COSIX vs. V

Last updated Jun 4, 2026

COSIX (Columbia Strategic Income Fund) is Nontraditional Bonds fund managed by Columbia, while V (Visa Inc.) is a stock. Over the past 10 years, COSIX returned 3.57%/yr vs 15.41%/yr for V. At a 0.18 correlation, their price movements are largely independent.

Performance

COSIX vs. V - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Columbia Strategic Income Fund (COSIX) and Visa Inc. (V). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, COSIX achieves a 1.35% return, which is significantly higher than V's -10.55% return. Over the past 10 years, COSIX has underperformed V with an annualized return of 3.57%, while V has yielded a comparatively higher 15.41% annualized return.

COSIX

• 1D: 0.09%
• 1M: 0.65%
• YTD: 1.35%
• 6M: 1.24%
• 1Y: 5.32%
• 3Y*: 6.53%
• 5Y*: 1.87%
• 10Y*: 3.57%

V

• 1D: -1.55%
• 1M: -4.22%
• YTD: -10.55%
• 6M: -4.83%
• 1Y: -13.94%
• 3Y*: 11.79%
• 5Y*: 7.10%
• 10Y*: 15.41%

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

COSIX vs. V - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
COSIX Columbia Strategic Income Fund	1.35%	6.98%	4.50%	9.86%	-11.65%	1.34%	7.12%	10.19%	-0.96%	5.48%
V Visa Inc.	-10.55%	11.76%	22.32%	26.31%	-3.40%	-0.31%	17.12%	43.33%	16.49%	47.18%

Correlation

The correlation between COSIX and V is 0.17, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.17
Correlation (3Y) Calculated over the trailing 3-year period	0.19
Correlation (5Y) Calculated over the trailing 5-year period	0.22
Correlation (10Y) Calculated over the trailing 10-year period	0.21
Correlation (All Time) Calculated using the full available price history since Mar 20, 2008	0.18

Return for Risk

COSIX vs. V — Risk / Return Rank

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

COSIX

COSIX Risk / Return Rank: 41
COSIX Sharpe Ratio Rank: 40
COSIX Sortino Ratio Rank: 43
COSIX Omega Ratio Rank: 38
COSIX Calmar Ratio Rank: 41
COSIX Martin Ratio Rank: 45

V

V Risk / Return Rank: 14
V Sharpe Ratio Rank: 14
V Sortino Ratio Rank: 14
V Omega Ratio Rank: 14
V Calmar Ratio Rank: 15
V Martin Ratio Rank: 11

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.

COSIX vs. V - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Columbia Strategic Income Fund (COSIX) and Visa Inc. (V). 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	V	Difference
Sharpe ratio: Return per unit of total volatility	1.83	-0.63	+2.46
Sortino ratio: Return per unit of downside risk	2.74	-0.79	+3.54
Omega ratio: Gain probability vs. loss probability	1.33	0.90	+0.43
Calmar ratio: Return relative to maximum drawdown	2.44	-0.69	+3.13
Martin ratio: Return relative to average drawdown	9.39	-1.28	+10.67
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

COSIX vs. V - Sharpe Ratio Comparison

The current COSIX Sharpe Ratio is 1.83, which is higher than the V Sharpe Ratio of -0.63. The chart below compares the historical Sharpe Ratios of COSIX and V, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	COSIX	V	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.83	-0.63	+2.46
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.41	0.31	+0.10
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.86	0.63	+0.23
Sharpe Ratio (All Time) Calculated using the full available price history	1.01	0.68	+0.33

Drawdowns

COSIX vs. V - Drawdown Comparison

The maximum COSIX drawdown since its inception was -27.69%, smaller than the maximum V drawdown of -51.90%. Use the drawdown chart below to compare losses from any high point for COSIX and V.

Drawdown Indicators

	COSIX	V	Difference
Max Drawdown Largest peak-to-trough decline	-27.69%	-51.90%	+24.21%
Max Drawdown (1Y) Largest decline over 1 year	-2.21%	-20.38%	+18.17%
Max Drawdown (3Y) Largest decline over 3 years	-4.17%	-20.38%	+16.21%
Max Drawdown (5Y) Largest decline over 5 years	-16.88%	-28.60%	+11.72%
Max Drawdown (10Y) Largest decline over 10 years	-16.88%	-36.36%	+19.48%
Current Drawdown Current decline from peak	-0.02%	-15.66%	+15.64%
Average Drawdown Average peak-to-trough decline	-2.47%	-8.26%	+5.79%
Ulcer Index Depth and duration of drawdowns from previous peaks	0.57%	10.94%	-10.37%

Volatility

COSIX vs. V - Volatility Comparison

The current volatility for Columbia Strategic Income Fund (COSIX) is 1.04%, while Visa Inc. (V) has a volatility of 5.20%. This indicates that COSIX experiences smaller price fluctuations and is considered to be less risky than V based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	COSIX	V	Difference
Volatility (1M) Calculated over the trailing 1-month period	1.04%	5.20%	-4.16%
Volatility (6M) Calculated over the trailing 6-month period	2.21%	17.26%	-15.05%
Volatility (1Y) Calculated over the trailing 1-year period	2.95%	22.11%	-19.16%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	4.55%	22.77%	-18.22%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	4.17%	24.45%	-20.28%

Dividends

COSIX vs. V - Dividend Comparison

COSIX's dividend yield for the trailing twelve months is around 4.99%, more than V's 0.83% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
COSIX Columbia Strategic Income Fund	4.99%	4.94%	5.20%	5.03%	3.56%	3.86%	3.24%	3.71%	4.25%	3.51%	3.09%	4.20%
V Visa Inc.	0.83%	0.70%	0.68%	0.72%	0.76%	0.62%	0.56%	0.56%	0.67%	0.61%	0.75%	0.64%

Frequently Asked Questions

Can I hold both COSIX and V in my portfolio?

COSIX and V have a correlation of 0.17, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, COSIX or V?

V has higher volatility (5.20%) compared to COSIX (1.04%). In terms of maximum drawdown, COSIX dropped -27.69% vs V's -51.90%.

Which has better risk-adjusted returns?

COSIX currently has the higher Sharpe Ratio (1.83 vs -0.63), 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.