- ISIN
- US19767X7122
- Issuer
- Columbia
- Inception Date
- Sep 11, 2019
- Category
- Foreign Large Cap Equities
- Min. Investment
- $0
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Mid-Cap
- Asset Class Style
- Value
Share Price Chart
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Performance
OSCBX Performance Chart
Overseas SMA Completion Portfolio (OSCBX) is up 3.5% since the beginning of the year. OSCBX is currently trading at $19 per share. Investors who bought $1,000 worth of OSCBX shares 5 years ago would now be looking at an investment worth $1,587.
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Returns By Period
Overseas SMA Completion Portfolio (OSCBX) has returned 3.51% so far this year and 25.18% over the past 12 months.
Overseas SMA Completion Portfolio
- 1D
- 0.69%
- 1M
- 1.07%
- YTD
- 3.51%
- 6M
- 3.00%
- 1Y
- 25.18%
- 3Y*
- 19.77%
- 5Y*
- 9.68%
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
OSCBX Monthly Returns History
Based on dividend-adjusted daily data since Sep 12, 2019, OSCBX's average daily return is +0.05%, while the average monthly return is +1.04%. At this rate, an investment would double in approximately 5.6 years.
Historically, 62% of months were positive and 38% were negative. The best month was Nov 2020 with a return of +15.3%, while the worst month was Mar 2020 at -20.4%. The longest winning streak lasted 9 consecutive months, and the longest losing streak was 4 months.
On a daily basis, OSCBX closed higher 53% of trading days. The best single day was Mar 24, 2020 with a return of +9.6%, while the worst single day was Mar 16, 2020 at -11.8%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 5.04% | 4.70% | -10.42% | 5.01% | -0.64% | 0.69% | 3.51% | ||||||
| 2025 | 4.31% | 2.26% | 3.97% | 5.02% | 5.39% | 3.51% | 2.10% | 5.99% | 1.77% | -0.84% | 4.35% | 1.67% | 47.21% |
| 2024 | -2.50% | -1.20% | 3.17% | -1.81% | 5.85% | -3.41% | 6.59% | 3.53% | 1.85% | -6.00% | 4.08% | -3.32% | 6.06% |
| 2023 | 6.98% | -3.26% | 0.49% | 3.68% | -4.97% | 2.57% | 3.56% | -2.89% | -3.62% | -3.01% | 9.39% | 6.40% | 15.00% |
| 2022 | -0.94% | -3.88% | -1.60% | -5.34% | 1.55% | -10.79% | 3.07% | -3.24% | -7.60% | 4.51% | 12.37% | 1.78% | -11.51% |
| 2021 | 0.50% | 3.51% | 4.98% | 2.24% | 3.22% | -4.55% | -0.07% | 2.29% | -5.12% | 1.28% | -6.99% | 5.57% | 6.10% |
Benchmark Metrics
Overseas SMA Completion Portfolio has an annualized alpha of 1.28%, beta of 0.73, and R2 of 0.60 versus S&P 500 Index. Calculated based on daily prices since September 12, 2019.
- This fund participated in 88.17% of S&P 500 Index downside but only 79.45% of its upside - more exposed to losses than it benefited from rallies.
- Alpha
- 1.28%
- Beta
- 0.73
- R²
- 0.60
- Upside Capture
- 79.45%
- Downside Capture
- 88.17%
Expense Ratio
OSCBX has an expense ratio of 0.00%, meaning no management fees are charged.
Return for Risk
Risk / Return Rank
OSCBX ranks 33 for risk / return — below 33% of mutual funds on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Overseas SMA Completion Portfolio (OSCBX) 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.
| OSCBX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.36 | ||
| Sortino ratioReturn per unit of downside risk | -0.37 | ||
| Omega ratioGain probability vs. loss probability | 1.31 | 1.37 | -0.06 |
| Calmar ratioReturn relative to maximum drawdown | 1.76 | 2.78 | -1.03 |
| Martin ratioReturn relative to average drawdown | 5.41 | 12.44 | -7.03 |
Dividends
Dividend History
Overseas SMA Completion Portfolio provided a 2.79% dividend yield over the last twelve months, with an annual payout of $0.53 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Dividend | $0.53 | $0.53 | $0.83 | $0.72 | $0.45 | $0.95 | $0.20 | $0.18 |
Dividend yield | 2.79% | 2.89% | 6.48% | 5.66% | 3.86% | 6.86% | 1.42% | 1.37% |
Monthly Dividends
The table displays the monthly dividend distributions for Overseas SMA Completion Portfolio. 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 | $0.00 | $0.00 | ||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.53 | $0.53 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.83 | $0.83 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.72 | $0.72 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.45 | $0.45 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.95 | $0.95 |
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 Overseas SMA Completion Portfolio. 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 Overseas SMA Completion Portfolio was 39.50%, occurring on Mar 23, 2020. Recovery took 172 trading sessions.
The current Overseas SMA Completion Portfolio drawdown is 6.30%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
COVID crash2020 | -39.50%Mar 2020 | 2mo 20d | 8mo 6d | 10mo 26dJan 2020 - Nov 2020 |
Bear market2022 | -32.93%Sep 2022 | 1y 3mo | 1y 10mo | 3y 2moJun 2021 - Aug 2024 |
2026 correction2026 | -14.34%Mar 2026 | 1mo 6d | — | 4mo 11dFeb 2026 - now |
2025 selloff2025 | -12.19%Apr 2025 | 18d | 14d | 1mo 2dMar 2025 - Apr 2025 |
2025 pullback2025 | -8.45%Jan 2025 | 3mo 15d | 1mo 5d | 4mo 20dSep 2024 - Feb 2025 |
Drawdown Indicators
| OSCBX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -39.50% | -56.78% | +17.28% |
Max Drawdown (1Y)Largest decline over 1 year | -14.34% | -9.10% | -5.24% |
Max Drawdown (3Y)Largest decline over 3 years | -14.34% | -18.90% | +4.56% |
Max Drawdown (5Y)Largest decline over 5 years | -31.45% | -25.43% | -6.02% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.92% | — |
Current DrawdownCurrent decline from peak | -6.30% | -1.80% | -4.50% |
Average DrawdownAverage peak-to-trough decline | -9.27% | -10.71% | +1.44% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.65% | 2.03% | +2.62% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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