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NINDX vs. CCIZX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

NINDX vs. CCIZX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Columbia Large Cap Index Fund (NINDX) and Columbia Seligman Technology and Information Fund Institutional Class (CCIZX). The values are adjusted to include any dividend payments, if applicable.

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NINDX vs. CCIZX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
NINDX
Columbia Large Cap Index Fund
-4.39%17.56%24.83%26.09%-18.11%28.62%18.10%31.36%-4.85%21.23%
CCIZX
Columbia Seligman Technology and Information Fund Institutional Class
5.82%37.68%27.01%44.64%-30.98%39.31%44.80%54.52%-7.86%34.41%

Returns By Period

In the year-to-date period, NINDX achieves a -4.39% return, which is significantly lower than CCIZX's 5.82% return. Over the past 10 years, NINDX has underperformed CCIZX with an annualized return of 13.84%, while CCIZX has yielded a comparatively higher 23.18% annualized return.


NINDX

1D
2.91%
1M
-5.04%
YTD
-4.39%
6M
-2.14%
1Y
17.07%
3Y*
18.09%
5Y*
11.66%
10Y*
13.84%

CCIZX

1D
5.58%
1M
-4.94%
YTD
5.82%
6M
9.63%
1Y
65.69%
3Y*
31.97%
5Y*
17.37%
10Y*
23.18%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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NINDX vs. CCIZX - Expense Ratio Comparison

NINDX has a 0.20% expense ratio, which is lower than CCIZX's 0.91% expense ratio.


Return for Risk

NINDX vs. CCIZX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

NINDX
NINDX Risk / Return Rank: 5555
Overall Rank
NINDX Sharpe Ratio Rank: 4545
Sharpe Ratio Rank
NINDX Sortino Ratio Rank: 4949
Sortino Ratio Rank
NINDX Omega Ratio Rank: 5353
Omega Ratio Rank
NINDX Calmar Ratio Rank: 5959
Calmar Ratio Rank
NINDX Martin Ratio Rank: 7171
Martin Ratio Rank

CCIZX
CCIZX Risk / Return Rank: 9393
Overall Rank
CCIZX Sharpe Ratio Rank: 9393
Sharpe Ratio Rank
CCIZX Sortino Ratio Rank: 9191
Sortino Ratio Rank
CCIZX Omega Ratio Rank: 8787
Omega Ratio Rank
CCIZX Calmar Ratio Rank: 9898
Calmar Ratio Rank
CCIZX Martin Ratio Rank: 9797
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

NINDX vs. CCIZX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Columbia Large Cap Index Fund (NINDX) and Columbia Seligman Technology and Information Fund Institutional Class (CCIZX). 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.


NINDXCCIZXDifference

Sharpe ratio

Return per unit of total volatility

0.96

2.19

-1.23

Sortino ratio

Return per unit of downside risk

1.47

2.76

-1.29

Omega ratio

Gain probability vs. loss probability

1.22

1.39

-0.16

Calmar ratio

Return relative to maximum drawdown

1.50

4.50

-3.00

Martin ratio

Return relative to average drawdown

7.18

16.98

-9.80

NINDX vs. CCIZX - Sharpe Ratio Comparison

The current NINDX Sharpe Ratio is 0.96, which is lower than the CCIZX Sharpe Ratio of 2.19. The chart below compares the historical Sharpe Ratios of NINDX and CCIZX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


NINDXCCIZXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.96

2.19

-1.23

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.69

0.67

+0.02

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.77

0.89

-0.13

Sharpe Ratio (All Time)

Calculated using the full available price history

0.61

0.80

-0.19

Correlation

The correlation between NINDX and CCIZX is 0.86, 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

NINDX vs. CCIZX - Dividend Comparison

NINDX's dividend yield for the trailing twelve months is around 28.39%, more than CCIZX's 7.55% yield.


TTM20252024202320222021202020192018201720162015
NINDX
Columbia Large Cap Index Fund
28.39%27.15%8.71%8.82%13.23%16.96%7.23%9.84%9.43%4.21%2.24%2.69%
CCIZX
Columbia Seligman Technology and Information Fund Institutional Class
7.55%7.99%12.19%4.54%8.14%10.50%9.41%10.49%11.33%10.47%7.80%10.30%

Drawdowns

NINDX vs. CCIZX - Drawdown Comparison

The maximum NINDX drawdown since its inception was -55.32%, which is greater than CCIZX's maximum drawdown of -37.20%. Use the drawdown chart below to compare losses from any high point for NINDX and CCIZX.


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Drawdown Indicators


NINDXCCIZXDifference

Max Drawdown

Largest peak-to-trough decline

-55.32%

-37.20%

-18.12%

Max Drawdown (1Y)

Largest decline over 1 year

-12.11%

-14.87%

+2.76%

Max Drawdown (5Y)

Largest decline over 5 years

-24.60%

-37.20%

+12.60%

Max Drawdown (10Y)

Largest decline over 10 years

-33.82%

-37.20%

+3.38%

Current Drawdown

Current decline from peak

-6.26%

-7.01%

+0.75%

Average Drawdown

Average peak-to-trough decline

-8.81%

-6.90%

-1.91%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.53%

3.94%

-1.41%

Volatility

NINDX vs. CCIZX - Volatility Comparison

The current volatility for Columbia Large Cap Index Fund (NINDX) is 5.34%, while Columbia Seligman Technology and Information Fund Institutional Class (CCIZX) has a volatility of 11.14%. This indicates that NINDX experiences smaller price fluctuations and is considered to be less risky than CCIZX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


NINDXCCIZXDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.34%

11.14%

-5.80%

Volatility (6M)

Calculated over the trailing 6-month period

9.53%

21.67%

-12.14%

Volatility (1Y)

Calculated over the trailing 1-year period

18.32%

30.99%

-12.67%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.92%

26.07%

-9.15%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.05%

25.98%

-7.93%