LBSAX vs. INDEX
Compare and contrast key facts about Columbia Dividend Income Fund Class A (LBSAX) and Index Funds S&P 500 Equal Weight (INDEX).
LBSAX is managed by Columbia Threadneedle. It was launched on Nov 25, 2002. INDEX is managed by Fidelity. It was launched on Mar 9, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LBSAX or INDEX.
Key characteristics
| LBSAX | INDEX | |
|---|---|---|
| YTD Return | 18.48% | 26.66% |
| 1Y Return | 25.77% | 34.95% |
| 3Y Return (Ann) | 8.27% | 7.65% |
| 5Y Return (Ann) | 11.63% | 13.21% |
| Sharpe Ratio | 2.94 | 3.12 |
| Sortino Ratio | 4.16 | 4.19 |
| Omega Ratio | 1.55 | 1.59 |
| Calmar Ratio | 5.88 | 4.17 |
| Martin Ratio | 19.24 | 20.86 |
| Ulcer Index | 1.44% | 1.86% |
| Daily Std Dev | 9.44% | 12.45% |
| Max Drawdown | -47.89% | -38.82% |
| Current Drawdown | -0.36% | -0.26% |
Correlation
The correlation between LBSAX and INDEX is 0.91, 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.
Performance
LBSAX vs. INDEX - Performance Comparison
In the year-to-date period, LBSAX achieves a 18.48% return, which is significantly lower than INDEX's 26.66% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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LBSAX vs. INDEX - Expense Ratio Comparison
LBSAX has a 0.90% expense ratio, which is higher than INDEX's 0.25% expense ratio.
Risk-Adjusted Performance
LBSAX vs. INDEX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Dividend Income Fund Class A (LBSAX) and Index Funds S&P 500 Equal Weight (INDEX). 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.
Dividends
LBSAX vs. INDEX - Dividend Comparison
LBSAX's dividend yield for the trailing twelve months is around 1.48%, more than INDEX's 1.24% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LBSAX Columbia Dividend Income Fund Class A | 1.48% | 1.71% | 1.67% | 1.23% | 1.52% | 1.60% | 1.93% | 1.56% | 1.71% | 2.65% | 2.01% | 1.71% |
INDEX Index Funds S&P 500 Equal Weight | 1.24% | 1.56% | 1.21% | 1.09% | 1.53% | 1.61% | 1.82% | 1.15% | 1.15% | 1.19% | 0.00% | 0.00% |
Drawdowns
LBSAX vs. INDEX - Drawdown Comparison
The maximum LBSAX drawdown since its inception was -47.89%, which is greater than INDEX's maximum drawdown of -38.82%. Use the drawdown chart below to compare losses from any high point for LBSAX and INDEX. For additional features, visit the drawdowns tool.
Volatility
LBSAX vs. INDEX - Volatility Comparison
The current volatility for Columbia Dividend Income Fund Class A (LBSAX) is 3.11%, while Index Funds S&P 500 Equal Weight (INDEX) has a volatility of 3.75%. This indicates that LBSAX experiences smaller price fluctuations and is considered to be less risky than INDEX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.