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Columbia Overseas Core Institutional 3 (COSOX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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10.43+0.11 (+1.07%)
At close: 08:05AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.35%
5-year average return6.07%
Number of years up4
Number of years down1
Best 1-yr total return (4 Jul 2024)25.45%
Worst 1-yr total return (4 Jul 2024)N/A
Best 3-yr total return25.45%
Worst 3-yr total return0.60%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCOSOXCategory
YTD2.63%9.07%
1-month-2.26%-1.09%
3-month0.42%5.12%
1-year10.08%33.76%
3-year0.58%8.50%
5-year5.78%10.08%
10-year0.00%5.80%
Last bull market15.65%14.90%
Last bear market-13.94%-23.70%

Annual total return (%) history

Year
COSOXCategory
2024
N/AN/A
2023
15.67%N/A
2022
-14.80%N/A
2021
9.75%N/A
2020
8.90%9.30%
2019
25.45%21.59%
2018
N/A-14.59%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20242.20%0.42%N/AN/A
20236.39%1.36%-1.46%8.85%
2022-6.57%-13.94%-9.58%17.18%
20216.47%2.47%0.97%-0.37%
2020-26.27%21.91%4.92%15.47%
201912.71%1.57%0.00%9.58%
2018-1.61%-0.31%-13.65%N/A

Rank in category (by total return)

YTD86
1-month79
3-month41
1-year66
3-year63
5-year58

Load adjusted returns

1-year10.08%
3-year0.58%
5-year5.78%
10-yearN/A