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CAIVX: COLUMBIA AMT-FREE VIRGINIA INTERMEDIATE MUNI BOND FUND COLUMBIA AMT-FREE VIRGINIA INTERMEDIATE MUNI BOND FUND CLASS R4 (MUTUAL FUND)
Basic Info
Asset Class: | EQUITY |
MyPlanIQ Rating: | Not Rated |
Start Date: | 03/21/2013 |
Last Dividend Date: | 05/05/2023 |
12-Mo. Yield | 101.06% |
Expenses | 0.56% |
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Performance Analytics (As of 05/05/2023)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.1 | 1.2 | -0.6 | 1.1 | 1.2 | 1.3 | -0.3 | -6.8 | -1.3 | 3.8 | 6.0 | 0.8 | 3.2 | -0.1 | 2.2 | 6.3 | -2.3 |
Sharpe Ratio | NA | -0.48 | -0.61 | -0.02 | 0.17 | 0.2 | -1.43 | -2.48 | -0.91 | 0.54 | 2.78 | -0.3 | 1.32 | -0.14 | 1.22 | 3.74 | -0.97 |
Draw Down(%) | NA | 5.5 | 10.7 | 10.7 | 10.7 | 10.7 | 3.0 | 10.2 | 2.0 | 10.0 | 1.5 | 2.0 | 1.7 | 4.8 | 2.0 | 1.0 | 5.5 |
Standard Deviation(%) | NA | 3.7 | 2.6 | 3.7 | 3.0 | 3.0 | 4.1 | 3.3 | 1.4 | 6.6 | 1.7 | 1.7 | 2.0 | 2.4 | 1.8 | 1.7 | 3.0 |
Treynor Ratio | NA | -0.51 | -0.96 | -0.02 | 0.28 | 0.33 | -6.58 | -2.91 | -1.76 | 0.64 | -1.48 | 1.05 | -0.46 | 0.08 | -0.66 | -1.31 | -0.84 |
Alpha | NA | -0.01 | -0.01 | 0.0 | 0.0 | 0.0 | -0.02 | -0.03 | -0.01 | 0.01 | 0.02 | 0.0 | 0.01 | 0.0 | 0.01 | 0.03 | -0.02 |
Beta | NA | 0.03 | 0.02 | 0.03 | 0.02 | 0.02 | 0.01 | 0.03 | 0.01 | 0.06 | -0.03 | 0.0 | -0.06 | -0.04 | -0.03 | -0.05 | 0.03 |
RSquared | NA | 0.04 | 0.02 | 0.04 | 0.01 | 0.01 | 0.0 | 0.05 | 0.01 | 0.09 | 0.06 | 0.0 | 0.04 | 0.05 | 0.08 | 0.11 | 0.02 |
Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 3.6 | 3.5 | 3.3 | 3.5 | 3.3 | 3.0 |
Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 5.4 | 2.8 | -7.7 | 8.3 | 5.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/20/2013
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