NMPAX vs. CDDYX
Compare and contrast key facts about Columbia Mid Cap Index Fund (NMPAX) and Columbia Dividend Income Fund Institutional 3 Class (CDDYX).
NMPAX is managed by Columbia. It was launched on Mar 31, 2000. CDDYX is managed by Columbia. It was launched on Nov 8, 2012.
Performance
NMPAX vs. CDDYX - Performance Comparison
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NMPAX vs. CDDYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NMPAX Columbia Mid Cap Index Fund | 2.47% | 7.23% | 13.67% | 16.32% | -13.27% | 24.66% | 8.71% | 25.99% | -11.44% | 15.84% |
CDDYX Columbia Dividend Income Fund Institutional 3 Class | 3.28% | 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, NMPAX achieves a 2.47% return, which is significantly lower than CDDYX's 3.28% return. Over the past 10 years, NMPAX has underperformed CDDYX with an annualized return of 9.82%, while CDDYX has yielded a comparatively higher 12.31% annualized return.
NMPAX
- 1D
- 2.90%
- 1M
- -6.19%
- YTD
- 2.47%
- 6M
- 3.74%
- 1Y
- 16.46%
- 3Y*
- 11.86%
- 5Y*
- 6.42%
- 10Y*
- 9.82%
CDDYX
- 1D
- 1.60%
- 1M
- -3.90%
- YTD
- 3.28%
- 6M
- 5.98%
- 1Y
- 16.96%
- 3Y*
- 15.18%
- 5Y*
- 10.80%
- 10Y*
- 12.31%
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NMPAX vs. CDDYX - Expense Ratio Comparison
NMPAX has a 0.20% expense ratio, which is lower than CDDYX's 0.55% expense ratio.
Return for Risk
NMPAX vs. CDDYX — Risk / Return Rank
NMPAX
CDDYX
NMPAX vs. CDDYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Mid Cap Index Fund (NMPAX) 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.
| NMPAX | CDDYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.81 | 1.23 | -0.42 |
Sortino ratioReturn per unit of downside risk | 1.28 | 1.75 | -0.47 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.27 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | 1.23 | 1.78 | -0.55 |
Martin ratioReturn relative to average drawdown | 5.30 | 8.25 | -2.95 |
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
| NMPAX | CDDYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.81 | 1.23 | -0.42 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.33 | 0.82 | -0.49 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.47 | 0.79 | -0.32 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.42 | 0.86 | -0.44 |
Correlation
The correlation between NMPAX and CDDYX is 0.85, 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
NMPAX vs. CDDYX - Dividend Comparison
NMPAX's dividend yield for the trailing twelve months is around 9.11%, more than CDDYX's 5.21% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NMPAX Columbia Mid Cap Index Fund | 9.11% | 9.34% | 11.35% | 7.97% | 11.65% | 18.03% | 5.96% | 5.70% | 10.06% | 7.66% | 7.97% | 10.12% |
CDDYX Columbia Dividend Income Fund Institutional 3 Class | 5.21% | 5.33% | 5.99% | 4.96% | 3.90% | 2.93% | 1.85% | 3.28% | 7.65% | 4.03% | 3.84% | 8.35% |
Drawdowns
NMPAX vs. CDDYX - Drawdown Comparison
The maximum NMPAX drawdown since its inception was -54.31%, which is greater than CDDYX's maximum drawdown of -32.74%. Use the drawdown chart below to compare losses from any high point for NMPAX and CDDYX.
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Drawdown Indicators
| NMPAX | CDDYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.31% | -32.74% | -21.57% |
Max Drawdown (1Y)Largest decline over 1 year | -14.10% | -10.17% | -3.93% |
Max Drawdown (5Y)Largest decline over 5 years | -24.03% | -16.91% | -7.12% |
Max Drawdown (10Y)Largest decline over 10 years | -42.09% | -32.74% | -9.35% |
Current DrawdownCurrent decline from peak | -6.19% | -3.95% | -2.24% |
Average DrawdownAverage peak-to-trough decline | -7.77% | -2.79% | -4.98% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.27% | 2.19% | +1.08% |
Volatility
NMPAX vs. CDDYX - Volatility Comparison
Columbia Mid Cap Index Fund (NMPAX) has a higher volatility of 6.60% compared to Columbia Dividend Income Fund Institutional 3 Class (CDDYX) at 3.45%. This indicates that NMPAX'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
| NMPAX | CDDYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.60% | 3.45% | +3.15% |
Volatility (6M)Calculated over the trailing 6-month period | 11.89% | 7.00% | +4.89% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.04% | 13.67% | +7.37% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.72% | 13.31% | +6.41% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.10% | 15.68% | +5.42% |