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
CNYUX (COLUMBIA AMT-FREE NEW YORK INTERMEDIATE MUNI BOND FUND COLUMBIA AMT-FREE NEW YORK INTERMEDIATE MUNI ) 0.93% 5.23% 3.14% 0.75% 1.78% NA NA
Data as of 06/05/2026, Common starting date is 03/03/2016
More Performance Analytics Comparison
Name Start Date End Date
CNYUX (COLUMBIA AMT-FREE NEW YORK INTERMEDIATE MUNI BOND FUND COLUMBIA AMT-FREE NEW YORK INTERMEDIATE MUNI ) 03/03/2016 06/05/2026
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 2016
Annualized Return (%) 0.09 5.23 3.14 0.75 1.78 NA NA 0.93 4.03 1.20 4.75 -7.00 1.54 3.71 6.45 1.19 4.21 -1.12
Sharpe Ratio NA 1.49 0.05 -0.65 0.05 NA NA -0.20 0.37 -1.02 0.41 -2.69 0.99 0.48 2.89 -0.12 1.78 -0.62
Standard Deviation(%) NA 1.84 2.72 2.68 3.22 NA NA 2.15 3.13 2.38 2.73 3.14 1.53 7.20 1.72 1.66 2.00 2.52
Draw Down(%) NA 2.20 3.67 11.05 11.05 NA NA 2.20 3.54 1.82 4.16 10.58 2.03 10.71 1.55 1.71 1.42 5.03
Yield(%) 0.00 2.61 2.64 2.37 2.55 1.76 1.32 0.93 2.78 2.60 2.66 2.32 2.42 2.43 2.79 2.99 3.06 2.62
Data as of 06/05/2026, Common starting date is 03/03/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CNYUX (COLUMBIA AMT-FREE NEW YORK INTERMEDIATE MUNI BOND FUND COLUMBIA AMT-FREE NEW YORK INTERMEDIATE MUNI ) -1.73%
Oct 2019 – Oct 2022
0.39%
Oct 2017 – Oct 2022
1.79%
May 2016 – May 2026
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CNYUX (COLUMBIA AMT-FREE NEW YORK INTERMEDIATE MUNI BOND FUND COLUMBIA AMT-FREE NEW YORK INTERMEDIATE MUNI ) 4.51%
Feb 2017 – Feb 2020
3.57%
Nov 2016 – Nov 2021
1.82%
Apr 2016 – Apr 2026
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return