OSCBX vs. EPDIX
Compare and contrast key facts about Overseas SMA Completion Portfolio (OSCBX) and EuroPac International Dividend Income Fund (EPDIX).
OSCBX is managed by Columbia. It was launched on Sep 11, 2019. EPDIX is managed by Euro Pacific Asset Management. It was launched on Jan 9, 2014.
Performance
OSCBX vs. EPDIX - Performance Comparison
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OSCBX vs. EPDIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
OSCBX Overseas SMA Completion Portfolio | -4.93% | 47.21% | 6.06% | 15.00% | -11.51% | 6.10% | 7.40% | 11.03% |
EPDIX EuroPac International Dividend Income Fund | 5.87% | 62.35% | 0.87% | 7.85% | 1.53% | 8.04% | 9.23% | 3.39% |
Returns By Period
In the year-to-date period, OSCBX achieves a -4.93% return, which is significantly lower than EPDIX's 5.87% return.
OSCBX
- 1D
- -0.29%
- 1M
- -13.56%
- YTD
- -4.93%
- 6M
- 0.02%
- 1Y
- 26.19%
- 3Y*
- 17.96%
- 5Y*
- 7.97%
- 10Y*
- —
EPDIX
- 1D
- 0.07%
- 1M
- -9.48%
- YTD
- 5.87%
- 6M
- 16.80%
- 1Y
- 44.92%
- 3Y*
- 20.84%
- 5Y*
- 14.71%
- 10Y*
- 9.85%
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OSCBX vs. EPDIX - Expense Ratio Comparison
OSCBX has a 0.00% expense ratio, which is lower than EPDIX's 1.25% expense ratio.
Return for Risk
OSCBX vs. EPDIX — Risk / Return Rank
OSCBX
EPDIX
OSCBX vs. EPDIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Overseas SMA Completion Portfolio (OSCBX) and EuroPac International Dividend Income Fund (EPDIX). 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.
| OSCBX | EPDIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.60 | 2.80 | -1.21 |
Sortino ratioReturn per unit of downside risk | 2.05 | 3.33 | -1.28 |
Omega ratioGain probability vs. loss probability | 1.31 | 1.54 | -0.23 |
Calmar ratioReturn relative to maximum drawdown | 1.70 | 4.08 | -2.38 |
Martin ratioReturn relative to average drawdown | 6.92 | 16.78 | -9.87 |
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
| OSCBX | EPDIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.60 | 2.80 | -1.21 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.50 | 1.06 | -0.55 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.66 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.55 | 0.46 | +0.09 |
Correlation
The correlation between OSCBX and EPDIX is 0.73, 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
OSCBX vs. EPDIX - Dividend Comparison
OSCBX's dividend yield for the trailing twelve months is around 3.04%, less than EPDIX's 6.72% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OSCBX Overseas SMA Completion Portfolio | 3.04% | 2.89% | 6.48% | 5.66% | 3.86% | 6.86% | 1.42% | 1.37% | 0.00% | 0.00% | 0.00% | 0.00% |
EPDIX EuroPac International Dividend Income Fund | 6.72% | 7.71% | 4.09% | 3.32% | 2.81% | 2.31% | 1.92% | 2.68% | 3.00% | 2.93% | 2.47% | 3.88% |
Drawdowns
OSCBX vs. EPDIX - Drawdown Comparison
The maximum OSCBX drawdown since its inception was -39.50%, roughly equal to the maximum EPDIX drawdown of -38.23%. Use the drawdown chart below to compare losses from any high point for OSCBX and EPDIX.
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Drawdown Indicators
| OSCBX | EPDIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -39.50% | -38.23% | -1.27% |
Max Drawdown (1Y)Largest decline over 1 year | -14.34% | -10.92% | -3.42% |
Max Drawdown (5Y)Largest decline over 5 years | -32.93% | -20.98% | -11.95% |
Max Drawdown (10Y)Largest decline over 10 years | — | -32.84% | — |
Current DrawdownCurrent decline from peak | -13.95% | -9.48% | -4.47% |
Average DrawdownAverage peak-to-trough decline | -9.36% | -10.88% | +1.52% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.52% | 2.65% | +0.87% |
Volatility
OSCBX vs. EPDIX - Volatility Comparison
Overseas SMA Completion Portfolio (OSCBX) and EuroPac International Dividend Income Fund (EPDIX) have volatilities of 6.49% and 6.47%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| OSCBX | EPDIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.49% | 6.47% | +0.02% |
Volatility (6M)Calculated over the trailing 6-month period | 10.32% | 11.36% | -1.04% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.85% | 16.09% | -0.24% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.00% | 14.01% | +1.99% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.10% | 14.86% | +4.24% |