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NMPAX: COLUMBIA MID CAP INDEX FUND COLUMBIA MID CAP INDEX FUND CLASS Z (MUTUAL FUND)
Basic Info 15.93 0.31(1.91%) June 05
| Asset Class: | MID-CAP BLEND |
| MyPlanIQ Rating: | (81%) |
| Start Date: | 04/25/2000 |
| Last Dividend Date: | 12/05/2025 |
| 12-Mo. Yield | 9.43% |
| Expenses | 0.20% |
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Performance Analytics (As of 06/03/2026)
Not up-to-date? Try| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.8 | 12.3 | 23.7 | 15.3 | 2.2 | 7.2 | 8.3 | 7.8 | 7.4 | 7.2 | 13.7 | 16.3 | -21.5 | 6.1 | 3.6 | 26.0 | -11.4 | 15.9 | 21.0 | -2.2 | 9.5 | 33.3 | 17.6 | -1.9 | 26.8 | 37.1 | -36.3 | 8.0 | 10.3 | 12.5 | 16.4 | 35.2 | -16.8 | -7.1 | -0.5 |
| Sharpe Ratio | NA | 1.93 | 1.45 | 0.74 | -0.01 | 0.26 | NA | NA | 0.27 | 0.21 | 0.63 | 0.73 | -0.86 | 0.29 | 0.08 | 1.7 | -0.79 | 1.57 | 1.12 | -0.15 | 0.73 | 2.51 | 1.16 | -0.07 | 1.27 | 1.15 | -0.86 | 0.3 | 0.5 | 0.81 | 1.16 | 2.09 | -0.71 | -0.42 | -0.18 |
| Draw Down(%) | NA | 8.8 | 8.8 | 24.0 | 35.2 | 42.1 | NA | NA | 55.2 | 22.0 | 8.2 | 14.4 | 26.5 | 17.5 | 42.1 | 8.5 | 23.2 | 5.5 | 11.3 | 12.6 | 10.6 | 7.3 | 11.1 | 26.2 | 17.1 | 27.3 | 53.2 | 11.4 | 12.7 | 8.0 | 10.6 | 13.6 | 32.7 | 28.3 | 20.2 |
| Standard Deviation(%) | NA | 17.0 | 15.5 | 18.0 | 20.6 | 22.0 | NA | NA | 22.0 | 20.9 | 15.9 | 17.6 | 26.9 | 21.1 | 42.0 | 14.4 | 16.1 | 9.7 | 18.5 | 15.0 | 13.1 | 13.2 | 15.3 | 28.7 | 21.0 | 32.3 | 43.2 | 16.3 | 13.8 | 12.6 | 13.3 | 16.5 | 25.1 | 22.9 | 27.6 |
| Treynor Ratio | NA | 0.29 | 0.19 | 0.12 | 0.0 | 0.05 | NA | NA | 0.06 | 0.04 | 0.08 | 0.12 | -0.23 | 0.06 | 0.03 | 0.23 | -0.13 | 0.13 | 0.21 | -0.02 | 0.09 | 0.32 | 0.18 | -0.02 | 0.28 | 0.38 | -0.39 | 0.05 | 0.06 | 0.1 | 0.15 | 0.34 | -0.18 | -0.1 | -0.06 |
| Alpha | NA | 0.03 | 0.01 | -0.01 | -0.02 | -0.02 | NA | NA | -0.01 | -0.02 | -0.01 | 0.0 | -0.01 | -0.06 | -0.05 | -0.02 | -0.01 | -0.02 | 0.04 | 0.0 | -0.01 | -0.01 | 0.01 | 0.0 | 0.01 | -0.01 | 0.03 | 0.01 | -0.01 | -0.01 | -0.02 | 0.0 | -0.01 | -0.02 | -0.01 |
| Beta | NA | 1.14 | 1.18 | 1.16 | 1.06 | 1.07 | NA | NA | 1.01 | 1.14 | 1.2 | 1.1 | 0.98 | 1.0 | 1.1 | 1.07 | 0.96 | 1.17 | 1.0 | 0.96 | 1.01 | 1.03 | 1.01 | 1.05 | 0.96 | 0.98 | 0.96 | 0.96 | 1.09 | 1.02 | 1.04 | 1.01 | 1.0 | 0.97 | 0.88 |
| RSquared | NA | 0.87 | 0.87 | 0.91 | 0.82 | 0.86 | NA | NA | 0.92 | 0.93 | 0.9 | 0.91 | 0.89 | 0.52 | 0.93 | 0.91 | 0.95 | 0.9 | 0.67 | 0.94 | 0.94 | 0.95 | 0.96 | 0.99 | 0.98 | 0.99 | 0.98 | 0.97 | 0.97 | 0.97 | 0.96 | 0.98 | 1.0 | 0.93 | 0.75 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 9.2 | 11.7 | 8.6 | 1.2 | 1.1 | 1.2 | 6.8 | 8.2 | 8.3 | 9.1 | 9.0 | 6.6 | 5.4 | 6.6 | 5.5 | 2.0 | 1.5 | 6.3 | 10.7 | 5.9 | 6.8 | 3.8 | 1.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -19.4 | 45.8 | 464.5 | 9.3 | -5.7 | -78.6 | -33.3 | 6.6 | 2.6 | -11.0 | 42.7 | 50.7 | -9.4 | 11.2 | 246.2 | 80.6 | -86.0 | -43.3 | 86.9 | -5.1 | 96.5 | 402.7 | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/13/2000
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See MID-CAP BLEND Asset Class Trend Rankings |
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