COSIX vs. CDDYX
Compare and contrast key facts about Columbia Strategic Income Fund (COSIX) and Columbia Dividend Income Fund Institutional 3 Class (CDDYX).
COSIX is managed by Columbia. It was launched on Apr 20, 1977. CDDYX is managed by Columbia. It was launched on Nov 8, 2012.
Performance
COSIX vs. CDDYX - Performance Comparison
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COSIX vs. CDDYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
COSIX Columbia Strategic Income Fund | -0.59% | 6.98% | 4.50% | 9.86% | -11.65% | 1.34% | 7.12% | 10.19% | -0.96% | 5.48% |
CDDYX Columbia Dividend Income Fund Institutional 3 Class | 1.65% | 15.95% | 15.17% | 10.65% | -4.84% | 26.43% | 7.92% | 28.74% | -4.27% | 20.34% |
Returns By Period
In the year-to-date period, COSIX achieves a -0.59% return, which is significantly lower than CDDYX's 1.65% return. Over the past 10 years, COSIX has underperformed CDDYX with an annualized return of 3.56%, while CDDYX has yielded a comparatively higher 12.13% annualized 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%
CDDYX
- 1D
- 0.03%
- 1M
- -5.46%
- YTD
- 1.65%
- 6M
- 4.20%
- 1Y
- 14.89%
- 3Y*
- 14.58%
- 5Y*
- 10.65%
- 10Y*
- 12.13%
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COSIX vs. CDDYX - Expense Ratio Comparison
COSIX has a 0.92% expense ratio, which is higher than CDDYX's 0.55% expense ratio.
Return for Risk
COSIX vs. CDDYX — Risk / Return Rank
COSIX
CDDYX
COSIX vs. CDDYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Strategic Income Fund (COSIX) and Columbia Dividend Income Fund Institutional 3 Class (CDDYX). 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 | CDDYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.34 | 1.20 | +0.14 |
Sortino ratioReturn per unit of downside risk | 1.93 | 1.70 | +0.22 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.26 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 2.06 | 1.47 | +0.58 |
Martin ratioReturn relative to average drawdown | 7.67 | 6.88 | +0.79 |
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 | CDDYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.34 | 1.20 | +0.14 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.37 | 0.81 | -0.43 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.86 | 0.78 | +0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.00 | 0.85 | +0.15 |
Correlation
The correlation between COSIX and CDDYX is 0.26, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
COSIX vs. CDDYX - Dividend Comparison
COSIX's dividend yield for the trailing twelve months is around 5.03%, less than CDDYX's 5.29% 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% |
CDDYX Columbia Dividend Income Fund Institutional 3 Class | 5.29% | 5.33% | 5.99% | 4.96% | 3.90% | 2.93% | 1.85% | 3.28% | 7.65% | 4.03% | 3.84% | 8.35% |
Drawdowns
COSIX vs. CDDYX - Drawdown Comparison
The maximum COSIX drawdown since its inception was -27.69%, smaller than the maximum CDDYX drawdown of -32.74%. Use the drawdown chart below to compare losses from any high point for COSIX and CDDYX.
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Drawdown Indicators
| COSIX | CDDYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -27.69% | -32.74% | +5.05% |
Max Drawdown (1Y)Largest decline over 1 year | -2.21% | -10.17% | +7.96% |
Max Drawdown (5Y)Largest decline over 5 years | -16.88% | -16.91% | +0.03% |
Max Drawdown (10Y)Largest decline over 10 years | -16.88% | -32.74% | +15.86% |
Current DrawdownCurrent decline from peak | -1.94% | -5.46% | +3.52% |
Average DrawdownAverage peak-to-trough decline | -2.48% | -2.79% | +0.31% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.59% | 2.18% | -1.59% |
Volatility
COSIX vs. CDDYX - Volatility Comparison
The current volatility for Columbia Strategic Income Fund (COSIX) is 1.30%, while Columbia Dividend Income Fund Institutional 3 Class (CDDYX) has a volatility of 2.92%. This indicates that COSIX experiences smaller price fluctuations and is considered to be less risky than CDDYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| COSIX | CDDYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.30% | 2.92% | -1.62% |
Volatility (6M)Calculated over the trailing 6-month period | 1.91% | 6.83% | -4.92% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.19% | 13.61% | -10.42% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.51% | 13.29% | -8.78% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.15% | 15.68% | -11.53% |