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Columbia Overseas Value Inst3 (COSYX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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11.13-0.01 (-0.09%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.79%
5-year average return7.49%
Number of years up5
Number of years down3
Best 1-yr total return (6 Jun 2024)30.24%
Worst 1-yr total return (6 Jun 2024)N/A
Best 3-yr total return30.24%
Worst 3-yr total return0.81%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCOSYXCategory
YTD7.69%11.56%
1-month6.28%-2.20%
3-month10.53%4.11%
1-year22.30%35.63%
3-year4.45%5.74%
5-year8.60%8.25%
10-year5.43%4.29%
Last bull market13.28%13.65%
Last bear market-11.22%-23.43%

Annual total return (%) history

Year
COSYXCategory
2024
N/AN/A
2023
16.33%N/A
2022
-5.88%N/A
2021
10.97%N/A
2020
-0.06%0.88%
2019
22.61%17.80%
2018
-16.38%-15.44%
2017
30.24%22.08%
2016
1.35%3.34%
2015
N/A-3.10%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20241.90%N/AN/AN/A
20235.30%2.13%0.30%7.85%
2022-2.54%-11.22%-8.33%18.66%
20218.66%1.72%0.09%0.30%
2020-30.19%17.95%1.62%19.44%
201910.62%1.50%-1.40%10.75%
2018-0.97%-1.27%-0.81%-13.78%
20177.20%7.63%8.47%4.06%
2016-3.39%-3.88%7.30%1.71%
20155.48%N/AN/AN/A

Rank in category (by total return)

YTD42
1-month6
3-month6
1-year36
3-year41
5-year39

Load adjusted returns

1-year22.30%
3-year4.45%
5-year8.60%
10-year5.43%