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NTIAX: COLUMBIA MID CAP INDEX FUND COLUMBIA MID CAP INDEX FUND CLASS A (MUTUAL FUND)
Basic Info 15.3 0.21(1.39%) May 06
Asset Class: | MID-CAP BLEND |
MyPlanIQ Rating: | (45%) |
Start Date: | 06/19/2000 |
Last Dividend Date: | 12/07/2023 |
12-Mo. Yield | 7.77% |
Expenses | 0.20% |
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Performance Analytics (As of 05/03/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 07/23/2002 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 2.0 | 7.1 | 24.8 | 4.1 | 9.7 | 9.4 | 12.7 | 9.6 | 10.8 | 16.0 | -13.5 | 24.4 | 13.1 | 25.7 | -11.6 | 15.6 | 20.7 | -2.5 | 9.2 | 32.9 | 17.3 | -2.2 | 26.1 | 36.8 | -36.5 | 7.6 | 10.0 | 12.3 | 16.0 | 34.8 | -16.7 | -6.6 | -6.0 |
Sharpe Ratio | NA | 0.95 | 1.08 | 0.06 | 0.31 | 0.4 | NA | NA | 0.31 | 0.68 | -0.58 | 1.35 | 0.31 | 1.69 | -0.8 | 1.56 | 1.12 | -0.17 | 0.71 | 2.48 | 1.14 | -0.08 | 1.24 | 1.14 | -0.86 | 0.29 | 0.49 | 0.81 | 1.12 | 2.08 | -0.71 | -0.4 | -0.54 |
Draw Down(%) | NA | 7.2 | 14.4 | 23.7 | 42.1 | 42.1 | NA | NA | 55.5 | 14.4 | 22.8 | 8.4 | 42.1 | 8.5 | 23.3 | 5.5 | 11.3 | 12.6 | 10.7 | 7.3 | 11.2 | 26.3 | 17.4 | 27.4 | 53.2 | 11.4 | 12.7 | 8.0 | 10.7 | 13.7 | 32.7 | 28.2 | 20.1 |
Standard Deviation(%) | NA | 14.6 | 16.0 | 20.2 | 25.3 | 20.7 | NA | NA | 22.0 | 17.5 | 25.8 | 18.0 | 41.1 | 14.4 | 16.2 | 9.6 | 18.3 | 15.0 | 13.0 | 13.3 | 15.3 | 28.7 | 21.0 | 32.3 | 43.3 | 16.2 | 13.8 | 12.5 | 13.4 | 16.4 | 25.1 | 22.9 | 28.2 |
Treynor Ratio | NA | 0.12 | 0.15 | 0.01 | 0.07 | 0.08 | NA | NA | 0.07 | 0.11 | -0.15 | 0.22 | 0.12 | 0.23 | -0.13 | 0.13 | 0.21 | -0.03 | 0.09 | 0.32 | 0.17 | -0.02 | 0.27 | 0.37 | -0.39 | 0.05 | 0.06 | 0.1 | 0.14 | 0.34 | -0.18 | -0.09 | -0.18 |
Alpha | NA | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | 0.02 | -0.01 | -0.02 | -0.02 | -0.01 | -0.02 | 0.04 | 0.0 | -0.02 | -0.01 | 0.0 | 0.0 | 0.01 | -0.01 | 0.03 | 0.01 | -0.02 | -0.01 | -0.02 | 0.0 | -0.01 | -0.01 | -0.02 |
Beta | NA | 1.16 | 1.16 | 1.03 | 1.06 | 1.04 | NA | NA | 1.0 | 1.09 | 0.98 | 1.1 | 1.09 | 1.07 | 0.97 | 1.16 | 1.0 | 0.95 | 1.01 | 1.04 | 1.01 | 1.05 | 0.96 | 0.99 | 0.96 | 0.96 | 1.09 | 1.01 | 1.04 | 1.0 | 1.0 | 0.97 | 0.85 |
RSquared | NA | 0.92 | 0.91 | 0.92 | 0.93 | 0.91 | NA | NA | 0.94 | 0.91 | 0.96 | 0.82 | 0.95 | 0.91 | 0.95 | 0.89 | 0.68 | 0.94 | 0.94 | 0.95 | 0.97 | 0.99 | 0.98 | 0.99 | 0.98 | 0.97 | 0.97 | 0.96 | 0.96 | 0.98 | 1.0 | 0.93 | 0.69 |
Yield(%) | N/A | 0.0 | 8.1 | 9.6 | 10.0 | 9.2 | 14.5 | 9.9 | N/A | 8.2 | 8.7 | 18.8 | 9.4 | 6.5 | 7.8 | 7.9 | 8.8 | 8.8 | 6.3 | 5.0 | 6.4 | 5.2 | 1.5 | 1.3 | 5.9 | 10.3 | 5.4 | 6.5 | 3.6 | 0.8 | 0.2 | 0.6 | 0.4 |
Dividend Growth(%) | N/A | -100.0 | -27.3 | 52.7 | 32.4 | 143.2 | N/A | N/A | N/A | -27.3 | -50.5 | 102.0 | 72.4 | -33.6 | 6.5 | 2.5 | -11.8 | 44.7 | 54.1 | -11.6 | 13.1 | 335.7 | 55.6 | -87.0 | -44.8 | 95.3 | -8.6 | 100.0 | 483.3 | 200.0 | -60.0 | 25.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/23/2002
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