Columbia Large Cap Enhanced Core Fund (NMIMX)
The fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in common stocks that comprise the S&P 500 Index, convertible securities that are convertible into stocks included in the index, and derivatives whose returns are closely equivalent to the returns of the index or its components. The manager will vary the number and percentages of the fund's holdings in attempting to provide higher returns than the index and to reduce the potential of underperforming the index over time.
Fund Info
US19765H3479
Jul 31, 1996
$2,000
Large-Cap
Blend
Expense Ratio
NMIMX has an expense ratio of 0.58%, placing it in the medium range.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
Columbia Large Cap Enhanced Core Fund (NMIMX) returned -1.09% year-to-date (YTD) and 12.03% over the past 12 months. Over the past 10 years, NMIMX delivered an annualized return of 12.17%, outperforming the S&P 500 benchmark at 10.85%.
NMIMX
-1.09%
6.31%
-2.85%
12.03%
13.02%
15.84%
12.17%
^GSPC (Benchmark)
0.51%
6.15%
-2.00%
12.92%
12.68%
14.19%
10.85%
Monthly Returns
The table below presents the monthly returns of NMIMX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 2.28% | -2.09% | -5.68% | -1.27% | 6.06% | -1.09% | |||||||
| 2024 | 2.08% | 5.22% | 3.54% | -4.93% | 5.11% | 3.87% | 1.45% | 2.14% | 1.96% | -0.17% | 5.67% | -2.33% | 25.64% |
| 2023 | 6.59% | -1.94% | 3.63% | 1.24% | -0.00% | 6.71% | 3.54% | -1.65% | -4.26% | -2.31% | 8.58% | 4.31% | 26.24% |
| 2022 | -4.02% | -2.17% | 2.73% | -7.40% | 0.37% | -8.86% | 8.56% | -3.98% | -9.12% | 7.93% | 5.76% | -6.05% | -16.99% |
| 2021 | -0.04% | 2.46% | 5.34% | 4.93% | 1.02% | 2.09% | 2.69% | 3.74% | -5.53% | 6.19% | -0.13% | 5.72% | 31.74% |
| 2020 | -0.20% | -8.71% | -12.61% | 13.44% | 5.16% | 1.96% | 4.83% | 7.12% | -4.34% | -2.82% | 10.00% | 3.84% | 15.48% |
| 2019 | 8.19% | 3.30% | 0.89% | 3.25% | -7.89% | 7.21% | 1.01% | -2.96% | 2.36% | 2.18% | 3.70% | 2.98% | 25.87% |
| 2018 | 5.69% | -3.65% | -2.19% | 0.41% | 2.48% | 0.05% | 4.18% | 3.02% | 0.69% | -6.78% | 1.32% | -8.71% | -4.46% |
| 2017 | 1.07% | 4.39% | 0.38% | 1.13% | 1.20% | 0.90% | 2.53% | 0.70% | 2.33% | 2.12% | 3.87% | 1.49% | 24.38% |
| 2016 | -5.99% | 0.20% | 6.52% | -0.24% | 1.44% | -0.01% | 3.79% | 0.09% | 0.32% | -1.54% | 3.74% | 1.64% | 9.84% |
| 2015 | -2.62% | 5.97% | -1.82% | 0.46% | 1.20% | -2.14% | 1.92% | -6.17% | -2.55% | 8.61% | -0.37% | -1.66% | -0.03% |
| 2014 | -3.90% | 4.06% | 1.55% | 0.74% | 2.51% | 1.84% | -0.65% | 4.69% | -1.35% | 2.98% | 2.32% | -0.18% | 15.24% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of NMIMX is 49, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Columbia Large Cap Enhanced Core Fund (NMIMX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
Columbia Large Cap Enhanced Core Fund provided a 13.67% dividend yield over the last twelve months, with an annual payout of $3.73 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $3.73 | $3.73 | $1.22 | $1.87 | $7.68 | $2.02 | $1.05 | $2.63 | $3.23 | $0.36 | $0.48 | $0.25 |
Dividend yield | 13.67% | 13.52% | 4.87% | 9.00% | 28.12% | 7.52% | 4.15% | 12.54% | 13.14% | 1.60% | 2.30% | 1.19% |
Monthly Dividends
The table displays the monthly dividend distributions for Columbia Large Cap Enhanced Core 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.21 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.52 | $3.73 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.35 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.86 | $1.22 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.28 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.59 | $1.87 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.65 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $6.03 | $7.68 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.73 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.29 | $2.02 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.39 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.67 | $1.05 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.13 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.50 | $2.63 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.95 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.28 | $3.23 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.31 | $0.36 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.30 | $0.48 |
| 2014 | $0.04 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.21 | $0.25 |
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 Enhanced Core 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 Enhanced Core Fund was 55.46%, occurring on Mar 9, 2009. Recovery took 769 trading sessions.
The current Columbia Large Cap Enhanced Core Fund drawdown is 4.78%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -55.46% | Oct 10, 2007 | 354 | Mar 9, 2009 | 769 | Mar 26, 2012 | 1123 |
| -46.57% | Sep 5, 2000 | 523 | Oct 9, 2002 | 987 | Sep 13, 2006 | 1510 |
| -34.47% | Feb 13, 2020 | 27 | Mar 23, 2020 | 99 | Aug 12, 2020 | 126 |
| -23.05% | Dec 30, 2021 | 190 | Sep 30, 2022 | 294 | Dec 1, 2023 | 484 |
| -19.55% | Sep 24, 2018 | 64 | Dec 24, 2018 | 85 | Apr 29, 2019 | 149 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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