NAMAX vs. FTVNX
Compare and contrast key facts about Columbia Select Mid Cap Value Fund (NAMAX) and Fuller & Thaler Behavioral Mid-Cap Value Fund (FTVNX).
NAMAX is managed by Columbia. It was launched on Nov 20, 2001. FTVNX is managed by Fuller & Thaler Asset Mgmt. It was launched on Dec 21, 2017.
Performance
NAMAX vs. FTVNX - Performance Comparison
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NAMAX vs. FTVNX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
NAMAX Columbia Select Mid Cap Value Fund | 7.05% | 13.77% | 13.14% | 9.65% | -9.33% | 32.28% | 6.90% | 31.56% | -20.21% |
FTVNX Fuller & Thaler Behavioral Mid-Cap Value Fund | -0.12% | -1.98% | 9.77% | 12.04% | -7.49% | 32.93% | 6.32% | 27.76% | -13.29% |
Returns By Period
In the year-to-date period, NAMAX achieves a 7.05% return, which is significantly higher than FTVNX's -0.12% return.
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%
FTVNX
- 1D
- 1.71%
- 1M
- -5.75%
- YTD
- -0.12%
- 6M
- -1.08%
- 1Y
- 0.39%
- 3Y*
- 7.37%
- 5Y*
- 4.87%
- 10Y*
- —
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NAMAX vs. FTVNX - Expense Ratio Comparison
NAMAX has a 0.88% expense ratio, which is lower than FTVNX's 1.31% expense ratio.
Return for Risk
NAMAX vs. FTVNX — Risk / Return Rank
NAMAX
FTVNX
NAMAX vs. FTVNX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Select Mid Cap Value Fund (NAMAX) and Fuller & Thaler Behavioral Mid-Cap Value Fund (FTVNX). 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 | FTVNX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.32 | 0.02 | +1.30 |
Sortino ratioReturn per unit of downside risk | 1.88 | 0.19 | +1.69 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.02 | +0.25 |
Calmar ratioReturn relative to maximum drawdown | 1.90 | 0.08 | +1.82 |
Martin ratioReturn relative to average drawdown | 8.28 | 0.19 | +8.09 |
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 | FTVNX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.32 | 0.02 | +1.30 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.53 | 0.27 | +0.26 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.51 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 0.32 | +0.14 |
Correlation
The correlation between NAMAX and FTVNX is 0.92, 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. FTVNX - Dividend Comparison
NAMAX's dividend yield for the trailing twelve months is around 6.24%, more than FTVNX's 1.60% 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% |
FTVNX Fuller & Thaler Behavioral Mid-Cap Value Fund | 1.60% | 1.59% | 1.08% | 1.31% | 2.13% | 1.41% | 0.14% | 1.03% | 0.51% | 0.00% | 0.00% | 0.00% |
Drawdowns
NAMAX vs. FTVNX - Drawdown Comparison
The maximum NAMAX drawdown since its inception was -60.44%, which is greater than FTVNX's maximum drawdown of -42.81%. Use the drawdown chart below to compare losses from any high point for NAMAX and FTVNX.
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Drawdown Indicators
| NAMAX | FTVNX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.44% | -42.81% | -17.63% |
Max Drawdown (1Y)Largest decline over 1 year | -13.67% | -14.52% | +0.85% |
Max Drawdown (5Y)Largest decline over 5 years | -20.90% | -20.46% | -0.44% |
Max Drawdown (10Y)Largest decline over 10 years | -43.24% | — | — |
Current DrawdownCurrent decline from peak | -6.21% | -8.13% | +1.92% |
Average DrawdownAverage peak-to-trough decline | -8.56% | -6.31% | -2.25% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.14% | 6.07% | -2.93% |
Volatility
NAMAX vs. FTVNX - Volatility Comparison
Columbia Select Mid Cap Value Fund (NAMAX) has a higher volatility of 5.84% compared to Fuller & Thaler Behavioral Mid-Cap Value Fund (FTVNX) at 4.58%. This indicates that NAMAX's price experiences larger fluctuations and is considered to be riskier than FTVNX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| NAMAX | FTVNX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.84% | 4.58% | +1.26% |
Volatility (6M)Calculated over the trailing 6-month period | 10.56% | 12.40% | -1.84% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.99% | 21.23% | -2.24% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.12% | 18.30% | -0.18% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.02% | 21.77% | -1.75% |