NINDX vs. FLVCX
NINDX (Columbia Large Cap Index Fund) and FLVCX (Fidelity Leveraged Company Stock Fund) are both Large Cap Blend Equities funds. Over the past 10 years, NINDX returned 15.13%/yr vs 16.53%/yr for FLVCX. Their correlation of 0.87 suggests significant overlap in exposure. NINDX charges 0.20%/yr vs 0.74%/yr for FLVCX.
Performance
NINDX vs. FLVCX - Performance Comparison
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Returns By Period
In the year-to-date period, NINDX achieves a 5.68% return, which is significantly lower than FLVCX's 26.99% return. Over the past 10 years, NINDX has underperformed FLVCX with an annualized return of 15.13%, while FLVCX has yielded a comparatively higher 16.53% annualized return.
NINDX
- 1D
- -4.02%
- 1M
- -3.58%
- YTD
- 5.68%
- 6M
- 4.71%
- 1Y
- 20.81%
- 3Y*
- 19.68%
- 5Y*
- 12.63%
- 10Y*
- 15.13%
FLVCX
- 1D
- 1.44%
- 1M
- 9.26%
- YTD
- 26.99%
- 6M
- 25.31%
- 1Y
- 44.76%
- 3Y*
- 29.79%
- 5Y*
- 15.32%
- 10Y*
- 16.53%
NINDX vs. FLVCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NINDX Columbia Large Cap Index Fund | 5.68% | 17.56% | 24.83% | 26.09% | -18.11% | 28.62% | 18.10% | 31.36% | -4.85% | 21.23% |
FLVCX Fidelity Leveraged Company Stock Fund | 26.99% | 20.34% | 26.95% | 26.10% | -22.99% | 26.08% | 26.74% | 35.60% | -16.43% | 20.92% |
Correlation
The correlation between NINDX and FLVCX is 0.85, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.86 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.88 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.91 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.91 |
Correlation (All Time) Calculated using the full available price history since Dec 19, 2000 | 0.87 |
The correlation between NINDX and FLVCX has been stable across timeframes, ranging from 0.85 to 0.91 - a consistent structural relationship.
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Return for Risk
NINDX vs. FLVCX — Risk / Return Rank
NINDX
FLVCX
NINDX vs. FLVCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Large Cap Index Fund (NINDX) and Fidelity Leveraged Company Stock Fund (FLVCX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| NINDX | FLVCX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.41 | ||
| Sortino ratioReturn per unit of downside risk | -0.47 | ||
| Omega ratioGain probability vs. loss probability | 1.31 | 1.36 | -0.05 |
| Calmar ratioReturn relative to maximum drawdown | 2.48 | 3.56 | -1.08 |
| Martin ratioReturn relative to average drawdown | 11.02 | 12.93 | -1.91 |
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Drawdowns
NINDX vs. FLVCX - Drawdown Comparison
The maximum NINDX drawdown since its inception was -55.32%, smaller than the maximum FLVCX drawdown of -70.02%. Use the drawdown chart below to compare losses from any high point for NINDX and FLVCX.
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Drawdown Indicators
| NINDX | FLVCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.32% | -70.02% | +14.70% |
Max Drawdown (1Y)Largest decline over 1 year | -8.91% | -13.06% | +4.15% |
Max Drawdown (3Y)Largest decline over 3 years | -18.78% | -28.54% | +9.76% |
Max Drawdown (5Y)Largest decline over 5 years | -24.60% | -28.54% | +3.94% |
Max Drawdown (10Y)Largest decline over 10 years | -33.82% | -44.14% | +10.32% |
Current DrawdownCurrent decline from peak | -5.34% | 0.00% | -5.34% |
Average DrawdownAverage peak-to-trough decline | -8.76% | -10.98% | +2.22% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.00% | 3.59% | -1.59% |
Volatility
NINDX vs. FLVCX - Volatility Comparison
The current volatility for Columbia Large Cap Index Fund (NINDX) is 6.25%, while Fidelity Leveraged Company Stock Fund (FLVCX) has a volatility of 9.08%. This indicates that NINDX experiences smaller price fluctuations and is considered to be less risky than FLVCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| NINDX | FLVCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.25% | 9.08% | -2.83% |
Volatility (6M)Calculated over the trailing 6-month period | 10.69% | 18.05% | -7.36% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.17% | 22.29% | -9.12% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.10% | 23.07% | -5.97% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.16% | 23.51% | -5.35% |
NINDX vs. FLVCX - Expense Ratio Comparison
NINDX has a 0.20% expense ratio, which is lower than FLVCX's 0.74% expense ratio.
Dividends
NINDX vs. FLVCX - Dividend Comparison
NINDX's dividend yield for the trailing twelve months is around 14.27%, more than FLVCX's 3.72% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FLVCX Fidelity Leveraged Company Stock Fund | 3.72% | 4.72% | 14.53% | 12.19% | 18.49% | 8.40% | 0.11% | 0.10% | 19.91% | 18.96% | 27.48% | 6.18% |
NINDX Columbia Large Cap Index Fund | 14.27% | 27.15% | 8.71% | 8.82% | 13.23% | 16.96% | 7.23% | 9.84% | 9.43% | 4.21% | 2.24% | 2.69% |
Frequently Asked Questions
NINDX and FLVCX have a correlation of 0.85, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
FLVCX has higher volatility (9.08%) compared to NINDX (6.25%). In terms of maximum drawdown, NINDX dropped -55.32% vs FLVCX's -70.02%.
FLVCX currently has the higher Sharpe Ratio (2.09 vs 1.68), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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