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NINDX: COLUMBIA LARGE CAP INDEX FUND COLUMBIA LARGE CAP INDEX FUND CLASS Z (MUTUAL FUND)
Basic Info 55.84 0.04(0.07%) April 28
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: | (76%) |
| Start Date: | 12/23/1993 |
| Last Dividend Date: | 12/11/2024 |
| 12-Mo. Yield | 1.38% |
| Expenses | 0.45% |
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Performance Analytics (As of 04/25/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 12/23/1993 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 7.2 | -5.7 | 3.2 | 1.5 | 5.8 | 6.8 | 9.3 | 7.6 | 8.3 | 16.3 | 17.0 | -26.5 | 10.5 | 11.1 | 31.4 | -4.6 | 21.6 | 11.8 | 1.2 | 13.5 | 32.1 | 15.8 | 2.0 | 14.9 | 26.4 | -37.1 | 5.4 | 15.7 | 4.8 | 10.7 | 28.3 | -22.4 | -12.2 | -9.4 | 20.3 | 28.5 | 32.7 | 22.6 | 35.6 | -0.3 | -0.1 |
| Sharpe Ratio | NA | -0.71 | -0.16 | -0.16 | 0.15 | 0.27 | NA | NA | 0.35 | 0.7 | 0.92 | -1.12 | 0.61 | 0.31 | 2.39 | -0.35 | 3.22 | 0.86 | 0.08 | 1.18 | 2.9 | 1.24 | 0.08 | 0.82 | 0.97 | -0.92 | 0.15 | 1.24 | 0.26 | 0.88 | 1.62 | -0.9 | -0.68 | -0.61 | 0.94 | 1.24 | 1.59 | 1.61 | 4.05 | -0.33 | NA |
| Draw Down(%) | NA | 18.8 | 22.7 | 22.7 | 34.8 | 34.8 | NA | NA | 55.3 | 9.2 | 10.0 | 28.2 | 13.5 | 33.8 | 6.6 | 19.5 | 2.6 | 10.3 | 12.0 | 7.3 | 5.6 | 9.6 | 18.7 | 15.6 | 27.2 | 47.8 | 9.9 | 7.5 | 7.0 | 7.5 | 13.8 | 33.2 | 29.3 | 16.7 | 11.9 | 19.1 | 10.7 | 7.4 | 2.5 | 8.5 | NA |
| Standard Deviation(%) | NA | 28.7 | 20.1 | 19.4 | 19.3 | 19.1 | NA | NA | 19.0 | 13.8 | 14.0 | 25.0 | 17.3 | 35.0 | 12.5 | 17.1 | 6.5 | 13.4 | 15.5 | 11.4 | 11.1 | 12.7 | 23.4 | 18.1 | 27.3 | 41.0 | 16.0 | 10.0 | 10.3 | 11.1 | 17.0 | 26.0 | 21.5 | 22.2 | 18.2 | 20.3 | 18.2 | 11.8 | 7.8 | 9.8 | NA |
| Treynor Ratio | NA | -0.2 | -0.03 | -0.03 | 0.03 | 0.05 | NA | NA | 0.07 | 0.1 | 0.13 | -0.29 | 0.11 | 0.11 | 0.3 | -0.06 | 0.22 | 0.12 | 0.01 | 0.14 | 0.32 | 0.16 | 0.02 | 0.15 | 0.26 | -0.38 | 0.02 | 0.13 | 0.03 | 0.1 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA |
| Alpha | NA | 0.0 | -0.03 | -0.03 | -0.03 | -0.02 | NA | NA | 0.01 | -0.02 | -0.03 | -0.04 | -0.05 | -0.03 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| Beta | NA | 0.99 | 0.98 | 0.97 | 0.97 | 0.98 | NA | NA | 0.99 | 0.96 | 0.97 | 0.96 | 0.93 | 1.0 | 1.0 | 1.0 | 0.96 | 0.99 | 1.0 | 0.99 | 0.99 | 0.99 | 0.99 | 0.99 | 1.0 | 1.0 | 1.01 | 0.98 | 1.0 | 1.0 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 1.0 | 0.91 | 0.89 | 0.85 | 0.92 | NA | NA | 0.68 | 0.81 | 0.86 | 0.91 | 0.53 | 0.98 | 1.0 | 1.0 | 0.96 | 0.95 | 0.99 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 0.92 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA |
| Yield(%) | N/A | 0.0 | 1.4 | 1.3 | 1.7 | 4.3 | 5.9 | 5.1 | N/A | 1.5 | 1.7 | 1.2 | 1.4 | 1.7 | 11.7 | 8.4 | 5.2 | 2.5 | 2.7 | 2.0 | 2.1 | 2.6 | 2.0 | 1.9 | 2.1 | 1.9 | 2.0 | 1.9 | 1.3 | 1.9 | 1.6 | 1.2 | 0.9 | 0.9 | 2.0 | 6.3 | 5.5 | 2.3 | 2.9 | 2.5 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | 2.2 | -66.7 | -70.9 | 246.8 | 201.6 | N/A | N/A | 2.2 | -3.0 | -2.6 | -13.7 | -82.2 | 20.2 | 89.4 | 133.2 | -9.0 | 51.0 | 17.7 | -6.5 | 29.9 | 19.6 | 7.9 | -29.1 | -1.3 | 14.9 | 52.1 | -24.8 | 50.0 | 6.6 | 11.3 | -4.9 | -48.4 | -62.3 | 45.7 | 185.0 | 7.5 | 9.4 | 12700.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/23/1993
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See LARGE BLEND Asset Class Trend Rankings |
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