NMPAX vs. MISIX
Compare and contrast key facts about Columbia Mid Cap Index Fund (NMPAX) and Victory Trivalent International Small-Cap Fund Class I (MISIX).
NMPAX is managed by Columbia. It was launched on Mar 31, 2000. MISIX is managed by Victory.
Performance
NMPAX vs. MISIX - Performance Comparison
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NMPAX vs. MISIX - 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% |
MISIX Victory Trivalent International Small-Cap Fund Class I | 2.72% | 42.00% | 4.70% | 15.49% | -23.13% | 12.41% | 15.42% | 27.88% | -20.20% | 37.14% |
Returns By Period
In the year-to-date period, NMPAX achieves a 2.47% return, which is significantly lower than MISIX's 2.72% return. Both investments have delivered pretty close results over the past 10 years, with NMPAX having a 9.82% annualized return and MISIX not far behind at 9.62%.
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%
MISIX
- 1D
- 3.45%
- 1M
- -9.81%
- YTD
- 2.72%
- 6M
- 8.14%
- 1Y
- 38.23%
- 3Y*
- 18.09%
- 5Y*
- 7.46%
- 10Y*
- 9.62%
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NMPAX vs. MISIX - Expense Ratio Comparison
NMPAX has a 0.20% expense ratio, which is lower than MISIX's 0.97% expense ratio.
Return for Risk
NMPAX vs. MISIX — Risk / Return Rank
NMPAX
MISIX
NMPAX vs. MISIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Mid Cap Index Fund (NMPAX) and Victory Trivalent International Small-Cap Fund Class I (MISIX). 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 | MISIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.81 | 2.29 | -1.48 |
Sortino ratioReturn per unit of downside risk | 1.28 | 2.93 | -1.65 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.45 | -0.28 |
Calmar ratioReturn relative to maximum drawdown | 1.23 | 2.68 | -1.45 |
Martin ratioReturn relative to average drawdown | 5.30 | 11.58 | -6.28 |
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 | MISIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.81 | 2.29 | -1.48 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.33 | 0.42 | -0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.47 | 0.54 | -0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.42 | 0.32 | +0.10 |
Correlation
The correlation between NMPAX and MISIX is 0.73, 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. MISIX - Dividend Comparison
NMPAX's dividend yield for the trailing twelve months is around 9.11%, more than MISIX's 5.89% 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% |
MISIX Victory Trivalent International Small-Cap Fund Class I | 5.89% | 6.05% | 2.27% | 1.90% | 1.12% | 8.61% | 0.41% | 1.99% | 3.59% | 1.85% | 1.56% | 1.21% |
Drawdowns
NMPAX vs. MISIX - Drawdown Comparison
The maximum NMPAX drawdown since its inception was -54.31%, smaller than the maximum MISIX drawdown of -67.61%. Use the drawdown chart below to compare losses from any high point for NMPAX and MISIX.
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Drawdown Indicators
| NMPAX | MISIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.31% | -67.61% | +13.30% |
Max Drawdown (1Y)Largest decline over 1 year | -14.10% | -13.84% | -0.26% |
Max Drawdown (5Y)Largest decline over 5 years | -24.03% | -37.69% | +13.66% |
Max Drawdown (10Y)Largest decline over 10 years | -42.09% | -41.82% | -0.27% |
Current DrawdownCurrent decline from peak | -6.19% | -10.87% | +4.68% |
Average DrawdownAverage peak-to-trough decline | -7.77% | -16.99% | +9.22% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.27% | 3.20% | +0.07% |
Volatility
NMPAX vs. MISIX - Volatility Comparison
The current volatility for Columbia Mid Cap Index Fund (NMPAX) is 6.60%, while Victory Trivalent International Small-Cap Fund Class I (MISIX) has a volatility of 7.91%. This indicates that NMPAX experiences smaller price fluctuations and is considered to be less risky than MISIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| NMPAX | MISIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.60% | 7.91% | -1.31% |
Volatility (6M)Calculated over the trailing 6-month period | 11.89% | 11.79% | +0.10% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.04% | 16.91% | +4.13% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.72% | 17.75% | +1.97% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.10% | 17.82% | +3.28% |