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CPXRX: COLUMBIA MID CAP INDEX FUND COLUMBIA MID CAP INDEX FUND CLASS R5 (MUTUAL FUND)
Basic Info 15.01 0.06(0.40%) July 08
| Asset Class: | MIDDLE BLEND |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 11/09/2012 |
| Last Dividend Date: | 12/06/2024 |
| 12-Mo. Yield | 1.22% |
| Expenses | 0.20% |
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Performance Analytics (As of 07/03/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 11/09/2012 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 2.1 | -0.5 | 1.5 | 4.8 | 3.4 | 3.8 | 6.0 | 4.1 | 8.9 | -21.2 | 6.6 | 3.8 | 26.6 | -11.4 | 16.0 | 21.0 | -2.3 | 7.8 | 27.6 | 1.1 |
| Sharpe Ratio | NA | -0.1 | -0.07 | 0.08 | 0.07 | 0.11 | 0.24 | -0.14 | 0.26 | -0.85 | 0.31 | 0.08 | 1.75 | -0.79 | 1.6 | 1.13 | -0.16 | 0.59 | 2.02 | 0.47 |
| Draw Down(%) | NA | 22.0 | 28.5 | 28.5 | 35.6 | 42.1 | 42.1 | 13.7 | 16.2 | 26.3 | 17.3 | 42.1 | 8.5 | 23.2 | 5.5 | 11.3 | 12.6 | 10.7 | 7.3 | 5.1 |
| Standard Deviation(%) | NA | 26.2 | 23.2 | 20.7 | 21.6 | 22.2 | 20.7 | 17.5 | 18.1 | 26.8 | 20.9 | 41.9 | 14.4 | 16.2 | 9.6 | 18.4 | 15.0 | 13.2 | 13.6 | 18.0 |
| Treynor Ratio | NA | -0.03 | -0.02 | 0.02 | 0.01 | 0.02 | 0.05 | -0.03 | 0.04 | -0.22 | 0.07 | 0.03 | 0.24 | -0.14 | 0.12 | 0.19 | -0.03 | 0.07 | 0.25 | 0.08 |
| Alpha | NA | -0.05 | -0.05 | -0.05 | -0.04 | -0.03 | -0.03 | -0.07 | -0.06 | -0.01 | -0.07 | -0.05 | -0.02 | -0.03 | -0.04 | 0.03 | -0.01 | -0.02 | -0.02 | -0.08 |
| Beta | NA | 1.0 | 1.0 | 1.01 | 1.01 | 1.02 | 1.02 | 0.98 | 1.08 | 1.01 | 1.0 | 1.05 | 1.05 | 0.89 | 1.24 | 1.12 | 0.91 | 1.07 | 1.09 | 1.09 |
| RSquared | NA | 0.86 | 0.73 | 0.71 | 0.66 | 0.72 | 0.73 | 0.51 | 0.61 | 0.84 | 0.4 | 0.77 | 0.82 | 0.88 | 0.75 | 0.62 | 0.89 | 0.85 | 0.79 | 0.54 |
| Yield(%) | N/A | 0.0 | 1.2 | 1.4 | 1.4 | 4.4 | N/A | 1.5 | 1.4 | 1.1 | 1.1 | 1.2 | 7.1 | 8.0 | 8.1 | 9.0 | 8.9 | 4.8 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | -10.3 | -41.0 | -83.9 | N/A | N/A | 11.2 | -2.0 | 9.3 | -5.7 | -80.0 | -28.6 | 6.6 | 2.6 | -11.0 | 93.1 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/09/2012
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