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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Columbia Large Cap Value Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
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Returns By Period
Columbia Large Cap Value Fund (INDZX) has returned -0.36% so far this year and 17.99% over the past 12 months. Over the last ten years, INDZX has had an annualized return of 11.82%, just under the S&P 500 Index benchmark’s 12.16%.
Columbia Large Cap Value Fund
- 1D
- -0.28%
- 1M
- -7.14%
- YTD
- -0.36%
- 6M
- 4.00%
- 1Y
- 17.99%
- 3Y*
- 14.89%
- 5Y*
- 9.77%
- 10Y*
- 11.82%
Benchmark (S&P 500 Index)
- 1D
- 2.91%
- 1M
- -5.09%
- YTD
- -4.63%
- 6M
- -2.39%
- 1Y
- 16.33%
- 3Y*
- 16.69%
- 5Y*
- 10.18%
- 10Y*
- 12.16%
Monthly Returns
Based on dividend-adjusted daily data since Oct 15, 1990, INDZX's average daily return is +0.05%, while the average monthly return is +0.93%. At this rate, your investment would double in approximately 6.2 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% | -7.14% | -0.36% | |||||||||
| 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 2.49%, beta of 0.89, and R² of 0.86 versus S&P 500 Index. Calculated based on daily prices since October 16, 1990.
- This fund participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (97.81%) than losses (90.08%) — typical of diversified or defensive assets.
- This fund generated an annualized alpha of 2.49% 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
- 2.49%
- Beta
- 0.89
- R²
- 0.86
- Upside Capture
- 97.81%
- Downside Capture
- 90.08%
Expense Ratio
INDZX has a high expense ratio of 0.97%, indicating above-average management fees.
Return for Risk
Risk / Return Rank
INDZX ranks 65 for risk / return — better than 65% of mutual funds on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Columbia Large Cap Value Fund (INDZX) and compare them to a chosen benchmark (S&P 500 Index).
| INDZX | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.19 | 0.90 | +0.29 |
Sortino ratioReturn per unit of downside risk | 1.68 | 1.39 | +0.30 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.21 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.43 | 1.40 | +0.03 |
Martin ratioReturn relative to average drawdown | 6.71 | 6.61 | +0.11 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Explore INDZX risk-adjusted metrics in detail
Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.
Dividends
Dividend History
Columbia Large Cap Value Fund provided a 7.34% dividend yield over the last twelve months, with an annual payout of $1.32 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.32 | $1.34 | $1.51 | $0.89 | $1.34 | $1.10 | $1.19 | $0.80 | $1.42 | $0.93 | $0.35 | $1.64 |
Dividend yield | 7.34% | 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 | $0.03 | |||||||||
| 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 7.14%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -59.02% | Oct 15, 2007 | 352 | Mar 9, 2009 | 1029 | Apr 10, 2013 | 1381 |
| -38.51% | Jan 21, 2020 | 44 | Mar 23, 2020 | 172 | Nov 24, 2020 | 216 |
| -35.84% | Apr 22, 2002 | 120 | Oct 9, 2002 | 285 | Nov 25, 2003 | 405 |
| -21.06% | Jan 29, 2018 | 229 | Dec 24, 2018 | 137 | Jul 12, 2019 | 366 |
| -21.01% | May 23, 2001 | 81 | Sep 21, 2001 | 111 | Mar 4, 2002 | 192 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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