Nasdaq - Delayed Quote USD

Columbia Mid Cap Index Inst (NMPAX)

14.41
+0.15
+(1.05%)
At close: 8:04:24 PM EDT

Fund Summary

The fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in common stocks that comprise the S&P MidCap 400 Index. In seeking to match the performance of the index, the Investment Manager attempts to allocate the fund's assets among common stocks in approximately the same weightings as the index. The manager attempts to achieve at least a 95% correlation between the performance of the index and the fund's investment results, before fees and expenses.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 33.28%
Worst 1Y Total Return --
Number of Years Up 17
Number of Years Down 7

Performance & Risk

YTD Return -1.66%
5y Average Return 15.67%
Rank in Category (ytd) 75
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.15
Morningstar Risk Rating

Risk Statistics

3 Years 5 Years 10 Years
NMPAXCategory AverageNMPAXCategory AverageNMPAXCategory Average
Alpha -6.18 -0.06 -2.51 -0.05 -4.57 -0.04
BETA 1.15 0.01 1.06 0.01 1.12 0.01
Mean Annual Return 0.66 0.01 1.18 0.01 0.8 0.01
R-squared 82.18 0.88 79.26 0.85 84.26 0.84
Standard Deviation 20.73 0.23 19.23 0.19 18.78 0.17
Sharpe Ratio 0.16 0.01 0.59 0.01 0.4 0.01
Treynor Ratio 1.12 0.11 9.65 0.11 5.45 0.1

Related Tickers