NSEPX vs. CDDYX
Compare and contrast key facts about Columbia Select Large Cap Equity Fund (NSEPX) and Columbia Dividend Income Fund Institutional 3 Class (CDDYX).
NSEPX is managed by Columbia. It was launched on Oct 2, 1998. CDDYX is managed by Columbia. It was launched on Nov 8, 2012.
Performance
NSEPX vs. CDDYX - Performance Comparison
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NSEPX vs. CDDYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NSEPX Columbia Select Large Cap Equity Fund | -6.19% | 14.12% | 24.24% | 28.34% | -19.38% | 29.92% | 19.60% | 28.76% | -5.67% | 24.44% |
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, NSEPX achieves a -6.19% return, which is significantly lower than CDDYX's 3.28% return. Over the past 10 years, NSEPX has outperformed CDDYX with an annualized return of 13.46%, while CDDYX has yielded a comparatively lower 12.31% annualized return.
NSEPX
- 1D
- 3.10%
- 1M
- -4.64%
- YTD
- -6.19%
- 6M
- -3.19%
- 1Y
- 15.20%
- 3Y*
- 16.57%
- 5Y*
- 10.39%
- 10Y*
- 13.46%
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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NSEPX vs. CDDYX - Expense Ratio Comparison
Both NSEPX and CDDYX have an expense ratio of 0.55%.
Return for Risk
NSEPX vs. CDDYX — Risk / Return Rank
NSEPX
CDDYX
NSEPX vs. CDDYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Select Large Cap Equity Fund (NSEPX) 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.
| NSEPX | CDDYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.86 | 1.23 | -0.38 |
Sortino ratioReturn per unit of downside risk | 1.31 | 1.75 | -0.43 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.27 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.29 | 1.78 | -0.49 |
Martin ratioReturn relative to average drawdown | 5.48 | 8.25 | -2.77 |
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
| NSEPX | CDDYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.86 | 1.23 | -0.38 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.61 | 0.82 | -0.21 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | 0.79 | -0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.86 | -0.42 |
Correlation
The correlation between NSEPX and CDDYX is 0.89, 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
NSEPX vs. CDDYX - Dividend Comparison
NSEPX's dividend yield for the trailing twelve months is around 3.22%, less than CDDYX's 5.21% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NSEPX Columbia Select Large Cap Equity Fund | 3.22% | 3.02% | 6.28% | 4.88% | 6.25% | 7.45% | 7.13% | 5.16% | 11.11% | 5.57% | 2.18% | 12.10% |
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
NSEPX vs. CDDYX - Drawdown Comparison
The maximum NSEPX drawdown since its inception was -52.50%, which is greater than CDDYX's maximum drawdown of -32.74%. Use the drawdown chart below to compare losses from any high point for NSEPX and CDDYX.
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Drawdown Indicators
| NSEPX | CDDYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -52.50% | -32.74% | -19.76% |
Max Drawdown (1Y)Largest decline over 1 year | -12.43% | -10.17% | -2.26% |
Max Drawdown (5Y)Largest decline over 5 years | -25.27% | -16.91% | -8.36% |
Max Drawdown (10Y)Largest decline over 10 years | -33.37% | -32.74% | -0.63% |
Current DrawdownCurrent decline from peak | -7.76% | -3.95% | -3.81% |
Average DrawdownAverage peak-to-trough decline | -12.68% | -2.79% | -9.89% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.93% | 2.19% | +0.74% |
Volatility
NSEPX vs. CDDYX - Volatility Comparison
Columbia Select Large Cap Equity Fund (NSEPX) has a higher volatility of 5.65% compared to Columbia Dividend Income Fund Institutional 3 Class (CDDYX) at 3.45%. This indicates that NSEPX'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
| NSEPX | CDDYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.65% | 3.45% | +2.20% |
Volatility (6M)Calculated over the trailing 6-month period | 9.63% | 7.00% | +2.63% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.38% | 13.67% | +4.71% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.20% | 13.31% | +3.89% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.17% | 15.68% | +2.49% |