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NTIAX: COLUMBIA MID CAP INDEX FUND COLUMBIA MID CAP INDEX FUND CLASS A (MUTUAL FUND)
Basic Info 16.06 0.32(1.95%) June 05
| Asset Class: | MID-CAP BLEND |
| MyPlanIQ Rating: | (45%) |
| Start Date: | 06/19/2000 |
| Last Dividend Date: | 12/05/2025 |
| 12-Mo. Yield | 9.10% |
| Expenses | 0.20% |
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Performance Analytics (As of 06/04/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 06/19/2000 |
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(%) | -0.9 | 12.1 | 23.4 | 15.0 | 2.0 | 7.0 | 8.1 | 7.5 | 6.9 | 7.1 | 13.4 | 16.0 | -21.7 | 6.0 | 3.4 | 25.7 | -11.6 | 15.6 | 20.7 | -2.5 | 9.2 | 32.9 | 17.3 | -2.2 | 26.1 | 36.8 | -36.5 | 7.6 | 10.0 | 12.3 | 16.0 | 34.8 | -16.7 | -6.6 | -6.0 |
| Sharpe Ratio | NA | 1.92 | 1.44 | 0.73 | -0.02 | 0.25 | NA | NA | 0.26 | 0.2 | 0.61 | 0.71 | -0.86 | 0.28 | 0.07 | 1.68 | -0.81 | 1.56 | 1.12 | -0.17 | 0.7 | 2.48 | 1.14 | -0.08 | 1.24 | 1.14 | -0.86 | 0.28 | 0.48 | 0.8 | 1.12 | 2.08 | -0.71 | -0.4 | -0.54 |
| Draw Down(%) | NA | 8.8 | 8.8 | 24.1 | 35.3 | 42.1 | NA | NA | 55.5 | 22.0 | 8.3 | 14.4 | 26.6 | 17.5 | 42.1 | 8.5 | 23.3 | 5.5 | 11.3 | 12.6 | 10.7 | 7.3 | 11.2 | 26.3 | 17.4 | 27.4 | 53.2 | 11.4 | 12.7 | 8.0 | 10.7 | 13.7 | 32.7 | 28.2 | 20.1 |
| Standard Deviation(%) | NA | 16.9 | 15.4 | 18.0 | 20.5 | 21.9 | NA | NA | 22.0 | 20.9 | 15.9 | 17.5 | 26.8 | 21.0 | 42.0 | 14.4 | 16.2 | 9.6 | 18.3 | 15.0 | 13.0 | 13.3 | 15.3 | 28.7 | 21.0 | 32.3 | 43.3 | 16.2 | 13.8 | 12.5 | 13.4 | 16.4 | 25.1 | 22.9 | 28.2 |
| Treynor Ratio | NA | 0.29 | 0.19 | 0.11 | 0.0 | 0.05 | NA | NA | 0.06 | 0.04 | 0.08 | 0.11 | -0.24 | 0.06 | 0.03 | 0.23 | -0.13 | 0.13 | 0.21 | -0.03 | 0.09 | 0.32 | 0.17 | -0.02 | 0.27 | 0.37 | -0.39 | 0.05 | 0.06 | 0.1 | 0.14 | 0.34 | -0.18 | -0.1 | -0.18 |
| 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 | -0.02 | -0.01 | 0.0 | 0.0 | 0.01 | -0.01 | 0.03 | 0.01 | -0.02 | -0.01 | -0.02 | 0.0 | -0.01 | -0.01 | -0.02 |
| Beta | NA | 1.14 | 1.17 | 1.16 | 1.05 | 1.07 | NA | NA | 1.01 | 1.14 | 1.2 | 1.09 | 0.98 | 1.0 | 1.09 | 1.07 | 0.97 | 1.16 | 1.0 | 0.95 | 1.01 | 1.04 | 1.01 | 1.05 | 0.96 | 0.99 | 0.96 | 0.96 | 1.09 | 1.01 | 1.04 | 1.0 | 1.0 | 0.97 | 0.85 |
| 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 | 0.89 | 0.68 | 0.94 | 0.94 | 0.95 | 0.97 | 0.99 | 0.98 | 0.99 | 0.98 | 0.97 | 0.97 | 0.96 | 0.96 | 0.98 | 1.0 | 0.93 | 0.69 |
| Yield(%) | N/A | 0.0 | 9.1 | 9.7 | 4.4 | 6.0 | 7.3 | 6.7 | N/A | 8.8 | 11.3 | 8.3 | 0.9 | 0.9 | 1.0 | 6.5 | 7.9 | 8.0 | 8.8 | 8.7 | 6.3 | 5.1 | 6.3 | 5.2 | 1.4 | 1.2 | 6.0 | 10.3 | 5.5 | 6.5 | 3.6 | 0.8 | 0.2 | 0.6 | 0.5 |
| Dividend Growth(%) | N/A | -100.0 | -19.8 | 769.9 | -10.2 | 29.3 | N/A | N/A | N/A | -19.8 | 46.8 | 571.8 | 19.0 | -13.8 | -81.7 | -34.1 | 6.7 | 2.2 | -11.0 | 44.3 | 52.9 | -10.5 | 11.7 | 351.5 | 56.3 | -87.5 | -44.2 | 94.1 | -8.5 | 100.3 | 485.0 | 215.8 | -62.0 | 6.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/19/2000
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