NSTMX vs. CDDYX
Compare and contrast key facts about Columbia Short Term Bond Fund (NSTMX) and Columbia Dividend Income Fund Institutional 3 Class (CDDYX).
NSTMX is managed by Columbia. It was launched on Sep 30, 1992. CDDYX is managed by Columbia. It was launched on Nov 8, 2012.
Performance
NSTMX vs. CDDYX - Performance Comparison
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NSTMX vs. CDDYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NSTMX Columbia Short Term Bond Fund | 0.03% | 5.95% | 5.45% | 6.97% | -4.82% | 0.73% | 3.42% | 5.20% | 0.62% | 1.04% |
CDDYX Columbia Dividend Income Fund Institutional 3 Class | 1.65% | 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, NSTMX achieves a 0.03% return, which is significantly lower than CDDYX's 1.65% return. Over the past 10 years, NSTMX has underperformed CDDYX with an annualized return of 2.49%, while CDDYX has yielded a comparatively higher 12.13% annualized return.
NSTMX
- 1D
- 0.10%
- 1M
- -0.81%
- YTD
- 0.03%
- 6M
- 1.19%
- 1Y
- 4.38%
- 3Y*
- 5.32%
- 5Y*
- 2.71%
- 10Y*
- 2.49%
CDDYX
- 1D
- 0.03%
- 1M
- -5.46%
- YTD
- 1.65%
- 6M
- 4.20%
- 1Y
- 14.89%
- 3Y*
- 14.58%
- 5Y*
- 10.65%
- 10Y*
- 12.13%
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NSTMX vs. CDDYX - Expense Ratio Comparison
NSTMX has a 0.46% expense ratio, which is lower than CDDYX's 0.55% expense ratio.
Return for Risk
NSTMX vs. CDDYX — Risk / Return Rank
NSTMX
CDDYX
NSTMX vs. CDDYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Short Term Bond Fund (NSTMX) 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.
| NSTMX | CDDYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.61 | 1.20 | +1.41 |
Sortino ratioReturn per unit of downside risk | 5.08 | 1.70 | +3.38 |
Omega ratioGain probability vs. loss probability | 1.71 | 1.26 | +0.45 |
Calmar ratioReturn relative to maximum drawdown | 5.38 | 1.47 | +3.90 |
Martin ratioReturn relative to average drawdown | 20.18 | 6.88 | +13.31 |
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
| NSTMX | CDDYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.61 | 1.20 | +1.41 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.25 | 0.81 | +0.44 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.17 | 0.78 | +0.39 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.69 | 0.85 | +0.84 |
Correlation
The correlation between NSTMX and CDDYX is 0.02, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
NSTMX vs. CDDYX - Dividend Comparison
NSTMX's dividend yield for the trailing twelve months is around 4.30%, less than CDDYX's 5.29% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NSTMX Columbia Short Term Bond Fund | 4.30% | 4.73% | 3.84% | 3.71% | 2.11% | 1.53% | 2.32% | 3.45% | 1.42% | 1.44% | 0.89% | 0.84% |
CDDYX Columbia Dividend Income Fund Institutional 3 Class | 5.29% | 5.33% | 5.99% | 4.96% | 3.90% | 2.93% | 1.85% | 3.28% | 7.65% | 4.03% | 3.84% | 8.35% |
Drawdowns
NSTMX vs. CDDYX - Drawdown Comparison
The maximum NSTMX drawdown since its inception was -9.50%, smaller than the maximum CDDYX drawdown of -32.74%. Use the drawdown chart below to compare losses from any high point for NSTMX and CDDYX.
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Drawdown Indicators
| NSTMX | CDDYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -9.50% | -32.74% | +23.24% |
Max Drawdown (1Y)Largest decline over 1 year | -0.91% | -10.17% | +9.26% |
Max Drawdown (5Y)Largest decline over 5 years | -7.06% | -16.91% | +9.85% |
Max Drawdown (10Y)Largest decline over 10 years | -9.50% | -32.74% | +23.24% |
Current DrawdownCurrent decline from peak | -0.81% | -5.46% | +4.65% |
Average DrawdownAverage peak-to-trough decline | -0.54% | -2.79% | +2.25% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.24% | 2.18% | -1.94% |
Volatility
NSTMX vs. CDDYX - Volatility Comparison
The current volatility for Columbia Short Term Bond Fund (NSTMX) is 0.48%, while Columbia Dividend Income Fund Institutional 3 Class (CDDYX) has a volatility of 2.92%. This indicates that NSTMX experiences smaller price fluctuations and is considered to be less risky 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
| NSTMX | CDDYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.48% | 2.92% | -2.44% |
Volatility (6M)Calculated over the trailing 6-month period | 1.17% | 6.83% | -5.66% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.85% | 13.61% | -11.76% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.19% | 13.29% | -11.10% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 2.13% | 15.68% | -13.55% |