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NSMIX: COLUMBIA SHORT TERM MUNICIPAL BOND FUND COLUMBIA SHORT TERM MUNICIPAL BOND FUND CLASS Z (MUTUAL FUND)
Basic Info 10.03 0.01(0.10%) April 25
Asset Class: | Muni National Short |
MyPlanIQ Rating: | (93%) |
Start Date: | 10/28/1993 |
Last Dividend Date: | 03/28/2024 |
12-Mo. Yield | 2.34% |
Expenses | 1.40% |
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Performance Analytics (As of 04/19/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 06/09/1994 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.1 | -0.3 | 2.3 | 0.4 | 1.1 | 1.0 | 1.2 | 1.7 | 2.6 | 3.8 | -2.7 | 0.8 | 2.0 | 3.1 | 1.5 | 1.4 | -0.0 | 0.7 | 0.6 | 0.7 | 1.4 | 2.2 | 0.9 | 4.4 | 4.0 | 4.3 | 3.1 | 1.4 | 1.3 | 2.4 | 4.6 | 5.3 | 5.7 | 2.4 | 4.7 | 4.8 | 4.2 | 8.3 | 0.5 | 1.2 |
Sharpe Ratio | NA | -3.31 | -0.86 | -1.18 | -0.25 | -0.01 | NA | NA | 0.67 | -0.26 | -2.4 | 0.94 | 0.65 | 1.86 | 0.19 | 1.05 | -0.32 | 0.96 | 1.04 | 0.99 | 2.05 | 2.9 | 0.96 | 3.99 | 1.88 | 1.06 | -0.13 | -0.8 | 0.24 | 1.32 | 2.61 | 2.02 | 1.18 | -0.53 | 0.92 | 0.82 | 0.35 | 2.39 | -1.25 | 1.3 |
Draw Down(%) | NA | 0.6 | 1.3 | 4.6 | 4.6 | 4.6 | NA | NA | 4.6 | 1.6 | 4.5 | 0.7 | 4.6 | 0.5 | 0.4 | 0.7 | 1.3 | 0.6 | 0.4 | 0.9 | 0.4 | 0.3 | 0.6 | 0.3 | 1.8 | 0.4 | 0.3 | 0.5 | 1.9 | 1.1 | 1.4 | 0.8 | 0.4 | 0.6 | 0.7 | 0.7 | 1.2 | 0.7 | 2.1 | 0.7 |
Standard Deviation(%) | NA | 1.4 | 1.6 | 1.5 | 1.7 | 1.3 | NA | NA | 1.4 | 1.8 | 1.7 | 0.9 | 2.7 | 0.9 | 0.7 | 0.8 | 0.8 | 0.7 | 0.6 | 0.7 | 0.7 | 0.8 | 0.8 | 1.1 | 1.7 | 1.2 | 1.1 | 1.0 | 1.5 | 1.3 | 1.4 | 1.5 | 1.4 | 1.5 | 1.6 | 1.5 | 1.9 | 1.8 | 2.0 | 3.6 |
Treynor Ratio | NA | -0.05 | -0.01 | -0.01 | 0.0 | 0.0 | NA | NA | 0.01 | 0.0 | -0.03 | 0.01 | 0.01 | 0.02 | 0.0 | 0.01 | 0.0 | 0.01 | 0.01 | 0.01 | 0.02 | 0.02 | 0.01 | 0.04 | 0.03 | 0.01 | 0.0 | -0.01 | 0.0 | 0.01 | 0.04 | 0.03 | 0.02 | -0.01 | 0.01 | 0.01 | 0.01 | 0.04 | -0.02 | 0.05 |
Alpha | NA | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 |
Beta | NA | 0.97 | 1.15 | 1.25 | 1.27 | 1.19 | NA | NA | 1.09 | 1.28 | 1.35 | 0.99 | 1.32 | 0.91 | 0.71 | 0.69 | 0.9 | 0.77 | 0.75 | 0.77 | 0.8 | 1.01 | 0.88 | 0.96 | 1.08 | 0.89 | 0.85 | 1.0 | 1.42 | 1.17 | 0.99 | 0.92 | 0.93 | 0.99 | 1.12 | 1.06 | 1.19 | 1.24 | 1.15 | 0.86 |
RSquared | NA | 0.65 | 0.65 | 0.62 | 0.73 | 0.65 | NA | NA | 0.62 | 0.66 | 0.65 | 0.24 | 0.88 | 0.39 | 0.36 | 0.24 | 0.41 | 0.22 | 0.23 | 0.3 | 0.31 | 0.47 | 0.39 | 0.54 | 0.73 | 0.62 | 0.54 | 0.57 | 0.59 | 0.56 | 0.61 | 0.7 | 0.75 | 0.6 | 0.77 | 0.75 | 0.71 | 0.78 | 0.59 | 0.12 |
Yield(%) | N/A | 0.6 | 2.4 | 1.7 | 1.6 | 1.4 | 1.5 | 1.9 | N/A | 2.3 | 1.3 | 1.1 | 1.2 | 2.1 | 1.6 | 1.1 | 1.2 | 1.1 | 1.1 | 1.1 | 1.1 | 2.0 | 1.8 | 2.2 | 3.4 | 3.5 | 3.2 | 2.3 | 2.3 | 2.3 | 2.5 | 4.1 | 4.7 | 4.2 | 4.4 | 4.5 | 4.8 | 4.8 | 3.8 | 0.8 |
Dividend Growth(%) | N/A | -73.9 | 50.0 | 2.0 | 30.8 | -36.4 | N/A | N/A | N/A | 64.3 | 16.7 | -7.7 | -40.9 | 37.5 | 45.5 | -8.3 | 0.0 | 0.0 | 0.0 | 0.0 | -42.9 | 10.5 | -17.4 | -34.3 | -2.8 | 9.1 | 37.5 | 0.0 | 0.0 | -4.0 | -39.0 | -12.8 | 11.9 | -4.5 | -2.2 | -6.2 | 2.1 | 23.7 | 375.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/09/1994
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