Columbia Small Cap Index Fund (NMSCX)
Under normal circumstances, 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 SmallCap 600 Index. The Investment Manager attempts to achieve at least a 95% correlation between the performance of the index and the fund's investment results, before fees and expenses. The fund may invest in derivatives, such as futures (including equity index futures), for cash equitization purposes.
Fund Info
US19765J8146
Oct 15, 1996
$2,000
Small-Cap
Blend
Expense Ratio
NMSCX has an expense ratio of 0.20%, which is considered low compared to other funds.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Columbia Small Cap Index 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 Small Cap Index Fund had a return of 2.18% year-to-date (YTD) and -1.79% in the last 12 months. Over the past 10 years, Columbia Small Cap Index Fund had an annualized return of 1.29%, while the S&P 500 had an annualized return of 11.29%, indicating that Columbia Small Cap Index Fund did not perform as well as the benchmark.
NMSCX
2.18%
-0.21%
-3.24%
-1.79%
1.16%
1.29%
^GSPC (Benchmark)
4.22%
2.22%
9.51%
22.46%
12.74%
11.29%
Monthly Returns
The table below presents the monthly returns of NMSCX, 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 | 2.88% | 2.18% | |||||||||||
| 2024 | -3.97% | 3.33% | 3.22% | -5.64% | 5.04% | -6.00% | 10.78% | -1.47% | 0.83% | -2.61% | 10.90% | -15.98% | -4.71% |
| 2023 | 9.49% | -1.27% | -5.18% | -2.75% | -1.75% | 6.09% | 5.47% | -4.17% | -6.01% | -5.76% | 8.28% | 10.21% | 11.01% |
| 2022 | -7.31% | 1.39% | 0.36% | -7.86% | 1.83% | -11.43% | 10.02% | -4.40% | -9.89% | 12.35% | 4.14% | -11.83% | -23.37% |
| 2021 | 6.27% | 7.54% | 3.28% | 2.04% | 2.03% | -1.70% | -2.42% | 2.01% | -2.46% | 3.43% | -2.34% | -0.48% | 17.90% |
| 2020 | -3.98% | -9.62% | -22.37% | 12.65% | 4.30% | 2.37% | 4.08% | 3.97% | -4.69% | 2.54% | 18.17% | 7.25% | 8.59% |
| 2019 | 10.62% | 4.36% | -3.33% | 3.84% | -8.70% | 4.93% | 1.10% | -4.52% | 3.32% | 1.94% | 3.02% | 0.12% | 16.41% |
| 2018 | 2.50% | -3.89% | 2.04% | 1.00% | 6.42% | -0.44% | 3.14% | 4.79% | -3.19% | -10.48% | 1.48% | -18.17% | -16.32% |
| 2017 | -0.42% | 1.61% | -0.08% | 0.88% | -2.15% | 1.51% | 0.96% | -2.60% | 7.72% | 0.91% | 3.51% | -5.38% | 6.04% |
| 2016 | -6.19% | 1.06% | 8.15% | 1.21% | 1.62% | -0.99% | 5.08% | 1.36% | 0.62% | -4.48% | 12.48% | -1.47% | 18.45% |
| 2015 | -3.50% | 6.03% | 1.58% | -2.36% | 1.55% | -1.33% | -0.86% | -5.26% | -3.58% | 6.09% | 2.64% | -10.82% | -10.56% |
| 2014 | -3.82% | 4.42% | 0.63% | -2.82% | 0.26% | 1.72% | -5.52% | 4.27% | -5.39% | 7.06% | -0.30% | -1.51% | -1.86% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of NMSCX is 5, meaning it’s performing worse than 95% of other mutual funds on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Columbia Small Cap Index Fund (NMSCX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Columbia Small Cap Index Fund provided a 1.58% dividend yield over the last twelve months, with an annual payout of $0.37 per share. The fund has been increasing its distributions for 2 consecutive years.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.37 | $0.37 | $0.36 | $0.33 | $0.34 | $0.27 | $0.30 | $0.29 | $0.28 | $0.24 | $0.28 | $0.24 |
Dividend yield | 1.58% | 1.62% | 1.48% | 1.47% | 1.13% | 1.05% | 1.27% | 1.41% | 1.13% | 1.02% | 1.40% | 1.04% |
Monthly Dividends
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.
| 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 | $0.01 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.36 | $0.37 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.35 | $0.36 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.33 | $0.33 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.34 | $0.34 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.26 | $0.27 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.30 | $0.30 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.28 | $0.29 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.26 | $0.28 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.22 | $0.24 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.26 | $0.28 |
| 2014 | $0.02 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.22 | $0.24 |
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 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 68.04%, occurring on Mar 9, 2009. Recovery took 1158 trading sessions.
The current Columbia Small Cap Index Fund drawdown is 24.43%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -68.04% | Jun 5, 2007 | 442 | Mar 9, 2009 | 1158 | Oct 14, 2013 | 1600 |
| -50.99% | Sep 4, 2018 | 390 | Mar 23, 2020 | 206 | Jan 14, 2021 | 596 |
| -35.9% | Apr 17, 1998 | 125 | Oct 8, 1998 | 364 | Mar 3, 2000 | 489 |
| -35.87% | Nov 9, 2021 | 495 | Oct 27, 2023 | — | — | — |
| -34.03% | Apr 17, 2002 | 122 | Oct 9, 2002 | 268 | Nov 3, 2003 | 390 |
Volatility
Volatility Chart
The current Columbia Small Cap Index Fund volatility is 4.14%, 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.