Fund & Portfolio Comparison

Performance Comparison
Comparison Box

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

3-Year Annualized Rolling Return