Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NMSCX (COLUMBIA SMALL CAP INDEX FUND COLUMBIA SMALL CAP INDEX FUND CLASS Z) | 16.47% | 30.49% | 14.06% | 2.21% | 8.45% | 9.76% | 8.29% | … | … |
Data as of 06/09/2026, Common starting date is 12/19/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NMSCX (COLUMBIA SMALL CAP INDEX FUND COLUMBIA SMALL CAP INDEX FUND CLASS Z) | 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 (%) | 0.16 | 30.49 | 14.06 | 2.21 | 8.45 | 9.76 | 8.29 | … | … | 16.47 | 5.98 | 8.52 | 15.78 | -23.37 | 17.90 | 8.59 | 22.70 | -8.72 | 13.05 | 26.31 | -2.17 | 5.50 | 41.00 | 16.24 | 0.77 | 26.08 | 25.51 | -31.40 | -0.39 | 14.90 | 7.46 | 22.33 | 38.34 | -15.18 | 6.05 | 9.47 | 5.47 | -1.39 | 27.97 | 1.85 |
| Sharpe Ratio | NA | 1.61 | 0.57 | -0.02 | 0.29 | NA | NA | … | … | 2.00 | 0.14 | 0.25 | 0.61 | -0.96 | 0.81 | 0.19 | 1.31 | -0.57 | 1.00 | 1.48 | -0.14 | 0.36 | 2.88 | 0.99 | 0.02 | 1.09 | 0.72 | -0.74 | -0.19 | 0.72 | 0.33 | 1.29 | 2.17 | -0.67 | 0.16 | 0.20 | 0.16 | -0.24 | 1.89 | 27.51 |
| Standard Deviation(%) | NA | 17.68 | 20.37 | 21.76 | 23.46 | NA | NA | … | … | 17.49 | 22.74 | 19.67 | 20.08 | 26.06 | 22.13 | 44.83 | 16.23 | 17.78 | 12.49 | 17.64 | 15.97 | 15.26 | 14.23 | 16.51 | 31.85 | 23.85 | 35.17 | 43.75 | 19.10 | 15.98 | 15.74 | 16.57 | 17.37 | 24.50 | 22.76 | 26.59 | 13.16 | 20.38 | 12.76 | 3.25 |
| Draw Down(%) | NA | 8.68 | 27.92 | 34.62 | 44.31 | NA | NA | … | … | 8.68 | 24.20 | 8.99 | 17.82 | 27.08 | 13.81 | 42.64 | 10.07 | 27.13 | 6.64 | 12.38 | 13.32 | 11.81 | 5.03 | 11.86 | 26.62 | 19.26 | 33.65 | 47.86 | 13.82 | 13.81 | 10.43 | 11.06 | 14.45 | 33.76 | 23.47 | 15.79 | 14.65 | 35.90 | 8.59 | 0.10 |
| Yield(%) | 0.00 | 12.05 | 10.81 | 5.17 | 7.34 | 9.02 | 7.09 | … | … | 0.00 | 11.43 | 14.93 | 5.96 | 1.10 | 1.34 | 1.13 | 7.30 | 9.60 | 7.88 | 8.84 | 10.00 | 8.22 | 7.63 | 7.08 | 6.08 | 1.77 | 1.02 | 11.02 | 12.25 | 8.14 | 2.17 | 5.40 | 1.04 | 0.85 | 2.99 | 0.41 | 0.35 | 1.87 | 3.64 | 0.17 |
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 |
|---|---|---|---|---|
| NMSCX (COLUMBIA SMALL CAP INDEX FUND COLUMBIA SMALL CAP INDEX FUND CLASS Z) |
-17.49%
Feb 2006 – Feb 2009 |
-5.40%
Feb 2004 – Feb 2009 |
2.48%
Feb 1999 – Feb 2009 |
6.31%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NMSCX (COLUMBIA SMALL CAP INDEX FUND COLUMBIA SMALL CAP INDEX FUND CLASS Z) |
31.14%
Feb 2009 – Feb 2012 |
27.82%
Feb 2009 – Feb 2014 |
18.10%
Feb 2009 – Feb 2019 |
13.08%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart