FPFIX vs. COSIX
Compare and contrast key facts about FPA Flexible Fixed Income Fund (FPFIX) and Columbia Strategic Income Fund (COSIX).
FPFIX is managed by FPA. It was launched on Dec 30, 2018. COSIX is managed by Columbia. It was launched on Apr 20, 1977.
Performance
FPFIX vs. COSIX - Performance Comparison
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FPFIX vs. COSIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
FPFIX FPA Flexible Fixed Income Fund | -0.23% | 6.87% | 5.28% | 8.11% | -2.82% | 1.77% | 4.71% | 3.78% |
COSIX Columbia Strategic Income Fund | -0.59% | 6.98% | 4.50% | 9.86% | -11.65% | 1.34% | 7.12% | 9.99% |
Returns By Period
In the year-to-date period, FPFIX achieves a -0.23% return, which is significantly higher than COSIX's -0.59% return.
FPFIX
- 1D
- 0.29%
- 1M
- -1.63%
- YTD
- -0.23%
- 6M
- 0.99%
- 1Y
- 4.52%
- 3Y*
- 5.87%
- 5Y*
- 3.57%
- 10Y*
- —
COSIX
- 1D
- 0.28%
- 1M
- -1.94%
- YTD
- -0.59%
- 6M
- 0.11%
- 1Y
- 4.16%
- 3Y*
- 5.72%
- 5Y*
- 1.67%
- 10Y*
- 3.56%
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FPFIX vs. COSIX - Expense Ratio Comparison
FPFIX has a 0.51% expense ratio, which is lower than COSIX's 0.92% expense ratio.
Return for Risk
FPFIX vs. COSIX — Risk / Return Rank
FPFIX
COSIX
FPFIX vs. COSIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for FPA Flexible Fixed Income Fund (FPFIX) and Columbia Strategic Income Fund (COSIX). 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.
| FPFIX | COSIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.71 | 1.34 | +0.37 |
Sortino ratioReturn per unit of downside risk | 2.53 | 1.93 | +0.60 |
Omega ratioGain probability vs. loss probability | 1.35 | 1.24 | +0.10 |
Calmar ratioReturn relative to maximum drawdown | 2.45 | 2.06 | +0.40 |
Martin ratioReturn relative to average drawdown | 10.78 | 7.67 | +3.11 |
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
| FPFIX | COSIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.71 | 1.34 | +0.37 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.57 | 0.37 | +1.20 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.86 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.81 | 1.00 | +0.80 |
Correlation
The correlation between FPFIX and COSIX is 0.67, 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
FPFIX vs. COSIX - Dividend Comparison
FPFIX's dividend yield for the trailing twelve months is around 3.76%, less than COSIX's 5.03% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FPFIX FPA Flexible Fixed Income Fund | 3.76% | 3.78% | 4.76% | 3.95% | 2.92% | 2.26% | 3.00% | 2.42% | 0.00% | 0.00% | 0.00% | 0.00% |
COSIX Columbia Strategic Income Fund | 5.03% | 4.94% | 5.20% | 5.03% | 3.56% | 3.86% | 3.24% | 3.71% | 4.25% | 3.51% | 3.09% | 4.20% |
Drawdowns
FPFIX vs. COSIX - Drawdown Comparison
The maximum FPFIX drawdown since its inception was -4.11%, smaller than the maximum COSIX drawdown of -27.69%. Use the drawdown chart below to compare losses from any high point for FPFIX and COSIX.
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Drawdown Indicators
| FPFIX | COSIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -4.11% | -27.69% | +23.58% |
Max Drawdown (1Y)Largest decline over 1 year | -2.01% | -2.21% | +0.20% |
Max Drawdown (5Y)Largest decline over 5 years | -4.11% | -16.88% | +12.77% |
Max Drawdown (10Y)Largest decline over 10 years | — | -16.88% | — |
Current DrawdownCurrent decline from peak | -1.63% | -1.94% | +0.31% |
Average DrawdownAverage peak-to-trough decline | -0.57% | -2.48% | +1.91% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.46% | 0.59% | -0.13% |
Volatility
FPFIX vs. COSIX - Volatility Comparison
The current volatility for FPA Flexible Fixed Income Fund (FPFIX) is 1.13%, while Columbia Strategic Income Fund (COSIX) has a volatility of 1.30%. This indicates that FPFIX experiences smaller price fluctuations and is considered to be less risky than COSIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FPFIX | COSIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.13% | 1.30% | -0.17% |
Volatility (6M)Calculated over the trailing 6-month period | 1.68% | 1.91% | -0.23% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.72% | 3.19% | -0.47% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.28% | 4.51% | -2.23% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 2.08% | 4.15% | -2.07% |