NAMAX vs. FIUSX
Compare and contrast key facts about Columbia Select Mid Cap Value Fund (NAMAX) and Delaware Opportunity Fund (FIUSX).
NAMAX is managed by Columbia. It was launched on Nov 20, 2001. FIUSX is managed by Delaware Funds. It was launched on Aug 24, 1992.
Performance
NAMAX vs. FIUSX - Performance Comparison
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NAMAX vs. FIUSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NAMAX Columbia Select Mid Cap Value Fund | 7.05% | 13.77% | 13.14% | 9.65% | -9.33% | 32.28% | 6.90% | 31.56% | -18.46% | 13.71% |
FIUSX Delaware Opportunity Fund | 8.09% | 12.60% | 14.07% | 11.68% | -9.62% | 30.95% | 0.88% | 29.58% | -15.71% | 18.67% |
Returns By Period
In the year-to-date period, NAMAX achieves a 7.05% return, which is significantly lower than FIUSX's 8.09% return. Both investments have delivered pretty close results over the past 10 years, with NAMAX having a 10.27% annualized return and FIUSX not far behind at 10.06%.
NAMAX
- 1D
- 2.49%
- 1M
- -6.16%
- YTD
- 7.05%
- 6M
- 9.61%
- 1Y
- 24.99%
- 3Y*
- 14.52%
- 5Y*
- 9.53%
- 10Y*
- 10.27%
FIUSX
- 1D
- 2.44%
- 1M
- -4.39%
- YTD
- 8.09%
- 6M
- 10.83%
- 1Y
- 27.38%
- 3Y*
- 16.22%
- 5Y*
- 9.58%
- 10Y*
- 10.06%
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NAMAX vs. FIUSX - Expense Ratio Comparison
NAMAX has a 0.88% expense ratio, which is lower than FIUSX's 1.15% expense ratio.
Return for Risk
NAMAX vs. FIUSX — Risk / Return Rank
NAMAX
FIUSX
NAMAX vs. FIUSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Select Mid Cap Value Fund (NAMAX) and Delaware Opportunity Fund (FIUSX). 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 | FIUSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.32 | 1.50 | -0.18 |
Sortino ratioReturn per unit of downside risk | 1.88 | 2.14 | -0.26 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.31 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.90 | 2.05 | -0.14 |
Martin ratioReturn relative to average drawdown | 8.28 | 9.84 | -1.56 |
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 | FIUSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.32 | 1.50 | -0.18 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.53 | 0.53 | 0.00 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.51 | 0.49 | +0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 0.44 | +0.02 |
Correlation
The correlation between NAMAX and FIUSX is 0.95, 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. FIUSX - Dividend Comparison
NAMAX's dividend yield for the trailing twelve months is around 6.24%, less than FIUSX's 10.67% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NAMAX Columbia Select Mid Cap Value Fund | 6.24% | 6.71% | 7.07% | 0.74% | 6.39% | 8.99% | 3.22% | 3.38% | 27.38% | 21.08% | 8.07% | 17.05% |
FIUSX Delaware Opportunity Fund | 10.67% | 11.53% | 12.68% | 2.85% | 8.96% | 5.62% | 1.60% | 40.65% | 12.11% | 6.00% | 4.23% | 1.14% |
Drawdowns
NAMAX vs. FIUSX - Drawdown Comparison
The maximum NAMAX drawdown since its inception was -60.44%, which is greater than FIUSX's maximum drawdown of -56.30%. Use the drawdown chart below to compare losses from any high point for NAMAX and FIUSX.
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Drawdown Indicators
| NAMAX | FIUSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.44% | -56.30% | -4.14% |
Max Drawdown (1Y)Largest decline over 1 year | -13.67% | -12.92% | -0.75% |
Max Drawdown (5Y)Largest decline over 5 years | -20.90% | -21.69% | +0.79% |
Max Drawdown (10Y)Largest decline over 10 years | -43.24% | -46.38% | +3.14% |
Current DrawdownCurrent decline from peak | -6.21% | -4.39% | -1.82% |
Average DrawdownAverage peak-to-trough decline | -8.56% | -9.50% | +0.94% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.14% | 2.69% | +0.45% |
Volatility
NAMAX vs. FIUSX - Volatility Comparison
Columbia Select Mid Cap Value Fund (NAMAX) and Delaware Opportunity Fund (FIUSX) have volatilities of 5.84% and 5.70%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| NAMAX | FIUSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.84% | 5.70% | +0.14% |
Volatility (6M)Calculated over the trailing 6-month period | 10.56% | 10.26% | +0.30% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.99% | 18.63% | +0.36% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.12% | 18.14% | -0.02% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.02% | 20.54% | -0.52% |