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
CNBRX (COLUMBIA AMT-FREE CALIFORNIA INTERMEDIATE MUNI BOND FUND COLUMBIA AMT-FREE CALIFORNIA INTERMEDIATE MUNI BOND FUND CLASS R5) NA 5.61% 3.22% 0.89% 1.77% NA NA
Data as of 06/15/2026, Common starting date is 11/12/2012
More Performance Analytics Comparison
Name Start Date End Date
CNBRX (COLUMBIA AMT-FREE CALIFORNIA INTERMEDIATE MUNI BOND FUND COLUMBIA AMT-FREE CALIFORNIA INTERMEDIATE MUNI BOND FUND CLASS R5) 11/12/2012 06/15/2026
1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception
Annualized Return (%) 5.61 3.22 0.89 1.77 NA NA
Sharpe Ratio NA NA NA NA NA NA
Standard Deviation(%) NA NA NA NA NA NA
Draw Down(%) NA NA NA NA NA NA
Yield(%) 3.03 2.84 2.46 2.53 2.03 1.52
Data as of 06/15/2026, Common starting date is 11/12/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CNBRX (COLUMBIA AMT-FREE CALIFORNIA INTERMEDIATE MUNI BOND FUND COLUMBIA AMT-FREE CALIFORNIA INTERMEDIATE MUNI BOND FUND CLASS R5) -1.68%
Oct 2019 – Oct 2022
0.37%
Jul 2020 – Jul 2025
1.34%
Feb 2013 – Feb 2023
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CNBRX (COLUMBIA AMT-FREE CALIFORNIA INTERMEDIATE MUNI BOND FUND COLUMBIA AMT-FREE CALIFORNIA INTERMEDIATE MUNI BOND FUND CLASS R5) 4.75%
Feb 2017 – Feb 2020
3.65%
Nov 2016 – Nov 2021
2.31%
Dec 2013 – Dec 2023
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return