Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CIMRX (COLUMBIA AMT-FREE INTERMEDIATE MUNI BOND FUND COLUMBIA AMT-FREE INTERMEDIATE MUNI BOND FUND CLASS R4) | NA | 5.61% | 0.08% | 0.98% | 1.90% | NA | NA | … | … |
Data as of 11/25/2024, Common starting date is 03/21/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CIMRX (COLUMBIA AMT-FREE INTERMEDIATE MUNI BOND FUND COLUMBIA AMT-FREE INTERMEDIATE MUNI BOND FUND CLASS R4) | 03/21/2013 | 11/25/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.11 | 5.61 | 0.08 | 0.98 | 1.90 | NA | NA | … | … | 2.47 | 5.36 | -7.24 | 1.31 | 2.87 | 6.71 | 0.66 | 4.40 | -0.34 | 2.77 | 7.10 | -2.06 |
| Sharpe Ratio | NA | -0.44 | -1.38 | -0.38 | 0.11 | NA | NA | … | … | -1.88 | 0.39 | -2.75 | 0.83 | 0.39 | 3.09 | -0.38 | 1.78 | -0.22 | 1.46 | 3.95 | -0.83 |
| Standard Deviation(%) | NA | 2.36 | 2.77 | 3.79 | 3.04 | NA | NA | … | … | 2.25 | 2.84 | 3.15 | 1.53 | 6.81 | 1.71 | 1.72 | 2.13 | 2.49 | 1.88 | 1.79 | 3.20 |
| Draw Down(%) | NA | 1.59 | 10.80 | 11.16 | 11.16 | NA | NA | … | … | 1.59 | 3.59 | 10.58 | 1.69 | 10.74 | 1.50 | 2.00 | 1.57 | 5.30 | 2.31 | 1.17 | 5.72 |
| Yield(%) | 0.00 | 3.50 | 3.01 | 2.87 | 2.96 | 2.30 | 1.73 | … | … | 2.84 | 3.41 | 2.92 | 2.80 | 2.16 | 3.60 | 3.19 | 3.20 | 2.89 | 3.35 | 3.56 | 2.52 |
Data as of 11/25/2024, 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 |
|---|---|---|---|---|
| CIMRX (COLUMBIA AMT-FREE INTERMEDIATE MUNI BOND FUND COLUMBIA AMT-FREE INTERMEDIATE MUNI BOND FUND CLASS R4) |
-2.02%
Oct 2019 – Oct 2022 |
0.17%
Oct 2017 – Oct 2022 |
1.61%
Apr 2013 – Apr 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CIMRX (COLUMBIA AMT-FREE INTERMEDIATE MUNI BOND FUND COLUMBIA AMT-FREE INTERMEDIATE MUNI BOND FUND CLASS R4) |
5.33%
Aug 2013 – Aug 2016 |
3.38%
Nov 2016 – Nov 2021 |
2.28%
Dec 2013 – Dec 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart