Nasdaq - Delayed Quote • USD
Columbia Small Cap Index Inst (NMSCX)
At close: 6:46 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 6.21% |
| 5y Average Return | 8.75% |
| Number of Years Up | 20 |
| Number of Years Down | 7 |
| Best 1Y Total Return (Sep 13, 2024) | 40.97% |
| Worst 1Y Total Return (Sep 13, 2024) | -- |
| Best 3Y Total Return | 40.97% |
| Worst 3Y Total Return | 5.56% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
NMSCX
Category
- YTD
- 8.29%
- 20.19%
- 1-Month
- -1.47%
- 0.02%
- 3-Month
- 6.68%
- 4.36%
- 1-Year
- 17.11%
- 60.18%
- 3-Year
- 2.62%
- 11.32%
- 5-Year
- 10.52%
- 13.88%
- 10-Year
- 9.12%
- 11.19%
- Last Bull Market
- 25.05%
- 27.98%
- Last Bear Market
- -14.19%
- -24.08%
Annual Total Return (%) History
Year
NMSCX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 2.42% | -3.12% | -- | -- |
| 2023 | 2.51% | 3.36% | -5.00% | 15.06% |
| 2022 | -5.69% | -14.19% | -5.22% | 9.12% |
| 2021 | 18.03% | 4.47% | -2.91% | 5.56% |
| 2020 | -32.64% | 21.96% | 3.14% | 31.24% |
| 2019 | 11.60% | 1.84% | -0.26% | 8.16% |
| 2018 | 0.52% | 8.68% | 4.64% | -20.14% |
| 2017 | 1.10% | 1.66% | 5.92% | 3.89% |
| 2016 | 2.53% | 3.47% | 7.17% | 11.04% |
| 2015 | 3.94% | 0.16% | -9.43% | 3.67% |
| 2014 | 1.06% | 2.01% | -6.79% | 9.78% |
| 2013 | 11.82% | 3.83% | 10.65% | 9.73% |
| 2012 | 11.91% | -3.58% | 5.39% | 2.17% |
| 2011 | 7.64% | -0.25% | -19.88% | 17.16% |
| 2010 | 8.56% | -8.85% | 9.59% | 16.25% |
| 2009 | -16.82% | 21.13% | 18.56% | 5.07% |
| 2008 | -7.47% | 0.50% | -0.86% | -24.99% |
| 2007 | 3.14% | 5.20% | -1.87% | -6.46% |
| 2006 | 12.80% | -4.63% | -0.94% | 7.82% |
| 2005 | -2.09% | 3.86% | 5.33% | 0.33% |
| 2004 | 6.15% | 3.54% | -1.44% | 12.93% |
| 2003 | -5.93% | 19.76% | 7.06% | 14.70% |
| 2002 | 6.77% | -6.70% | -18.75% | 4.79% |
| 2001 | -6.65% | 13.36% | -16.89% | 20.60% |
| 2000 | 4.00% | 1.45% | 2.96% | 0.78% |
| 1999 | -10.81% | 15.16% | -6.23% | 9.50% |
| 1998 | 10.35% | -3.39% | -20.83% | 16.53% |
| 1997 | -4.40% | 17.64% | 15.59% | -1.56% |
Rank in Category (By Total Return)
| YTD | 75 |
| 1-Month | 67 |
| 3-Month | 40 |
| 1-Year | 60 |
| 3-Year | 59 |
| 5-Year | 54 |
Load Adjusted Returns
| 1-Year | 17.11% |
| 3-Year | 2.62% |
| 5-Year | 10.52% |
| 10-Year | 9.12% |
Performance & Risk
| YTD Return | 6.21% |
| 5y Average Return | 8.75% |
| Rank in Category (ytd) | 75 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.02 |
| Morningstar Risk Rating |
Fund Overview
| Category | Small Blend |
| Fund Family | Columbia Threadneedle |
| Net Assets | 3.28B |
| YTD Return | 8.29% |
| Yield | 1.34% |
| Morningstar Rating | |
| Inception Date | Oct 15, 1996 |
Fund Summary
Under normal circumstances, 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 SmallCap 600 Index. The Investment 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. The fund may invest in derivatives, such as futures (including equity index futures), for cash equitization purposes.
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