Columbia Large Cap Value Fund (INDZX)

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Columbia Large Cap Value Fund (INDZX) is up 13.8% 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 $1,700.

Columbia Large Cap Value Fund (INDZX) has returned 13.82% so far this year and 32.28% over the past 12 months. Over the last ten years, INDZX has returned 12.94% per year, falling short of the S&P 500 Index benchmark, which averaged 13.75% annually.

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%.

Columbia Large Cap Value Fund has an annualized alpha of 2.40%, 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 (97.31%) than losses (90.13%) - typical of diversified or defensive assets.
• This fund generated an annualized alpha of 2.40% 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.

INDZX has a high expense ratio of 0.97%, indicating above-average management fees.

INDZX ranks 88 for risk / return — in the top 88% 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.

The table below present risk-adjusted performance metrics for Columbia Large Cap Value Fund (INDZX) and compare them to S&P 500 Index.

Columbia Large Cap Value Fund provided a 6.42% dividend yield over the last twelve months, with an annual payout of $1.32 per share.

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.

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.

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 chart below shows the rolling one-month volatility.