COSZX vs. COLTX
Compare and contrast key facts about Columbia Overseas Value Fund (COSZX) and Columbia Tax-Exempt Fund (COLTX).
COSZX is managed by Columbia. It was launched on Mar 30, 2008. COLTX is managed by Columbia. It was launched on Nov 20, 1978.
Performance
COSZX vs. COLTX - Performance Comparison
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COSZX vs. COLTX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
COSZX Columbia Overseas Value Fund | 0.28% | 45.80% | 4.70% | 16.05% | -5.99% | 10.78% | -0.07% | 22.37% | -16.70% | 27.82% |
COLTX Columbia Tax-Exempt Fund | -0.78% | 3.86% | 3.47% | 6.60% | -12.56% | 3.01% | 3.37% | 8.15% | 0.19% | 6.15% |
Returns By Period
In the year-to-date period, COSZX achieves a 0.28% return, which is significantly higher than COLTX's -0.78% return. Over the past 10 years, COSZX has outperformed COLTX with an annualized return of 9.81%, while COLTX has yielded a comparatively lower 1.82% annualized return.
COSZX
- 1D
- 0.21%
- 1M
- -10.89%
- YTD
- 0.28%
- 6M
- 6.08%
- 1Y
- 29.26%
- 3Y*
- 19.10%
- 5Y*
- 11.26%
- 10Y*
- 9.81%
COLTX
- 1D
- 0.26%
- 1M
- -2.86%
- YTD
- -0.78%
- 6M
- 0.56%
- 1Y
- 2.93%
- 3Y*
- 3.43%
- 5Y*
- 0.44%
- 10Y*
- 1.82%
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COSZX vs. COLTX - Expense Ratio Comparison
COSZX has a 0.90% expense ratio, which is higher than COLTX's 0.73% expense ratio.
Return for Risk
COSZX vs. COLTX — Risk / Return Rank
COSZX
COLTX
COSZX vs. COLTX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Overseas Value Fund (COSZX) and Columbia Tax-Exempt Fund (COLTX). 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.
| COSZX | COLTX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.77 | 0.59 | +1.18 |
Sortino ratioReturn per unit of downside risk | 2.27 | 0.83 | +1.44 |
Omega ratioGain probability vs. loss probability | 1.36 | 1.16 | +0.19 |
Calmar ratioReturn relative to maximum drawdown | 2.33 | 0.67 | +1.66 |
Martin ratioReturn relative to average drawdown | 9.03 | 1.85 | +7.18 |
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
| COSZX | COLTX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.77 | 0.59 | +1.18 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.72 | 0.09 | +0.63 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.57 | 0.37 | +0.20 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.20 | 0.94 | -0.75 |
Correlation
The correlation between COSZX and COLTX is -0.12. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Dividends
COSZX vs. COLTX - Dividend Comparison
COSZX's dividend yield for the trailing twelve months is around 7.89%, more than COLTX's 3.74% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
COSZX Columbia Overseas Value Fund | 7.89% | 7.91% | 5.38% | 3.97% | 1.88% | 3.59% | 1.69% | 3.82% | 3.59% | 1.71% | 1.99% | 2.27% |
COLTX Columbia Tax-Exempt Fund | 3.74% | 4.91% | 3.66% | 3.15% | 3.05% | 3.20% | 3.27% | 4.60% | 3.80% | 3.86% | 4.15% | 4.13% |
Drawdowns
COSZX vs. COLTX - Drawdown Comparison
The maximum COSZX drawdown since its inception was -63.37%, which is greater than COLTX's maximum drawdown of -18.07%. Use the drawdown chart below to compare losses from any high point for COSZX and COLTX.
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Drawdown Indicators
| COSZX | COLTX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.37% | -18.07% | -45.30% |
Max Drawdown (1Y)Largest decline over 1 year | -11.76% | -6.59% | -5.17% |
Max Drawdown (5Y)Largest decline over 5 years | -25.77% | -18.07% | -7.70% |
Max Drawdown (10Y)Largest decline over 10 years | -43.40% | -18.07% | -25.33% |
Current DrawdownCurrent decline from peak | -10.89% | -2.86% | -8.03% |
Average DrawdownAverage peak-to-trough decline | -18.03% | -2.64% | -15.39% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.04% | 2.38% | +0.66% |
Volatility
COSZX vs. COLTX - Volatility Comparison
Columbia Overseas Value Fund (COSZX) has a higher volatility of 6.37% compared to Columbia Tax-Exempt Fund (COLTX) at 1.30%. This indicates that COSZX's price experiences larger fluctuations and is considered to be riskier than COLTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| COSZX | COLTX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.37% | 1.30% | +5.07% |
Volatility (6M)Calculated over the trailing 6-month period | 10.10% | 2.05% | +8.05% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.05% | 6.72% | +9.33% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.74% | 5.18% | +10.56% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.43% | 4.95% | +12.48% |