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COSZX vs. FSKAX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

COSZX vs. FSKAX

Last updated May 12, 2025

Compare and contrast key facts about Columbia Overseas Value Fund (COSZX) and Fidelity Total Market Index Fund (FSKAX).

COSZX is managed by Columbia. It was launched on Mar 30, 2008. FSKAX is managed by Fidelity.

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: COSZX or FSKAX.

Correlation

The correlation between COSZX and FSKAX is -0.80. 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.

Performance

COSZX vs. FSKAX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Columbia Overseas Value Fund (COSZX) and Fidelity Total Market Index Fund (FSKAX). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Daily Std Dev

COSZX:

8.62%

FSKAX:

10.48%

Max Drawdown

COSZX:

-0.57%

FSKAX:

-0.78%

Current Drawdown

COSZX:

0.00%

FSKAX:

-0.06%

Returns By Period

COSZX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

FSKAX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

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COSZX vs. FSKAX - Expense Ratio Comparison

COSZX has a 0.90% expense ratio, which is higher than FSKAX's 0.02% expense ratio.

COSZX
Columbia Overseas Value Fund
FSKAX
Fidelity Total Market Index Fund

Risk-Adjusted Performance

COSZX vs. FSKAX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
COSZX
The Risk-Adjusted Performance Rank of COSZX is 8484
Overall Rank
The Sharpe Ratio Rank of COSZX is 8181
Sharpe Ratio Rank
The Sortino Ratio Rank of COSZX is 8181
Sortino Ratio Rank
The Omega Ratio Rank of COSZX is 8383
Omega Ratio Rank
The Calmar Ratio Rank of COSZX is 8989
Calmar Ratio Rank
The Martin Ratio Rank of COSZX is 8585
Martin Ratio Rank
FSKAX
The Risk-Adjusted Performance Rank of FSKAX is 6161
Overall Rank
The Sharpe Ratio Rank of FSKAX is 5757
Sharpe Ratio Rank
The Sortino Ratio Rank of FSKAX is 6060
Sortino Ratio Rank
The Omega Ratio Rank of FSKAX is 6161
Omega Ratio Rank
The Calmar Ratio Rank of FSKAX is 6767
Calmar Ratio Rank
The Martin Ratio Rank of FSKAX is 6060
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

COSZX vs. FSKAX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Columbia Overseas Value Fund (COSZX) 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.

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Dividends

COSZX vs. FSKAX - Dividend Comparison

COSZX's dividend yield for the trailing twelve months is around 4.56%, more than FSKAX's 1.13% yield.

TTM20242023202220212020201920182017201620152014
COSZX
Columbia Overseas Value Fund		4.56%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
FSKAX
Fidelity Total Market Index Fund		1.13%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

COSZX vs. FSKAX - Drawdown Comparison

The maximum COSZX drawdown since its inception was -0.57%, smaller than the maximum FSKAX drawdown of -0.78%. Use the drawdown chart below to compare losses from any high point for COSZX and FSKAX. For additional features, visit the drawdowns tool.

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Volatility

COSZX vs. FSKAX - Volatility Comparison

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