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Columbia Overseas Core A (COSAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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10.29+0.08 (+0.78%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.38%
5-year average return5.37%
Number of years up4
Number of years down1
Best 1-yr total return (1 July 2024)25.03%
Worst 1-yr total return (1 July 2024)N/A
Best 3-yr total return25.03%
Worst 3-yr total return0.18%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCOSAXCategory
YTD4.92%9.07%
1-month5.13%-1.09%
3-month6.31%5.12%
1-year16.50%33.76%
3-year0.06%8.50%
5-year7.03%10.08%
10-year0.00%5.80%
Last bull market15.47%14.90%
Last bear market-14.07%-23.70%

Annual total return (%) history

Year
COSAXCategory
2024
N/AN/A
2023
15.23%N/A
2022
-15.19%N/A
2021
9.34%N/A
2020
8.41%9.30%
2019
25.03%21.59%
2018
N/A-14.59%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20242.21%0.26%N/AN/A
20236.43%1.12%-1.57%8.77%
2022-6.67%-14.07%-9.61%16.99%
20216.38%2.33%0.88%-0.43%
2020-26.37%21.80%4.70%15.44%
201912.73%1.40%-0.11%9.50%
2018-1.81%-0.31%-13.79%N/A

Rank in category (by total return)

YTD88
1-month26
3-month17
1-year67
3-year78
5-year64

Load adjusted returns

1-year9.80%
3-year-1.90%
5-year5.77%
10-yearN/A