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
CGIMX (COLUMBIA AMT-FREE GEORGIA INTERMEDIATE MUNI BOND FUND COLUMBIA AMT-FREE GEORGIA INTERMEDIATE MUNI BOND FUND CLASS R4) NA 5.11% 4.22% 2.45% NA NA NA
Data as of 05/07/2021, Common starting date is 03/21/2013
More Performance Analytics Comparison
Name Start Date End Date
CGIMX (COLUMBIA AMT-FREE GEORGIA INTERMEDIATE MUNI BOND FUND COLUMBIA AMT-FREE GEORGIA INTERMEDIATE MUNI BOND FUND CLASS R4) 03/21/2013 05/07/2021
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2021 2020 2019 2018 2017 2016 2015 2014 2013
Annualized Return (%) -0.08 5.11 4.22 2.45 NA NA NA 0.47 4.07 5.97 0.84 3.69 -0.43 2.46 5.42 -1.46
Sharpe Ratio NA 3.15 0.79 0.48 NA NA NA 0.70 0.55 2.70 -0.28 1.45 -0.26 1.32 3.12 -0.62
Standard Deviation(%) NA 1.61 4.24 3.59 NA NA NA 1.94 6.91 1.69 1.73 2.13 2.48 1.85 1.73 3.05
Draw Down(%) NA 1.96 10.26 10.26 NA NA NA 1.96 10.26 1.32 2.03 1.64 5.34 1.85 1.20 5.37
Yield(%) 9.62 12.38 6.06 4.61 3.30 2.20 1.65 10.04 2.87 2.77 2.81 3.18 3.15 3.33 3.39 2.94
Data as of 05/07/2021, 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
CGIMX (COLUMBIA AMT-FREE GEORGIA INTERMEDIATE MUNI BOND FUND COLUMBIA AMT-FREE GEORGIA INTERMEDIATE MUNI BOND FUND CLASS R4) 0.80%
Oct 2015 – Oct 2018
1.38%
Apr 2013 – Apr 2018
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CGIMX (COLUMBIA AMT-FREE GEORGIA INTERMEDIATE MUNI BOND FUND COLUMBIA AMT-FREE GEORGIA INTERMEDIATE MUNI BOND FUND CLASS R4) 4.52%
Aug 2013 – Aug 2016
2.98%
Jul 2015 – Jul 2020
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return