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 features an expense ratio of 0.58%, falling within the medium range.
Share Price Chart
Loading data...
Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Columbia Large Cap Enhanced Core Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Columbia Large Cap Enhanced Core Fund had a return of 3.15% year-to-date (YTD) and 8.96% in the last 12 months. Over the past 10 years, Columbia Large Cap Enhanced Core Fund had an annualized return of 3.97%, while the S&P 500 had an annualized return of 11.29%, indicating that Columbia Large Cap Enhanced Core Fund did not perform as well as the benchmark.
NMIMX
3.15%
0.92%
1.51%
8.96%
2.72%
3.97%
^GSPC (Benchmark)
4.22%
2.22%
9.51%
22.46%
12.74%
11.29%
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% | 3.15% | |||||||||||
| 2024 | 2.08% | 5.22% | 3.54% | -4.93% | 5.11% | -0.41% | 1.45% | 2.14% | 1.96% | -0.17% | 5.67% | -9.56% | 11.55% |
| 2023 | 6.59% | -1.94% | 3.63% | 1.24% | 0.00% | 5.34% | 3.54% | -1.65% | -4.26% | -2.31% | 8.58% | 1.71% | 21.51% |
| 2022 | -4.02% | -2.17% | 2.73% | -7.40% | 0.37% | -14.00% | 8.56% | -3.98% | -9.12% | 7.93% | 5.77% | -7.67% | -23.04% |
| 2021 | -0.04% | 2.46% | 5.34% | 4.93% | 1.02% | -3.18% | 2.69% | 3.74% | -5.53% | 6.19% | -0.13% | -13.06% | 2.74% |
| 2020 | -0.20% | -8.71% | -12.61% | 13.44% | 5.16% | -5.01% | 4.83% | 7.12% | -4.34% | -2.82% | 10.00% | 3.75% | 7.49% |
| 2019 | 8.19% | 3.30% | 0.89% | 3.25% | -7.89% | 5.46% | 1.01% | -2.96% | 2.36% | 2.18% | 3.70% | 1.44% | 21.97% |
| 2018 | 5.69% | -3.65% | -2.19% | 0.41% | 2.48% | -4.14% | 4.18% | 3.02% | 0.69% | -6.78% | 1.32% | -13.81% | -13.57% |
| 2017 | 1.07% | 4.39% | 0.38% | 1.13% | 1.20% | -2.76% | 2.53% | 0.70% | 2.33% | 2.12% | 3.87% | -6.09% | 10.92% |
| 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 | -2.63% | 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 26, 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.
Dividends
Dividend History
Columbia Large Cap Enhanced Core Fund provided a 1.02% dividend yield over the last twelve months, with an annual payout of $0.29 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.29 | $0.29 | $0.29 | $0.24 | $0.34 | $0.32 | $0.29 | $0.30 | $0.39 | $0.36 | $0.48 | $0.25 |
Dividend yield | 1.02% | 1.05% | 1.16% | 1.17% | 1.23% | 1.21% | 1.15% | 1.44% | 1.58% | 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 | ||||||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.25 | $0.29 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.24 | $0.29 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.21 | $0.24 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.28 | $0.34 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.27 | $0.32 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.29 | $0.29 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.25 | $0.30 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.34 | $0.39 |
| 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.
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 66.98%, occurring on Mar 9, 2009. Recovery took 1206 trading sessions.
The current Columbia Large Cap Enhanced Core Fund drawdown is 9.64%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -66.98% | Mar 27, 2000 | 2243 | Mar 9, 2009 | 1206 | Dec 20, 2013 | 3449 |
| -38.68% | Dec 9, 2021 | 204 | Sep 30, 2022 | — | — | — |
| -34.47% | Feb 13, 2020 | 27 | Mar 23, 2020 | 176 | Dec 1, 2020 | 203 |
| -24.73% | Jan 29, 2018 | 229 | Dec 24, 2018 | 266 | Jan 15, 2020 | 495 |
| -19.2% | Jul 20, 1998 | 31 | Aug 31, 1998 | 64 | Nov 27, 1998 | 95 |
Volatility
Volatility Chart
The current Columbia Large Cap Enhanced Core Fund volatility is 3.12%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.