- ISIN
- US19763P3901
- CUSIP
- 19763P390
- Issuer
- Columbia
- Inception Date
- Oct 15, 1990
- Category
- Large Cap Value Equities
- Min. Investment
- $2,000
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Value
Share Price Chart
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Performance
INDZX Performance Chart
Columbia Large Cap Value Fund (INDZX) is up 14.2% since the beginning of the year. INDZX is currently trading at $21 per share. Investors who bought $1,000 worth of INDZX shares 5 years ago would now be looking at an investment worth $1,800.
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Returns By Period
Columbia Large Cap Value Fund (INDZX) has returned 14.18% so far this year and 30.90% over the past 12 months. Over the last ten years, INDZX has returned 13.01% per year, falling short of the S&P 500 Index benchmark, which averaged 13.71% annually.
Columbia Large Cap Value Fund
- 1D
- 0.12%
- 1M
- 2.20%
- YTD
- 14.18%
- 6M
- 13.62%
- 1Y
- 30.90%
- 3Y*
- 19.23%
- 5Y*
- 12.47%
- 10Y*
- 13.01%
Benchmark (S&P 500 Index)
- 1D
- -1.44%
- 1M
- -1.45%
- YTD
- 7.60%
- 6M
- 6.59%
- 1Y
- 22.24%
- 3Y*
- 19.20%
- 5Y*
- 11.54%
- 10Y*
- 13.71%
INDZX Monthly Returns History
Based on dividend-adjusted daily data since Oct 15, 1990, INDZX's average daily return is +0.05%, while the average monthly return is +0.96%. At this rate, an investment would double in approximately 6.0 years.
Historically, 65% of months were positive and 35% were negative. The best month was Nov 2020 with a return of +14.2%, while the worst month was Oct 2008 at -19.4%. The longest winning streak lasted 12 consecutive months, and the longest losing streak was 5 months.
On a daily basis, INDZX closed higher 51% of trading days. The best single day was Oct 13, 2008 with a return of +12.0%, while the worst single day was Mar 16, 2020 at -12.4%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 3.82% | 3.36% | -5.18% | 7.52% | 3.60% | 0.76% | 14.18% | ||||||
| 2025 | 4.99% | -0.06% | -3.69% | -2.69% | 4.65% | 3.36% | 1.22% | 3.91% | 2.47% | 0.65% | 3.34% | 0.36% | 19.67% |
| 2024 | 0.91% | 3.42% | 5.64% | -3.62% | 2.16% | 0.04% | 4.17% | 2.32% | 0.79% | -0.85% | 5.69% | -5.60% | 15.42% |
| 2023 | 4.78% | -4.31% | -0.75% | 1.36% | -4.43% | 6.32% | 4.31% | -2.35% | -3.33% | -2.77% | 5.63% | 5.78% | 9.64% |
| 2022 | -1.29% | -1.43% | 2.45% | -4.83% | 2.60% | -8.61% | 4.84% | -2.28% | -8.37% | 10.35% | 7.26% | -4.16% | -5.26% |
| 2021 | -1.97% | 6.72% | 6.07% | 4.05% | 2.60% | -1.86% | 0.65% | 1.69% | -4.20% | 5.11% | -3.66% | 7.17% | 23.70% |
Benchmark Metrics
Columbia Large Cap Value Fund has an annualized alpha of 2.41%, beta of 0.89, and R2 of 0.86 versus S&P 500 Index. Calculated based on daily prices since October 15, 1990.
- This fund participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (97.14%) than losses (89.87%) - typical of diversified or defensive assets.
- This fund generated an annualized alpha of 2.41% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.
- With beta of 0.89 and R2 of 0.86, this fund moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.
- Alpha
- 2.41%
- Beta
- 0.89
- R²
- 0.86
- Upside Capture
- 97.14%
- Downside Capture
- 89.87%
Expense Ratio
INDZX has a high expense ratio of 0.97%, indicating above-average management fees.
Return for Risk
Risk / Return Rank
INDZX ranks 90 for risk / return — in the top 90% of mutual funds on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Columbia Large Cap Value Fund (INDZX) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| INDZX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.08 | ||
| Sortino ratioReturn per unit of downside risk | +1.56 | ||
| Omega ratioGain probability vs. loss probability | 1.51 | 1.32 | +0.19 |
| Calmar ratioReturn relative to maximum drawdown | 4.51 | 2.46 | +2.05 |
| Martin ratioReturn relative to average drawdown | 18.51 | 10.92 | +7.60 |
Dividends
Dividend History
Columbia Large Cap Value Fund provided a 6.35% dividend yield over the last twelve months, with an annual payout of $1.31 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.31 | $1.34 | $1.51 | $0.89 | $1.34 | $1.10 | $1.19 | $0.80 | $1.42 | $0.93 | $0.35 | $1.64 |
Dividend yield | 6.35% | 7.40% | 9.31% | 5.79% | 9.05% | 6.47% | 8.08% | 5.65% | 12.21% | 6.39% | 2.66% | 13.70% |
Monthly Dividends
The table displays the monthly dividend distributions for Columbia Large Cap Value Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.03 | $0.06 | ||||||
| 2025 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $1.21 | $1.34 |
| 2024 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $1.33 | $1.51 |
| 2023 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.70 | $0.89 |
| 2022 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $1.18 | $1.34 |
| 2021 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.97 | $1.10 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Columbia Large Cap Value Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Columbia Large Cap Value Fund was 59.02%, occurring on Mar 9, 2009. Recovery took 1029 trading sessions.
The current Columbia Large Cap Value Fund drawdown is 0.99%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Financial crisis2007–2009 | -59.02%Mar 2009 | 1y 4mo | 4y 1mo | 5y 5moOct 2007 - Apr 2013 |
COVID crash2020 | -38.51%Mar 2020 | 2mo 2d | 8mo 6d | 10mo 8dJan 2020 - Nov 2020 |
Dot-com crash2000–2002 | -35.84%Oct 2002 | 5mo 20d | 1y 1mo | 1y 7moApr 2002 - Nov 2003 |
Rate-hike selloffLate 2018 | -21.06%Dec 2018 | 10mo 29d | 6mo 20d | 1y 5moJan 2018 - Jul 2019 |
Dot-com crash2000–2002 | -21.01%Sep 2001 | 4mo 1d | 5mo 14d | 9mo 15dMay 2001 - Mar 2002 |
Drawdown Indicators
| INDZX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.02% | -56.78% | -2.24% |
Max Drawdown (1Y)Largest decline over 1 year | -7.14% | -9.10% | +1.96% |
Max Drawdown (3Y)Largest decline over 3 years | -15.73% | -18.90% | +3.17% |
Max Drawdown (5Y)Largest decline over 5 years | -18.21% | -25.43% | +7.22% |
Max Drawdown (10Y)Largest decline over 10 years | -38.51% | -33.92% | -4.59% |
Current DrawdownCurrent decline from peak | -0.99% | -3.21% | +2.22% |
Average DrawdownAverage peak-to-trough decline | -7.03% | -10.71% | +3.68% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.74% | 2.04% | -0.30% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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