UK markets close in 8 hours 21 minutes

Columbia Overseas Core Institutional 3 (COSOX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
10.16-0.03 (-0.29%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.63%
5-year average return5.78%
Number of years up4
Number of years down1
Best 1-yr total return (27 Jun 2024)25.45%
Worst 1-yr total return (27 Jun 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
YTD5.01%9.07%
1-month5.11%-1.09%
3-month6.39%5.12%
1-year16.95%33.76%
3-year0.44%8.50%
5-year7.46%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%N/AN/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)

YTD87
1-month28
3-month16
1-year59
3-year70
5-year54

Load adjusted returns

1-year16.95%
3-year0.44%
5-year7.46%
10-yearN/A