NAMAX vs. CDDYX
Compare and contrast key facts about Columbia Select Mid Cap Value Fund (NAMAX) and Columbia Dividend Income Fund Institutional 3 Class (CDDYX).
NAMAX is managed by Columbia. It was launched on Nov 20, 2001. CDDYX is managed by Columbia. It was launched on Nov 8, 2012.
Performance
NAMAX vs. CDDYX - Performance Comparison
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NAMAX vs. CDDYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NAMAX Columbia Select Mid Cap Value Fund | 4.45% | 13.77% | 13.14% | 9.65% | -9.33% | 32.28% | 6.90% | 31.56% | -18.46% | 13.71% |
CDDYX Columbia Dividend Income Fund Institutional 3 Class | 3.28% | 15.95% | 15.17% | 10.65% | -4.84% | 26.43% | 7.92% | 28.74% | -4.27% | 20.34% |
Returns By Period
In the year-to-date period, NAMAX achieves a 4.45% return, which is significantly higher than CDDYX's 3.28% return. Over the past 10 years, NAMAX has underperformed CDDYX with an annualized return of 10.00%, while CDDYX has yielded a comparatively higher 12.31% annualized return.
NAMAX
- 1D
- -1.17%
- 1M
- -8.05%
- YTD
- 4.45%
- 6M
- 7.01%
- 1Y
- 21.96%
- 3Y*
- 13.59%
- 5Y*
- 9.26%
- 10Y*
- 10.00%
CDDYX
- 1D
- 1.60%
- 1M
- -3.90%
- YTD
- 3.28%
- 6M
- 5.98%
- 1Y
- 16.96%
- 3Y*
- 15.18%
- 5Y*
- 10.80%
- 10Y*
- 12.31%
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NAMAX vs. CDDYX - Expense Ratio Comparison
NAMAX has a 0.88% expense ratio, which is higher than CDDYX's 0.55% expense ratio.
Return for Risk
NAMAX vs. CDDYX — Risk / Return Rank
NAMAX
CDDYX
NAMAX vs. CDDYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Select Mid Cap Value Fund (NAMAX) and Columbia Dividend Income Fund Institutional 3 Class (CDDYX). 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.
| NAMAX | CDDYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.22 | 1.23 | -0.01 |
Sortino ratioReturn per unit of downside risk | 1.75 | 1.75 | 0.00 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.27 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.53 | 1.78 | -0.25 |
Martin ratioReturn relative to average drawdown | 6.72 | 8.25 | -1.53 |
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
| NAMAX | CDDYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.22 | 1.23 | -0.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.51 | 0.82 | -0.30 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.50 | 0.79 | -0.29 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 0.86 | -0.40 |
Correlation
The correlation between NAMAX and CDDYX is 0.89, 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
NAMAX vs. CDDYX - Dividend Comparison
NAMAX's dividend yield for the trailing twelve months is around 6.40%, more than CDDYX's 5.21% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NAMAX Columbia Select Mid Cap Value Fund | 6.40% | 6.71% | 7.07% | 0.74% | 6.39% | 8.99% | 3.22% | 3.38% | 27.38% | 21.08% | 8.07% | 17.05% |
CDDYX Columbia Dividend Income Fund Institutional 3 Class | 5.21% | 5.33% | 5.99% | 4.96% | 3.90% | 2.93% | 1.85% | 3.28% | 7.65% | 4.03% | 3.84% | 8.35% |
Drawdowns
NAMAX vs. CDDYX - Drawdown Comparison
The maximum NAMAX drawdown since its inception was -60.44%, which is greater than CDDYX's maximum drawdown of -32.74%. Use the drawdown chart below to compare losses from any high point for NAMAX and CDDYX.
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Drawdown Indicators
| NAMAX | CDDYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.44% | -32.74% | -27.70% |
Max Drawdown (1Y)Largest decline over 1 year | -13.67% | -10.17% | -3.50% |
Max Drawdown (5Y)Largest decline over 5 years | -20.90% | -16.91% | -3.99% |
Max Drawdown (10Y)Largest decline over 10 years | -43.24% | -32.74% | -10.50% |
Current DrawdownCurrent decline from peak | -8.49% | -3.95% | -4.54% |
Average DrawdownAverage peak-to-trough decline | -8.56% | -2.79% | -5.77% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.12% | 2.19% | +0.93% |
Volatility
NAMAX vs. CDDYX - Volatility Comparison
Columbia Select Mid Cap Value Fund (NAMAX) has a higher volatility of 5.15% compared to Columbia Dividend Income Fund Institutional 3 Class (CDDYX) at 3.45%. This indicates that NAMAX's price experiences larger fluctuations and is considered to be riskier than CDDYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| NAMAX | CDDYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.15% | 3.45% | +1.70% |
Volatility (6M)Calculated over the trailing 6-month period | 10.28% | 7.00% | +3.28% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.87% | 13.67% | +5.20% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.09% | 13.31% | +4.78% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.00% | 15.68% | +4.32% |