NAMAX vs. MXMVX
Compare and contrast key facts about Columbia Select Mid Cap Value Fund (NAMAX) and Great-West Mid Cap Value Fund (MXMVX).
NAMAX is managed by Columbia. It was launched on Nov 20, 2001. MXMVX is managed by Great-West. It was launched on May 15, 2008.
Performance
NAMAX vs. MXMVX - Performance Comparison
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NAMAX vs. MXMVX - 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% |
MXMVX Great-West Mid Cap Value Fund | 0.64% | 8.32% | 15.59% | 15.15% | -27.98% | 34.87% | -0.99% | 20.49% | -13.76% | 16.62% |
Returns By Period
In the year-to-date period, NAMAX achieves a 4.45% return, which is significantly higher than MXMVX's 0.64% return. Over the past 10 years, NAMAX has outperformed MXMVX with an annualized return of 10.00%, while MXMVX has yielded a comparatively lower 6.77% 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%
MXMVX
- 1D
- -0.63%
- 1M
- -7.27%
- YTD
- 0.64%
- 6M
- 2.86%
- 1Y
- 12.36%
- 3Y*
- 12.07%
- 5Y*
- 4.26%
- 10Y*
- 6.77%
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NAMAX vs. MXMVX - Expense Ratio Comparison
NAMAX has a 0.88% expense ratio, which is lower than MXMVX's 1.15% expense ratio.
Return for Risk
NAMAX vs. MXMVX — Risk / Return Rank
NAMAX
MXMVX
NAMAX vs. MXMVX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Select Mid Cap Value Fund (NAMAX) and Great-West Mid Cap Value Fund (MXMVX). 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 | MXMVX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.22 | 0.60 | +0.62 |
Sortino ratioReturn per unit of downside risk | 1.75 | 0.99 | +0.76 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.14 | +0.11 |
Calmar ratioReturn relative to maximum drawdown | 1.53 | 0.76 | +0.78 |
Martin ratioReturn relative to average drawdown | 6.72 | 3.47 | +3.25 |
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 | MXMVX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.22 | 0.60 | +0.62 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.51 | 0.22 | +0.29 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.50 | 0.33 | +0.17 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 0.19 | +0.27 |
Correlation
The correlation between NAMAX and MXMVX is 0.93, 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. MXMVX - Dividend Comparison
NAMAX's dividend yield for the trailing twelve months is around 6.40%, more than MXMVX's 5.95% 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% |
MXMVX Great-West Mid Cap Value Fund | 5.95% | 5.98% | 9.03% | 0.49% | 2.55% | 3.29% | 0.71% | 0.17% | 7.06% | 12.00% | 0.00% | 0.00% |
Drawdowns
NAMAX vs. MXMVX - Drawdown Comparison
The maximum NAMAX drawdown since its inception was -60.44%, which is greater than MXMVX's maximum drawdown of -57.13%. Use the drawdown chart below to compare losses from any high point for NAMAX and MXMVX.
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Drawdown Indicators
| NAMAX | MXMVX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.44% | -57.13% | -3.31% |
Max Drawdown (1Y)Largest decline over 1 year | -13.67% | -14.03% | +0.36% |
Max Drawdown (5Y)Largest decline over 5 years | -20.90% | -34.69% | +13.79% |
Max Drawdown (10Y)Largest decline over 10 years | -43.24% | -45.46% | +2.22% |
Current DrawdownCurrent decline from peak | -8.49% | -7.45% | -1.04% |
Average DrawdownAverage peak-to-trough decline | -8.56% | -12.62% | +4.06% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.12% | 3.23% | -0.11% |
Volatility
NAMAX vs. MXMVX - Volatility Comparison
Columbia Select Mid Cap Value Fund (NAMAX) has a higher volatility of 5.15% compared to Great-West Mid Cap Value Fund (MXMVX) at 4.44%. This indicates that NAMAX's price experiences larger fluctuations and is considered to be riskier than MXMVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| NAMAX | MXMVX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.15% | 4.44% | +0.71% |
Volatility (6M)Calculated over the trailing 6-month period | 10.28% | 9.67% | +0.61% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.87% | 20.68% | -1.81% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.09% | 19.67% | -1.58% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.00% | 20.55% | -0.55% |