COSYX vs. FSKAX
Compare and contrast key facts about Columbia Overseas Value Fund Institutional 3 Class (COSYX) and Fidelity Total Market Index Fund (FSKAX).
COSYX is managed by Columbia. It was launched on Jul 1, 2015. FSKAX is managed by Fidelity.
Performance
COSYX vs. FSKAX - Performance Comparison
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COSYX vs. FSKAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
COSYX Columbia Overseas Value Fund Institutional 3 Class | 0.28% | 45.97% | 4.87% | 16.28% | -5.91% | 10.98% | -0.05% | 22.64% | -16.64% | 27.80% |
FSKAX Fidelity Total Market Index Fund | -6.77% | 17.06% | 23.89% | 26.12% | -19.53% | 25.66% | 20.79% | 30.92% | -5.32% | 20.85% |
Returns By Period
In the year-to-date period, COSYX achieves a 0.28% return, which is significantly higher than FSKAX's -6.77% return. Over the past 10 years, COSYX has underperformed FSKAX with an annualized return of 9.95%, while FSKAX has yielded a comparatively higher 13.23% annualized return.
COSYX
- 1D
- 0.28%
- 1M
- -10.88%
- YTD
- 0.28%
- 6M
- 6.21%
- 1Y
- 29.45%
- 3Y*
- 19.24%
- 5Y*
- 11.40%
- 10Y*
- 9.95%
FSKAX
- 1D
- -0.47%
- 1M
- -7.69%
- YTD
- -6.77%
- 6M
- -4.56%
- 1Y
- 14.73%
- 3Y*
- 16.72%
- 5Y*
- 10.13%
- 10Y*
- 13.23%
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COSYX vs. FSKAX - Expense Ratio Comparison
COSYX has a 0.77% expense ratio, which is higher than FSKAX's 0.02% expense ratio.
Return for Risk
COSYX vs. FSKAX — Risk / Return Rank
COSYX
FSKAX
COSYX vs. FSKAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Overseas Value Fund Institutional 3 Class (COSYX) and Fidelity Total Market Index Fund (FSKAX). 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.
| COSYX | FSKAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.79 | 0.83 | +0.96 |
Sortino ratioReturn per unit of downside risk | 2.29 | 1.29 | +1.00 |
Omega ratioGain probability vs. loss probability | 1.36 | 1.19 | +0.17 |
Calmar ratioReturn relative to maximum drawdown | 2.35 | 1.04 | +1.31 |
Martin ratioReturn relative to average drawdown | 9.09 | 5.05 | +4.04 |
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
| COSYX | FSKAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.79 | 0.83 | +0.96 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.73 | 0.59 | +0.14 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.57 | 0.72 | -0.15 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.54 | 0.78 | -0.24 |
Correlation
The correlation between COSYX and FSKAX is 0.71, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
COSYX vs. FSKAX - Dividend Comparison
COSYX's dividend yield for the trailing twelve months is around 8.03%, more than FSKAX's 1.09% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
COSYX Columbia Overseas Value Fund Institutional 3 Class | 8.03% | 8.05% | 5.55% | 4.11% | 2.00% | 3.75% | 1.82% | 3.97% | 3.75% | 1.71% | 2.20% | 0.00% |
FSKAX Fidelity Total Market Index Fund | 1.09% | 1.01% | 1.19% | 1.41% | 1.62% | 1.15% | 1.45% | 1.94% | 2.54% | 2.07% | 2.43% | 0.82% |
Drawdowns
COSYX vs. FSKAX - Drawdown Comparison
The maximum COSYX drawdown since its inception was -43.16%, which is greater than FSKAX's maximum drawdown of -35.01%. Use the drawdown chart below to compare losses from any high point for COSYX and FSKAX.
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Drawdown Indicators
| COSYX | FSKAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.16% | -35.01% | -8.15% |
Max Drawdown (1Y)Largest decline over 1 year | -11.76% | -12.42% | +0.66% |
Max Drawdown (5Y)Largest decline over 5 years | -25.80% | -25.39% | -0.41% |
Max Drawdown (10Y)Largest decline over 10 years | -43.16% | -35.01% | -8.15% |
Current DrawdownCurrent decline from peak | -10.88% | -8.92% | -1.96% |
Average DrawdownAverage peak-to-trough decline | -7.15% | -4.05% | -3.10% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.04% | 2.57% | +0.47% |
Volatility
COSYX vs. FSKAX - Volatility Comparison
Columbia Overseas Value Fund Institutional 3 Class (COSYX) has a higher volatility of 6.32% compared to Fidelity Total Market Index Fund (FSKAX) at 4.42%. This indicates that COSYX's price experiences larger fluctuations and is considered to be riskier than FSKAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| COSYX | FSKAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.32% | 4.42% | +1.90% |
Volatility (6M)Calculated over the trailing 6-month period | 10.06% | 9.40% | +0.66% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.02% | 18.50% | -2.48% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.74% | 17.38% | -1.64% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.41% | 18.42% | -1.01% |