CSVFX vs. CDDYX
Compare and contrast key facts about Columbia International Dividend Income Fund (CSVFX) and Columbia Dividend Income Fund Institutional 3 Class (CDDYX).
CSVFX is managed by Columbia. It was launched on Nov 8, 2000. CDDYX is managed by Columbia. It was launched on Nov 8, 2012.
Performance
CSVFX vs. CDDYX - Performance Comparison
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CSVFX vs. CDDYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CSVFX Columbia International Dividend Income Fund | 1.51% | 31.32% | 2.36% | 18.44% | -14.91% | 13.73% | 5.87% | 24.47% | -12.96% | 20.13% |
CDDYX Columbia Dividend Income Fund Institutional 3 Class | 1.65% | 15.95% | 15.17% | 10.65% | -4.84% | 26.43% | 7.92% | 28.74% | -4.27% | 20.34% |
Returns By Period
In the year-to-date period, CSVFX achieves a 1.51% return, which is significantly lower than CDDYX's 1.65% return. Over the past 10 years, CSVFX has underperformed CDDYX with an annualized return of 8.44%, while CDDYX has yielded a comparatively higher 12.13% annualized return.
CSVFX
- 1D
- 0.26%
- 1M
- -11.50%
- YTD
- 1.51%
- 6M
- 8.21%
- 1Y
- 25.26%
- 3Y*
- 14.28%
- 5Y*
- 8.22%
- 10Y*
- 8.44%
CDDYX
- 1D
- 0.03%
- 1M
- -5.46%
- YTD
- 1.65%
- 6M
- 4.20%
- 1Y
- 14.89%
- 3Y*
- 14.58%
- 5Y*
- 10.65%
- 10Y*
- 12.13%
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CSVFX vs. CDDYX - Expense Ratio Comparison
CSVFX has a 1.01% expense ratio, which is higher than CDDYX's 0.55% expense ratio.
Return for Risk
CSVFX vs. CDDYX — Risk / Return Rank
CSVFX
CDDYX
CSVFX vs. CDDYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia International Dividend Income Fund (CSVFX) and Columbia Dividend Income Fund Institutional 3 Class (CDDYX). 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.
| CSVFX | CDDYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.50 | 1.20 | +0.30 |
Sortino ratioReturn per unit of downside risk | 1.99 | 1.70 | +0.29 |
Omega ratioGain probability vs. loss probability | 1.30 | 1.26 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.98 | 1.47 | +0.51 |
Martin ratioReturn relative to average drawdown | 7.79 | 6.88 | +0.92 |
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
| CSVFX | CDDYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.50 | 1.20 | +0.30 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.54 | 0.81 | -0.26 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.53 | 0.78 | -0.25 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 0.85 | -0.37 |
Correlation
The correlation between CSVFX and CDDYX is 0.81, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
CSVFX vs. CDDYX - Dividend Comparison
CSVFX's dividend yield for the trailing twelve months is around 4.86%, less than CDDYX's 5.29% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CSVFX Columbia International Dividend Income Fund | 4.86% | 4.81% | 6.96% | 3.56% | 1.93% | 9.05% | 3.57% | 3.44% | 5.53% | 2.94% | 3.52% | 3.19% |
CDDYX Columbia Dividend Income Fund Institutional 3 Class | 5.29% | 5.33% | 5.99% | 4.96% | 3.90% | 2.93% | 1.85% | 3.28% | 7.65% | 4.03% | 3.84% | 8.35% |
Drawdowns
CSVFX vs. CDDYX - Drawdown Comparison
The maximum CSVFX drawdown since its inception was -55.31%, which is greater than CDDYX's maximum drawdown of -32.74%. Use the drawdown chart below to compare losses from any high point for CSVFX and CDDYX.
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Drawdown Indicators
| CSVFX | CDDYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.31% | -32.74% | -22.57% |
Max Drawdown (1Y)Largest decline over 1 year | -11.72% | -10.17% | -1.55% |
Max Drawdown (5Y)Largest decline over 5 years | -29.11% | -16.91% | -12.20% |
Max Drawdown (10Y)Largest decline over 10 years | -33.50% | -32.74% | -0.76% |
Current DrawdownCurrent decline from peak | -11.50% | -5.46% | -6.04% |
Average DrawdownAverage peak-to-trough decline | -8.05% | -2.79% | -5.26% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.99% | 2.18% | +0.81% |
Volatility
CSVFX vs. CDDYX - Volatility Comparison
Columbia International Dividend Income Fund (CSVFX) has a higher volatility of 7.16% compared to Columbia Dividend Income Fund Institutional 3 Class (CDDYX) at 2.92%. This indicates that CSVFX's price experiences larger fluctuations and is considered to be riskier than CDDYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CSVFX | CDDYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.16% | 2.92% | +4.24% |
Volatility (6M)Calculated over the trailing 6-month period | 10.74% | 6.83% | +3.91% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.37% | 13.61% | +2.76% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.21% | 13.29% | +1.92% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.97% | 15.68% | +0.29% |