COSZX vs. SLMCX
Compare and contrast key facts about Columbia Overseas Value Fund (COSZX) and Columbia Seligman Technology and Information Fund (SLMCX).
COSZX is managed by Columbia. It was launched on Mar 30, 2008. SLMCX is managed by Columbia. It was launched on Jun 22, 1983.
Performance
COSZX vs. SLMCX - Performance Comparison
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COSZX vs. SLMCX - 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% |
SLMCX Columbia Seligman Technology and Information Fund | 0.17% | 37.32% | 26.67% | 44.27% | -31.14% | 38.97% | 44.45% | 54.15% | -8.12% | 34.08% |
Returns By Period
In the year-to-date period, COSZX achieves a 0.28% return, which is significantly higher than SLMCX's 0.17% return. Over the past 10 years, COSZX has underperformed SLMCX with an annualized return of 9.81%, while SLMCX has yielded a comparatively higher 22.20% 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%
SLMCX
- 1D
- -2.99%
- 1M
- -9.33%
- YTD
- 0.17%
- 6M
- 5.15%
- 1Y
- 58.16%
- 3Y*
- 29.27%
- 5Y*
- 16.53%
- 10Y*
- 22.20%
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COSZX vs. SLMCX - Expense Ratio Comparison
COSZX has a 0.90% expense ratio, which is lower than SLMCX's 1.17% expense ratio.
Return for Risk
COSZX vs. SLMCX — Risk / Return Rank
COSZX
SLMCX
COSZX vs. SLMCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Overseas Value Fund (COSZX) and Columbia Seligman Technology and Information Fund (SLMCX). 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 | SLMCX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.77 | 1.90 | -0.12 |
Sortino ratioReturn per unit of downside risk | 2.27 | 2.46 | -0.19 |
Omega ratioGain probability vs. loss probability | 1.36 | 1.34 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 2.33 | 3.54 | -1.21 |
Martin ratioReturn relative to average drawdown | 9.03 | 13.44 | -4.40 |
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 | SLMCX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.77 | 1.90 | -0.12 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.72 | 0.64 | +0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.57 | 0.86 | -0.29 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.20 | 0.69 | -0.49 |
Correlation
The correlation between COSZX and SLMCX is 0.65, 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
COSZX vs. SLMCX - Dividend Comparison
COSZX's dividend yield for the trailing twelve months is around 7.89%, less than SLMCX's 9.44% 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% |
SLMCX Columbia Seligman Technology and Information Fund | 9.44% | 9.45% | 14.27% | 5.16% | 9.42% | 11.75% | 10.40% | 11.44% | 12.33% | 11.15% | 8.19% | 10.79% |
Drawdowns
COSZX vs. SLMCX - Drawdown Comparison
The maximum COSZX drawdown since its inception was -63.37%, smaller than the maximum SLMCX drawdown of -68.10%. Use the drawdown chart below to compare losses from any high point for COSZX and SLMCX.
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Drawdown Indicators
| COSZX | SLMCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.37% | -68.10% | +4.73% |
Max Drawdown (1Y)Largest decline over 1 year | -11.76% | -14.88% | +3.12% |
Max Drawdown (5Y)Largest decline over 5 years | -25.77% | -37.32% | +11.55% |
Max Drawdown (10Y)Largest decline over 10 years | -43.40% | -37.32% | -6.08% |
Current DrawdownCurrent decline from peak | -10.89% | -11.96% | +1.07% |
Average DrawdownAverage peak-to-trough decline | -18.03% | -13.05% | -4.98% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.04% | 3.93% | -0.89% |
Volatility
COSZX vs. SLMCX - Volatility Comparison
The current volatility for Columbia Overseas Value Fund (COSZX) is 6.37%, while Columbia Seligman Technology and Information Fund (SLMCX) has a volatility of 9.50%. This indicates that COSZX experiences smaller price fluctuations and is considered to be less risky than SLMCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| COSZX | SLMCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.37% | 9.50% | -3.13% |
Volatility (6M)Calculated over the trailing 6-month period | 10.10% | 21.01% | -10.91% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.05% | 30.59% | -14.54% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.74% | 25.96% | -10.22% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.43% | 25.93% | -8.50% |