NINDX vs. CDDYX
Compare and contrast key facts about Columbia Large Cap Index Fund (NINDX) and Columbia Dividend Income Fund Institutional 3 Class (CDDYX).
NINDX is managed by Columbia. It was launched on Dec 15, 1993. CDDYX is managed by Columbia. It was launched on Nov 8, 2012.
Performance
NINDX vs. CDDYX - Performance Comparison
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NINDX vs. CDDYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NINDX Columbia Large Cap Index Fund | -7.09% | 17.56% | 24.83% | 26.09% | -18.11% | 28.62% | 18.10% | 31.36% | -4.85% | 21.23% |
CDDYX Columbia Dividend Income Fund Institutional 3 Class | 1.65% | 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, NINDX achieves a -7.09% return, which is significantly lower than CDDYX's 1.65% return. Over the past 10 years, NINDX has outperformed CDDYX with an annualized return of 13.51%, while CDDYX has yielded a comparatively lower 12.13% annualized return.
NINDX
- 1D
- -0.40%
- 1M
- -7.67%
- YTD
- -7.09%
- 6M
- -4.58%
- 1Y
- 14.20%
- 3Y*
- 16.97%
- 5Y*
- 11.28%
- 10Y*
- 13.51%
CDDYX
- 1D
- 0.03%
- 1M
- -5.41%
- YTD
- 1.65%
- 6M
- 4.31%
- 1Y
- 15.12%
- 3Y*
- 14.58%
- 5Y*
- 10.65%
- 10Y*
- 12.13%
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NINDX vs. CDDYX - Expense Ratio Comparison
NINDX has a 0.20% expense ratio, which is lower than CDDYX's 0.55% expense ratio.
Return for Risk
NINDX vs. CDDYX — Risk / Return Rank
NINDX
CDDYX
NINDX vs. CDDYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Large Cap Index Fund (NINDX) 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.
| NINDX | CDDYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.82 | 1.20 | -0.38 |
Sortino ratioReturn per unit of downside risk | 1.28 | 1.70 | -0.42 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.26 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.04 | 1.47 | -0.44 |
Martin ratioReturn relative to average drawdown | 5.03 | 6.88 | -1.84 |
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
| NINDX | CDDYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.82 | 1.20 | -0.38 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.67 | 0.81 | -0.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.75 | 0.78 | -0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.60 | 0.85 | -0.25 |
Correlation
The correlation between NINDX and CDDYX is 0.91, 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. CDDYX - Dividend Comparison
NINDX's dividend yield for the trailing twelve months is around 29.22%, more than CDDYX's 5.29% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NINDX Columbia Large Cap Index Fund | 29.22% | 27.15% | 8.71% | 8.82% | 13.23% | 16.96% | 7.23% | 9.84% | 9.43% | 4.21% | 2.24% | 2.69% |
CDDYX Columbia Dividend Income Fund Institutional 3 Class | 5.29% | 5.33% | 5.99% | 4.96% | 3.90% | 2.93% | 1.85% | 3.28% | 7.65% | 4.03% | 3.84% | 8.35% |
Drawdowns
NINDX vs. CDDYX - Drawdown Comparison
The maximum NINDX drawdown since its inception was -55.32%, which is greater than CDDYX's maximum drawdown of -32.74%. Use the drawdown chart below to compare losses from any high point for NINDX and CDDYX.
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Drawdown Indicators
| NINDX | CDDYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.32% | -32.74% | -22.58% |
Max Drawdown (1Y)Largest decline over 1 year | -12.11% | -10.17% | -1.94% |
Max Drawdown (5Y)Largest decline over 5 years | -24.60% | -16.91% | -7.69% |
Max Drawdown (10Y)Largest decline over 10 years | -33.82% | -32.74% | -1.08% |
Current DrawdownCurrent decline from peak | -8.91% | -5.46% | -3.45% |
Average DrawdownAverage peak-to-trough decline | -8.81% | -2.79% | -6.02% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.50% | 2.18% | +0.32% |
Volatility
NINDX vs. CDDYX - Volatility Comparison
Columbia Large Cap Index Fund (NINDX) has a higher volatility of 4.24% compared to Columbia Dividend Income Fund Institutional 3 Class (CDDYX) at 2.92%. This indicates that NINDX'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
| NINDX | CDDYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.24% | 2.92% | +1.32% |
Volatility (6M)Calculated over the trailing 6-month period | 9.09% | 6.83% | +2.26% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.13% | 13.61% | +4.52% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.88% | 13.29% | +3.59% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.03% | 15.68% | +2.35% |