Back to top
Columbia Mid Cap Index Fund Class I3: (MF: CMDYX)
(NASDAQ Mutual Funds) As of Jun 26, 2025 08:00 PM ET
$13.56 USD
+0.18 (1.35%)
Zacks MF Rank
NA
Latest Performance as of May 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -3.35 | 88 |
| 3 months | -2.66 | 79 |
| 6 months | -10.25 | 91 |
| 1 Year | 1.94 | 88 |
| 3 Year | 7.61 | 73 |
| 5 Year | 12.71 | 57 |
| 10 Year | NA | NA |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of May 31, 2025
| 1 Year | -2.90 |
| 5 Year | 16.71 |
| 10 Year | NA |
| Since Inception | 8.32 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -6.14 | NA | NA | NA |
| 2024 | 9.90 | -3.51 | 6.95 | 0.26 |
| 2023 | 3.73 | 4.81 | -4.28 | 11.69 |
| 2022 | -4.92 | -15.40 | -2.53 | 10.70 |
| 2021 | 13.37 | 3.61 | -1.79 | 7.92 |
| 2020 | -29.82 | 24.02 | 4.70 | 24.41 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|
| % Total Return | -3.35 | 13.70 | 16.22 | -13.21 | 24.51 | 13.37 | 25.97 | -11.28 |
| % Total Return Rel to Index | -4.42 | -11.31 | -10.01 | 4.98 | -4.17 | -5.02 | -5.51 | -6.88 |
| % Total Return Rel to Peer | -3.75 | -5.68 | -6.77 | 6.48 | 2.45 | -6.54 | -2.45 | -4.42 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 4.00 | 2.00 | 3.00 | 4.00 | 4.00 | 5.00 |
| % Dividends | 0.00 | 0.21 | 0.19 | 0.19 | 0.18 | 0.19 | 0.22 | 0.33 |
| % Yield | 0.00 | 1.34 | 1.36 | 1.33 | 0.89 | 1.06 | 1.33 | 2.22 |
| Capital Gains ($) | 0.00 | 1.42 | 0.93 | 1.34 | 2.90 | 1.35 | 0.67 | 1.02 |
| Expense Ratio | 0.20 | 0.20 | 0.20 | 0.20 | 0.20 | 0.20 | 0.20 | 0.00 |
* 1 = Top 20%, 5 = Bottom 20%