Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CNCYX (COLUMBIA AMT-FREE NORTH CAROLINA INTERMEDIATE MUNI BOND FUND COLUMBIA AMT-FREE NORTH CAROLINA INTERMEDIATE MUNI BOND FUND CLASS Y) | NA | -250,948.52% | nan% | nan% | NA | NA | NA | … | … |
Data as of 05/05/2023, Common starting date is 03/02/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CNCYX (COLUMBIA AMT-FREE NORTH CAROLINA INTERMEDIATE MUNI BOND FUND COLUMBIA AMT-FREE NORTH CAROLINA INTERMEDIATE MUNI BOND FUND CLASS Y) | 03/02/2017 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -241,714.39 | -250,948.52 | nan | nan | NA | NA | NA | … | … | 0.08 | -6.54 | -0.78 | 3.91 | 5.89 | 0.65 | 2.59 |
| Sharpe Ratio | NA | -0.37 | -0.54 | 0.00 | NA | NA | NA | … | … | -1.20 | -2.40 | -0.57 | 0.54 | 2.65 | -0.41 | 1.25 |
| Standard Deviation(%) | NA | 3.69 | 2.60 | 3.75 | NA | NA | NA | … | … | 4.03 | 3.32 | 1.41 | 6.84 | 1.69 | 1.66 | 1.94 |
| Draw Down(%) | NA | 5.47 | 10.64 | 10.64 | NA | NA | NA | … | … | 2.64 | 10.10 | 1.95 | 10.08 | 1.60 | 2.05 | 1.53 |
| Yield(%) | 0.13 | 2.34 | 2.09 | 2.29 | 1.34 | 0.89 | 0.67 | … | … | 99.97 | 2.08 | 1.94 | 2.14 | 2.51 | 2.62 | 1.12 |
Data as of 05/05/2023, 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 |
|---|---|---|---|---|
| CNCYX (COLUMBIA AMT-FREE NORTH CAROLINA INTERMEDIATE MUNI BOND FUND COLUMBIA AMT-FREE NORTH CAROLINA INTERMEDIATE MUNI BOND FUND CLASS Y) |
-1.78%
Oct 2019 – Oct 2022 |
0.21%
Oct 2017 – Oct 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CNCYX (COLUMBIA AMT-FREE NORTH CAROLINA INTERMEDIATE MUNI BOND FUND COLUMBIA AMT-FREE NORTH CAROLINA INTERMEDIATE MUNI BOND FUND CLASS Y) |
4.08%
Jul 2018 – Jul 2021 |
1.64%
Apr 2018 – Apr 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart