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NCMAX: Columbia CA Intermediate Muni Bond Z (MUTUAL FUND)
Basic Info 10.68 0(0.0%) May 14
| Asset Class: | Muni California Intermediate |
| MyPlanIQ Rating: | (75%) |
| Start Date: | 09/23/2002 |
| Last Dividend Date: | 04/30/2021 |
| 12-Mo. Yield | 2.20% |
| Expenses | 0.48% |
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Performance Analytics (As of 05/14/2021)
| Last 1 Week* | YTD*(2021) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -0.2 | 0.0 | 5.4 | 4.0 | 2.6 | 3.8 | 4.1 | 3.4 | 3.7 | 6.5 | 1.2 | 4.7 | -0.1 | 2.8 | 7.7 | -1.3 | 6.3 | 10.5 | 2.9 | 9.5 | -0.8 | 3.1 | 4.4 | 2.1 | 2.2 | -0.6 | 0.0 |
| SR | NA | 0.0 | 3.24 | 0.73 | 0.5 | 1.09 | NA | 0.83 | 0.48 | 2.94 | -0.1 | 1.98 | -0.11 | 1.42 | 4.15 | -0.42 | 2.8 | 4.31 | 1.01 | 2.64 | -0.37 | 0.03 | 0.44 | -0.05 | 0.36 | -0.46 | -0.23 |
| DD(%) | NA | 1.9 | 1.9 | 10.9 | 10.9 | 10.9 | NA | 10.9 | 10.9 | 1.5 | 1.6 | 1.4 | 5.6 | 2.4 | 1.5 | 6.3 | 2.1 | 1.9 | 4.9 | 3.4 | 7.6 | 2.1 | 1.9 | 2.3 | 5.8 | 5.1 | 4.0 |
| SD(%) | NA | 1.9 | 1.7 | 4.4 | 3.7 | 3.1 | NA | 3.1 | 7.1 | 1.7 | 1.6 | 2.0 | 2.6 | 2.0 | 1.9 | 3.2 | 2.2 | 2.4 | 2.8 | 3.6 | 4.5 | 2.5 | 2.4 | 2.6 | 3.5 | 2.8 | 3.7 |
| TR | NA | 0.0 | 0.07 | 0.04 | 0.02 | 0.04 | NA | 0.04 | 0.04 | 0.07 | 0.0 | 0.06 | 0.0 | 0.04 | 0.1 | -0.02 | 0.08 | 0.14 | 0.04 | 0.11 | -0.03 | 0.0 | 0.01 | 0.0 | 0.02 | -0.02 | -0.01 |
| Alpha(%) | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 | 0.0 | 0.01 | 0.0 | 0.0 | -0.01 | -0.01 | -0.01 | -0.02 |
| Beta(%) | NA | 0.77 | 0.73 | 0.8 | 0.78 | 0.78 | NA | 0.74 | 0.81 | 0.72 | 0.7 | 0.68 | 0.76 | 0.73 | 0.77 | 0.78 | 0.84 | 0.75 | 0.73 | 0.82 | 0.59 | 0.75 | 0.9 | 0.84 | 0.78 | 0.62 | 0.62 |
| RS | NA | 0.86 | 0.75 | 0.96 | 0.94 | 0.92 | NA | 0.87 | 0.98 | 0.81 | 0.82 | 0.82 | 0.92 | 0.85 | 0.82 | 0.92 | 0.83 | 0.8 | 0.8 | 0.83 | 0.88 | 0.82 | 0.85 | 0.83 | 0.9 | 0.78 | 0.75 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/23/2002
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See Muni California Intermediate Asset Class Trend Rankings |
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