NSTMX vs. LBSAX
Compare and contrast key facts about Columbia Short Term Bond Fund (NSTMX) and Columbia Dividend Income Fund Class A (LBSAX).
NSTMX is managed by Columbia. It was launched on Sep 30, 1992. LBSAX is managed by Columbia. It was launched on Nov 25, 2002.
Performance
NSTMX vs. LBSAX - Performance Comparison
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NSTMX vs. LBSAX - 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% |
LBSAX Columbia Dividend Income Fund Class A | 1.55% | 15.58% | 14.73% | 10.26% | -5.19% | 25.97% | 7.48% | 27.84% | -4.62% | 19.96% |
Returns By Period
In the year-to-date period, NSTMX achieves a 0.03% return, which is significantly lower than LBSAX's 1.55% return. Over the past 10 years, NSTMX has underperformed LBSAX with an annualized return of 2.49%, while LBSAX has yielded a comparatively higher 11.69% 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%
LBSAX
- 1D
- 0.00%
- 1M
- -5.50%
- YTD
- 1.55%
- 6M
- 4.03%
- 1Y
- 14.47%
- 3Y*
- 14.17%
- 5Y*
- 10.26%
- 10Y*
- 11.69%
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NSTMX vs. LBSAX - Expense Ratio Comparison
NSTMX has a 0.46% expense ratio, which is lower than LBSAX's 0.90% expense ratio.
Return for Risk
NSTMX vs. LBSAX — Risk / Return Rank
NSTMX
LBSAX
NSTMX vs. LBSAX - 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 Class A (LBSAX). 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 | LBSAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.61 | 1.17 | +1.44 |
Sortino ratioReturn per unit of downside risk | 5.08 | 1.66 | +3.42 |
Omega ratioGain probability vs. loss probability | 1.71 | 1.26 | +0.45 |
Calmar ratioReturn relative to maximum drawdown | 5.38 | 1.43 | +3.95 |
Martin ratioReturn relative to average drawdown | 20.18 | 6.65 | +13.53 |
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 | LBSAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.61 | 1.17 | +1.44 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.25 | 0.78 | +0.47 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.17 | 0.75 | +0.42 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.69 | 0.62 | +1.08 |
Correlation
The correlation between NSTMX and LBSAX is -0.07. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Dividends
NSTMX vs. LBSAX - Dividend Comparison
NSTMX's dividend yield for the trailing twelve months is around 4.30%, less than LBSAX's 5.07% 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% |
LBSAX Columbia Dividend Income Fund Class A | 5.07% | 5.11% | 5.78% | 4.72% | 3.62% | 2.65% | 1.52% | 2.68% | 7.36% | 3.83% | 3.60% | 8.01% |
Drawdowns
NSTMX vs. LBSAX - Drawdown Comparison
The maximum NSTMX drawdown since its inception was -9.50%, smaller than the maximum LBSAX drawdown of -47.89%. Use the drawdown chart below to compare losses from any high point for NSTMX and LBSAX.
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Drawdown Indicators
| NSTMX | LBSAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -9.50% | -47.89% | +38.39% |
Max Drawdown (1Y)Largest decline over 1 year | -0.91% | -10.19% | +9.28% |
Max Drawdown (5Y)Largest decline over 5 years | -7.06% | -17.16% | +10.10% |
Max Drawdown (10Y)Largest decline over 10 years | -9.50% | -32.82% | +23.32% |
Current DrawdownCurrent decline from peak | -0.81% | -5.50% | +4.69% |
Average DrawdownAverage peak-to-trough decline | -0.54% | -5.29% | +4.75% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.24% | 2.19% | -1.95% |
Volatility
NSTMX vs. LBSAX - Volatility Comparison
The current volatility for Columbia Short Term Bond Fund (NSTMX) is 0.48%, while Columbia Dividend Income Fund Class A (LBSAX) has a volatility of 2.92%. This indicates that NSTMX experiences smaller price fluctuations and is considered to be less risky than LBSAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| NSTMX | LBSAX | 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% | 13.62% | -11.77% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.19% | 13.28% | -11.09% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 2.13% | 15.68% | -13.55% |