Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CODRX (COLUMBIA AMT-FREE OREGON INTERMEDIATE MUNI BOND FUND COLUMBIA AMT-FREE OREGON INTERMEDIATE MUNI BOND) | 0.92% | 5.40% | 3.16% | 0.78% | 1.68% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/12/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CODRX (COLUMBIA AMT-FREE OREGON INTERMEDIATE MUNI BOND FUND COLUMBIA AMT-FREE OREGON INTERMEDIATE MUNI BOND) | 11/12/2012 | 06/04/2026 |
| 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 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.26 | 5.40 | 3.16 | 0.78 | 1.68 | NA | NA | … | … | 0.92 | 4.44 | 0.96 | 4.11 | -6.47 | 0.64 | 4.36 | 6.21 | 1.01 | 3.68 | -0.34 | 2.77 | 3.69 | -4.66 | -0.92 |
| Sharpe Ratio | NA | 1.56 | 0.05 | -0.66 | 0.02 | NA | NA | … | … | -0.32 | 0.51 | -1.16 | 0.16 | -2.55 | 0.44 | 0.63 | 2.88 | -0.23 | 1.49 | -0.24 | 1.44 | 2.39 | -1.69 | -3.15 |
| Standard Deviation(%) | NA | 1.79 | 2.67 | 2.66 | 3.04 | NA | NA | … | … | 2.13 | 3.09 | 2.30 | 2.85 | 3.11 | 1.40 | 6.48 | 1.64 | 1.66 | 2.03 | 2.33 | 1.90 | 1.54 | 2.77 | 2.18 |
| Draw Down(%) | NA | 2.28 | 3.84 | 10.40 | 10.40 | NA | NA | … | … | 2.28 | 3.41 | 1.83 | 4.61 | 10.09 | 1.80 | 9.52 | 1.43 | 1.75 | 1.63 | 5.01 | 2.01 | 1.16 | 6.71 | 1.76 |
| Yield(%) | 0.00 | 2.36 | 2.40 | 2.10 | 2.36 | 1.86 | 1.39 | … | … | 0.83 | 2.54 | 2.40 | 2.29 | 1.99 | 2.05 | 2.55 | 2.84 | 2.99 | 2.83 | 2.64 | 2.95 | 0.76 | 0.00 | 0.00 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| CODRX (COLUMBIA AMT-FREE OREGON INTERMEDIATE MUNI BOND FUND COLUMBIA AMT-FREE OREGON INTERMEDIATE MUNI BOND) |
-2.13%
Oct 2020 – Oct 2023 |
0.04%
Jul 2020 – Jul 2025 |
1.00%
Feb 2013 – Feb 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CODRX (COLUMBIA AMT-FREE OREGON INTERMEDIATE MUNI BOND FUND COLUMBIA AMT-FREE OREGON INTERMEDIATE MUNI BOND) |
4.28%
Apr 2018 – Apr 2021 |
3.31%
Nov 2016 – Nov 2021 |
1.91%
Dec 2013 – Dec 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart