Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| NEIAX (COLUMBIA LARGE CAP INDEX FUND COLUMBIA LARGE CAP INDEX FUND CLASS A) | -6.56% | -5.14% | 5.66% | 4.48% | 6.43% | 9.62% | 7.06% | 7.30% |
Data as of 06/26/2025, AR inception is 12/22/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NEIAX (COLUMBIA LARGE CAP INDEX FUND COLUMBIA LARGE CAP INDEX FUND CLASS A) | 12/22/1995 | 06/26/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.92 | -5.14 | 5.66 | 4.48 | 6.43 | 9.62 | 7.06 | 7.30 | -6.56 | 15.89 | 16.58 | -26.79 | 10.12 | 10.78 | 31.04 | -4.88 | 21.29 | 11.51 | 0.96 | 13.16 | 31.77 | 15.50 | 1.73 | 14.81 | 26.03 | -37.22 | 5.13 | 15.39 | 4.66 | 10.45 | 27.98 | -22.21 | -12.45 | -9.60 | 20.14 | 22.43 | 28.10 | 21.81 | -0.37 |
| Sharpe Ratio | NA | -0.46 | 0.09 | 0.06 | 0.24 | NA | NA | 0.28 | -0.71 | 0.68 | 0.89 | -1.13 | 0.58 | 0.30 | 2.37 | -0.36 | 3.16 | 0.85 | 0.06 | 1.15 | 2.86 | 1.22 | 0.07 | 0.82 | 0.95 | -0.93 | 0.13 | 1.21 | 0.24 | 0.86 | 1.60 | -0.90 | -0.70 | -0.62 | 0.94 | 0.91 | 1.34 | 1.54 | -3.60 |
| Standard Deviation(%) | NA | 24.02 | 19.69 | 19.63 | 19.56 | NA | NA | 19.63 | 30.98 | 13.78 | 13.99 | 25.06 | 17.34 | 34.99 | 12.48 | 17.12 | 6.57 | 13.35 | 15.53 | 11.40 | 11.09 | 12.79 | 23.34 | 18.05 | 27.22 | 41.02 | 16.01 | 10.05 | 10.31 | 11.11 | 17.08 | 25.96 | 21.59 | 22.23 | 18.07 | 20.99 | 18.32 | 11.78 | 6.67 |
| Draw Down(%) | NA | 22.78 | 22.78 | 35.00 | 35.00 | NA | NA | 55.44 | 18.80 | 9.29 | 10.06 | 28.34 | 13.63 | 33.83 | 6.64 | 19.49 | 2.64 | 10.32 | 12.05 | 7.33 | 5.61 | 9.66 | 18.79 | 15.56 | 27.21 | 47.89 | 9.91 | 7.46 | 7.02 | 7.56 | 13.91 | 32.96 | 29.38 | 16.83 | 11.96 | 19.11 | 10.70 | 7.51 | 0.67 |
| Yield(%) | 0.00 | 0.86 | 1.24 | 1.35 | 3.93 | 6.00 | 4.49 | 6.07 | 0.00 | 1.20 | 1.40 | 1.02 | 1.13 | 1.50 | 11.44 | 8.22 | 4.93 | 2.23 | 2.41 | 1.72 | 1.83 | 2.30 | 1.74 | 1.79 | 1.87 | 1.48 | 1.55 | 1.73 | 1.22 | 1.69 | 1.32 | 1.39 | 0.70 | 0.63 | 1.73 | 1.06 | 1.49 | 1.75 | 0.47 |
Data as of 06/26/2025, AR inception is 12/22/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NEIAX (COLUMBIA LARGE CAP INDEX FUND COLUMBIA LARGE CAP INDEX FUND CLASS A) |
-16.49%
Mar 2000 - Mar 2003 |
-6.95%
Feb 2004 - Feb 2009 |
-3.84%
Feb 1999 - Feb 2009 |
3.36%
Aug 2000 - Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NEIAX (COLUMBIA LARGE CAP INDEX FUND COLUMBIA LARGE CAP INDEX FUND CLASS A) |
25.41%
Jul 1996 - Jul 1999 |
22.54%
Feb 2009 - Feb 2014 |
16.19%
Feb 2009 - Feb 2019 |
12.54%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart