Find A Portfolio/Ticker
Comparison Box
CAFTX: Columbia AMT-Free Intermediate Muni Bond (MUTUAL FUND)
Basic Info
Asset Class: | EQUITY |
MyPlanIQ Rating: | Not Rated |
Start Date: | 04/04/2017 |
Last Dividend Date: | 11/30/2018 |
12-Mo. Yield | - |
Expenses | - |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 08/28/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | Since 07/09/2018 |
2018 | 2017 | |
---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | 0.3 | -0.3 | 1.9 |
Sharpe Ratio | NA | -0.87 | -0.09 | -1.01 | 0.91 |
Draw Down(%) | NA | 2.1 | 2.3 | 2.1 | 1.6 |
Standard Deviation(%) | NA | 1.7 | 1.8 | 1.6 | 2.0 |
Treynor Ratio | NA | 6.42 | 0.21 | 11.94 | -0.34 |
Alpha | NA | -0.01 | 0.0 | -0.01 | 0.01 |
Beta | NA | 0.0 | -0.01 | 0.0 | -0.05 |
RSquared | NA | 0.0 | 0.0 | 0.0 | 0.03 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/09/2018
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See EQUITY Asset Class Trend Rankings |