COSYX vs. SMGIX
Compare and contrast key facts about Columbia Overseas Value Fund Institutional 3 Class (COSYX) and Columbia Contrarian Core Fund (SMGIX).
COSYX is managed by Columbia. It was launched on Jul 1, 2015. SMGIX is managed by Columbia. It was launched on Dec 14, 1992.
Performance
COSYX vs. SMGIX - Performance Comparison
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COSYX vs. SMGIX - 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% |
SMGIX Columbia Contrarian Core Fund | -8.32% | 17.35% | 23.33% | 32.12% | -18.64% | 24.18% | 22.21% | 32.95% | -8.95% | 20.57% |
Returns By Period
In the year-to-date period, COSYX achieves a 0.28% return, which is significantly higher than SMGIX's -8.32% return. Over the past 10 years, COSYX has underperformed SMGIX with an annualized return of 9.95%, while SMGIX has yielded a comparatively higher 12.89% 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%
SMGIX
- 1D
- -0.22%
- 1M
- -7.29%
- YTD
- -8.32%
- 6M
- -5.97%
- 1Y
- 12.95%
- 3Y*
- 17.26%
- 5Y*
- 10.58%
- 10Y*
- 12.89%
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COSYX vs. SMGIX - Expense Ratio Comparison
COSYX has a 0.77% expense ratio, which is higher than SMGIX's 0.75% expense ratio.
Return for Risk
COSYX vs. SMGIX — Risk / Return Rank
COSYX
SMGIX
COSYX vs. SMGIX - 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 Contrarian Core Fund (SMGIX). 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 | SMGIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.79 | 0.71 | +1.07 |
Sortino ratioReturn per unit of downside risk | 2.29 | 1.12 | +1.17 |
Omega ratioGain probability vs. loss probability | 1.36 | 1.17 | +0.19 |
Calmar ratioReturn relative to maximum drawdown | 2.35 | 0.87 | +1.48 |
Martin ratioReturn relative to average drawdown | 9.09 | 3.72 | +5.37 |
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 | SMGIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.79 | 0.71 | +1.07 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.73 | 0.56 | +0.17 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.57 | 0.68 | -0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.54 | 0.67 | -0.13 |
Correlation
The correlation between COSYX and SMGIX is 0.69, 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. SMGIX - Dividend Comparison
COSYX's dividend yield for the trailing twelve months is around 8.03%, which matches SMGIX's 8.06% 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% |
SMGIX Columbia Contrarian Core Fund | 8.06% | 7.39% | 9.69% | 3.08% | 10.61% | 13.70% | 7.69% | 5.87% | 10.17% | 4.89% | 0.76% | 5.86% |
Drawdowns
COSYX vs. SMGIX - Drawdown Comparison
The maximum COSYX drawdown since its inception was -43.16%, smaller than the maximum SMGIX drawdown of -50.62%. Use the drawdown chart below to compare losses from any high point for COSYX and SMGIX.
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Drawdown Indicators
| COSYX | SMGIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.16% | -50.62% | +7.46% |
Max Drawdown (1Y)Largest decline over 1 year | -11.76% | -12.33% | +0.57% |
Max Drawdown (5Y)Largest decline over 5 years | -25.80% | -32.20% | +6.40% |
Max Drawdown (10Y)Largest decline over 10 years | -43.16% | -32.45% | -10.71% |
Current DrawdownCurrent decline from peak | -10.88% | -9.99% | -0.89% |
Average DrawdownAverage peak-to-trough decline | -7.15% | -6.77% | -0.38% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.04% | 2.89% | +0.15% |
Volatility
COSYX vs. SMGIX - Volatility Comparison
Columbia Overseas Value Fund Institutional 3 Class (COSYX) has a higher volatility of 6.32% compared to Columbia Contrarian Core Fund (SMGIX) at 4.18%. This indicates that COSYX's price experiences larger fluctuations and is considered to be riskier than SMGIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| COSYX | SMGIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.32% | 4.18% | +2.14% |
Volatility (6M)Calculated over the trailing 6-month period | 10.06% | 9.28% | +0.78% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.02% | 18.55% | -2.53% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.74% | 18.96% | -3.22% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.41% | 18.95% | -1.54% |