ACINX vs. COSZX

Last updated Jun 25, 2026

ACINX (Columbia Acorn International Fund) and COSZX (Columbia Overseas Value Fund) are both mutual funds - ACINX is a Foreign Small & Mid Cap Equities fund managed by Columbia, while COSZX is a Foreign Large Cap Equities fund managed by Columbia. Over the past 10 years, ACINX returned 4.84%/yr vs 10.36%/yr for COSZX. Their correlation of 0.86 suggests significant overlap in exposure. ACINX charges 0.97%/yr vs 0.90%/yr for COSZX.

Performance

ACINX vs. COSZX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Columbia Acorn International Fund (ACINX) and Columbia Overseas Value Fund (COSZX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, ACINX achieves a 4.60% return, which is significantly higher than COSZX's -0.35% return. Over the past 10 years, ACINX has underperformed COSZX with an annualized return of 4.84%, while COSZX has yielded a comparatively higher 10.36% annualized return.

ACINX

• 1D: -3.27%
• 1M: -1.19%
• YTD: 4.60%
• 6M: 4.15%
• 1Y: 2.91%
• 3Y*: 5.72%
• 5Y*: -1.99%
• 10Y*: 4.84%

COSZX

• 1D: -1.46%
• 1M: -7.33%
• YTD: -0.35%
• 6M: -0.98%
• 1Y: 16.58%
• 3Y*: 18.74%
• 5Y*: 10.42%
• 10Y*: 10.36%

*Multi-year figures are annualized to reflect compound growth (CAGR)

ACINX vs. COSZX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
ACINX Columbia Acorn International Fund	4.60%	12.52%	-6.57%	19.57%	-33.64%	12.92%	15.15%	29.84%	-18.35%	31.20%
COSZX Columbia Overseas Value Fund	-0.35%	45.80%	4.70%	16.05%	-5.99%	10.78%	-0.07%	22.37%	-16.70%	27.82%

Correlation

The correlation between ACINX and COSZX is 0.79, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.79
Correlation (3Y) Calculated over the trailing 3-year period	0.80
Correlation (5Y) Calculated over the trailing 5-year period	0.80
Correlation (10Y) Calculated over the trailing 10-year period	0.80
Correlation (All Time) Calculated using the full available price history since Apr 1, 2008	0.86

The correlation between ACINX and COSZX has been stable across timeframes, ranging from 0.79 to 0.86 - a consistent structural relationship.

Return for Risk

ACINX vs. COSZX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

ACINX

ACINX Risk / Return Rank: 5
ACINX Sharpe Ratio Rank: 5
ACINX Sortino Ratio Rank: 5
ACINX Omega Ratio Rank: 5
ACINX Calmar Ratio Rank: 5
ACINX Martin Ratio Rank: 5

COSZX

COSZX Risk / Return Rank: 22
COSZX Sharpe Ratio Rank: 22
COSZX Sortino Ratio Rank: 20
COSZX Omega Ratio Rank: 24
COSZX Calmar Ratio Rank: 21
COSZX Martin Ratio Rank: 22

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

ACINX vs. COSZX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Columbia Acorn International Fund (ACINX) and Columbia Overseas Value Fund (COSZX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

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.

	ACINX	COSZX	Difference
Sharpe ratio: Return per unit of total volatility	0.22	1.21	-0.99
Sortino ratio: Return per unit of downside risk	0.44	1.68	-1.23
Omega ratio: Gain probability vs. loss probability	1.05	1.23	-0.18
Calmar ratio: Return relative to maximum drawdown	0.28	1.53	-1.25
Martin ratio: Return relative to average drawdown	0.89	4.85	-3.96

ACINX vs. COSZX - Sharpe Ratio Comparison

The current ACINX Sharpe Ratio is 0.22, which is lower than the COSZX Sharpe Ratio of 1.21. The chart below compares the historical Sharpe Ratios of ACINX and COSZX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

ACINX vs. COSZX - Drawdown Comparison

The maximum ACINX drawdown since its inception was -60.92%, roughly equal to the maximum COSZX drawdown of -63.37%. Use the drawdown chart below to compare losses from any high point for ACINX and COSZX.

Drawdown Indicators

	ACINX	COSZX	Difference
Max Drawdown Largest peak-to-trough decline	-60.92%	-63.37%	+2.45%
Max Drawdown (1Y) Largest decline over 1 year	-14.23%	-11.76%	-2.47%
Max Drawdown (3Y) Largest decline over 3 years	-22.22%	-13.34%	-8.88%
Max Drawdown (5Y) Largest decline over 5 years	-46.12%	-25.77%	-20.35%
Max Drawdown (10Y) Largest decline over 10 years	-46.12%	-43.40%	-2.72%
Current Drawdown Current decline from peak	-16.14%	-11.45%	-4.69%
Average Drawdown Average peak-to-trough decline	-15.71%	-17.86%	+2.15%
Ulcer Index Depth and duration of drawdowns from previous peaks	4.47%	3.70%	+0.77%

Volatility

ACINX vs. COSZX - Volatility Comparison

Columbia Acorn International Fund (ACINX) and Columbia Overseas Value Fund (COSZX) have volatilities of 6.36% and 6.27%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	ACINX	COSZX	Difference
Volatility (1M) Calculated over the trailing 1-month period	6.36%	6.27%	+0.09%
Volatility (6M) Calculated over the trailing 6-month period	15.33%	12.45%	+2.88%
Volatility (1Y) Calculated over the trailing 1-year period	18.16%	14.90%	+3.26%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	19.27%	16.02%	+3.25%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	18.28%	17.19%	+1.09%

ACINX vs. COSZX - Expense Ratio Comparison

ACINX has a 0.97% expense ratio, which is higher than COSZX's 0.90% expense ratio.

Dividends

ACINX vs. COSZX - Dividend Comparison

ACINX's dividend yield for the trailing twelve months is around 4.87%, less than COSZX's 7.94% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
ACINX Columbia Acorn International Fund	4.87%	5.92%	10.97%	0.00%	3.12%	16.16%	12.94%	11.09%	29.07%	6.17%	1.33%	5.34%
COSZX Columbia Overseas Value Fund	7.94%	7.91%	5.38%	3.97%	1.88%	3.59%	1.69%	3.82%	3.59%	1.71%	1.99%	2.27%

Frequently Asked Questions

Can I hold both ACINX and COSZX in my portfolio?

ACINX and COSZX have a correlation of 0.79, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, ACINX or COSZX?

ACINX has higher volatility (6.36%) compared to COSZX (6.27%). In terms of maximum drawdown, ACINX dropped -60.92% vs COSZX's -63.37%.

Which has better risk-adjusted returns?

COSZX currently has the higher Sharpe Ratio (1.21 vs 0.22), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.