NMSCX vs. CSMDX
Compare and contrast key facts about Columbia Small Cap Index Fund (NMSCX) and Copeland SMID Cap Dividend Growth Fund (CSMDX).
NMSCX is managed by Columbia. It was launched on Oct 15, 1996. CSMDX is managed by Copeland Funds. It was launched on Feb 27, 2017.
Performance
NMSCX vs. CSMDX - Performance Comparison
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NMSCX vs. CSMDX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NMSCX Columbia Small Cap Index Fund | 0.60% | 5.98% | 8.53% | 15.78% | -16.25% | 26.36% | 11.20% | 22.70% | -8.76% | 8.78% |
CSMDX Copeland SMID Cap Dividend Growth Fund | 1.51% | 2.72% | 2.24% | 18.89% | -14.89% | 22.60% | 8.29% | 29.90% | -5.20% | 10.44% |
Returns By Period
In the year-to-date period, NMSCX achieves a 0.60% return, which is significantly lower than CSMDX's 1.51% return.
NMSCX
- 1D
- -0.73%
- 1M
- -6.74%
- YTD
- 0.60%
- 6M
- 2.46%
- 1Y
- 17.18%
- 3Y*
- 9.33%
- 5Y*
- 3.73%
- 10Y*
- 9.25%
CSMDX
- 1D
- -0.39%
- 1M
- -8.78%
- YTD
- 1.51%
- 6M
- 1.88%
- 1Y
- 9.49%
- 3Y*
- 5.94%
- 5Y*
- 3.80%
- 10Y*
- —
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NMSCX vs. CSMDX - Expense Ratio Comparison
NMSCX has a 0.20% expense ratio, which is lower than CSMDX's 0.95% expense ratio.
Return for Risk
NMSCX vs. CSMDX — Risk / Return Rank
NMSCX
CSMDX
NMSCX vs. CSMDX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Small Cap Index Fund (NMSCX) and Copeland SMID Cap Dividend Growth Fund (CSMDX). 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.
| NMSCX | CSMDX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.79 | 0.51 | +0.27 |
Sortino ratioReturn per unit of downside risk | 1.25 | 0.89 | +0.36 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.12 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.03 | 0.58 | +0.45 |
Martin ratioReturn relative to average drawdown | 4.17 | 2.19 | +1.97 |
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
| NMSCX | CSMDX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.79 | 0.51 | +0.27 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.17 | 0.21 | -0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.40 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.42 | 0.40 | +0.03 |
Correlation
The correlation between NMSCX and CSMDX is 0.93, 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
NMSCX vs. CSMDX - Dividend Comparison
NMSCX's dividend yield for the trailing twelve months is around 12.04%, more than CSMDX's 3.09% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NMSCX Columbia Small Cap Index Fund | 12.04% | 12.11% | 15.80% | 5.44% | 10.78% | 8.22% | 3.07% | 6.37% | 11.64% | 6.43% | 7.28% | 11.25% |
CSMDX Copeland SMID Cap Dividend Growth Fund | 3.09% | 3.14% | 1.33% | 0.81% | 4.07% | 6.67% | 0.38% | 2.61% | 4.40% | 0.13% | 0.00% | 0.00% |
Drawdowns
NMSCX vs. CSMDX - Drawdown Comparison
The maximum NMSCX drawdown since its inception was -54.97%, which is greater than CSMDX's maximum drawdown of -37.28%. Use the drawdown chart below to compare losses from any high point for NMSCX and CSMDX.
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Drawdown Indicators
| NMSCX | CSMDX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.97% | -37.28% | -17.69% |
Max Drawdown (1Y)Largest decline over 1 year | -14.82% | -13.33% | -1.49% |
Max Drawdown (5Y)Largest decline over 5 years | -27.92% | -24.60% | -3.32% |
Max Drawdown (10Y)Largest decline over 10 years | -44.31% | — | — |
Current DrawdownCurrent decline from peak | -8.35% | -9.20% | +0.85% |
Average DrawdownAverage peak-to-trough decline | -8.66% | -5.84% | -2.82% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.65% | 3.52% | +0.13% |
Volatility
NMSCX vs. CSMDX - Volatility Comparison
Columbia Small Cap Index Fund (NMSCX) has a higher volatility of 5.55% compared to Copeland SMID Cap Dividend Growth Fund (CSMDX) at 4.58%. This indicates that NMSCX's price experiences larger fluctuations and is considered to be riskier than CSMDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| NMSCX | CSMDX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.55% | 4.58% | +0.97% |
Volatility (6M)Calculated over the trailing 6-month period | 12.78% | 10.22% | +2.56% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.63% | 19.31% | +3.32% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.56% | 18.12% | +3.44% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.18% | 19.25% | +3.93% |