Nasdaq - Delayed Quote USD

Columbia Small Cap Index Inst (NMSCX)

25.22 +0.19 (+0.76%)
At close: 6:46 PM EDT

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.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 40.97%
Worst 1Y Total Return --
Number of Years Up 20
Number of Years Down 7

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

Risk Statistics

3 Years5 Years10 Years
NMSCXCategory AverageNMSCXCategory AverageNMSCXCategory Average
Alpha -5.77 -0.09 -5.24 -0.06 -4.03 -0.06
BETA 1.02 0.01 1.12 0.01 1.12 0.01
Mean Annual Return 0.41 0.01 1.07 0.01 0.9 0.01
R-squared 67.25 0.83 71.37 0.77 70.57 0.78
Standard Deviation 22.11 0.26 23.79 0.21 20.37 0.19
Sharpe Ratio 0.06 0 0.44 0.01 0.45 0.01
Treynor Ratio -1.09 0.08 7.25 0.1 6.6 0.09

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