Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CAIVX (COLUMBIA AMT-FREE VIRGINIA INTERMEDIATE MUNI BOND FUND COLUMBIA AMT-FREE VIRGINIA INTERMEDIATE MUNI BOND FUND CLASS R4) | NA | -606,508.78% | nan% | nan% | nan% | NA | NA | … | … |
Data as of 05/05/2023, Common starting date is 03/21/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CAIVX (COLUMBIA AMT-FREE VIRGINIA INTERMEDIATE MUNI BOND FUND COLUMBIA AMT-FREE VIRGINIA INTERMEDIATE MUNI BOND FUND CLASS R4) | 03/21/2013 | 05/05/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -597,600.66 | -606,508.78 | nan | nan | nan | NA | NA | … | … | -0.29 | -6.78 | -1.29 | 3.81 | 6.02 | 0.82 | 3.22 | -0.14 | 2.19 | 6.26 | -2.26 |
| Sharpe Ratio | NA | -0.48 | -0.61 | -0.02 | 0.17 | NA | NA | … | … | -1.43 | -2.48 | -0.91 | 0.54 | 2.78 | -0.30 | 1.32 | -0.14 | 1.22 | 3.74 | -0.97 |
| Standard Deviation(%) | NA | 3.74 | 2.62 | 3.68 | 3.02 | NA | NA | … | … | 4.15 | 3.30 | 1.44 | 6.64 | 1.66 | 1.68 | 1.97 | 2.38 | 1.77 | 1.67 | 2.99 |
| Draw Down(%) | NA | 5.51 | 10.72 | 10.72 | 10.72 | NA | NA | … | … | 3.04 | 10.19 | 2.02 | 10.01 | 1.48 | 2.04 | 1.71 | 4.82 | 2.03 | 0.99 | 5.53 |
| Yield(%) | 0.13 | 2.49 | 2.43 | 2.78 | 2.83 | 1.91 | 1.43 | … | … | 99.46 | 2.18 | 2.57 | 2.55 | 2.88 | 3.67 | 3.29 | 3.07 | 3.32 | 3.16 | 2.83 |
Data as of 05/05/2023, Common starting date is 03/21/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CAIVX (COLUMBIA AMT-FREE VIRGINIA INTERMEDIATE MUNI BOND FUND COLUMBIA AMT-FREE VIRGINIA INTERMEDIATE MUNI BOND FUND CLASS R4) |
-1.83%
Oct 2019 – Oct 2022 |
0.14%
Oct 2017 – Oct 2022 |
1.24%
Apr 2013 – Apr 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CAIVX (COLUMBIA AMT-FREE VIRGINIA INTERMEDIATE MUNI BOND FUND COLUMBIA AMT-FREE VIRGINIA INTERMEDIATE MUNI BOND FUND CLASS R4) |
4.57%
Aug 2013 – Aug 2016 |
3.06%
Nov 2016 – Nov 2021 |
1.24%
Apr 2013 – Apr 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart
