COSIX vs. CTCAX
Compare and contrast key facts about Columbia Strategic Income Fund (COSIX) and Columbia Global Technology Growth Fund Class A (CTCAX).
COSIX is managed by Columbia. It was launched on Apr 20, 1977. CTCAX is managed by Columbia. It was launched on Nov 9, 2000.
Performance
COSIX vs. CTCAX - Performance Comparison
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COSIX vs. CTCAX - 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% |
CTCAX Columbia Global Technology Growth Fund Class A | -10.22% | 24.78% | 31.39% | 56.46% | -34.81% | 22.73% | 49.46% | 43.91% | -1.48% | 42.99% |
Returns By Period
In the year-to-date period, COSIX achieves a -0.59% return, which is significantly higher than CTCAX's -10.22% return. Over the past 10 years, COSIX has underperformed CTCAX with an annualized return of 3.56%, while CTCAX has yielded a comparatively higher 20.26% 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%
CTCAX
- 1D
- -1.69%
- 1M
- -9.75%
- YTD
- -10.22%
- 6M
- -8.54%
- 1Y
- 27.76%
- 3Y*
- 23.83%
- 5Y*
- 12.52%
- 10Y*
- 20.26%
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COSIX vs. CTCAX - Expense Ratio Comparison
COSIX has a 0.92% expense ratio, which is lower than CTCAX's 1.18% expense ratio.
Return for Risk
COSIX vs. CTCAX — Risk / Return Rank
COSIX
CTCAX
COSIX vs. CTCAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Strategic Income Fund (COSIX) and Columbia Global Technology Growth Fund Class A (CTCAX). 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 | CTCAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.34 | 1.02 | +0.32 |
Sortino ratioReturn per unit of downside risk | 1.93 | 1.57 | +0.36 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.22 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 2.06 | 1.67 | +0.39 |
Martin ratioReturn relative to average drawdown | 7.67 | 5.92 | +1.74 |
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 | CTCAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.34 | 1.02 | +0.32 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.37 | 0.49 | -0.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.86 | 0.82 | +0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.00 | 0.70 | +0.30 |
Correlation
The correlation between COSIX and CTCAX is 0.17, 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. CTCAX - Dividend Comparison
COSIX's dividend yield for the trailing twelve months is around 5.03%, more than CTCAX's 3.66% 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% |
CTCAX Columbia Global Technology Growth Fund Class A | 3.66% | 3.29% | 1.08% | 2.36% | 3.53% | 4.15% | 0.91% | 2.55% | 5.82% | 3.52% | 0.36% | 1.80% |
Drawdowns
COSIX vs. CTCAX - Drawdown Comparison
The maximum COSIX drawdown since its inception was -27.69%, smaller than the maximum CTCAX drawdown of -61.04%. Use the drawdown chart below to compare losses from any high point for COSIX and CTCAX.
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Drawdown Indicators
| COSIX | CTCAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -27.69% | -61.04% | +33.35% |
Max Drawdown (1Y)Largest decline over 1 year | -2.21% | -14.43% | +12.22% |
Max Drawdown (5Y)Largest decline over 5 years | -16.88% | -39.55% | +22.67% |
Max Drawdown (10Y)Largest decline over 10 years | -16.88% | -39.55% | +22.67% |
Current DrawdownCurrent decline from peak | -1.94% | -14.43% | +12.49% |
Average DrawdownAverage peak-to-trough decline | -2.48% | -10.75% | +8.27% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.59% | 4.07% | -3.48% |
Volatility
COSIX vs. CTCAX - Volatility Comparison
The current volatility for Columbia Strategic Income Fund (COSIX) is 1.30%, while Columbia Global Technology Growth Fund Class A (CTCAX) has a volatility of 7.45%. This indicates that COSIX experiences smaller price fluctuations and is considered to be less risky than CTCAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| COSIX | CTCAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.30% | 7.45% | -6.15% |
Volatility (6M)Calculated over the trailing 6-month period | 1.91% | 16.24% | -14.33% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.19% | 27.00% | -23.81% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.51% | 25.81% | -21.30% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.15% | 24.66% | -20.51% |