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COSZX: COLUMBIA OVERSEAS VALUE FUND (MUTUAL FUND)
Basic Info 14.59 0.21(1.42%) November 05
| Asset Class: | Foreign Large Value |
| MyPlanIQ Rating: | (66%) |
| Start Date: | 04/07/2008 |
| Last Dividend Date: | 12/15/2025 |
| 12-Mo. Yield | 7.83% |
| Expenses | 1.91% |
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Performance Analytics (As of 10/30/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.1 | 2.7 | 11.2 | 19.9 | 10.7 | 9.8 | 8.5 | 4.4 | 45.8 | 4.7 | 16.0 | -7.0 | 10.0 | -0.6 | 22.3 | -16.5 | 30.0 | 0.9 | 4.4 | -7.0 | 23.2 | 17.8 | -10.4 | 2.4 | 28.7 | -46.0 |
| Sharpe Ratio | NA | 0.05 | 0.48 | 1.19 | 0.49 | 0.46 | NA | 0.16 | 2.84 | 0.08 | 0.93 | -0.39 | 0.73 | -0.03 | 1.84 | -1.3 | 3.74 | 0.03 | 0.27 | -0.58 | 1.8 | 1.09 | -0.38 | 0.11 | 0.92 | -1.16 |
| Draw Down(%) | NA | 12.3 | 12.3 | 13.3 | 26.6 | 43.3 | NA | 63.4 | 13.3 | 8.6 | 8.3 | 26.6 | 10.0 | 40.7 | 9.7 | 25.1 | 2.3 | 14.7 | 14.2 | 13.9 | 9.1 | 15.8 | 25.0 | 21.3 | 30.7 | 57.2 |
| Standard Deviation(%) | NA | 15.7 | 15.1 | 14.5 | 16.0 | 17.2 | NA | 21.0 | 15.2 | 12.8 | 13.5 | 21.5 | 13.7 | 33.7 | 11.3 | 13.7 | 7.9 | 19.7 | 16.2 | 12.1 | 12.9 | 16.5 | 27.5 | 22.1 | 31.2 | 49.3 |
| Treynor Ratio | NA | 0.01 | 0.08 | 0.19 | 0.09 | 0.08 | NA | 0.03 | 0.49 | 0.01 | 0.13 | -0.09 | 0.1 | -0.01 | 0.21 | -0.18 | 0.31 | 0.01 | 0.05 | -0.07 | 0.24 | 0.19 | -0.1 | 0.02 | 0.28 | -0.55 |
| Alpha | NA | -0.04 | -0.02 | 0.01 | 0.01 | 0.0 | NA | 0.0 | 0.06 | 0.01 | 0.0 | 0.02 | 0.01 | -0.04 | 0.01 | -0.01 | 0.01 | -0.01 | 0.04 | 0.0 | 0.01 | 0.0 | 0.02 | -0.02 | -0.02 | -0.05 |
| Beta | NA | 0.94 | 0.94 | 0.91 | 0.93 | 0.99 | NA | 1.01 | 0.89 | 0.91 | 0.93 | 0.95 | 0.97 | 1.09 | 0.98 | 1.0 | 0.96 | 1.05 | 0.96 | 1.01 | 0.96 | 0.95 | 1.01 | 1.0 | 1.03 | 1.03 |
| RSquared | NA | 0.75 | 0.76 | 0.8 | 0.84 | 0.9 | NA | 0.93 | 0.84 | 0.8 | 0.79 | 0.92 | 0.9 | 0.97 | 0.9 | 0.92 | 0.78 | 0.92 | 0.89 | 0.89 | 0.93 | 0.94 | 0.98 | 0.95 | 0.94 | 0.96 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | 10.7 | 5.4 | 4.4 | 0.7 | 3.1 | 1.2 | 4.5 | 3.1 | 4.3 | 2.0 | 2.3 | 3.2 | 2.0 | 2.6 | 3.1 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | 98.9 | 34.5 | 445.5 | -74.3 | 154.2 | -68.5 | 16.1 | -8.3 | 116.0 | -13.8 | -34.1 | 90.1 | -12.7 | -27.3 | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/02/2008
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See Foreign Large Value Asset Class Trend Rankings |
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