INDZX vs. CTCAX
Compare and contrast key facts about Columbia Large Cap Value Fund (INDZX) and Columbia Global Technology Growth Fund Class A (CTCAX).
INDZX is managed by Columbia. It was launched on Oct 15, 1990. CTCAX is managed by Columbia. It was launched on Nov 9, 2000.
Performance
INDZX vs. CTCAX - Performance Comparison
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INDZX vs. CTCAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
INDZX Columbia Large Cap Value Fund | -0.36% | 19.67% | 15.42% | 9.64% | -5.26% | 23.70% | 13.01% | 29.81% | -11.20% | 16.20% |
CTCAX Columbia Global Technology Growth Fund Class A | -10.22% | 24.78% | 31.39% | 56.46% | -34.81% | 22.73% | 49.46% | 43.91% | -1.48% | 42.99% |
Returns By Period
In the year-to-date period, INDZX achieves a -0.36% return, which is significantly higher than CTCAX's -10.22% return. Over the past 10 years, INDZX has underperformed CTCAX with an annualized return of 11.82%, while CTCAX has yielded a comparatively higher 20.26% annualized return.
INDZX
- 1D
- -0.28%
- 1M
- -7.14%
- YTD
- -0.36%
- 6M
- 4.00%
- 1Y
- 17.99%
- 3Y*
- 14.89%
- 5Y*
- 9.77%
- 10Y*
- 11.82%
CTCAX
- 1D
- -1.69%
- 1M
- -9.75%
- YTD
- -10.22%
- 6M
- -8.54%
- 1Y
- 27.76%
- 3Y*
- 23.83%
- 5Y*
- 12.52%
- 10Y*
- 20.26%
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INDZX vs. CTCAX - Expense Ratio Comparison
INDZX has a 0.97% expense ratio, which is lower than CTCAX's 1.18% expense ratio.
Return for Risk
INDZX vs. CTCAX — Risk / Return Rank
INDZX
CTCAX
INDZX vs. CTCAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Large Cap Value Fund (INDZX) and Columbia Global Technology Growth Fund Class A (CTCAX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| INDZX | CTCAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.19 | 1.02 | +0.17 |
Sortino ratioReturn per unit of downside risk | 1.68 | 1.57 | +0.12 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.22 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.43 | 1.67 | -0.24 |
Martin ratioReturn relative to average drawdown | 6.71 | 5.92 | +0.79 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| INDZX | CTCAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.19 | 1.02 | +0.17 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.67 | 0.49 | +0.18 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.67 | 0.82 | -0.16 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.61 | 0.70 | -0.09 |
Correlation
The correlation between INDZX and CTCAX is 0.74, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
INDZX vs. CTCAX - Dividend Comparison
INDZX's dividend yield for the trailing twelve months is around 7.34%, more than CTCAX's 3.66% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
INDZX Columbia Large Cap Value Fund | 7.34% | 7.40% | 9.31% | 5.79% | 9.05% | 6.47% | 8.08% | 5.65% | 12.21% | 6.39% | 2.66% | 13.70% |
CTCAX Columbia Global Technology Growth Fund Class A | 3.66% | 3.29% | 1.08% | 2.36% | 3.53% | 4.15% | 0.91% | 2.55% | 5.82% | 3.52% | 0.36% | 1.80% |
Drawdowns
INDZX vs. CTCAX - Drawdown Comparison
The maximum INDZX drawdown since its inception was -59.02%, roughly equal to the maximum CTCAX drawdown of -61.04%. Use the drawdown chart below to compare losses from any high point for INDZX and CTCAX.
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Drawdown Indicators
| INDZX | CTCAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.02% | -61.04% | +2.02% |
Max Drawdown (1Y)Largest decline over 1 year | -12.10% | -14.43% | +2.33% |
Max Drawdown (5Y)Largest decline over 5 years | -18.21% | -39.55% | +21.34% |
Max Drawdown (10Y)Largest decline over 10 years | -38.51% | -39.55% | +1.04% |
Current DrawdownCurrent decline from peak | -7.14% | -14.43% | +7.29% |
Average DrawdownAverage peak-to-trough decline | -7.07% | -10.75% | +3.68% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.57% | 4.07% | -1.50% |
Volatility
INDZX vs. CTCAX - Volatility Comparison
The current volatility for Columbia Large Cap Value Fund (INDZX) is 3.53%, while Columbia Global Technology Growth Fund Class A (CTCAX) has a volatility of 7.45%. This indicates that INDZX experiences smaller price fluctuations and is considered to be less risky than CTCAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| INDZX | CTCAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.53% | 7.45% | -3.92% |
Volatility (6M)Calculated over the trailing 6-month period | 8.19% | 16.24% | -8.05% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.03% | 27.00% | -10.97% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.68% | 25.81% | -11.13% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.74% | 24.66% | -6.92% |