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NMSAX: COLUMBIA SMALL CAP INDEX FUND COLUMBIA SMALL CAP INDEX FUND CLASS A (MUTUAL FUND)
Basic Info 24.39 0.45(1.81%) June 05
| Asset Class: | SMALL BLEND |
| MyPlanIQ Rating: | (41%) |
| Start Date: | 12/19/1996 |
| Last Dividend Date: | 12/10/2025 |
| 12-Mo. Yield | 12.33% |
| Expenses | 0.45% |
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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 | Since 12/19/1996 |
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(%) | -0.7 | 14.5 | 30.9 | 14.6 | 1.9 | 8.2 | 9.2 | 7.8 | 8.5 | 5.7 | 8.2 | 15.5 | -23.6 | 17.5 | 8.3 | 22.4 | -9.0 | 12.8 | 26.0 | -2.4 | 5.3 | 40.6 | 16.0 | 0.6 | 25.7 | 25.2 | -31.5 | -0.7 | 14.6 | 7.3 | 22.1 | 37.9 | -15.5 | 5.7 | 9.2 | 5.3 | -2.9 | 24.5 | 1.8 |
| Sharpe Ratio | NA | 1.99 | 1.6 | 0.56 | -0.03 | 0.28 | NA | NA | 0.3 | 0.12 | 0.23 | 0.6 | -0.96 | 0.79 | 0.18 | 1.29 | -0.58 | 0.97 | 1.46 | -0.15 | 0.34 | 2.85 | 0.97 | 0.02 | 1.07 | 0.71 | -0.74 | -0.2 | 0.71 | 0.32 | 1.28 | 2.13 | -0.68 | 0.14 | 0.19 | 0.15 | -0.31 | 1.62 | 27.51 |
| Draw Down(%) | NA | 8.7 | 8.7 | 28.0 | 35.0 | 44.5 | NA | NA | 58.7 | 24.3 | 9.0 | 18.0 | 27.2 | 13.9 | 42.7 | 10.1 | 27.2 | 6.7 | 12.4 | 13.4 | 11.9 | 5.1 | 11.9 | 26.7 | 19.3 | 33.7 | 48.0 | 13.9 | 13.8 | 10.4 | 11.0 | 14.5 | 33.9 | 23.5 | 15.8 | 14.7 | 35.9 | 9.8 | 0.1 |
| Standard Deviation(%) | NA | 17.5 | 17.7 | 20.4 | 21.8 | 23.5 | NA | NA | 22.8 | 22.8 | 19.7 | 20.1 | 26.1 | 22.1 | 44.8 | 16.2 | 17.8 | 12.5 | 17.7 | 16.0 | 15.2 | 14.3 | 16.5 | 31.9 | 23.9 | 35.1 | 43.8 | 19.1 | 15.9 | 15.7 | 16.5 | 17.4 | 24.5 | 22.8 | 26.6 | 12.9 | 20.3 | 12.8 | 3.2 |
| Treynor Ratio | NA | 0.37 | 0.27 | 0.11 | -0.01 | 0.06 | NA | NA | 0.07 | 0.03 | 0.04 | 0.11 | -0.28 | 0.16 | 0.07 | 0.2 | -0.1 | 0.11 | 0.25 | -0.02 | 0.05 | 0.4 | 0.16 | 0.01 | 0.26 | 0.26 | -0.33 | -0.04 | 0.11 | 0.05 | 0.21 | 0.38 | -0.17 | 0.03 | 0.06 | 0.03 | -0.07 | 0.26 | -37.62 |
| Alpha | NA | 0.03 | 0.01 | -0.01 | -0.02 | -0.01 | NA | NA | 0.0 | -0.01 | -0.02 | -0.01 | -0.04 | 0.0 | -0.04 | -0.02 | 0.0 | -0.02 | 0.02 | 0.01 | -0.01 | 0.01 | -0.01 | 0.01 | -0.01 | -0.03 | 0.02 | -0.01 | 0.0 | 0.0 | 0.01 | -0.02 | 0.02 | 0.01 | 0.04 | -0.01 | 0.03 | 0.03 | 0.23 |
| Beta | NA | 0.94 | 1.03 | 1.05 | 1.01 | 1.03 | NA | NA | 0.97 | 1.02 | 1.12 | 1.05 | 0.91 | 1.07 | 1.08 | 1.07 | 1.03 | 1.16 | 1.02 | 1.01 | 1.04 | 1.02 | 1.01 | 1.01 | 1.0 | 0.98 | 0.98 | 1.03 | 1.04 | 1.08 | 1.02 | 0.97 | 0.96 | 0.96 | 0.8 | 0.6 | 0.86 | 0.8 | -0.02 |
| RSquared | NA | 0.91 | 0.91 | 0.94 | 0.92 | 0.9 | NA | NA | 0.92 | 0.96 | 0.94 | 0.95 | 0.9 | 0.82 | 0.95 | 0.94 | 0.96 | 0.88 | 0.95 | 0.95 | 0.94 | 0.96 | 0.98 | 0.99 | 0.99 | 0.99 | 0.99 | 0.99 | 0.99 | 0.98 | 0.97 | 0.97 | 0.96 | 0.97 | 0.81 | 0.57 | 0.84 | 0.8 | 0.1 |
| Yield(%) | N/A | 0.0 | 12.3 | 11.1 | 5.1 | 7.2 | 8.7 | 6.8 | N/A | 11.4 | 14.8 | 5.8 | 0.9 | 1.1 | 0.9 | 7.1 | 9.4 | 7.7 | 8.6 | 9.8 | 8.0 | 7.4 | 6.8 | 5.9 | 1.5 | 0.8 | 10.8 | 12.0 | 7.8 | 2.0 | 5.2 | 1.0 | 0.4 | 2.8 | 0.1 | 0.1 | 0.2 | 0.4 | 0.1 |
| Dividend Growth(%) | N/A | -100.0 | -27.8 | 871.8 | 5.8 | 9.2 | N/A | N/A | N/A | -27.8 | 180.3 | 362.2 | 1.5 | 25.5 | -85.2 | -37.7 | 28.6 | 7.5 | -23.6 | 19.5 | 38.2 | 18.2 | 9.5 | 379.6 | 151.2 | -95.8 | -21.9 | 60.7 | 317.4 | -55.2 | 579.7 | 103.2 | -83.2 | 2100.0 | 54.5 | -64.5 | -27.9 | 186.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/19/1996
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