OSCBX vs. PZRIX
Compare and contrast key facts about Overseas SMA Completion Portfolio (OSCBX) and PIMCO RAE Global ex-US Fund (PZRIX).
OSCBX is managed by Columbia. It was launched on Sep 11, 2019. PZRIX is managed by PIMCO. It was launched on Jun 4, 2015.
Performance
OSCBX vs. PZRIX - Performance Comparison
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OSCBX vs. PZRIX - 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% |
PZRIX PIMCO RAE Global ex-US Fund | 7.89% | 34.05% | 3.29% | 19.31% | -9.11% | 12.08% | 1.74% | 6.69% |
Returns By Period
In the year-to-date period, OSCBX achieves a -4.93% return, which is significantly lower than PZRIX's 7.89% return.
OSCBX
- 1D
- -0.29%
- 1M
- -13.56%
- YTD
- -4.93%
- 6M
- 0.02%
- 1Y
- 26.19%
- 3Y*
- 17.96%
- 5Y*
- 7.97%
- 10Y*
- —
PZRIX
- 1D
- 0.41%
- 1M
- -6.89%
- YTD
- 7.89%
- 6M
- 16.45%
- 1Y
- 34.85%
- 3Y*
- 18.91%
- 5Y*
- 10.55%
- 10Y*
- 9.95%
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OSCBX vs. PZRIX - Expense Ratio Comparison
OSCBX has a 0.00% expense ratio, which is lower than PZRIX's 0.00% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Return for Risk
OSCBX vs. PZRIX — Risk / Return Rank
OSCBX
PZRIX
OSCBX vs. PZRIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Overseas SMA Completion Portfolio (OSCBX) and PIMCO RAE Global ex-US Fund (PZRIX). 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 | PZRIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.60 | 2.41 | -0.82 |
Sortino ratioReturn per unit of downside risk | 2.05 | 3.09 | -1.04 |
Omega ratioGain probability vs. loss probability | 1.31 | 1.47 | -0.16 |
Calmar ratioReturn relative to maximum drawdown | 1.70 | 2.70 | -1.00 |
Martin ratioReturn relative to average drawdown | 6.92 | 12.87 | -5.95 |
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 | PZRIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.60 | 2.41 | -0.82 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.50 | 0.67 | -0.17 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.59 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.55 | 0.58 | -0.04 |
Correlation
The correlation between OSCBX and PZRIX is 0.88, 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. PZRIX - Dividend Comparison
OSCBX's dividend yield for the trailing twelve months is around 3.04%, less than PZRIX's 6.08% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
PZRIX PIMCO RAE Global ex-US Fund | 6.08% | 6.56% | 6.70% | 9.19% | 8.80% | 11.99% | 2.04% | 6.32% | 2.80% | 4.13% | 2.58% |
Drawdowns
OSCBX vs. PZRIX - Drawdown Comparison
The maximum OSCBX drawdown since its inception was -39.50%, smaller than the maximum PZRIX drawdown of -43.53%. Use the drawdown chart below to compare losses from any high point for OSCBX and PZRIX.
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Drawdown Indicators
| OSCBX | PZRIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -39.50% | -43.53% | +4.03% |
Max Drawdown (1Y)Largest decline over 1 year | -14.34% | -10.68% | -3.66% |
Max Drawdown (5Y)Largest decline over 5 years | -32.93% | -30.85% | -2.08% |
Max Drawdown (10Y)Largest decline over 10 years | — | -43.53% | — |
Current DrawdownCurrent decline from peak | -13.95% | -6.96% | -6.99% |
Average DrawdownAverage peak-to-trough decline | -9.36% | -9.00% | -0.36% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.52% | 2.53% | +0.99% |
Volatility
OSCBX vs. PZRIX - Volatility Comparison
Overseas SMA Completion Portfolio (OSCBX) has a higher volatility of 6.49% compared to PIMCO RAE Global ex-US Fund (PZRIX) at 5.02%. This indicates that OSCBX's price experiences larger fluctuations and is considered to be riskier than PZRIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| OSCBX | PZRIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.49% | 5.02% | +1.47% |
Volatility (6M)Calculated over the trailing 6-month period | 10.32% | 8.77% | +1.55% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.85% | 14.09% | +1.76% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.00% | 15.83% | +0.17% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.10% | 17.01% | +2.09% |