COSYX vs. SHGTX
Compare and contrast key facts about Columbia Overseas Value Fund Institutional 3 Class (COSYX) and Columbia Seligman Global Technology Fund (SHGTX).
COSYX is managed by Columbia. It was launched on Jul 1, 2015. SHGTX is managed by Columbia. It was launched on May 22, 1994.
Performance
COSYX vs. SHGTX - Performance Comparison
Loading graphics...
COSYX vs. SHGTX - 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% |
SHGTX Columbia Seligman Global Technology Fund | -0.71% | 35.09% | 26.04% | 45.28% | -31.70% | 38.60% | 45.56% | 54.92% | -8.70% | 34.52% |
Returns By Period
In the year-to-date period, COSYX achieves a 0.28% return, which is significantly higher than SHGTX's -0.71% return. Over the past 10 years, COSYX has underperformed SHGTX with an annualized return of 9.95%, while SHGTX has yielded a comparatively higher 22.02% 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%
SHGTX
- 1D
- -2.88%
- 1M
- -9.71%
- YTD
- -0.71%
- 6M
- 4.16%
- 1Y
- 53.78%
- 3Y*
- 28.05%
- 5Y*
- 15.91%
- 10Y*
- 22.02%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
COSYX vs. SHGTX - Expense Ratio Comparison
COSYX has a 0.77% expense ratio, which is lower than SHGTX's 1.29% expense ratio.
Return for Risk
COSYX vs. SHGTX — Risk / Return Rank
COSYX
SHGTX
COSYX vs. SHGTX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Overseas Value Fund Institutional 3 Class (COSYX) and Columbia Seligman Global Technology Fund (SHGTX). 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 | SHGTX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.79 | 1.75 | +0.04 |
Sortino ratioReturn per unit of downside risk | 2.29 | 2.31 | -0.02 |
Omega ratioGain probability vs. loss probability | 1.36 | 1.32 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 2.35 | 3.25 | -0.90 |
Martin ratioReturn relative to average drawdown | 9.09 | 12.21 | -3.12 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| COSYX | SHGTX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.79 | 1.75 | +0.04 |
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 | 0.83 | -0.26 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.54 | 0.59 | -0.06 |
Correlation
The correlation between COSYX and SHGTX is 0.61, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
COSYX vs. SHGTX - Dividend Comparison
COSYX's dividend yield for the trailing twelve months is around 8.03%, less than SHGTX's 8.51% 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% |
SHGTX Columbia Seligman Global Technology Fund | 8.51% | 8.45% | 14.04% | 6.22% | 3.94% | 11.77% | 9.92% | 10.26% | 12.75% | 7.25% | 8.13% | 8.09% |
Drawdowns
COSYX vs. SHGTX - Drawdown Comparison
The maximum COSYX drawdown since its inception was -43.16%, smaller than the maximum SHGTX drawdown of -77.47%. Use the drawdown chart below to compare losses from any high point for COSYX and SHGTX.
Loading graphics...
Drawdown Indicators
| COSYX | SHGTX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.16% | -77.47% | +34.31% |
Max Drawdown (1Y)Largest decline over 1 year | -11.76% | -14.93% | +3.17% |
Max Drawdown (5Y)Largest decline over 5 years | -25.80% | -43.17% | +17.37% |
Max Drawdown (10Y)Largest decline over 10 years | -43.16% | -43.17% | +0.01% |
Current DrawdownCurrent decline from peak | -10.88% | -12.38% | +1.50% |
Average DrawdownAverage peak-to-trough decline | -7.15% | -25.07% | +17.92% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.04% | 3.97% | -0.93% |
Volatility
COSYX vs. SHGTX - Volatility Comparison
The current volatility for Columbia Overseas Value Fund Institutional 3 Class (COSYX) is 6.32%, while Columbia Seligman Global Technology Fund (SHGTX) has a volatility of 9.43%. This indicates that COSYX experiences smaller price fluctuations and is considered to be less risky than SHGTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| COSYX | SHGTX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.32% | 9.43% | -3.11% |
Volatility (6M)Calculated over the trailing 6-month period | 10.06% | 21.01% | -10.95% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.02% | 30.65% | -14.63% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.74% | 27.20% | -11.46% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.41% | 26.58% | -9.17% |