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COSSX: COLUMBIA OVERSEAS VALUE FUND COLUMBIA OVERSEAS VALUE FUND CLASS R5 (MUTUAL FUND)
Basic Info 14.75 0.31(2.06%) June 05
| Asset Class: | Foreign Large Value |
| MyPlanIQ Rating: | (1%) |
| Start Date: | 07/02/2015 |
| Last Dividend Date: | 12/15/2025 |
| 12-Mo. Yield | 8.89% |
| Expenses | 1.91% |
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Performance Analytics (As of 06/05/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 07/02/2015 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.7 | 4.6 | 24.3 | 20.8 | 10.8 | 10.3 | 8.9 | 34.9 | 4.8 | 16.1 | -6.0 | 10.9 | 0.0 | 22.5 | -16.5 | 30.2 | 1.1 | -3.3 |
| Sharpe Ratio | NA | 1.01 | 1.9 | 1.34 | 0.58 | 0.51 | 0.43 | 1.99 | 0.09 | 0.94 | -0.35 | 0.8 | -0.01 | 1.85 | -1.32 | 3.73 | 0.04 | -0.37 |
| Draw Down(%) | NA | 11.8 | 11.8 | 13.3 | 25.8 | 43.1 | 43.1 | 13.3 | 8.6 | 8.3 | 25.8 | 9.9 | 40.7 | 9.7 | 25.1 | 2.3 | 14.8 | 12.2 |
| Standard Deviation(%) | NA | 16.7 | 13.7 | 14.2 | 15.8 | 17.6 | 17.6 | 16.9 | 12.8 | 13.3 | 21.4 | 13.6 | 33.7 | 11.3 | 13.6 | 8.0 | 19.6 | 17.7 |
| Treynor Ratio | NA | 0.18 | 0.29 | 0.21 | 0.1 | 0.09 | 0.08 | 0.78 | 0.02 | 0.14 | -0.08 | 0.11 | 0.0 | 0.21 | -0.18 | 0.3 | 0.01 | -0.07 |
| Alpha | NA | -0.05 | 0.0 | 0.02 | 0.02 | 0.0 | 0.01 | 0.1 | 0.0 | 0.0 | 0.02 | 0.01 | -0.03 | 0.01 | -0.01 | 0.01 | -0.01 | 0.07 |
| Beta | NA | 0.92 | 0.9 | 0.91 | 0.93 | 1.0 | 0.99 | 0.43 | 0.8 | 0.93 | 0.95 | 0.96 | 1.09 | 0.99 | 0.99 | 1.0 | 1.05 | 0.92 |
| RSquared | NA | 0.86 | 0.83 | 0.83 | 0.87 | 0.91 | 0.91 | 0.34 | 0.64 | 0.79 | 0.92 | 0.89 | 0.97 | 0.9 | 0.92 | 0.83 | 0.92 | 0.87 |
| Yield(%) | N/A | 0.0 | 8.8 | 7.2 | 4.8 | 5.1 | N/A | 10.9 | 5.5 | 4.5 | 1.8 | 4.0 | 1.7 | 4.7 | 3.2 | 4.4 | 2.2 | 2.3 |
| Dividend Growth(%) | N/A | -100.0 | 96.7 | 190.7 | 88.6 | N/A | N/A | 96.7 | 34.6 | 131.4 | -51.2 | 121.6 | -55.6 | 15.4 | -8.2 | 104.4 | -11.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/02/2015
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