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Columbia Small Cap Index Inst (NMSCX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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23.20+0.02 (+0.09%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return-1.16%
5-Year Average Return7.71%
Number of Years Up20
Number of Years Down7
Best 1 Yr Total Return (Jul 2, 2024)40.97%
Worst 1 Yr Total Return (Jul 2, 2024)N/A
Best 3-Yr Total Return40.97%
Worst 3-Yr Total Return5.56%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnNMSCXCategory
YTD-0.78%20.19%
1-Month-2.26%0.02%
3-Month-3.12%4.36%
1-Year8.45%60.18%
3-Year-0.48%11.32%
5-Year7.83%13.88%
10-Year8.01%11.19%
Last Bull Market25.05%27.98%
Last Bear Market-14.19%-24.08%

Annual Total Return (%) History

Year
NMSCXCategory
2024
N/AN/A
2023
15.81%N/A
2022
-16.31%N/A
2021
26.38%N/A
2020
11.20%10.99%
2019
22.61%23.75%
2018
-8.71%-12.72%
2017
13.10%12.28%
2016
26.24%20.78%
2015
-2.26%-5.38%
2014
5.48%3.79%
2013
40.97%37.39%
2012
16.19%15.46%
2011
0.79%-4.07%
2010
26.06%25.61%
2009
25.52%31.80%
2008
-30.84%-36.56%
2007
-0.39%-1.10%
2006
14.90%15.03%
2005
7.46%6.75%
2004
22.33%18.94%
2003
38.35%43.41%
2002
-15.18%-16.22%
2001
6.06%8.92%
2000
9.47%11.89%
1999
5.47%19.95%
1998
-1.65%-3.03%
1997
27.97%26.36%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20242.42%-3.12%N/AN/A
20232.51%3.36%-5.00%15.06%
2022-5.69%-14.19%-5.22%9.12%
202118.03%4.47%-2.91%5.56%
2020-32.64%21.96%3.14%31.24%
201911.60%1.84%-0.26%8.16%
20180.52%8.68%4.64%-20.14%
20171.10%1.66%5.92%3.89%
20162.53%3.47%7.17%11.04%
20153.94%0.16%-9.43%3.67%
20141.06%2.01%-6.79%9.78%
201311.82%3.83%10.65%9.73%
201211.91%-3.58%5.39%2.17%
20117.64%-0.25%-19.88%17.16%
20108.56%-8.85%9.59%16.25%
2009-16.82%21.13%18.56%5.07%
2008-7.47%0.50%-0.86%-24.99%
20073.14%5.20%-1.87%-6.46%
200612.80%-4.63%-0.94%7.82%
2005-2.09%3.86%5.33%0.33%
20046.15%3.54%-1.44%12.93%
2003-5.93%19.76%7.06%14.70%
20026.77%-6.70%-18.75%4.79%
2001-6.65%13.36%-16.89%20.60%
20004.00%1.45%2.96%0.78%
1999-10.81%15.16%-6.23%9.50%
199810.35%-3.39%-20.83%16.53%
1997-4.40%17.64%15.59%-1.56%

Rank In Category (By Total Return)

YTD87
1-Month81
3-Month45
1-Year74
3-Year69
5-Year59

Load Adjusted Returns

1-Year8.45%
3-Year-0.48%
5-Year7.83%
10-Year8.01%