 2020 with a return of +8.8%, 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 | 6.08% | 4.60% | -8.79% | 5.21% | 1.88% | -3.04% | 2.93% | 8.26% | |||||
| 2025 | 4.74% | 2.02% | 2.36% | 3.96% | 4.17% | 4.80% | -1.14% | 5.10% | 2.50% | 0.53% | 1.52% | 2.54% | 38.35% |
| 2024 | -1.40% | 0.00% | 3.65% | -2.35% | 5.22% | -2.28% | 3.94% | 3.22% | 1.56% | -4.52% | 0.47% | -3.52% | 3.48% |
| 2023 | 7.40% | -3.08% | 2.33% | 2.38% | -4.76% | 3.78% | 3.34% | -1.92% | -2.78% | -3.71% | 7.37% | 5.30% | 15.63% |
| 2022 | -2.50% | -2.75% | -1.46% | -6.73% | 2.44% | -9.94% | 3.86% | -3.15% | -10.10% | 6.07% | 11.69% | -1.20% | -14.91% |
| 2021 | -1.12% | 3.32% | 4.22% | 2.29% | 2.84% | -2.69% | 0.53% | 2.98% | -2.47% | 0.70% | -5.20% | 4.41% | 9.68% |
Benchmark Metrics
Columbia Overseas Core Fund Institutional 2 Class has an annualized alpha of -1.06%, beta of 0.75, and R2 of 0.69 versus S&P 500 Index. Calculated based on daily prices since March 13, 2018.
- This fund participated in 86.78% of S&P 500 Index downside but only 71.85% of its upside - more exposed to losses than it benefited from rallies.
- Alpha
- -1.06%
- Beta
- 0.75
- R²
- 0.69
- Upside Capture
- 71.85%
- Downside Capture
- 86.78%
Expense Ratio
COSTX has an expense ratio of 0.84%, placing it in the medium range.
Return for Risk
Risk / Return Rank
COSTX ranks 44 for risk / return — above 44% of mutual funds peers on PortfoliosLab. Its historical combined result is near the middle of the peer group.
Risk / Return Metrics
The table below present risk-adjusted performance metrics for Columbia Overseas Core Fund Institutional 2 Class (COSTX) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| COSTX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.03 | ||
| Sortino ratioReturn per unit of downside risk | +0.03 | ||
| Omega ratioGain probability vs. loss probability | 1.26 | 1.25 | 0.00 |
| Calmar ratioReturn relative to maximum drawdown | 1.80 | 2.00 | -0.20 |
| Martin ratioReturn relative to average drawdown | 5.88 | 8.49 | -2.61 |
Dividends
Dividend History
Columbia Overseas Core Fund Institutional 2 Class provided a 16.41% dividend yield over the last twelve months, with an annual payout of $2.08 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
| Dividend | $2.08 | $1.20 | $0.43 | $0.47 | $0.13 | $0.89 | $0.25 | $0.39 | $0.09 |
Dividend yield | 16.41% | 9.61% | 4.31% | 4.71% | 1.46% | 8.23% | 2.34% | 3.91% | 1.11% |
Monthly Dividends
The table displays the monthly dividend distributions for Columbia Overseas Core Fund Institutional 2 Class. 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 | $0.00 | $0.89 | $0.00 | $0.89 | |||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.19 | $1.20 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.34 | $0.43 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.28 | $0.47 |
| 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 | $0.60 | $0.89 |
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 Institutional 2 Class. 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 Institutional 2 Class was 36.74%, occurring on Mar 18, 2020. Recovery took 169 trading sessions.
The current Columbia Overseas Core Fund Institutional 2 Class drawdown is 2.42%.
Drawdown | Fall | Recovery | Underwater | Related event |
|---|---|---|---|---|
-36.74%Mar 2020 | 1mo 27d | 8mo 3d | 10moJan 2020 - Nov 2020 | COVID crash2020 |
-31.32%Sep 2022 | 1y 20d | 1y 9mo | 2y 10moSep 2021 - Jul 2024 | Bear market2022 |
-20.86%Dec 2018 | 7mo 5d | 11mo 8d | 1y 6moMay 2018 - Nov 2019 | Rate-hike selloffLate 2018 |
-13.42%Apr 2025 | 19d | 20d | 1mo 9dMar 2025 - Apr 2025 | 2025 selloff2025 |
-11.82%Mar 2026 | 25d | — | 5mo 4dMar 2026 - now | — |
Drawdown Indicators
| COSTX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.74% | -56.78% | +20.04% |
Max Drawdown (1Y)Largest decline over 1 year | -11.82% | -9.10% | -2.72% |
Max Drawdown (3Y)Largest decline over 3 years | -13.42% | -18.90% | +5.48% |
Max Drawdown (5Y)Largest decline over 5 years | -31.32% | -25.43% | -5.89% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.92% | — |
Current DrawdownCurrent decline from peak | -2.42% | -1.58% | -0.84% |
Average DrawdownAverage peak-to-trough decline | -7.49% | -10.70% | +3.21% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.61% | 2.14% | +1.47% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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