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NMIMX: COLUMBIA LARGE CAP ENHANCED CORE FUND COLUMBIA LARGE CAP ENHANCED CORE FUND CLASS Z (MUTUAL FUND)
Basic Info 30.2 0.8(2.58%) June 05
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: | (81%) |
| Start Date: | 09/23/1996 |
| Last Dividend Date: | 12/10/2025 |
| 12-Mo. Yield | 13.59% |
| Expenses | 0.58% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.1 | 6.2 | 25.0 | 20.6 | 6.3 | 10.4 | 11.2 | 8.9 | 8.7 | 17.0 | 25.6 | 26.2 | -23.0 | 2.7 | 7.5 | 25.9 | -4.9 | 24.4 | 9.8 | -0.0 | 15.2 | 35.2 | 16.1 | 4.6 | 13.3 | 24.0 | -36.5 | 4.0 | 16.8 | 6.7 | 10.5 | 29.7 | -21.6 | -9.2 | -11.1 | 17.6 | 27.2 | 33.5 | 8.9 |
| Sharpe Ratio | NA | 0.91 | 1.8 | 1.16 | 0.19 | 0.45 | NA | NA | 0.36 | 0.75 | 1.73 | 1.74 | -0.99 | 0.12 | 0.2 | 1.88 | -0.36 | 3.49 | 0.71 | 0.0 | 1.32 | 3.12 | 1.25 | 0.2 | 0.73 | 0.88 | -0.91 | 0.05 | 1.27 | 0.42 | 0.84 | 1.71 | -0.85 | -0.54 | -0.68 | 0.79 | 1.19 | 1.67 | 3.28 |
| Draw Down(%) | NA | 9.4 | 9.4 | 19.5 | 38.7 | 38.7 | NA | NA | 55.5 | 19.5 | 8.2 | 9.6 | 27.4 | 19.5 | 34.5 | 8.1 | 19.9 | 2.2 | 11.5 | 12.6 | 7.9 | 5.7 | 10.3 | 18.0 | 15.5 | 27.6 | 47.7 | 10.7 | 8.5 | 7.4 | 8.5 | 13.5 | 33.3 | 29.2 | 18.0 | 12.4 | 19.2 | 10.7 | 4.2 |
| Standard Deviation(%) | NA | 13.9 | 12.5 | 15.0 | 19.2 | 19.5 | NA | NA | 19.8 | 19.0 | 12.7 | 13.1 | 24.8 | 23.3 | 35.8 | 13.0 | 17.4 | 6.8 | 13.5 | 15.8 | 11.5 | 11.3 | 12.9 | 23.1 | 18.1 | 27.2 | 41.2 | 16.5 | 10.6 | 10.7 | 11.4 | 17.0 | 26.9 | 21.8 | 22.6 | 18.0 | 20.0 | 17.8 | 10.1 |
| Treynor Ratio | NA | 0.13 | 0.22 | 0.17 | 0.04 | 0.09 | NA | NA | 0.07 | 0.14 | 0.22 | 0.23 | -0.25 | 0.03 | 0.07 | 0.24 | -0.06 | 0.24 | 0.1 | 0.0 | 0.15 | 0.35 | 0.16 | 0.05 | 0.13 | 0.24 | -0.37 | 0.01 | 0.13 | 0.04 | 0.09 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | -0.02 | 0.0 | 0.0 | -0.02 | -0.02 | NA | NA | 0.0 | 0.0 | 0.0 | 0.0 | -0.02 | -0.07 | -0.05 | -0.02 | 0.0 | 0.01 | -0.01 | 0.0 | 0.01 | 0.01 | 0.0 | 0.01 | -0.01 | -0.01 | 0.01 | -0.01 | 0.0 | 0.0 | 0.01 | NA | NA | NA | NA | NA | NA | NA | NA |
| Beta | NA | 0.98 | 1.0 | 0.99 | 0.97 | 0.99 | NA | NA | 1.0 | 1.0 | 0.98 | 0.98 | 0.96 | 0.9 | 1.01 | 1.03 | 1.01 | 0.98 | 1.01 | 1.01 | 1.0 | 1.01 | 1.0 | 0.98 | 0.99 | 0.99 | 1.01 | 1.04 | 1.03 | 1.03 | 1.02 | NA | NA | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.97 | 0.97 | 0.98 | 0.78 | 0.88 | NA | NA | 0.69 | 0.99 | 0.98 | 0.99 | 0.93 | 0.3 | 0.96 | 0.98 | 0.99 | 0.93 | 0.97 | 0.98 | 0.98 | 0.98 | 0.99 | 0.99 | 0.99 | 0.99 | 0.99 | 0.99 | 0.99 | 0.99 | 0.91 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 13.5 | 15.0 | 5.9 | 0.9 | 1.3 | 1.3 | 5.0 | 10.6 | 14.2 | 1.8 | 2.3 | 1.4 | 2.1 | 2.0 | 1.9 | 1.6 | 2.0 | 1.5 | 7.3 | 7.3 | 6.8 | 7.7 | 1.4 | 4.6 | 8.7 | 13.1 | 1.5 | 2.7 | 2.8 | 0.8 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -0.5 | 206.6 | 398.8 | -27.2 | 3.4 | -69.2 | -60.0 | -18.6 | 795.8 | -24.8 | 89.7 | -14.8 | 19.3 | 10.2 | 32.2 | -5.5 | -15.8 | -80.0 | 6.5 | 10.9 | -10.1 | 589.1 | -77.1 | -54.4 | -50.1 | 881.2 | -28.5 | 26.3 | 266.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/05/1996
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