COSIX vs. APFPX
Compare and contrast key facts about Columbia Strategic Income Fund (COSIX) and Artisan Global Unconstrained Fund (APFPX).
COSIX is managed by Columbia. It was launched on Apr 20, 1977. APFPX is managed by Artisan. It was launched on Mar 30, 2022.
Performance
COSIX vs. APFPX - Performance Comparison
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COSIX vs. APFPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
COSIX Columbia Strategic Income Fund | -0.59% | 6.98% | 4.50% | 9.86% | -2.69% |
APFPX Artisan Global Unconstrained Fund | 4.02% | 10.21% | 11.33% | 6.67% | 6.73% |
Returns By Period
In the year-to-date period, COSIX achieves a -0.59% return, which is significantly lower than APFPX's 4.02% return.
COSIX
- 1D
- 0.28%
- 1M
- -1.94%
- YTD
- -0.59%
- 6M
- 0.11%
- 1Y
- 4.16%
- 3Y*
- 5.72%
- 5Y*
- 1.67%
- 10Y*
- 3.56%
APFPX
- 1D
- 0.15%
- 1M
- 0.15%
- YTD
- 4.02%
- 6M
- 7.27%
- 1Y
- 12.99%
- 3Y*
- 9.99%
- 5Y*
- —
- 10Y*
- —
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COSIX vs. APFPX - Expense Ratio Comparison
COSIX has a 0.92% expense ratio, which is lower than APFPX's 1.54% expense ratio.
Return for Risk
COSIX vs. APFPX — Risk / Return Rank
COSIX
APFPX
COSIX vs. APFPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Strategic Income Fund (COSIX) and Artisan Global Unconstrained Fund (APFPX). 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.
| COSIX | APFPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.34 | 5.02 | -3.67 |
Sortino ratioReturn per unit of downside risk | 1.93 | 7.27 | -5.34 |
Omega ratioGain probability vs. loss probability | 1.24 | 2.27 | -1.03 |
Calmar ratioReturn relative to maximum drawdown | 2.06 | 6.23 | -4.17 |
Martin ratioReturn relative to average drawdown | 7.67 | 30.52 | -22.85 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| COSIX | APFPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.34 | 5.02 | -3.67 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.37 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.86 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.00 | 3.73 | -2.72 |
Correlation
The correlation between COSIX and APFPX is -0.31. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Dividends
COSIX vs. APFPX - Dividend Comparison
COSIX's dividend yield for the trailing twelve months is around 5.03%, more than APFPX's 4.92% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
COSIX Columbia Strategic Income Fund | 5.03% | 4.94% | 5.20% | 5.03% | 3.56% | 3.86% | 3.24% | 3.71% | 4.25% | 3.51% | 3.09% | 4.20% |
APFPX Artisan Global Unconstrained Fund | 4.92% | 4.01% | 6.18% | 6.89% | 8.60% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
COSIX vs. APFPX - Drawdown Comparison
The maximum COSIX drawdown since its inception was -27.69%, which is greater than APFPX's maximum drawdown of -2.10%. Use the drawdown chart below to compare losses from any high point for COSIX and APFPX.
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Drawdown Indicators
| COSIX | APFPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -27.69% | -2.10% | -25.59% |
Max Drawdown (1Y)Largest decline over 1 year | -2.21% | -1.73% | -0.48% |
Max Drawdown (5Y)Largest decline over 5 years | -16.88% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -16.88% | — | — |
Current DrawdownCurrent decline from peak | -1.94% | 0.00% | -1.94% |
Average DrawdownAverage peak-to-trough decline | -2.48% | -0.25% | -2.23% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.59% | 0.41% | +0.18% |
Volatility
COSIX vs. APFPX - Volatility Comparison
Columbia Strategic Income Fund (COSIX) and Artisan Global Unconstrained Fund (APFPX) have volatilities of 1.30% and 1.24%, 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.
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Volatility by Period
| COSIX | APFPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.30% | 1.24% | +0.06% |
Volatility (6M)Calculated over the trailing 6-month period | 1.91% | 1.86% | +0.05% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.19% | 2.64% | +0.55% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.51% | 2.75% | +1.76% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.15% | 2.75% | +1.40% |