NINDX vs. VIIIX
NINDX (Columbia Large Cap Index Fund) and VIIIX (Vanguard Institutional Index Fund Institutional Plus Shares) are both mutual funds - NINDX is a Large Cap Blend Equities fund managed by Columbia, while VIIIX is a S&P 500 fund tracking the S&P 500 Index. Over the past 10 years, NINDX returned 14.92%/yr vs 15.23%/yr for VIIIX. Their 1.00 correlation means they have historically moved very closely together. NINDX charges 0.20%/yr vs 0.02%/yr for VIIIX.
Performance
NINDX vs. VIIIX - Performance Comparison
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Returns By Period
The year-to-date returns for both investments are quite close, with NINDX having a 10.00% return and VIIIX slightly higher at 10.12%. Both investments have delivered pretty close results over the past 10 years, with NINDX having a 14.92% annualized return and VIIIX not far ahead at 15.23%.
NINDX
- 1D
- 0.70%
- 1M
- 0.12%
- 6M
- 7.86%
- YTD
- 10.00%
- 1Y
- 21.37%
- 3Y*
- 19.19%
- 5Y*
- 12.71%
- 10Y*
- 14.92%
- ALL TIME*
- 11.66%
VIIIX
- 1D
- 0.71%
- 1M
- 0.14%
- 6M
- 7.96%
- YTD
- 10.12%
- 1Y
- 21.48%
- 3Y*
- 19.82%
- 5Y*
- 12.98%
- 10Y*
- 15.23%
- ALL TIME*
- 9.44%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
NINDX vs. VIIIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NINDX Columbia Large Cap Index Fund | 10.00% | 17.56% | 24.83% | 26.09% | -18.11% | 28.62% | 18.10% | 31.36% | -4.85% | 21.23% |
VIIIX Vanguard Institutional Index Fund Institutional Plus Shares | 10.12% | 17.87% | 26.29% | 25.79% | -18.14% | 28.69% | 18.41% | 31.48% | -4.41% | 21.82% |
Correlation
The correlation between NINDX and VIIIX is 1.00 - they have historically moved very closely together. At this level, their price movements offset little of one another.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 1.00 |
Correlation (3Y) Balances recent behavior with more history. | 1.00 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 1.00 |
Correlation (10Y) Provides a long-term view across more market conditions. | 1.00 |
Correlation (All Time) Calculated using the full available price history since Jul 7, 1997 | 1.00 |
The correlation between NINDX and VIIIX has been stable across timeframes, ranging from 1.00 to 1.00 - a consistent structural relationship.
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Return for Risk
NINDX vs. VIIIX — Risk / Return Rank
NINDX
VIIIX
NINDX vs. VIIIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Large Cap Index Fund (NINDX) and Vanguard Institutional Index Fund Institutional Plus Shares (VIIIX). 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 | VIIIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.01 | ||
| Sortino ratioReturn per unit of downside risk | -0.01 | ||
| Omega ratioGain probability vs. loss probability | 1.27 | 1.27 | 0.00 |
| Calmar ratioReturn relative to maximum drawdown | 2.19 | 2.21 | -0.02 |
| Martin ratioReturn relative to average drawdown | 9.37 | 9.47 | -0.10 |
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Drawdowns
NINDX vs. VIIIX - Drawdown Comparison
The maximum NINDX drawdown since its inception was -55.32%, roughly equal to the maximum VIIIX drawdown of -55.18%. Use the drawdown chart below to compare losses from any high point for NINDX and VIIIX.
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Drawdown Indicators
| NINDX | VIIIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.32% | -55.18% | -0.14% |
Max Drawdown (1Y)Largest decline over 1 year | -8.91% | -8.90% | -0.01% |
Max Drawdown (3Y)Largest decline over 3 years | -18.78% | -18.75% | -0.03% |
Max Drawdown (5Y)Largest decline over 5 years | -24.60% | -24.50% | -0.10% |
Max Drawdown (10Y)Largest decline over 10 years | -33.82% | -33.79% | -0.03% |
Current DrawdownCurrent decline from peak | -1.47% | -1.42% | -0.05% |
Average DrawdownAverage peak-to-trough decline | -8.73% | -9.97% | +1.24% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.08% | 2.07% | +0.01% |
Volatility
NINDX vs. VIIIX - Volatility Comparison
Columbia Large Cap Index Fund (NINDX) and Vanguard Institutional Index Fund Institutional Plus Shares (VIIIX) have volatilities of 3.52% and 3.52%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| NINDX | VIIIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.52% | 3.52% | 0.00% |
Volatility (6M)Calculated over the trailing 6-month period | 10.13% | 10.11% | +0.02% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.89% | 12.87% | +0.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.03% | 17.00% | +0.03% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.07% | 18.07% | 0.00% |
NINDX vs. VIIIX - Expense Ratio Comparison
NINDX has a 0.20% expense ratio, which is higher than VIIIX's 0.02% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
NINDX vs. VIIIX - Dividend Comparison
NINDX's dividend yield for the trailing twelve months is around 18.03%, more than VIIIX's 2.49% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NINDX Columbia Large Cap Index Fund | 18.03% | 27.15% | 8.71% | 8.82% | 13.23% | 16.96% | 7.23% | 9.84% | 9.43% | 4.21% | 2.24% | 2.69% |
VIIIX Vanguard Institutional Index Fund Institutional Plus Shares | 2.49% | 2.11% | 3.66% | 2.66% | 3.39% | 4.79% | 3.07% | 2.86% | 2.45% | 1.84% | 2.38% | 2.47% |
Frequently Asked Questions
With a correlation of 1.00, NINDX and VIIIX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
VIIIX has higher volatility (3.52%) compared to NINDX (3.52%). In terms of maximum drawdown, NINDX dropped -55.32% vs VIIIX's -55.18%.
VIIIX currently has the higher Sharpe Ratio (1.53 vs 1.51), 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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