NMSCX vs. CTCAX
Compare and contrast key facts about Columbia Small Cap Index Fund (NMSCX) and Columbia Global Technology Growth Fund Class A (CTCAX).
NMSCX is managed by Columbia. It was launched on Oct 15, 1996. CTCAX is managed by Columbia. It was launched on Nov 9, 2000.
Performance
NMSCX vs. CTCAX - Performance Comparison
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NMSCX vs. CTCAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NMSCX Columbia Small Cap Index Fund | 3.47% | 5.98% | 8.53% | 15.78% | -16.25% | 26.36% | 11.20% | 22.70% | -8.76% | 11.77% |
CTCAX Columbia Global Technology Growth Fund Class A | -6.10% | 24.78% | 31.39% | 56.46% | -34.81% | 22.73% | 49.46% | 43.91% | -1.48% | 42.99% |
Returns By Period
In the year-to-date period, NMSCX achieves a 3.47% return, which is significantly higher than CTCAX's -6.10% return. Over the past 10 years, NMSCX has underperformed CTCAX with an annualized return of 9.56%, while CTCAX has yielded a comparatively higher 20.80% annualized return.
NMSCX
- 1D
- 2.85%
- 1M
- -4.69%
- YTD
- 3.47%
- 6M
- 5.10%
- 1Y
- 20.24%
- 3Y*
- 10.36%
- 5Y*
- 3.99%
- 10Y*
- 9.56%
CTCAX
- 1D
- 4.59%
- 1M
- -5.90%
- YTD
- -6.10%
- 6M
- -5.08%
- 1Y
- 32.32%
- 3Y*
- 25.70%
- 5Y*
- 12.94%
- 10Y*
- 20.80%
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NMSCX vs. CTCAX - Expense Ratio Comparison
NMSCX has a 0.20% expense ratio, which is lower than CTCAX's 1.18% expense ratio.
Return for Risk
NMSCX vs. CTCAX — Risk / Return Rank
NMSCX
CTCAX
NMSCX vs. CTCAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Small Cap Index Fund (NMSCX) and Columbia Global Technology Growth Fund Class A (CTCAX). 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 | CTCAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.91 | 1.24 | -0.33 |
Sortino ratioReturn per unit of downside risk | 1.41 | 1.84 | -0.43 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.26 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.42 | 2.30 | -0.88 |
Martin ratioReturn relative to average drawdown | 5.74 | 8.07 | -2.33 |
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 | CTCAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.91 | 1.24 | -0.33 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.19 | 0.50 | -0.32 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.41 | 0.84 | -0.43 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.43 | 0.71 | -0.28 |
Correlation
The correlation between NMSCX and CTCAX is 0.75, 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. CTCAX - Dividend Comparison
NMSCX's dividend yield for the trailing twelve months is around 11.70%, more than CTCAX's 3.50% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NMSCX Columbia Small Cap Index Fund | 11.70% | 12.11% | 15.80% | 5.44% | 10.78% | 8.22% | 3.07% | 6.37% | 11.64% | 6.43% | 7.28% | 11.25% |
CTCAX Columbia Global Technology Growth Fund Class A | 3.50% | 3.29% | 1.08% | 2.36% | 3.53% | 4.15% | 0.91% | 2.55% | 5.82% | 3.52% | 0.36% | 1.80% |
Drawdowns
NMSCX vs. CTCAX - Drawdown Comparison
The maximum NMSCX drawdown since its inception was -54.97%, smaller than the maximum CTCAX drawdown of -61.04%. Use the drawdown chart below to compare losses from any high point for NMSCX and CTCAX.
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Drawdown Indicators
| NMSCX | CTCAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.97% | -61.04% | +6.07% |
Max Drawdown (1Y)Largest decline over 1 year | -14.82% | -14.43% | -0.39% |
Max Drawdown (5Y)Largest decline over 5 years | -27.92% | -39.55% | +11.63% |
Max Drawdown (10Y)Largest decline over 10 years | -44.31% | -39.55% | -4.76% |
Current DrawdownCurrent decline from peak | -5.73% | -10.51% | +4.78% |
Average DrawdownAverage peak-to-trough decline | -8.66% | -10.75% | +2.09% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.67% | 4.12% | -0.45% |
Volatility
NMSCX vs. CTCAX - Volatility Comparison
The current volatility for Columbia Small Cap Index Fund (NMSCX) is 6.32%, while Columbia Global Technology Growth Fund Class A (CTCAX) has a volatility of 8.94%. This indicates that NMSCX experiences smaller price fluctuations and is considered to be less risky than CTCAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| NMSCX | CTCAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.32% | 8.94% | -2.62% |
Volatility (6M)Calculated over the trailing 6-month period | 13.08% | 16.85% | -3.77% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.75% | 27.31% | -4.56% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.59% | 25.88% | -4.29% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.20% | 24.70% | -1.50% |