Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NMSAX (COLUMBIA SMALL CAP INDEX FUND COLUMBIA SMALL CAP INDEX FUND CLASS A) | 16.38% | 30.15% | 13.78% | 1.93% | 8.16% | 9.48% | 8.02% | … | … |
Data as of 06/09/2026, Common starting date is 12/19/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NMSAX (COLUMBIA SMALL CAP INDEX FUND COLUMBIA SMALL CAP INDEX FUND CLASS A) | 12/19/1996 | 06/09/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 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 (%) | 0.20 | 30.15 | 13.78 | 1.93 | 8.16 | 9.48 | 8.02 | … | … | 16.38 | 5.71 | 8.23 | 15.52 | -23.64 | 17.55 | 8.28 | 22.39 | -8.97 | 12.76 | 26.00 | -2.42 | 5.26 | 40.62 | 16.01 | 0.56 | 25.73 | 25.19 | -31.54 | -0.66 | 14.62 | 7.27 | 22.08 | 37.94 | -15.45 | 5.66 | 9.20 | 5.27 | -2.88 | 24.46 | 1.83 |
| Sharpe Ratio | NA | 1.60 | 0.56 | -0.03 | 0.28 | NA | NA | … | … | 1.99 | 0.12 | 0.23 | 0.60 | -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 | -0.20 | 0.71 | 0.32 | 1.28 | 2.13 | -0.68 | 0.14 | 0.19 | 0.15 | -0.31 | 1.62 | 27.51 |
| Standard Deviation(%) | NA | 17.67 | 20.37 | 21.77 | 23.47 | NA | NA | … | … | 17.46 | 22.75 | 19.68 | 20.09 | 26.09 | 22.14 | 44.84 | 16.18 | 17.79 | 12.53 | 17.66 | 15.95 | 15.24 | 14.26 | 16.52 | 31.89 | 23.88 | 35.14 | 43.83 | 19.12 | 15.91 | 15.75 | 16.53 | 17.44 | 24.48 | 22.77 | 26.59 | 12.89 | 20.31 | 12.77 | 3.20 |
| Draw Down(%) | NA | 8.73 | 28.02 | 35.05 | 44.51 | NA | NA | … | … | 8.73 | 24.29 | 8.98 | 17.96 | 27.24 | 13.88 | 42.65 | 10.09 | 27.18 | 6.68 | 12.43 | 13.42 | 11.86 | 5.05 | 11.85 | 26.67 | 19.28 | 33.71 | 47.96 | 13.87 | 13.85 | 10.36 | 11.05 | 14.54 | 33.85 | 23.51 | 15.80 | 14.75 | 35.89 | 9.77 | 0.10 |
| Yield(%) | 0.00 | 12.00 | 10.69 | 5.04 | 7.12 | 8.74 | 6.87 | … | … | 0.00 | 11.37 | 14.83 | 5.76 | 0.93 | 1.09 | 0.92 | 7.10 | 9.39 | 7.66 | 8.61 | 9.79 | 8.00 | 7.36 | 6.84 | 5.90 | 1.52 | 0.76 | 10.77 | 11.98 | 7.78 | 2.03 | 5.15 | 1.01 | 0.43 | 2.76 | 0.13 | 0.09 | 0.24 | 0.42 | 0.15 |
Data as of 06/09/2026, Common starting date is 12/19/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NMSAX (COLUMBIA SMALL CAP INDEX FUND COLUMBIA SMALL CAP INDEX FUND CLASS A) |
-17.70%
Feb 2006 – Feb 2009 |
-5.62%
Feb 2004 – Feb 2009 |
2.22%
Feb 1999 – Feb 2009 |
6.05%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NMSAX (COLUMBIA SMALL CAP INDEX FUND COLUMBIA SMALL CAP INDEX FUND CLASS A) |
30.83%
Feb 2009 – Feb 2012 |
27.51%
Feb 2009 – Feb 2014 |
17.80%
Feb 2009 – Feb 2019 |
12.79%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart