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NINDX: COLUMBIA LARGE CAP INDEX FUND COLUMBIA LARGE CAP INDEX FUND CLASS Z (MUTUAL FUND)
Basic Info 56.93 0.28(0.49%) May 14
Asset Class: | LARGE BLEND |
MyPlanIQ Rating: | (76%) |
Start Date: | 12/23/1993 |
Last Dividend Date: | 12/12/2023 |
12-Mo. Yield | 9.39% |
Expenses | 0.45% |
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Performance Analytics (As of 05/13/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 06/21/1996 |
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(%) | 1.2 | 10.5 | 29.0 | 10.5 | 15.0 | 12.6 | 14.6 | 10.1 | 9.5 | 26.1 | -18.1 | 28.6 | 18.1 | 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 | 2.25 | 2.09 | 0.4 | 0.6 | 0.65 | NA | NA | 0.45 | 1.68 | -0.81 | 2.18 | 0.51 | 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 | 5.4 | 10.0 | 24.6 | 33.8 | 33.8 | NA | NA | 55.3 | 10.0 | 24.6 | 5.1 | 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 | 11.7 | 11.6 | 17.4 | 21.4 | 17.8 | NA | NA | 18.8 | 13.1 | 24.2 | 13.1 | 34.7 | 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 | 0.27 | 0.24 | 0.07 | 0.13 | 0.12 | NA | NA | 0.08 | 0.23 | -0.2 | 0.29 | 0.18 | 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 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.02 | 0.0 | 0.01 | 0.01 | -0.01 | 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 | 0.99 | 0.98 | 0.99 | 0.99 | NA | NA | 1.0 | 0.97 | 0.98 | 0.98 | 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 | 1.0 | 1.0 | 1.0 | 0.99 | NA | NA | 0.69 | 0.97 | 1.0 | 0.98 | 1.0 | 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 | 9.4 | 11.1 | 12.1 | 10.7 | 16.1 | 10.4 | N/A | 10.2 | 9.5 | 18.8 | 7.8 | 11.7 | 8.4 | 5.2 | 2.5 | 2.7 | 2.0 | 2.1 | 2.6 | 2.0 | 1.8 | 2.1 | 1.9 | 2.0 | 1.9 | 1.3 | 1.9 | 1.5 | 1.2 | 1.0 | 0.9 | 2.0 | 6.4 | 5.6 | 2.2 | 2.9 | 2.6 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | -23.1 | 56.1 | 228.0 | 724.9 | N/A | N/A | N/A | -23.0 | -43.6 | 156.2 | -19.6 | 20.0 | 89.3 | 133.3 | -9.4 | 51.4 | 18.6 | -6.3 | 31.2 | 20.0 | 5.3 | -29.6 | 0.0 | 14.9 | 51.6 | -24.4 | 51.9 | 3.8 | 8.3 | -4.0 | -46.8 | -62.7 | 44.8 | 200.0 | 3.6 | 7.7 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/21/1996
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