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Columbia Overseas Value Adv (COSVX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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10.68+0.04 (+0.38%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.66%
5-year average return6.44%
Number of years up5
Number of years down3
Best 1-yr total return (25 June 2024)30.05%
Worst 1-yr total return (25 June 2024)N/A
Best 3-yr total return30.05%
Worst 3-yr total return0.67%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCOSVXCategory
YTD7.60%11.56%
1-month6.19%-2.20%
3-month10.54%4.11%
1-year22.04%35.63%
3-year4.29%5.74%
5-year8.44%8.25%
10-year5.29%4.29%
Last bull market13.16%13.65%
Last bear market-11.31%-23.43%

Annual total return (%) history

Year
COSVXCategory
2024
N/AN/A
2023
16.18%N/A
2022
-6.08%N/A
2021
10.93%N/A
2020
-0.18%0.88%
2019
22.44%17.80%
2018
-16.52%-15.44%
2017
30.05%22.08%
2016
0.89%3.34%
2015
N/A-3.10%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20241.90%N/AN/AN/A
20235.30%2.01%0.40%7.74%
2022-2.54%-11.31%-8.33%18.53%
20218.66%1.70%0.09%0.29%
2020-30.19%17.95%1.50%19.44%
201910.62%1.59%-1.50%10.62%
2018-0.97%-1.30%-0.81%-13.90%
20177.20%7.52%8.47%4.01%
2016-3.62%-3.88%7.17%1.62%
20155.48%N/AN/AN/A

Rank in category (by total return)

YTD45
1-month7
3-month6
1-year38
3-year44
5-year40

Load adjusted returns

1-year22.04%
3-year4.29%
5-year8.44%
10-year5.29%