NIPAX vs. LBSAX
Compare and contrast key facts about Columbia Capital Allocation Moderate Conservative Portfolio (NIPAX) and Columbia Dividend Income Fund Class A (LBSAX).
NIPAX is managed by Columbia. It was launched on Oct 14, 1996. LBSAX is managed by Columbia. It was launched on Nov 25, 2002.
Performance
NIPAX vs. LBSAX - Performance Comparison
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NIPAX vs. LBSAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NIPAX Columbia Capital Allocation Moderate Conservative Portfolio | -3.13% | 13.17% | 8.07% | 12.30% | -15.45% | 7.44% | 10.00% | 14.31% | -4.84% | 9.59% |
LBSAX Columbia Dividend Income Fund Class A | 1.55% | 15.58% | 14.73% | 10.26% | -5.19% | 25.97% | 7.48% | 27.84% | -4.62% | 19.96% |
Returns By Period
In the year-to-date period, NIPAX achieves a -3.13% return, which is significantly lower than LBSAX's 1.55% return. Over the past 10 years, NIPAX has underperformed LBSAX with an annualized return of 5.05%, while LBSAX has yielded a comparatively higher 11.69% annualized return.
NIPAX
- 1D
- 0.20%
- 1M
- -5.46%
- YTD
- -3.13%
- 6M
- -1.29%
- 1Y
- 8.91%
- 3Y*
- 8.31%
- 5Y*
- 3.55%
- 10Y*
- 5.05%
LBSAX
- 1D
- 0.00%
- 1M
- -5.50%
- YTD
- 1.55%
- 6M
- 4.03%
- 1Y
- 14.47%
- 3Y*
- 14.17%
- 5Y*
- 10.26%
- 10Y*
- 11.69%
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NIPAX vs. LBSAX - Expense Ratio Comparison
NIPAX has a 0.16% expense ratio, which is lower than LBSAX's 0.90% expense ratio.
Return for Risk
NIPAX vs. LBSAX — Risk / Return Rank
NIPAX
LBSAX
NIPAX vs. LBSAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Capital Allocation Moderate Conservative Portfolio (NIPAX) and Columbia Dividend Income Fund Class A (LBSAX). 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.
| NIPAX | LBSAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.19 | 1.17 | +0.02 |
Sortino ratioReturn per unit of downside risk | 1.69 | 1.66 | +0.03 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.26 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.49 | 1.43 | +0.06 |
Martin ratioReturn relative to average drawdown | 6.79 | 6.65 | +0.14 |
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
| NIPAX | LBSAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.19 | 1.17 | +0.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.47 | 0.78 | -0.31 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.70 | 0.75 | -0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.84 | 0.62 | +0.22 |
Correlation
The correlation between NIPAX and LBSAX is 0.83, 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
NIPAX vs. LBSAX - Dividend Comparison
NIPAX's dividend yield for the trailing twelve months is around 3.55%, less than LBSAX's 5.07% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NIPAX Columbia Capital Allocation Moderate Conservative Portfolio | 3.55% | 4.05% | 3.24% | 4.23% | 6.79% | 9.83% | 5.37% | 4.49% | 7.06% | 3.07% | 3.42% | 4.49% |
LBSAX Columbia Dividend Income Fund Class A | 5.07% | 5.11% | 5.78% | 4.72% | 3.62% | 2.65% | 1.52% | 2.68% | 7.36% | 3.83% | 3.60% | 8.01% |
Drawdowns
NIPAX vs. LBSAX - Drawdown Comparison
The maximum NIPAX drawdown since its inception was -26.77%, smaller than the maximum LBSAX drawdown of -47.89%. Use the drawdown chart below to compare losses from any high point for NIPAX and LBSAX.
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Drawdown Indicators
| NIPAX | LBSAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -26.77% | -47.89% | +21.12% |
Max Drawdown (1Y)Largest decline over 1 year | -5.82% | -10.19% | +4.37% |
Max Drawdown (5Y)Largest decline over 5 years | -19.93% | -17.16% | -2.77% |
Max Drawdown (10Y)Largest decline over 10 years | -19.93% | -32.82% | +12.89% |
Current DrawdownCurrent decline from peak | -5.64% | -5.50% | -0.14% |
Average DrawdownAverage peak-to-trough decline | -2.67% | -5.29% | +2.62% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.28% | 2.19% | -0.91% |
Volatility
NIPAX vs. LBSAX - Volatility Comparison
Columbia Capital Allocation Moderate Conservative Portfolio (NIPAX) has a higher volatility of 3.10% compared to Columbia Dividend Income Fund Class A (LBSAX) at 2.92%. This indicates that NIPAX's price experiences larger fluctuations and is considered to be riskier than LBSAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| NIPAX | LBSAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.10% | 2.92% | +0.18% |
Volatility (6M)Calculated over the trailing 6-month period | 4.83% | 6.83% | -2.00% |
Volatility (1Y)Calculated over the trailing 1-year period | 7.60% | 13.62% | -6.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.62% | 13.28% | -5.66% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.22% | 15.68% | -8.46% |