COSZX vs. MFWTX

In the year-to-date period, COSZX achieves a 16.83% return, which is significantly higher than MFWTX's 4.52% return. Over the past 10 years, COSZX has outperformed MFWTX with an annualized return of 5.74%, while MFWTX has yielded a comparatively lower 1.86% annualized return.

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COSZX has a 0.90% expense ratio, which is lower than MFWTX's 1.09% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Columbia Overseas Value Fund (COSZX) and MFS Global Total Return Fund (MFWTX). 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.

The current COSZX Sharpe Ratio is 0.98, which is higher than the MFWTX Sharpe Ratio of -0.07. The chart below compares the historical Sharpe Ratios of COSZX and MFWTX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

COSZX's dividend yield for the trailing twelve months is around 4.60%, less than MFWTX's 8.43% yield.

The maximum COSZX drawdown since its inception was -61.80%, which is greater than MFWTX's maximum drawdown of -31.49%. Use the drawdown chart below to compare losses from any high point for COSZX and MFWTX. For additional features, visit the drawdowns tool.