COSIX vs. SLMCX
COSIX (Columbia Strategic Income Fund) and SLMCX (Columbia Seligman Technology and Information Fund Class A) are both mutual funds - COSIX is a Nontraditional Bonds fund managed by Columbia, while SLMCX is a Technology Equities fund actively managed by Columbia. Over the past 10 years, COSIX returned 3.32%/yr vs 26.53%/yr for SLMCX. Their 0.20 correlation means their historical movements had little consistent relationship. COSIX charges 0.92%/yr vs 1.16%/yr for SLMCX.
Performance
COSIX vs. SLMCX - Performance Comparison
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Returns By Period
In the year-to-date period, COSIX achieves a 0.77% return, which is significantly lower than SLMCX's 46.25% return. Over the past 10 years, COSIX has underperformed SLMCX with an annualized return of 3.32%, while SLMCX has yielded a comparatively higher 26.53% annualized return.
COSIX
- 1D
- -0.09%
- 1M
- -0.81%
- 6M
- 0.54%
- YTD
- 0.77%
- 1Y
- 2.78%
- 3Y*
- 5.85%
- 5Y*
- 1.64%
- 10Y*
- 3.32%
- ALL TIME*
- 5.43%
SLMCX
- 1D
- 0.43%
- 1M
- -3.16%
- 6M
- 31.43%
- YTD
- 46.25%
- 1Y
- 85.36%
- 3Y*
- 39.19%
- 5Y*
- 23.50%
- 10Y*
- 26.53%
- ALL TIME*
- 23.21%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
COSIX vs. SLMCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
COSIX Columbia Strategic Income Fund | 0.77% | 6.98% | 4.50% | 9.86% | -11.65% | 1.34% | 7.12% | 10.19% | -0.96% | 5.48% |
SLMCX Columbia Seligman Technology and Information Fund Class A | 46.25% | 37.32% | 26.67% | 44.27% | -31.14% | 38.97% | 44.45% | 54.15% | -8.12% | 34.08% |
Correlation
The correlation between COSIX and SLMCX is 0.36, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.36 |
Correlation (3Y) Balances recent behavior with more history. | 0.24 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.26 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.21 |
Correlation (All Time) Calculated using the full available price history since Jan 2, 1986 | 0.20 |
The correlation between COSIX and SLMCX shifts across timeframes, from 0.20 (all time) to 0.36 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
COSIX vs. SLMCX — Risk / Return Rank
COSIX
SLMCX
COSIX vs. SLMCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Strategic Income Fund (COSIX) and Columbia Seligman Technology and Information Fund Class A (SLMCX). 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.
| COSIX | SLMCX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.67 | ||
| Sortino ratioReturn per unit of downside risk | -1.58 | ||
| Omega ratioGain probability vs. loss probability | 1.20 | 1.43 | -0.23 |
| Calmar ratioReturn relative to maximum drawdown | 1.48 | 6.48 | -5.01 |
| Martin ratioReturn relative to average drawdown | 5.47 | 21.12 | -15.66 |
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Drawdowns
COSIX vs. SLMCX - Drawdown Comparison
The maximum COSIX drawdown since its inception was -27.69%, smaller than the maximum SLMCX drawdown of -68.10%. Use the drawdown chart below to compare losses from any high point for COSIX and SLMCX.
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Drawdown Indicators
| COSIX | SLMCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -27.69% | -68.10% | +40.41% |
Max Drawdown (1Y)Largest decline over 1 year | -2.21% | -12.79% | +10.58% |
Max Drawdown (3Y)Largest decline over 3 years | -3.59% | -29.13% | +25.54% |
Max Drawdown (5Y)Largest decline over 5 years | -16.88% | -37.32% | +20.44% |
Max Drawdown (10Y)Largest decline over 10 years | -16.88% | -37.32% | +20.44% |
Current DrawdownCurrent decline from peak | -1.03% | -8.15% | +7.12% |
Average DrawdownAverage peak-to-trough decline | -2.46% | -12.97% | +10.51% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.59% | 3.90% | -3.31% |
Volatility
COSIX vs. SLMCX - Volatility Comparison
The current volatility for Columbia Strategic Income Fund (COSIX) is 0.75%, while Columbia Seligman Technology and Information Fund Class A (SLMCX) has a volatility of 9.67%. This indicates that COSIX experiences smaller price fluctuations and is considered to be less risky than SLMCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| COSIX | SLMCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.75% | 9.67% | -8.92% |
Volatility (6M)Calculated over the trailing 6-month period | 2.31% | 23.32% | -21.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.88% | 29.58% | -26.70% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.57% | 26.91% | -22.34% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.15% | 26.38% | -22.23% |
COSIX vs. SLMCX - Expense Ratio Comparison
COSIX has a 0.92% expense ratio, which is lower than SLMCX's 1.16% expense ratio.
Dividends
COSIX vs. SLMCX - Dividend Comparison
COSIX's dividend yield for the trailing twelve months is around 5.08%, less than SLMCX's 6.46% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
COSIX Columbia Strategic Income Fund | 5.08% | 4.94% | 5.20% | 5.03% | 3.56% | 3.86% | 3.24% | 3.71% | 4.25% | 3.51% | 3.09% | 4.20% |
SLMCX Columbia Seligman Technology and Information Fund Class A | 6.46% | 9.45% | 14.27% | 5.16% | 9.42% | 11.75% | 10.40% | 11.44% | 12.33% | 11.15% | 8.19% | 10.79% |
Frequently Asked Questions
COSIX and SLMCX have a correlation of 0.36, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SLMCX has higher volatility (9.67%) compared to COSIX (0.75%). In terms of maximum drawdown, COSIX dropped -27.69% vs SLMCX's -68.10%.
SLMCX currently has the higher Sharpe Ratio (2.80 vs 1.13), 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.
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