NINDX vs. VSIAX

In the year-to-date period, NINDX achieves a 0.95% return, which is significantly higher than VSIAX's -4.04% return. Over the past 10 years, NINDX has outperformed VSIAX with an annualized return of 12.72%, while VSIAX has yielded a comparatively lower 7.81% annualized return.

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NINDX has a 0.20% expense ratio, which is higher than VSIAX's 0.07% 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%.

This table presents a comparison of risk-adjusted performance metrics for Columbia Large Cap Index Fund (NINDX) and Vanguard Small-Cap Value Index Fund Admiral Shares (VSIAX). 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.

The current NINDX Sharpe Ratio is 0.73, which is higher than the VSIAX Sharpe Ratio of 0.19. The chart below compares the historical Sharpe Ratios of NINDX and VSIAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

NINDX's dividend yield for the trailing twelve months is around 8.62%, more than VSIAX's 2.23% yield.

The maximum NINDX drawdown since its inception was -55.32%, which is greater than VSIAX's maximum drawdown of -45.39%. Use the drawdown chart below to compare losses from any high point for NINDX and VSIAX.

The current volatility for Columbia Large Cap Index Fund (NINDX) is 4.77%, while Vanguard Small-Cap Value Index Fund Admiral Shares (VSIAX) has a volatility of 6.29%. This indicates that NINDX experiences smaller price fluctuations and is considered to be less risky than VSIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.