Columbia Small Cap Index Fund (NMSCX)

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Columbia Small Cap Index Fund (NMSCX) is up 16.3% since the beginning of the year. NMSCX is currently trading at $25 per share. Investors who bought $1,000 worth of NMSCX shares 5 years ago would now be looking at an investment worth $1,324.

Columbia Small Cap Index Fund (NMSCX) has returned 16.29% so far this year and 32.72% over the past 12 months. Over the last ten years, NMSCX has returned 10.49% per year, falling short of the S&P 500 Index benchmark, which averaged 13.66% annually.

Based on dividend-adjusted daily data since Oct 9, 1996, NMSCX's average daily return is +0.05%, while the average monthly return is +0.99%. At this rate, an investment would double in approximately 5.9 years.

Historically, 62% of months were positive and 38% were negative. The best month was Nov 2020 with a return of +18.2%, while the worst month was Mar 2020 at -22.4%. The longest winning streak lasted 9 consecutive months, and the longest losing streak was 5 months.

On a daily basis, NMSCX closed higher 52% of trading days. The best single day was May 19, 1998 with a return of +21.9%, while the worst single day was May 18, 1998 at -18.0%.

Columbia Small Cap Index Fund has an annualized alpha of 2.53%, beta of 1.02, and R2 of 0.70 versus S&P 500 Index. Calculated based on daily prices since October 10, 1996.

• This fund captured 110.69% of S&P 500 Index gains and 101.67% of its losses - amplifying both gains and losses, but participating more in upside than downside.
• This fund generated an annualized alpha of 2.53% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.
• With beta of 1.02 and R2 of 0.70, this fund moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.

NMSCX has an expense ratio of 0.20%, which is considered low.

NMSCX ranks 57 for risk / return — on par with similar mutual funds. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.

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

Columbia Small Cap Index Fund provided a 10.41% dividend yield over the last twelve months, with an annual payout of $2.62 per share.

The table displays the monthly dividend distributions for Columbia Small Cap Index 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 Small Cap Index 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 Small Cap Index Fund was 54.97%, occurring on Mar 9, 2009. Recovery took 439 trading sessions.

The current Columbia Small Cap Index Fund drawdown is 0.04%.

The chart below shows the rolling one-month volatility.