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
CCBYX (COLUMBIA AMT-FREE CALIFORNIA INTERMEDIATE MUNI BOND FUND COLUMBIA AMT-FREE CALIFORNIA INTERMEDIATE M) 0.81% 5.59% 3.25% 0.99% NA NA NA
Data as of 06/04/2026, Common starting date is 03/02/2017
More Performance Analytics Comparison
Name Start Date End Date
CCBYX (COLUMBIA AMT-FREE CALIFORNIA INTERMEDIATE MUNI BOND FUND COLUMBIA AMT-FREE CALIFORNIA INTERMEDIATE M) 03/02/2017 06/04/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021 2020 2019 2018 2017
Annualized Return (%) 0.31 5.59 3.25 0.99 NA NA NA 0.81 4.06 1.37 4.80 -6.17 1.11 3.70 6.64 1.29 2.91
Sharpe Ratio NA 1.46 0.09 -0.55 NA NA NA -0.42 0.36 -0.89 0.42 -2.41 0.70 0.48 2.88 -0.06 1.48
Standard Deviation(%) NA 2.05 2.83 2.77 NA NA NA 2.44 3.29 2.52 2.74 3.17 1.55 7.16 1.79 1.58 1.88
Draw Down(%) NA 2.60 3.63 10.22 NA NA NA 2.60 3.53 1.89 4.03 9.89 2.04 10.93 1.49 1.59 1.42
Yield(%) 0.00 2.82 2.80 2.46 2.36 1.57 1.18 1.01 2.94 2.75 2.75 2.35 2.31 2.49 2.87 2.97 1.25
Data as of 06/04/2026, Common starting date is 03/02/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CCBYX (COLUMBIA AMT-FREE CALIFORNIA INTERMEDIATE MUNI BOND FUND COLUMBIA AMT-FREE CALIFORNIA INTERMEDIATE M) -1.62%
Oct 2019 – Oct 2022
0.45%
Jul 2020 – Jul 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CCBYX (COLUMBIA AMT-FREE CALIFORNIA INTERMEDIATE MUNI BOND FUND COLUMBIA AMT-FREE CALIFORNIA INTERMEDIATE M) 4.48%
Oct 2022 – Oct 2025
1.91%
Dec 2018 – Dec 2023
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return