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NEIAX: COLUMBIA LARGE CAP INDEX FUND COLUMBIA LARGE CAP INDEX FUND CLASS A (MUTUAL FUND)
Basic Info 57.63 1.56(2.64%) June 05
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: | (36%) |
| Start Date: | 12/22/1995 |
| Last Dividend Date: | 12/10/2025 |
| 12-Mo. Yield | 24.59% |
| Expenses | 0.20% |
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Performance Analytics (As of 06/02/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 12/22/1995 |
2025 | 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(%) | -2.6 | 8.2 | 25.3 | 21.0 | 7.3 | 11.2 | 11.5 | 9.1 | 8.6 | 17.3 | 24.5 | 25.8 | -26.8 | 10.1 | 10.8 | 31.0 | -4.9 | 21.3 | 11.5 | 1.0 | 13.2 | 31.8 | 15.5 | 1.7 | 14.8 | 26.0 | -37.2 | 5.1 | 15.4 | 4.7 | 10.5 | 28.0 | -22.2 | -12.5 | -9.6 | 20.1 | 22.4 | 28.1 | 21.8 | -0.4 |
| Sharpe Ratio | NA | 1.98 | 2.23 | 1.32 | 0.3 | 0.53 | NA | NA | 0.36 | 0.77 | 1.65 | 1.7 | -1.13 | 0.58 | 0.3 | 2.37 | -0.37 | 3.15 | 0.85 | 0.06 | 1.15 | 2.86 | 1.22 | 0.07 | 0.82 | 0.95 | -0.93 | 0.12 | 1.2 | 0.23 | 0.85 | 1.6 | -0.9 | -0.7 | -0.62 | 0.93 | 0.9 | 1.33 | 1.53 | -3.73 |
| Draw Down(%) | NA | 9.0 | 9.0 | 18.8 | 35.0 | 35.0 | NA | NA | 55.4 | 18.8 | 8.5 | 10.1 | 28.3 | 13.6 | 33.8 | 6.6 | 19.5 | 2.6 | 10.3 | 12.1 | 7.3 | 5.6 | 9.7 | 18.8 | 15.6 | 27.2 | 47.9 | 9.9 | 7.5 | 7.0 | 7.6 | 13.9 | 33.0 | 29.4 | 16.8 | 12.0 | 19.1 | 10.7 | 7.5 | 0.7 |
| Standard Deviation(%) | NA | 13.5 | 11.9 | 14.8 | 17.9 | 18.7 | NA | NA | 19.3 | 18.6 | 12.7 | 13.1 | 25.1 | 17.3 | 35.0 | 12.5 | 17.1 | 6.6 | 13.4 | 15.5 | 11.4 | 11.1 | 12.8 | 23.3 | 18.0 | 27.2 | 41.0 | 16.0 | 10.1 | 10.3 | 11.1 | 17.1 | 26.0 | 21.6 | 22.2 | 18.1 | 21.0 | 18.3 | 11.8 | 6.7 |
| Treynor Ratio | NA | 0.27 | 0.27 | 0.2 | 0.06 | 0.1 | NA | NA | 0.07 | 0.15 | 0.21 | 0.23 | -0.29 | 0.11 | 0.1 | 0.3 | -0.06 | 0.22 | 0.11 | 0.01 | 0.13 | 0.32 | 0.16 | 0.02 | 0.15 | 0.26 | -0.38 | 0.02 | 0.12 | 0.02 | 0.1 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | -0.02 | -0.01 | NA | NA | 0.01 | 0.0 | 0.0 | 0.0 | -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 | -0.01 | 0.01 | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| Beta | NA | 1.0 | 1.0 | 0.99 | 0.97 | 0.99 | NA | NA | 0.99 | 0.99 | 0.99 | 0.99 | 0.96 | 0.93 | 1.0 | 1.0 | 1.0 | 0.96 | 0.99 | 1.0 | 0.99 | 1.0 | 0.99 | 0.99 | 0.99 | 1.0 | 1.0 | 1.01 | 0.99 | 1.0 | 1.0 | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 1.0 | 1.0 | 1.0 | 0.88 | 0.93 | NA | NA | 0.7 | 1.0 | 1.0 | 1.0 | 0.91 | 0.53 | 0.98 | 1.0 | 1.0 | 0.96 | 0.96 | 0.99 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 0.91 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | 24.5 | 16.1 | 7.9 | 9.4 | 11.0 | 8.8 | N/A | 24.9 | 9.9 | 10.0 | 1.0 | 1.1 | 1.5 | 11.4 | 8.2 | 4.9 | 2.2 | 2.4 | 1.7 | 1.8 | 2.3 | 1.7 | 1.8 | 1.9 | 1.5 | 1.5 | 1.7 | 1.2 | 1.7 | 1.3 | 1.4 | 0.7 | 0.6 | 1.7 | 1.1 | 1.5 | 1.7 | 0.5 |
| Dividend Growth(%) | N/A | -100.0 | 189.9 | 1076.1 | 96.5 | 654.4 | 808.2 | N/A | N/A | 189.9 | 13.2 | 600.0 | 1.1 | -19.9 | -84.3 | 20.9 | 93.8 | 146.7 | -10.0 | 57.7 | 17.7 | -9.2 | 32.6 | 9.5 | 17.1 | -19.2 | -2.1 | 0.0 | 49.8 | -21.5 | 56.3 | -25.4 | 77.5 | -1.7 | -57.3 | 96.2 | -8.7 | 0.9 | 267.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/22/1995
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